【华新建材集团】预计春节后砂石供需格局持续优化，普料砂石价格行情韧性不足

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受访人信息：华新建材集团股份有限公司骨料运营总监王鹏客户观点：一、供应格局：沿江产能集中释放，供给宽松态势凸显长江流域大型矿山产能持续释放，沿江砂石供给规模远超长三角近20亿吨需求体量，全域供给端呈现宽松格局，对市场价格形成显著压制，价格上行动力匮乏。二、需求结构：分化特征显著，高标料彰显韧性需求端呈现结构性分化：地产领域持续走弱，各地搅拌站砂石辅料用量大幅下滑，对普通砂石需求形成明显拖累；...

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