《大行》花旗对海螺水泥(00914.HK)开启30天上行催化剂观察

阿斯达克财经07-05

花旗发表报告指，据数字水泥网，长三角地区水泥和熟料价格将于7月5日每吨上调50元人民币。加价主要原因是行业自律和淡旺季生产计划，计划在7月和8月各停产10天，导致产量减少约30%。报告指，此举与淡季背道而驰，认为是标志着包括海螺水泥(00914.HK) 和中国建材(03323.HK) 在内的行业领先企业下半年将转变价格策略，将利润置于市场份额之上。另外，该行预计未来几个月华东市场的价格将继续上升。...

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