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港A兩市水泥股走強,海螺水泥(0914.HK)漲超4%

格隆匯9月6日丨港A兩市水泥股走強,港股中,亞洲水泥、海螺水泥均漲超4%,華潤水泥漲超3%,金隅集團、中國建材漲超2%。

A股中,華新水泥漲近7%,海螺水泥漲超5%,天山股份、上峯水泥漲超3%。

據悉,海螺水泥提出營收、利潤、投資各增長8%的年度目標。另有消息稱,海螺水泥有計劃在9月份落實三輪連漲,分別在8月末9月初,及9月中旬、下旬各上調一次價格,每次上調30元/噸,累計調漲100元/噸左右。

相關行業分析人士表示,依據目前各區域的行情走勢,這波漲勢或將持續到11月份,也就是説未來三個月水泥價格將持續上調,按照海螺目前的月漲100元/噸的計劃,水泥價格有望突破600元/噸大關。

天風證券亦指,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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