---
title: "重大项目开工提振需求，水泥企业抢抓 “开门红”"
description: "随着重大项目开工，水泥行业迎来需求回暖。龙头企业如海螺水泥、金隅集团加速复工，展现出积极态势。分析师李坤明预测 2026 年基建投资将回正，水泥需求改善，但全年水泥价格反弹空间有限，均价仍将下移，行业利润处于低位水平。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277109852.md"
published_at: "2026-02-26T22:42:29.000Z"
---

# 重大项目开工提振需求，水泥企业抢抓 “开门红”

> 随着重大项目开工，水泥行业迎来需求回暖。龙头企业如海螺水泥、金隅集团加速复工，展现出积极态势。分析师李坤明预测 2026 年基建投资将回正，水泥需求改善，但全年水泥价格反弹空间有限，均价仍将下移，行业利润处于低位水平。

随着多地重大项目集中开工，水泥行业迎来 2026 年的第一缕暖意。从东北地区率先出现涨价信号，到海螺水泥、金隅集团等龙头企业相继动员部署、加速复工，水泥行业正以 “起步即冲刺” 的姿态，全力跑好全年 “第一棒”。

“基建方面，我们判断 2026 年投资将回正，水泥需求将有改善。” 中国水泥网水泥大数据研究院分析师李坤明表示，但从全年来看，预计水泥价格反弹空间有限，均价仍将下移，行业利润仍处于低位水平。（上证报）

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