水泥:受益于雅下水电工程开工和“反内卷”政策催化

中金公司
Jul 22, 2025

行业近况我们认为,近期水泥行业供需均出现边际催化:①7 月19 日,中国雅江集团有限公司作为第99 家中央企业正式成立,同日在西藏自治区林芝市举行雅鲁藏布江下游水电工程开工仪式。②工业和信息化部总工程师谢少锋在7 月18 日国新办新闻发布会上表示,钢铁、有色金属、石化、建材等十大重点行业稳增长工作方案即将出台,工业和信息化部将推动重点行业着力调结构、优供给、淘汰落后产能。③水泥协会7 月1 日提出...

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