港股異動 | 水泥股再度走強 需求繼續好轉水泥價格止跌回升
格隆匯2月23日丨水泥股繼續走強,亞洲水泥漲5.7%、海螺水泥漲3%、華新水泥漲2.6%。中國水泥協會數據,2月13日至19日當週,全國水泥價格年內首現回升,全國水泥市場價格指數424元/噸,環比上漲1.35%。天風證券指,在經歷22年水泥產量超預期下滑之後,當前水泥企業在應對需求下滑方面的準備措施或更加充分,若需求端能夠企穩,則23年行業利潤仍有望回暖。通過覆盤來看,水泥指數和水泥價格走勢高度相關,3月旺季價格若能持續上漲,仍可能會催化估值修復,水泥春季躁動行情仍值得期待。

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