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中銀證券:水泥行業出現顯著變化 仍值得堅定看好
格隆匯 10-21 09:11
格隆匯10月21日丨中銀證券近日發佈研報指出:近期水泥行業幾大顯著變化:1,限產大幅度抑制供給;2,煤炭價格持續上升,作爲高耗能行業水泥的電價浮動範圍不再受限,成本上行;3,水泥價格快速上升;4,價格上升導致需求有所下滑,下遊觀望情緒增加。中銀證券認爲水泥行情仍值得堅定看好:1,水泥作爲無替代品的施工材料,需求存在剛性;2,水泥產品價格上升幅度大於成本上升幅度;3,9月專項債發行加速,年底有望產生實際的水泥需求。
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