港股異動 | 水泥股普漲 地產底部修復 水泥需求恢復預期增強
格隆匯11月24日丨海螺水泥、中國建材和華潤水泥均漲約3%。國務院常務會議昨日“預吿”降準。另外,央行、銀保監會23日公佈《關於做好當前金融支持房地產市場平穩健康發展工作的通知》,推出16條金融舉措,促進房地產市場平穩健康發展。為響應“金融支持16條”相關政策及落實全國性商業銀行信貸工作座談會會議精神,11月23日,多家銀行陸續對外發布信息,深化銀企合作。在利好地產政策的不斷推進下,水泥需求恢復預期增強。供給方面,目前全國大部分北方省份已經進入冬季錯峯停窯階段,全國水泥總供給量下降,有望緩解水泥企業庫存壓力。

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