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中国银河证券:预计7月水泥价低位趋弱

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2026-07-07 00:56:30
据界面新闻报道,中国银河证券研报称,6月受高温、梅雨等因素影响,水泥需求季节性低迷;淡季来临企业加速产能调控,熟料库容率逐步下降。在成本压力驱动下,各区域尝试推涨水泥价格,全国水泥均价环比小幅上涨。研报预计,7月需求淡季对价格支撑不足,错峰生产调控效果边际减弱,成本端支撑减少,水泥价格或低位趋弱运行。
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