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港股异动 | 建材水泥股高开 错峰生产支撑水泥价格上涨
格隆汇 10-05 09:29
格隆汇10月5日丨建材水泥股高开,华润水泥(1313.HK)涨超4%领涨,中国建材涨超2%,海螺水泥跟涨。近期,多地召开水泥行业差异化错峰生产工作座谈会,对秋冬季节错峰生产进行了部署,要求水泥熟料企业要按照绿色发展、高质量发展的要求,落实错峰生产政策。其中,山东省水泥行业协会近期发通知称,错峰生产未执行到位的企业于11月14日前严格落实补停窑计划,确保停满160天。据悉,山东区域各企业近日陆续发布调价通知,水泥价格区域性普涨20~30元/吨。业内人士指出,水泥行业存在较为明显的销售范围,具备较强的区域特征,错峰限产对相关区域水泥价格短期会形成一定的支撑。

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