10月22日-10月28日，本周全国水泥出库量282.65万吨，环比上升8.05%，同比下降15.11%；基建水泥直供量167万吨，环比上升5.70%，同比下降9.24%。核心观点：（1）基建需求：政策发力带动增量，区域分化明显（2）房建需求：拖累整体市场，资金压力仍是核心矛盾（3）民用需求：平稳运行，局部受价格波动影响具体分析如下：（1）基建需求：局部发力但整体偏弱，重点项目支撑有限云南因...
Source Link10月22日-10月28日，本周全国水泥出库量282.65万吨，环比上升8.05%，同比下降15.11%；基建水泥直供量167万吨，环比上升5.70%，同比下降9.24%。核心观点：（1）基建需求：政策发力带动增量，区域分化明显（2）房建需求：拖累整体市场，资金压力仍是核心矛盾（3）民用需求：平稳运行，局部受价格波动影响具体分析如下：（1）基建需求：局部发力但整体偏弱，重点项目支撑有限云南因...
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