中国银河证券:季节性旺季来临有望推动水泥价格上调

DoNews
Sep 18, 2025

瑞财经 严明会近日,中国银河证券研报表示,8月份水泥仍处于季节性淡季,高温雨水天气继续影响下游施工,全国水泥市场需求疲软,水泥磨机开工负荷环比下降。全国熟料线停窑率较高,熟料库存由升转降,但行业供应过剩问题仍存;8月水泥均价271.67元/吨,月环比下降。后续来看,9-11月需求有望呈季节性回暖,叠加“反内卷”加速行业去产能,供需有望缓和,对水泥价格起到推动作用。相关公司:中国银河sh601881...

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