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港A兩地水泥股走強,水泥價格上漲
格隆匯9月23日丨港A兩地水泥股走強,A股中,華新水泥漲4.4%,萬年青、海螺水泥、金隅集團漲超3%。港股方面,亞洲水泥漲5.7%、金隅集團漲4.3%、山水水泥漲超3%。數字水泥網顯示,9月13日-19日全國P.O42.5高標水泥均價報505.67元/噸,較前一週漲幅達11.46%。國盛證券認為,近期雙控背景下江蘇、廣西、雲南等省區嚴格限產,水泥產能發揮嚴重受限,短期價格彈性仍然非常突出且將逐步向外圍傳導,水泥企業Q4到明年上半年業績將有明顯上修。

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