格隆汇7月13日丨金隅冀东(000401.SZ)在投资者互动平台表示，水泥行业属于季节性、区域性较强的行业，降雨天气会对部分区域的施工进度及水泥需求产生一定影响，上半年，公司在维护传统渠道的基础上，加大城市更新、水利、能源、管网、矿山回填等重点领域开发力度，精准实施差异化营销策略，全力稳量复价。 两重项目的下达及超长期特别国债的发行，带动相关能源、水利、高标准农田、城市地下管网等重大项目建设投资加快，将在一定程度上对冲房地产及传统基建投资放缓带来的需求下滑，市场需求降幅有望收窄，公司将充分发挥区域布局优势及"水泥+骨料+混凝土"一体化运营能力，积极抢抓相关机遇，但具体影响程度尚需结合项目落地节奏及市场实际情况综合判断。
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