水泥股涨幅居前行业维护利润的意愿显著增强旺季提价时点有望较去年提前

智通财经2025-08-08

水泥股涨幅居前，截至发稿，华新水泥（600801）(06655)涨4.02%，报13.99港元；海螺水泥（600585）(00914)涨3.47%，报23.86港元；东吴水泥(00695)涨3.07%，报4.03港元；华润建材科技(01313)涨1.6%，报1.91港元。消息面上，7月1日，水泥协会发布响应反内卷政策文件。中邮证券认为会推动限制超产政策更好的执行。从中期维度来看，水泥行业产能有望在...

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水泥股涨幅居前 行业维护利润的意愿显著增强 旺季提价时点有望较去年提前

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水泥股涨幅居前行业维护利润的意愿显著增强旺季提价时点有望较去年提前