海螺水泥下跌3.01% 政策催化后资金博弈加剧

智选洞察2025-07-31

海螺水泥股价大幅下跌，最新价23.50元/股，跌幅3.01%。资金博弈与政策利好共振政策催化与资金流动主导短期波动。7月下旬中央财经委强化供给侧改革政策，叠加基建专项债加速投放，直接刺激水泥板块单日涨幅超9%（截至7月30日数据）。技术面上，股价突破22元阻力位触发程序化交易买盘，动态市盈率16.04倍处于五年低位，吸引价值型资金布局。不过，7月31日早盘主力资金净流出1916万港元，反映机构调仓...

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