国泰海通：3月水泥需求正增价格支撑力度更强

智通财经2025-04-23

智通财经APP获悉，国泰海通发布研报称，3月以来华东和华南磨机开工率保持正增长，3月初至4月10日华东、华南平均磨机开工率分别为63%、62%，较2024年同期的55%、51%有明显提升；沿江熟料库存保持在40%以下的低位，水泥需求正增长的确信度高。从微观角度看，卓创等数据统计的样本(多为大企业)磨机开工率表征的需求更佳，海螺水泥一季度销量优于行业实现正增长，考虑到大企业在大型基建项目中份额更高，...

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国泰海通：3月水泥需求正增 价格支撑力度更强

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国泰海通：3月水泥需求正增价格支撑力度更强