水泥行业迎涨价潮 多家公司股价创新高

2020-04-22 09:07:33

据中国水泥网行情中心最新消息,8-11日湖南怀化地区海螺、台泥等主要企业通知上调各品种水泥价格15元/吨-20元/吨;13日起江西东北地区部分主导企业开始通知上调各品种水泥价格20元/吨

随着各地基建复工率的提高,对水泥需求逐渐回升以及国家政策的支持,水泥的价格也迎来了新一轮的“涨价潮”。在此背景下,周一的水泥板块个股纷纷大涨。

4月21日,水泥板块延续了周一的上涨趋势,截至收盘,水泥板块涨幅为0.39%。其中,祁连山和上峰水泥分别以15.62元/股和25.38元/股收盘,涨幅分别为4.41%和1.40%,股价均创历史新高。

政策加码基建项目开工

水泥价格迎来“涨价潮”

据国家统计局数据显示,今年前3个月全国水泥产量29907万吨,同比下降23.9%。其中三月份水泥产量14785万吨,同比下降18.3%。

进入2020年第二季度,各地基建陆续复工。据某媒体报道,截至4月1日,全国房屋建筑和市政基础设施工程在建项目共18.66万个,已开复工15.87万个,开复工率为85.06%,其中,开复工率90%(含)以上省(区、市)16个。

除了各地基建项目陆续复工,国家政策的落地也为水泥带去了利好。4月17日,中央政治局会议提出加强传统基础设施和新基础设施的投资力度,加大老旧小区改造;促进传统产业改造升级,扩大战略性新兴产业投资。此外,一季度国内新发行专项债额度约1.1万亿元,占提前发放规模的84%,其中流向基建的比例接近8成,后续或将提前发放第二批专项债额度。

业内人士对《证券日报》记者表示:“随着政策的加码,2020年基建投资的增速有望回升,同时也会进一步增强水泥板块的确定性。”

与此同时,多地区水泥价格也迎来新一波的上涨。据中国水泥网行情中心最新消息,8-11日湖南怀化地区海螺、台泥等主要企业通知上调各品种水泥价格15元/吨-20元/吨;13日起江西东北地区部分主导企业开始通知上调各品种水泥价格20元/吨;14日起甘肃平凉、天水地区主要厂家针对袋装水泥出厂价格上调10元/吨-15元/吨;15日起江苏连云港地区主要厂家通知上调各品种水泥价格20元/吨左右,盐城地区主要厂家高标水泥报价上涨20元/吨-30元/吨;16日起贵州贵阳、黔南地区主要企业陆续通知上调水泥价格10元/吨-20元/吨,其中高标散泥通知涨幅20元/吨,其余规格10元/吨。

长城证券分析师濮阳认为:“截至目前,熟料开工率、搅拌站产能利用率有所上升,熟料库容比下降,后续会支撑水泥的价格。分省份来看,青海、宁夏、甘肃等西北地区省份水泥价格较强劲。”

祁连山、上峰水泥

股价均创新高

4月20日晚间,祁连山发布了2020年第一季度业绩报告,公司一月份至三月份实现营业总收入5.8亿元,同比下降3.4%;归母净利润1255.2万元,同比下降2.5%。反观其二级市场的股价表现,并没有因为一季度业绩下降而受影响。截至21日收盘,祁连山收于15.62元/股,涨幅为4.41%,总市值为121.26亿元。年初至今,祁连山的股价涨幅为24.46%。

值得一提的是,祁连山股价在上涨,其部分销售区域的水泥价格也在上涨。据水泥内参公众号消息称,祁连山营销中心兰州公司决定自4月18日起对永登公司、兰州商砼公司各品种散装水泥出厂价格在现有基础上上调30元/吨,而就在4月16日,其刚刚宣布袋装水泥价格将上调20元/吨。仅三天时间,上述公司的散装水泥出厂价格每吨就上涨了50元。此外,祁连山天水销售公司和平凉销售公司也对水泥价格进行了不同程度的上调。

祁连山的水泥市场主要分布在甘肃、青海和西藏区域。国盛证券分析师黄诗涛表示:“甘青水泥市场格局良好,错峰生产严格执行下产能利用率已处较高水平,但价格仍属‘洼地’。随着基建需求拉动,区域景气有望持续稳步上行。”

再来看上峰水泥,其4月21日股价收于25.38元/股,涨幅为1.40%,总市值升至206.5亿元,年初至今,股价涨幅为38.76%。

上峰水泥的主要基地和市场位于华东区域,太平洋研报指出,华东区域目前库存降至五到六成,环比下降10个pct,浙江区域出货率已经连续多天超100%,一季度积压的需求集中释放,华东价格有望迎来普涨,公司有望持续受益。

从消息面上来讲,祁连山和上峰水泥股价创新高除了受政策加码、各个基建项目的落地以及所在区域水泥价格的上涨影响之外,也离不开其亮眼的业绩表现。

祁连山2019年的业绩从“开门红”实现了“全年稳”。2019年公司实现营业收入69.31亿元,同比增长20.03%;归母净利润12.34亿元,同比增长88.48%。

上峰水泥的年报显示,2019年公司实现营业收入74.12亿元,同比增长39.73%;归母净利润23.31亿元,同比增长58.35%。

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Correlation

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2024-05-06 09:24:59

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2024-04-24 09:28:27

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2024-03-30 13:06:23

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2024-03-30 12:55:26

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2024-03-29 18:34:52

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2024-03-29 18:27:01

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2024-03-29 18:23:38

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2024-03-29 17:12:50

He said that high-end technologies such as the application of intelligent and digital technologies have promoted the productivity innovation and the progress of production relations in the new era and new pattern of the cement industry.

2024-03-29 16:10:02

Li Huaihe said that the overall management of the construction industry is extensive and the level of information technology is low, so there is an urgent need for digital transformation to improve the efficiency and management level of the industry.

2024-03-29 15:07:06

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2024-03-29 14:01:49

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2024-03-29 12:15:59

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2024-03-29 12:00:33

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2024-03-29 11:12:17

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2024-03-29 10:27:12

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Two-pronged approach, two-wheel drive, based on the present, look forward to the future.

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