【券商聚焦】中国银河：“反内卷”加速行业供给优化水泥供需格局有望缓和

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金吾财讯 | 中国银河证券发研报指，水泥：整体需求疲软，价格与去年同期价差较大。10月份水泥需求小幅改善，但全国总体水泥需求有见顶迹象；错峰停窑力度继续加码，但其对行业供给调控逐步失效，行业熟料库存压力增加；全国大部分地区水泥价格试探性推涨，月环比增长2.22%。后续来看，11月因气温影响需求将由增转降，北方地区陆续进入冬季错峰阶段，熟料库存逐步降至低位，预计11月水泥企业继续推涨价格，但涨幅收窄...

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【券商聚焦】中国银河：“反内卷”加速行业供给优化 水泥供需格局有望缓和

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【券商聚焦】中国银河：“反内卷”加速行业供给优化水泥供需格局有望缓和