港股建材水泥股盘初拉升其中东吴水泥大涨超17%领衔中国建材涨超7%华新水泥涨2%中国天瑞水泥、华润建材科技、金隅集团涨超

智通财经
Aug 18
港股建材水泥股盘初拉升其中东吴水泥大涨超17%领衔中国建材涨超7%华新水泥涨2%中国天瑞水泥、华润建材科技、金隅集团涨超1%海螺水泥涨0.4%。消息上中国银河证券研报表示7月处于季节性淡季高温雨水影响下游施工全国水泥需求减少全国熟料线停窑率有所提升但熟料库存继续增长行业供需矛盾较大水泥价格均呈下降态势。后续来看预计8月中下旬需求有望逐步回升水泥价格有望止跌回涨。个股方面东吴水泥公布预期截至2025年6月30日止六个月亏损将减少至约1,296.6万元而去年同期亏损约3,998.1万元减幅约为67.6%。

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