港A兩地水泥股走強 海螺水泥A股再創新高
格隆匯12月9日丨港A兩地水泥股走強,塔牌集團漲逾5%,上峯水泥、華新水泥漲逾3%;海螺水泥A股盤中再創新高48.9元,現漲2.97%,H股漲1.35%;金隅集團H股、中國建材漲超2%。據國家統計局,2019年11月下旬,流通領域重要生產資料市場價格變動情況數據顯示,袋裝普通硅酸鹽水泥的價格較11月中旬上漲20.5元/噸,漲幅達到4.1%。華泰證券指,水泥價格周環比繼續上漲,預計12月中旬價格趨穩。根據數字水泥網,上週全國水泥價格環比上漲0.6%。價格上漲地區主要是上海、江西、福建和江蘇蘇錫常,幅度20-30元/噸,重慶報漲30-50元/噸,執行待落實。12月初,南方地區下游需求保持穩定,企業出貨仍維持在產銷平衡,水泥價格高位繼續上行,預計12月中旬整體價格將會趨穩。
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