智通财经APP获悉，西部水泥(02233)现涨超4%，截至发稿，涨4.02%，报1.81港元，成交额2854.39万港元。
消息面上，12月22日，运机集团全资子公司华运智远与华为技术有限公司、西部水泥等共同签署了相关智慧矿山建设合作协议，该合作旨在携手推进智慧矿山与水泥厂的智能化进程，共同打造传统矿山和水泥厂数智化示范项目，推动矿山行业高质量发展。同时，华运智远与西部水泥还共同签署了埃塞俄比亚智慧矿山建设项目销售合同，产品与软件销售合同金额达2.08亿元。
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，内需承压下盈利韧性好于行业。长江证券此前指出，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。
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