东吴水泥（00695）今日盘中大涨10.49%，引发市场关注。这一涨幅显著高于早盘时4%左右的涨幅，反映出投资者对水泥行业前景的乐观情绪不断增强。
据市场消息，港股建材水泥股今日普遍走高。除东吴水泥外，中国建材、海螺水泥、中国天瑞水泥等多只水泥股均呈现上涨态势。行业数据显示，2025年上半年虽然全国水泥产量同比下降4.3%，达到8.15亿吨，为2010年以来同期最低水平，但降幅较2024年同期已收窄5.7个百分点，显示行业正逐步企稳。
分析人士指出，水泥行业积极推动生态建设，加之水泥价格呈现恢复性增长，煤炭成本下降等因素，共同推动行业盈利持续修复。2025年上半年，水泥行业利润总额达164亿元人民币，较2024年同期实现扭亏为盈。这些积极因素可能是推动东吴水泥股价大幅上涨的主要原因，投资者对该公司及整个水泥行业的未来发展前景持续看好。
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