概述:2025年国内水泥均价受需求下滑影响市场竞争加剧而波动下行,2026年水泥价格整体企稳回升,结构性分化显著。供需弱平衡下错峰生产加码支撑价格,需求降幅收窄且基建结构性发力对冲地产拖累,成本端煤炭价格中枢下移但石灰石高位等形成支撑,政策引导与利润修复需求巩固价格基础。一、2025年国内水泥市场回顾1.1 国内水泥价格走势回顾2025年国内水泥均价呈波动下行趋势。1-2月价格在380-400元/...
Source Link概述:2025年国内水泥均价受需求下滑影响市场竞争加剧而波动下行,2026年水泥价格整体企稳回升,结构性分化显著。供需弱平衡下错峰生产加码支撑价格,需求降幅收窄且基建结构性发力对冲地产拖累,成本端煤炭价格中枢下移但石灰石高位等形成支撑,政策引导与利润修复需求巩固价格基础。一、2025年国内水泥市场回顾1.1 国内水泥价格走势回顾2025年国内水泥均价呈波动下行趋势。1-2月价格在380-400元/...
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