水泥板塊拉昇走強 機構預計下半年水泥市場量價齊升
格隆匯9月22日丨水泥板塊拉昇走強,金圓股份漲停,天山股份漲超7%,華新水泥、四川金頂、塔牌集團、冀東水泥等跟漲。上週,華東地區水泥行情大幅上漲,周初價格為503.00元/噸,週末價格為584.33元/噸,漲幅16.17%,當前價格環比上漲了28.37%,當前價格同比去年上漲了25.55%。9月份第三週,受限電限產影響,水泥供應緊張,各大廠家紛紛上調報價,水泥價格呈上漲趨勢。銀河證券認為,2021年8月水泥單月產量2.15噸,環比增加4.54%,同比減少5.2%。1-8月全國水泥累計產量15.73億噸,同比增長8.30%。9-11月為往年施工旺季,水泥市場需求有望提升,此外,下半年多省市大型基建項目繼續推進並有望落地,為後續水泥市場需求提供較強支撐。
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