金吾财讯 | 中国银河证券指出,本周全国水泥价格小幅上涨,主要原因系当前进入传统旺季阶段,水泥企业推涨积极性较高所致。本周市场需求有所恢复,但较去年同期较弱;目前全国部分熟料线仍处于停窑状态,暂未对企业熟料库存构成压力。该机构表示,后续来看,“金九银十”需求有望继续增长,但在终端市场疲软情况下,预计增幅有限;因考虑到冬季将迎来较长时间错峰停窑,且叠加当下需求边际改善,预计水泥企业将继续积极推涨水泥价格,此外,煤价存上涨预期,将进一步对水泥价格形成支撑。
金吾财讯 | 中国银河证券指出,本周全国水泥价格小幅上涨,主要原因系当前进入传统旺季阶段,水泥企业推涨积极性较高所致。本周市场需求有所恢复,但较去年同期较弱;目前全国部分熟料线仍处于停窑状态,暂未对企业熟料库存构成压力。该机构表示,后续来看,“金九银十”需求有望继续增长,但在终端市场疲软情况下,预计增幅有限;因考虑到冬季将迎来较长时间错峰停窑,且叠加当下需求边际改善,预计水泥企业将继续积极推涨水泥价格,此外,煤价存上涨预期,将进一步对水泥价格形成支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.