7月23日盘中，华新水泥（06655）股价意外大跌5.06%，与近期水泥行业利好消息形成鲜明对比。
近日，备受关注的雅鲁藏布江下游水电工程正式开工，总投资约1.2万亿元。多家券商分析认为，该项目将带动水泥需求显著增长，西南区域水泥龙头企业有望受益。其中，华新水泥作为在西南地区布局完善的水泥企业，被多家机构看好。
然而，尽管有利好消息支撑，华新水泥股价仍出现大幅下跌。分析人士指出，这可能与水泥行业整体产能过剩问题有关。近期行业内出现大量"补充产能"的情况，引发了市场对供需平衡的担忧。此外，部分投资者可能认为前期股价已充分反映了雅江水电工程的利好，导致获利回吐压力增大。投资者应密切关注公司后续在雅江水电工程中的具体参与情况，以及水泥行业产能调控的进展。
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