银河证券：预计8月中下旬水泥需求将企稳回升 建议关注水泥区域龙头企业

今天《人民日报》头版的主要内容有：1、“疫情要防住、经济要稳住、发展要安全”——习近平总书记引领高效统筹疫情防控和经济社会发展述评；2、习近平就古巴发生储油罐燃爆事故向古共中央第一书记、古巴国家主席迪亚斯—卡内尔致慰问电；3、《中国共产党重要文献汇编》首批十二卷出版发行；4、高速公路加快建设；5、心怀科学梦想 树立创新志向（今日谈）；6、上半年完成投资4449亿元，同比增加59.5% 水利工程建设完成投资创历史新高（新数据 新看点）；7、工业企业生产提速。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/710/w621h889/20220809/ddc8-d38aca3c02fbe02c4c9e7c28c3d99ccd.png"]},"commentid":"live:finance-152-2766514:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-08-09 08:15:27","update_time":"2022-08-09 08:15:27","is_need_check":"1","check_time":"2022-08-09 08:15:41","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2766513,"zhibo_id":152,"type":0,"rich_text":"【银河证券：预计8月中下旬水泥需求将企稳回升 建议关注水泥区域龙头企业】银河证券指出，本周水泥价格出现反弹，市场触底迹象加强，随着8月中下旬雨水天气逐步减少、气温下降，预计水泥需求将企稳回升。我们认为需求虽然延迟但并没有消失，基建端发力将带动水泥市场需求，建议关注水泥区域龙头企业。