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港股異動丨水泥股走強 水泥熟料價格先行反彈,迎來開門紅
格隆匯2月7日丨水泥股走強,海螺水泥和亞洲水泥漲逾3%,金隅股份漲2.42%。據數字水泥網,2月7日長三角沿江地區水泥熟料價格統一上調30元/噸,裝船價格上調至400元/噸。市場人士分析稱,價格上調主要原因一是節前價格大幅下調後,絕對價格水平不高,進口和北方貨源幾乎無優勢;二是節後開市,下游粉磨站備貨較為極積,目前社會獨立粉磨均處於空庫狀態;三是因春節前後各企業執行錯峯生產或停窯檢修,熟料庫存適中。

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