港股異動丨水泥股普升 西部水泥午後升超9% 多地上調水泥價格
西部水泥升幅擴大至升超9%,中國建材升1.8%,金隅集團升1.2%,海螺水泥、亞洲水泥皆飄紅。消息上,中國水泥網行情數據中心消息顯示,根據市場反饋,湖南地區受錯峯停窯影響,庫存相對低位,各企業升價意願較強。各企業計劃15日起對長株潭、郴州等地再次通知上調水泥價格50元/噸。銀河證券研報稱,10月需求繼續修復,水泥價格推升,升價主要原因系盈利壓力驅動以及行業錯峯執行較好、供需格局好轉所致。11月北方地區需求下降,預計價格保持相對穩定運行,南方市場需求有望延續,價格或將繼續推升。(格隆匯)

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