7月23日，港股建材水泥股普遍上涨，其中， 华新建材涨超4%， 东吴水泥、 海螺水泥、 中国建材涨超3%， 华润建材科技涨近3%， 亚洲水泥(中国)、 金隅集团涨近2%。
消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。该行考虑到海螺水泥的估值溢价已大致变得正常，风险回报更趋平衡，故将其评级由“沽售”上调至“中性”，但目标价由21.4港元下调至18.2港元。
多家机构在分析建材行业前景时指出，在行业需求阶段性承压的背景下，供给格局的持续优化与企业出海是两条清晰的投资主线。例如，兴业证券认为，关注水泥产线的节能降碳改造、行业高端化以及具有海外业务的龙头企业，是把握建材板块复苏机会的关键。
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