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港股異動丨建材水泥股普漲 中國建材、金隅集團漲超5% 3月水泥迎“開門紅”
格隆匯 03-17 11:04
港股建材水泥股普遍上漲,其中,華潤建材科技漲超7%,中國建材、金隅集團漲超5%,海螺水泥漲4%,華新水泥、亞洲水泥、中國天瑞水泥跟漲。中國水泥網行情數據中心顯示,進入3月以來,國內水泥行情延續上升態勢,東三省、長三角及河北等地相繼傳出水泥、熟料價格上調信息。水泥大數據研究院預測,隨着市場需求持續恢復,各地積極醞釀漲價,預計近期水泥價格將持續反彈。中金公司認爲,2025年水泥需求仍有一定下滑壓力(該行估算中高個位數下降),但供給端仍有較大的積極變化:1)短期來說,行業錯峯生產天數進一步加強、行業供給協同意識提升,當前價格、成本均優於去年同期;2)長期來看,新一輪供給側改革逐步開啓,25年通過補足超產產能有望減少實際熟料產能約20%;此外碳排放約束也有望逐步落地。該行預期2025年盈利中樞相對於24年將繼續有明顯改善。(格隆匯)

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