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傳統旺季將至 水泥價格反彈一觸即發
格隆匯 08-15 21:11
格隆匯8月15日丨據21財經,天津、河北等地部分水泥企業發佈調價通知函。在唐山市一家水泥企業發佈的調價函中看到,由於熟料、礦石等價格上漲,原材料成本上升,致使企業生產成本不斷提高。爲保證企業正常運轉,自2022年8月15日16時起,在原價格基礎上上調50元/噸。不僅是京津冀地區。開源證券在一份研報中指出,截至8月12日,全國P.O42.5散裝水泥均價369.87元/噸,環比增加1.03%;水泥-煤炭價差爲221.99元/噸,環比增長1.88%。從多位市場人士處瞭解到,此前多個地區水泥價格見底,國內十餘省份相繼出臺新的錯峯生產計劃。8月錯峯停產天數進一步增加,供給端收縮明顯,水泥價格觸底開始底部震盪回升,已有遼寧、吉林、黑龍江、福建和貴州等部分地區推漲水泥價格,上調幅度在10-40元/噸。8月底天氣轉涼後,水泥行業將迎來傳統旺季,價格全面反彈有望一觸即發。
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