天风证券：水泥股仍具有较高的投资性价比

媒体滚动2022-08-08

天风证券指出，中长期看“双碳”+“双控”政策有望带动行业供给格局进一步优化：1）政策要求2025年标杆产能比重超过30%，未来行业2500T/D及以下规模产能有望陆续退出，总产能将收缩8.6%以上。2）水泥行业未来有望纳入碳交易，碳税+减排改造加剧小企业成本压力，龙头竞争优势凸显，有望通过兼并收购进一步扩张，话语权增强，价格中枢有望逐步抬升，另一方面通过骨料等业务打造第二增长极。中长期来看，新一轮...

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