金吾财讯 | 水泥股部分走弱,截至发稿,东吴水泥(00695)跌4.35%,西部水泥(02233)跌3.35%,海螺水泥(00914)跌2.2%,中国建材(03323)跌2.09%。消息面上,中信证券表示,根据水泥网,2024年我国水泥产能约达25.61亿吨,而产量仅为18.25亿吨,创下了自2010年以来的新低,产能利用率仅为71.24%。该行指,国内水泥行业面临下游需求疲软的挑战,市场竞争愈发...
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