【券商聚焦】中国银河:“反内卷”加速行业供给优化 水泥供需格局有望缓和

金吾资讯
Nov 12

金吾财讯 | 中国银河证券发研报指,水泥:整体需求疲软,价格与去年同期价差较大。10月份水泥需求小幅改善,但全国总体水泥需求有见顶迹象;错峰停窑力度继续加码,但其对行业供给调控逐步失效,行业熟料库存压力增加;全国大部分地区水泥价格试探性推涨,月环比增长2.22%。后续来看,11月因气温影响需求将由增转降,北方地区陆续进入冬季错峰阶段,熟料库存逐步降至低位,预计11月水泥企业继续推涨价格,但涨幅收窄...

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