시멘트
시멘트 관련주가 주목받는 이유가 뭐죠?
시멘트 제조의 핵심 원료인 유연탄 가격 급등. 시멘트를 제조할 때 차지하는 유연탄의 비중은 시멘트 제조단가의 30~40% 차지. 시멘트 제조의 원료가 되는 유연탄 가격은 2021년 11월 기준으로 작년 대비 최대 300% 상승. 이로인해 시멘트 제조 원가에 큰 영향을 미침.
글로벌 경기회복에 따라 시멘트 수요가 급증한 탓에 중국에서 수입하던 석탄의 가격이 급등, 중국과 호주의 무역전쟁으로 인해 석탄 수급에 문제가 생겨 석탄 수급에 차질이 생긴 것 또한 유연탄 가격 급등의 요인 중 하나.
시멘트 수급 부족 현상은 건설 시장에도 영향을 미칠 수 밖에 없으며, 시멘트 재고 부족 현상은 내년까지 지속될 것으로 전망. 이에따라 시멘트 가격 인상은 불가피한 상황.
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