智通财经APP获悉，西部水泥(02233)再涨超4%，9月初至今股价实现翻倍。截至发稿，涨4.07%，报1.79港元，成交额2219.86万港元。
消息面上，根据数字水泥网，撒哈拉以南非洲水泥市场预计将在2023至2028年间以4%左右的复合增速增长，未来随着非洲人口数量的不断增长以及城镇化率的不断提升，基础设施建设有望持续加码，非洲水泥市场具有十分广阔的需求增长空间。
此外。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，西部水泥坐拥莫桑比克、刚果民主共和国和埃塞俄比亚三大核心非洲市场。
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