供需：建筑开工分化，工业开工偏强，需求分化1.建筑开工：开工率仍处历史同期中低位。最近两周（10 月5 日至10 月18 日），水泥发运率、磨机运转率仍位于同期历史中低位，石油沥青装置开工率回落至历史中低位。基建项目水泥直供量、房建水泥用量均有所回升，但仍处于同期历史低位。资金方面，建筑工地资金到位率同比低于2024 年同期。2.工业生产端，整体景气度仍处于历史中高位。最近两周，工业开工整体景气度...
Source Link供需：建筑开工分化，工业开工偏强，需求分化1.建筑开工：开工率仍处历史同期中低位。最近两周（10 月5 日至10 月18 日），水泥发运率、磨机运转率仍位于同期历史中低位，石油沥青装置开工率回落至历史中低位。基建项目水泥直供量、房建水泥用量均有所回升，但仍处于同期历史低位。资金方面，建筑工地资金到位率同比低于2024 年同期。2.工业生产端，整体景气度仍处于历史中高位。最近两周，工业开工整体景气度...
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