智通财经APP获悉，西部水泥(02233)再涨近6%，年内股价累计涨幅已超120%。截至发稿，涨4.23%，报1.48港元，成交额4126.3万港元。
消息面上，据媒体报道，埃塞俄比亚贸易和区域一体化部长此前召开会议，宣布此前执行的水泥限价政策于24年11月8日停止，允许水泥厂自主决策分销零售商，水泥价格推涨预期加强。
据悉，西部水泥在非洲布局主要是在埃塞俄比亚、莫桑比克、刚果（金）；同时西部水泥在乌兹别克斯坦也有产线布局。广发证券指出，西部水泥2024H1 海外销量占比17%、收入占比36%，未来随着公司海外在建产能投产，有望释放较大的利润弹性。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.