异动解读|中国建材盘中下跌5.07%,水泥行业需求持续疲弱叠加涨价落地不及预期

行情直击
Jun 10

6月10日,中国建材盘中下跌5.07%,报4.87港元/股,成交额9404.49万港元,此前一日大幅反弹后再度回落。

消息面上,水泥行业基本面持续承压。数据显示,1-4月全国水泥累计产量同比下降8.6%,房屋新开工面积同比下降22%,房地产开发投资同比下降13.7%。5月部分区域试探性推涨,但涨价落地不及预期,水泥价格继续走弱。行业内19家上市公司中仅6家一季度实现盈利,板块今日普遍承压,西部水泥跌11.11%,华润建材科技跌1.68%,海螺水泥跌1.64%。机构预计短期水泥价格延续震荡趋弱态势,终端需求走弱将制约提价空间。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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