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水泥板塊逆勢走強 四川雙馬、天山股份雙雙漲停
格隆匯8月20日丨水泥板塊午後拉昇走強,四川雙馬、天山股份雙雙漲停,華新水泥漲超6%,金圓股份漲超5%,青松建化、海螺水泥、萬年青、冀東水泥等紛紛跟漲進入8月份,全國水泥市場將逐步走出淡季,需求有望持續回升,當前基建穩增長預期再度提升,在一定程度上增強了市場對後續水泥需求的信心。前期隨着多個地區拉閘限電、開啟錯峯生產,水泥企業積極推漲價格,供給端亦有好轉。根據各地數據梳理統計來看,華東、西南市場上調幅度最高。廣西南寧、玉林等地區自7月底以來已上調2次水泥價格,累計漲幅達100元/噸。四川南充地區、雲南大理地區部分水泥品牌價格上漲50元/噸。

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