A股異動 | 水泥股普跌 4月份全國單月水泥產量降至近十年同期最低
格隆匯5月17日丨水泥股普跌,深天地A跌近7%,寧波富達、海南瑞澤跌4%,西部建設、韓建河山跌3%,上峯水泥、華新水泥、冀東水泥跌逾1.5%。據數字水泥網,4月份,由於全國多個疫情復發地區管控嚴格,水泥需求恢復受阻,尤其是道路運輸不暢,同時受資金短缺影響,工程項目開工率偏低,水泥市場呈現旺季不旺行情,單月水泥產量同比大幅下降,不足2億噸,為近十年同期最低水平。後期雨水天氣增多且疫情防控措施持續,短期內需求仍較為疲軟,供需關係嚴重失衡,水泥企業庫存攀升,多地積極開展錯峯生產以改善經營狀況。

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