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水泥价格回调与企稳回升
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塔牌集团:珠三角水泥价格从5月份以来一直在回调
Core Viewpoint - The company indicates that cement prices in the Pearl River Delta have been declining since May, with some varieties' ex-factory prices nearing cost lines, suggesting limited potential for further decreases. The company anticipates a stabilization and eventual recovery of prices as the traditional sales peak season approaches [1]. Group 1 - Cement prices in the Pearl River Delta have been on a downward trend since May [1] - Some cement varieties' ex-factory prices are close to cost lines, indicating limited room for further price reductions [1] - Recent adverse weather conditions, including typhoons and heavy rainfall, have led to lower cement shipment volumes [1] Group 2 - The company expects that prices will stabilize and eventually rise with the arrival of the traditional sales peak season [1]