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水泥板塊再度走高 國內水泥市場量價齊升
格隆匯9月13日丨水泥板塊再度走高,上峯水泥逼近漲停,塔牌集團漲超7%,萬年青、華新水泥、海螺水泥、福建水泥等紛紛跟漲。進入傳統的“金九銀十”旺季,國內水泥市場量價齊升,華東、中南、西南漲幅明顯,川渝、湖南、河南一些地區通知幅度普遍在50元/噸及以上,兩廣出現爆炸式上漲。上旬全國水泥價格繼續保持全面上行趨勢,周均價環比繼續明顯攀升。華創證券研稱,近期水泥價格明顯上漲,本輪水泥上漲週期,更多來自供給端的推動,後續兩廣地區因限產力度強,價格彈性較大。

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