A股異動 | 水泥板塊集體走強 多地水泥企業發佈漲價通知
格隆匯3月3日丨水泥板塊集體走強,A股寧波富達漲8%,四方新材漲4%,華新水泥、青松建化漲超2.5%,海南瑞澤、寧夏建材漲超2%,天山股份、塔牌集團、萬年青、冀東水泥、祁連山、西部建設漲超1.5%,海螺水泥、金隅集團漲超1%;港股海螺水泥、華潤水泥、亞洲水泥漲超2%,金隅集團漲超1.5%。據中國水泥網,3月1日起浙江、江蘇多地水泥企業發佈通知,上調水泥價格30元-40元/噸,山東、山西等地企業近日也頻現上調。農曆新年以來,長三角熟料價格已迎來三連漲,累積漲幅達80元/噸;珠三角地區熟料價格也迎來兩輪上漲,累計漲幅約60元/噸。中國銀河證券認為,2月水泥價格開始回升,熟料價格也已完成多輪上漲,上漲原因主要是錯峯停產期間熟料庫存低位疊加燃料成本高位所致。需求方面,隨着節後市場的逐步啟動和恢復,下游工地的開工率呈穩步上升趨勢,尤其是南方地區市場恢復好於北方地區,預計隨着3月份春季開工的啟動,水泥旺季馬上到來。供應方面,3月份錯峯停窯將陸續結束,熟料、水泥供給量將穩中有漲。


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