智通财经APP获悉，水泥股多数走低，截至发稿，西部水泥(02233)跌12.7%，报1.65港元；中国建材(03323)跌4.48%，报4.9港元；海螺水泥(00914)跌1.53%，报17.98港元；华新建材(06655)跌0.44%，报13.43港元。
消息面上，高盛发布大宗商品研究报告指出，微调中国内地建材商品价格预测，其中水泥等板块的盈利预测被下调。高盛表示，水泥板块因建筑需求疲弱，第二季定价偏软，但预期随着中央加大基建融资支持，下半年需求将企稳。
中国银河证券此前指出，由于5月份高温、降雨天气提前出现，水泥市场需求不足；全国熟料线停窑率略低于4月份，水泥熟料供应压力释放，库存小幅回升；部分区域试探性推涨，但涨价落地情况不及预期，5月水泥价格继续走弱。
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