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水泥股走強,9月底全國水泥價格出現普漲
格隆匯10月3日丨水泥股走強,華潤水泥、亞洲水泥漲4%,海螺水泥、中國建材漲3%。9月底全國水泥價格出現大面積普漲行情。隨着天氣好轉,下游需求量繼續提升,全國平均出貨率創出年內新高。截止到9月底,全國平均出貨率達到70%,其中,長三角和珠三角地區企業出貨率普遍達到8-9成或產銷平衡,京津冀和華中地區恢復到7-8成水平。銷量的環比大幅改善,疊加錯峯生產持續和煤炭價格環比上漲影響,促使全國各區域水泥價格普遍出現修復性回升。

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