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港股異動 | 水泥股拉昇 進入旺季 水泥價格大幅上漲
格隆匯3月30日丨港股市場中國建材漲2.78%,華潤水泥漲2.54%;A股市場四川金頂漲停,華新水泥漲近9%。近日宏觀利好信息頻頻。全國兩會結束之後,在穩經濟保增長的整體背景下,金融方面貨幣政策邊際寬鬆方向不改,後期降準、降息仍有空間;財政方面目前我國地方債發行已經超過1.5萬億元,約為去年同期兩倍,當前,多地已開始公佈二季度發行計劃,基建帶動的持續性值得期待;與此同時,房地產方面各地放鬆限購政策,下調房貸利率等,進一步改善房地產經營環境。進入三月旺季,全國多地水泥廠家再發“漲價函”,山西、河南、江西、江蘇、湖北等地水泥價格上調。從3月10日開始,湖北黃岡、鄂州等地的水泥廠家通知,上調水泥價格20-30元/噸。上週,十堰地區的水泥廠家跟進上調水泥價格50元/噸。此外,河南等周邊市場水泥價格走高,也對湖北有刺激帶動作用,一些廠家漲價意願強烈,以緩解成本上漲的壓力。

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