金吾财讯 | 建材水泥股疲软，海螺水泥(00914)跌3.34%，华新水泥(06655)跌2.39%，西部水泥(02233)跌1.6%，亚洲水泥(中国)(00743)跌1.26%，中国建材(03323)跌0.6%。国泰君安表示，10月下旬，全国水泥市场需求量环比略有减弱，主因北方地区市场陆续进入淡季，即将开启冬季错峰生产周期；南方地区需求保持稳定，为在最后需求期改善盈利，继续推动价格上行。
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