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A股異動 | 水泥股集體下跌 水泥企業用電成本將大幅上升
格隆匯10月12日丨A股水泥股集體下跌,金圓股份跌停,冀中能源跌8%,天原股份跌7%,魯北化工跌6%,新疆天業,中材國際跌5%, 萬年青,祁連山,華新水泥跌3%。日前,國家發展改革委印發《關於進一步深化燃煤發電上網電價市場化改革的通知》,並明確高耗能企業市場交易電價不受上浮20%限制。業內分析人士表示,鑑於當前煤炭成本高企,《通知》實施之後,工業企業用電價格有望明顯上漲。 同時,電能是水泥生產過程中主要能源之一。資料顯示,當前國內噸水泥綜合電耗約在90度電左右(含熟料電耗和水泥粉磨電耗)。水泥是傳統高能耗行業,水泥企業用電成本將出現較大幅度提升。

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