2月12日晚间,金隅集团披露投资者活动记录表。对于如何看待2025年水泥需求,金隅集团表示,2024年房地产新开工面积及土地购置面积的大幅下滑,房地产将继续拖累25年水泥需求下行,地方政府新增专项债发行额度,前期停建缓建的市政及交通类项目或将重启施工,城市更新项目有望加速推进,释放部分需求,对冲地产下滑,预计2025年需求降幅将有所收窄至5%-8%。水泥行业超产问题,金隅集团称,根据工信部《水泥...
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