今日盘中，东吴水泥（00695）股价大涨10.49%，引发市场关注。与此同时，港股建材水泥板块整体走强，多只水泥股呈现上涨态势。
东吴水泥股价强势上涨，主要受益于水泥行业整体复苏预期。中国建材集团发布的2025年上半年业绩报告显示，集团实现扭亏为盈，股东应占溢利达13.6亿元。这一利好消息提振了投资者对水泥行业的信心，带动整个板块走高。
数据显示，2025年上半年全国水泥产量为8.15亿吨，虽然同比下降4.3%，但降幅较2024年同期明显收窄。更值得注意的是，行业积极推动生态建设，水泥价格呈现恢复性增长，加之煤炭成本下降，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。这些积极信号表明，水泥行业正逐步走出低谷，未来发展前景可期。
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