异动解读 | 西部水泥盘中大涨5% 产能置换政策优化行业供给预期

异动解读11-07

香港水泥股今日集体上涨,其中西部水泥(02233)盘中一度大涨5.13%,引发市场关注。

分析人士指出,近期水泥行业产能过剩、亏损严重,而新修订的《水泥玻璃行业产能置换实施办法(2024年本)》有望加快落后水泥熟料产能的出清,将实际产能压降至18亿吨以内。这一政策有利于优化行业供给结构,预计将改善水泥企业的盈利水平。

同时,需求端的稳定增长也是支撑水泥股上涨的原因之一。随着基建等下游领域需求复苏,水泥需求有望企稳回升。行业供需关系的改善有利于水泥企业的业绩表现,因此引发了市场对水泥股的看好情绪。

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