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雄安新区概念带动下,A股水泥板块再度红火起来。4月5日,申万水泥制造板块21只个股仅1只下跌。4月6日收盘,水泥板块中13只个股再度上涨,其中,热门的雄安概念股冀东水泥、金隅股份继续封死涨停。尽管雄安概念对基建个股形成提振,但业内人士认为,水泥行业受到市场青睐,更多与其本面相关。在当前全国水泥错峰生产逐步收尾后,3月以来多地水泥现货价格再度普涨,同比涨幅已超过40%。目前水泥行业普遍吨毛利超过70
Driven by the concept of Xiong’an New District, A shares of cement plates are booming again. April 5, Shen Wan cement manufacturing sector only 21 stocks fell 1. April 6 closing, cement stocks in the 13 stocks rose again, of which, the popular concept stock Jidong Xiong, BBMG continue to seal the daily limit. Although the concept of Xiong Jian boost individual infrastructure stocks, but the industry believes that the cement industry by the market, more relevant to its own. After the current peak output of cement peak production in China is gradually ending, more cement spot prices have been broadcasted again since March, up more than 40% year on year. At present, the gross profit of the cement industry is over 70%