金吾财讯 | 水泥股走低，西部水泥(02233)跌3.97%，华新建材(06655)跌2.81%，中国建材(03323)跌2.28%，东吴水泥(00695)跌2.07%，华润建材科技(01313)跌1.92%，金隅集团(02009)跌1.75%，亚洲水泥(中国)(00743)跌1.74%，海螺水泥(00914)跌1.59%。国金证券表示，6月29日至7月3日当周，全国水泥市场价格环比继续下行，跌幅为0.9%。价格回落地区主要是京津唐、湖南、四川和重庆，幅度10-40元/吨；价格推涨区域主要是广西，幅度40元/吨。6月末至 7月初，多地降雨天气有所缓解，带动终端水泥需求略有改善，全国重点区域水泥企业平均出货率达 42.8%，环比提升不足 1个百分点，需求改善力度偏弱。由于市场整体需求支撑乏力，前期涨价区域价格陆续松动回落，拖累全国均价走低。不过各地已陆续出台7月错峰生产计划，部分地区仍希望通过行业自律修复盈利水平。短期水泥价格或将维持震荡调整格局。
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.