近期,水泥行业政策相继出台,特别是2020的远景规划,对水泥板块构成利好,相关股票也走出上升通道,像海螺水泥、华新水泥和冀东水泥等地区性水泥龙头股走势相对较强。新政出台后,环保和进入门槛限制将导致小水泥生存境遇不佳,水泥龙头企业将得以施展拳头,兼并将不断出现,水泥行业 Recently, the cement industry policies have been introduced, especially the 2020 long-term planning, the composition of the cement plate is good, the relevant stocks also out of the channel, such as Conch Cement, Huaxin Cement and Jidong Cement and other regional cement leading stocks relatively strong trend. After the introduction of the New Deal, environmental protection and entry threshold will lead to poor survival of small cement, cement leading enterprises will be able to display their fists, the merger will continue to appear, the cement industry