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港股異動 | 水泥股逆勢上漲 西部水泥漲6%
格隆匯9月3日丨水泥股逆勢上漲,西部水泥漲6%,為連續第四個交易日上漲,中國建材、海螺水泥、亞洲水泥(中國)漲逾2%。消息面上,廣西水泥供應趨緊,繼7-8月連續上調水泥價格後,河池地區主要廠家繼續通知9月3日起上調水泥價格50元/噸,3輪累計漲幅達150元/噸左右。此外,河南省多地水泥企業陸續通知上調水泥價格20-30元/噸。天風證券指,自8月以來,在成本壓力較大以及需求邊際好轉情況下,水泥價格已進入上行通道,考慮到供需雙向向好, 認為下半年漲價持續性較強,考慮到煤炭價格波動性環比上半年有望減弱,預計Q3水泥噸毛利有望同比追平,Q4或實現反超。

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