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港股异动丨水泥股普涨 西部水泥午后涨超9% 多地上调水泥价格

Gelonghui Finance ·  Nov 20, 2024 07:20

格隆汇11月20日|西部水泥涨幅扩大至涨超9%,中国建材涨1.8%,金隅集团涨1.2%,海螺水泥、亚洲水泥皆飘红。消息上,中国水泥网行情数据中心消息显示,根据市场反馈,湖南地区受错峰停窑影响,库存相对低位,各企业涨价意愿较强。各企业计划15日起对长株潭、郴州等地再次通知上调水泥价格50元/吨。银河证券研报称,10月需求继续修复,水泥价格推涨,涨价主要原因系盈利压力驱动以及行业错峰执行较好、供需格局好转所致。11月北方地区需求下降,预计价格保持相对稳定运行,南方市场需求有望延续,价格或将继续推涨。(格隆汇)

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