智通财经APP获悉，西部水泥(02233)现涨超3%，截至发稿，涨3.57%，报1.16港元，成交额6087.04万港元。
长江证券指出，上半年水泥行业全行业经营承压，就西部水泥而言，国内承压，海外有增量，整体业绩小幅下降。该行指出，公司产能布局逐步完善，海外是核心增量。
该行指出，展望海外市场，莫桑比克当前南部市场民用板块已趋于稳定；刚果金大湖厂房可以向周边布隆迪、卢旺达及、坦尚尼亚西部等国家出口熟料、水泥；埃塞俄比亚目前水泥需求强劲；乌兹别克斯坦方面，公司在安集延洲新建日产6000tpd熟料产线已于2024年5月投产。有望为公司贡献更大业绩增量。
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