金吾财讯 | 建材水泥股受挫普跌，截至发稿，东吴水泥(00695)跌2.33%，西部水泥(02233)跌1.59%，中国建材(03323)跌1.56%，华润建材科技(01313)跌1.38%，金隅集团(02009)跌1.28%，华新建材(06655)跌1.22%，海螺水泥(00914)跌0.87%。消息面上，有分析师认为，产能置换、按备案产能生产和错峰生产等政策约束下，水泥行业过剩产能将加速出清、价格或有望温和反弹，水泥企业盈利有望在底部震荡中继续改善。国泰海通证券研究认为，2026年需求维持个位数下滑假设背景下，行业经营预期或更为理性，盈利中枢或有望从当前仅头部盈利、行业平均有所亏损的底部区间向更为合理可持续的盈利中枢修复。
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