智通财经APP获悉，水泥股跌幅居前，截至发稿，中国建材(03323)跌11.28%，报2.91港元；海螺水泥(00914)跌9.57%，报20.8港元；华润建材科技(01313)跌7.07%，报1.84港元；亚洲水泥(00743)跌6.72%，报2.5港元。
东吴证券指出，由于市场即将进入四季度最后需求期，而大部分地区水泥价格仍然处于较低水平，企业亏损经营，为了扭亏为盈，在主导企业引领下，多地再次开启大幅推涨的行情。鉴于下游市场需求相对偏弱，尽管有错峰生产加持，但考虑到价格推涨幅度也较大，预计短期全部落实到位有难度，后期企业或将会采取持续推涨的策略，以促使价格上调到位。该行指出，水泥全行业亏损状态有望持续强化供给侧控制力度。
值得注意的是，富瑞指出，内地在上月底公布的刺激措施令人惊喜。该行相信，此轮量化宽松是可持续的，并有助扭转需求。大部分商品在旺季来临前都有良好的去库存情况，预期第四季的需求同比将有所改善，因为第四季的基数较低，例如水泥。该行第四季最看好是水泥，因为看到更多令人信服的证据，显示供应的限制会导致更可持续的价格上升。
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