水泥
- Rank: 18
- Volume: 1,000+
- Increase: —
- Started: 2026-09-12T14:10:00+08:00
- Status: 活躍
- Report date: 2026-09-13
- Source: https://tw.stock.yahoo.com/news/%25E6%25B0%25B4%25E6%25B3%25A5%25E6%25A5%25AD%25E9%2581%25AD-%25E4%25B8%2589%25E6%25AE%25BA-%25E5%258F%25B0%25E6%25B3%25A5-%25E4%25BA%259E%25E6%25B3%25A5%25E7%25AD%25895%25E5%25A4%25A7%25E5%25BB%25A0-%25E5%2587%25BA%25E8%25B2%25A8%25E9%2587%258F%25E6%2581%2590%25E5%2589%25B5%25E6%25AD%25B7%25E5%25B9%25B4%25E6%2596%25B0%25E4%25BD%258E-040200568.html
主要內容摘要
1. 水泥業遭房市低迷土方與進口三殺
2. 五大廠出貨量估恐創歷年新低
3. 越水泥反傾銷後貨源轉向印尼日本
為何成為話題
營建原物料量價承壓，牽動房價成本、公共工程進度與傳產就業、股市投資信心。
三個爭議點
1. 反傾銷是否僅轉移進口來源未解結構
2. 土方政策拖工程，責任在中央或地方
3. 出貨創新低預測會否過度衝擊股價情緒