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全国水泥均价出现了连续七周上涨,业内专家指出,近期全国多地连续出现雾霾天气,各地政府就治理大气污染出台了水泥等行业的节能减排措施,在下游需求持续增长的背景下,供给受限引发价格持续上行。据多家机构预测,供给持续减少,将给水泥价格提升带来积极作用,12月份水泥价格有望保持高位水平,华东、中南等旺季区域水泥企业盈利将明显提升,水泥股的投资价值正在显现。最新数据显示,12月初全国水泥均价环比继续攀升0.5%,已经超过去年四季度高点3.1%。而与去年11月中旬
National average price of cement appeared for seven consecutive weeks, industry experts pointed out that the recent continuous smoky weather more than the country, local governments on the management of air pollution introduced cement and other industries energy-saving emission reduction measures in the downstream demand continued to grow against the background , Limited supply triggered the price upward. According to a number of agencies, the continuous decrease of supply will bring a positive effect on the price increase of cement. Cement prices are expected to remain at high level in December, and the profitability of cement enterprises in the peak season such as East China and Central South China will be significantly raised. The investment value of cement stocks is emerging. Latest data show that in early December, the national average cement price continued to rise 0.5% qoq, exceeding the high of 4% in the previous quarter by 3.1%. And with mid-November last year