需求弱势叠加政策推动 水泥行业或加速整合

中国经营网
Sep 13, 2025

在“反内卷”下,水泥价格有所回升,叠加成本下降,2025年上半年,超六成上市水泥企业利润有所增长,有企业利润同比增幅超26倍。《中国经营报》记者梳理A股17家上市水泥企业最新财报发现,2025年上半年,共有11家企业归母净利润同比实现增长,10家企业实现盈利。多位受访人士向记者表示,2025年上半年,水泥行业整体将由上年同期亏损10亿元恢复盈利,这主要得益于当期主要原料煤炭价格下跌。同时,产能置换...

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