事件描述公司公布2024 年3 季报,前3 季度收入160 亿元,同比下降6%;净利润3.1 亿元,同比下降52%;其中24Q3 单季度公司净利润1.4 亿元,同比增长77%。事件评论总量需求承压,制约水泥表现。2024 年前3 季度房屋新开工面积同比下降22.2%;基础设施投资(不含电力、热力、燃气及水生产和供应业)同比增长4.1%,低于去年全年5.9%的增长水平。2024 年前三季度全国水泥...
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