海螺水泥涨3.04% 政策博弈与资金分歧共振

智选洞察2025-08-07

海螺水泥股价大幅上涨，最新价24.08元/股，涨跌幅为3.04%。政策博弈与资金分歧共振近期海螺水泥股价波动与政策预期及资金面博弈密切相关。7月下旬中央财经委会议释放供给侧改革强化信号，叠加基建专项债加速落地，推动水泥板块单日涨幅超9%（截至7月30日）。技术面上，股价突破22元阻力位触发程序化买盘，动态市盈率15.94倍（截至8月7日）处于五年低位，吸引价值型资金入场。但市场对需求复苏持续性存疑...

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