港股异动 | 水泥股拉升，华新水泥创年内新高，反内卷政策改善行业预期
周三，港股水泥股集体上涨，其中，华新水泥涨近7%，股价创年内新高！中国天瑞水泥、华润建材科技、中国建材涨3%，海螺水泥、西部水泥、金隅集团涨超2%。
消息上，高盛认为，中央财经委会议首提治理企业“过度竞争”，标志“反内卷”政策升级。钢铁业5000万吨减产计划有望提速，下半年产量或降6%，利润率或扩大200元/吨；水泥业约22-27%过剩产能面临淘汰。政策转向长期产能削减，将推动行业利润持续改善。
据中国水泥协会数据，高盛估算未经授权的过剩熟料产能超过4亿吨，约占行业总产能的18%。此外，基于最低利用率和能耗强度的额外要求，还有2.77-3.77亿吨产能面临退出压力，占行业产能的12-17%。
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