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港股異動 | 水泥股普漲 四季度國內水泥市場迎來回暖跡象
格隆匯11月15日丨海螺水泥漲近6%,中國建材和華潤水泥漲逾4%。步入11月中旬,北方採暖季來臨,各地水泥企業也陸續迎來冬季錯峯。近日,河南、山東等水泥產銷大省相繼發佈水泥行業錯峯生產相關通知,行業供應縮減預期再度增強。經歷了三季度的深跌,四季度國內水泥市場終於迎來回暖跡象。據水泥地理數據,2022年7月國內水泥市場價格見底,達377元/噸。由於7月跌幅過大,8、9月市場出現連續上漲,整體三季度價格下跌17元/噸。進入四季度後,10、11月市場價格出現持續拉漲,但漲幅不大。

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