金吾财讯 | 建材水泥股全线下滑，截至发稿，山水水泥(00691)跌5.88%，东吴水泥(00695)跌5.29%，中国建材(03323)跌3.56%，华润建材科技(01313)跌3.55%，华新水泥(06655)跌3.16%，海螺水泥(00914)跌2.48%。此外大公国际表示，2024年以来，由于房地产市场仍处于深度调整阶段，叠加基础设施投资增速持续放缓的影响，水泥行业需求整体弱势，国内水泥价格呈现“低位徘徊、震荡回升”的趋势，行业盈利底部运行，等待供给改善。预计2024年第四季度，在水泥行业积极开展行业自律和错峰生产的预期下，水泥价格水平或将在一定范围内有所修复，但由于需求持续低迷，预计水泥价格反弹动力不足，需对行业盈利状况保持谨慎预期。
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