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A股異動 | 水泥股走強 傳統旺季將至 水泥價格反彈
格隆匯8月16日丨水泥股走強,青松建化漲3.7%,深天地A漲2%,上峯水泥、萬年青、華新水泥;華潤水泥漲近3%,海螺水泥、華新水泥漲1%。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-煤炭價差為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台新的錯峯生產計劃。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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