金吾财讯 | 中国银河证券发研报指，本周全国水泥价格止跌回涨。需求有所恢复，本周水泥磨机开工负荷均值周环比提升6.20pct；全国大部分省份加大落实8月份错峰计划，停窑力度较大，熟料库容率处于高位但环比小幅下降。后续来看，随着“金九银十”传统旺季的来临，水泥市场需求有望逐步恢复，但短期需求受天晴影响有所波动；停窑继续保持高执行力度，预计熟料库存有望继续下降；高停窑率及需求改善预期下，后续水泥价格有望继续推涨。
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