智通财经APP获悉，水泥股早盘普涨，截至发稿，华润建材科技(01313)涨4.14%，报1.51港元；海螺水泥(00914)涨3.51%，报18.26港元；华新水泥(06655)涨2.95%，报6.97港元；中国建材(03323)涨2.73%，报2.26港元。
消息面上，据市场报道，由于韩国水泥价格居高不下，近日韩国政府讨论了进口中国水泥的方案。自2021年以来，韩国水泥行业已四次上调水泥价格，目前每吨约合人民币594元，涨幅接近50%。韩国建筑行业透露，中国水泥的进口价格预计将为每吨约合人民币506元，比目前韩国产水泥便宜约15%。据悉，水泥进口需要进行相关认证、建设专业存储仓等一系列流程，大概耗时两年。
广发证券指出，1季度水泥行业供需关系持续恶化，价格跌至谷底，2季度各地积极减产涨价，盈利环比修复，但上半年行业仍亏损运行。中金表示，展望下半年，水泥需求有望边际改善，旺季龙头有望继续引领复价，抬升行业盈利中枢。
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