港股異動 | 水泥股普漲,西部水泥(2233.HK)漲超5%
格隆匯9月28日丨水泥股普漲,西部水泥(2233.HK)漲5.2%、中國建材(3323.HK)漲4.3%、亞洲水泥(中國)(0743.HK)漲超3%、海螺水泥(0914.HK)漲1.6%。機構監測數據顯示,旺季週期下,需求提升疊加產量供應不足,儘管近期多數水泥企業限量發貨,但水泥社會庫存整體消化較快,多地庫容比跌破歷史低位。業內人士表示,下半年水泥需求支撐力度大,同時自8月起水泥價格已進入上漲軌道,預計水泥市場將量價齊升,行業恢復景氣狀態。

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