智通财经APP获悉，水泥股跌幅居前，截至发稿，中国建材(03323)跌6.53%，报4.87%；海螺水泥(00914)跌6.03%，报20.9港元；西部水泥(02233)跌5.05%，报2.07港元；华润建材科技(01313)跌4.29%，报1.56港元。
消息面上，三月下旬，受大范围雨水天气影响，国内水泥市场需求恢复放缓。据数字水泥网，3月20日，全国水泥含税终端均价339元/吨，环比增长2.33元/吨，同比下滑56.50元/吨；全国水泥出货率31.53%，环比增长6.87pct，同比下滑13.20pct。随着部分区域水泥价格回调至底部区间，预计后期价格仍将维持小幅震荡调整走势。
国盛证券指出，本周水泥市场“基建强，房建弱”的结构性特征依然突出。基建端，本周基建直供量环比接近翻倍，成为水泥市场复苏的核心支撑；房建市场以及与之紧密相关的搅拌站环节依然表现疲软，成为拖累整体出库量农历同比下滑的核心因素，资金困境仍是核心掣肘；民用市场需求表现继续分化，既有对涨价预期的积极补库，也有受制于天气和慢需求现实的观望。
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