金吾财讯 | 中信证券发布研报指出，近期水泥行业掀起涨价潮，长三角、珠三角、东三省以及京津冀等地区纷纷上调熟料与水泥价格。需求层面，两会之后财政资金大力投入，基建需求稳步释放。供给层面，错峰停窑时间延长，企业协同合作意愿强烈。稳健的需求与协同的供给共同推动水泥价格上涨，同时煤炭成本降低进一步促进盈利修复 。
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