据介绍,8月中旬,宝钢、武钢等钢厂上调9月份出厂价,8月20日,鞍钢也随之上调。其后,沙钢、永钢、中天等提价幅度也在30元左右/吨。“钢厂提价,说明其订单开始好转,而钢厂库存与社会库存同步下降,也说明钢材需求较前期强劲,后期需求基本可以预期。”省价格鉴定监测管理局有关专家分析说,总体上判断,短期内国际钢材市场仍然保持强势。
与此同时,9月份水泥行业将迎来传统旺季。由于库存量下降,水泥价格在近期已呈现稳步上涨态势,水泥企业业绩有望得到改善。不过总体来看,原材料成本增加将影响水泥企业的盈利空间。特别是环保政策的落实,将在短期内加重水泥企业的成本负担。严重的产能过剩问题,仍将制约着行业的未来发展。
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