超产管控叠加碳市场 水泥供给持续优化

数字水泥网
Jan 29

,根据数字水泥网和国家统计局数据统计显示,预计2024/2025水泥熟料产能利用率53%/50%,产能严重过剩。经过过去两年时间的政策酝酿和宣导,2026-2027年将迎来以“超产管控+碳市场”为主导的供给端政策管控,有望带来水泥超产产能和落后产能陆续退出,水泥供给优化将带来盈利中枢提升。中长期来看,水泥行业供给有望持续优化。2025年9月24日,工信部等六部门联合发布的《建材行业稳增长工作方案(...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10