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A股異動 | 水泥股集體走強 基建投資升温 水泥迎來漲價潮
格隆匯9月16日丨今早A股水泥股集體走強,四川金頂,新疆天業,冀中能源,天原股份紛紛漲停,鄂爾多斯,魯北化工漲超5%,萬年青漲超4%。2021二季度水泥價格暴跌後,價格自8月起進入上漲軌道,9月傳統旺季繼續上漲。而頭部水泥廠商將關注重點從銷量轉向業務盈利能力,將為2021年下半年水泥價格回升奠定堅實基礎。國海證券9月10日發佈的研報表示,金九銀十來臨,基建投資逐漸升温,水泥迎來全面漲價潮,預計下半年水泥市場量價齊升,行業恢復景氣狀態。

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