智通财经APP获悉，西部水泥(02233)再跌超4%，较12月高点已跌20%。截至发稿，跌3.85%，报1.5港元，成交额3016.83万港元。
天风证券指出，此前市场主要担心埃塞俄比尔贬值后对西部水泥盈利的影响，11月初埃塞俄比亚贸易和区域一体化部长宣布停止此前的水泥贸易安排，允许水泥厂自主选择分销商和零售商，受此次事件驱动，公司埃塞水泥销售价格预期提涨。但与市场销售价仍存在差距，未来水泥价格仍有提涨预期，汇率波动对利润的影响基本消除。
该行认为，莫桑比克、刚果地区价格仍保持高位，吨售价维持在90美元/150+美元/吨，乌兹别克斯坦在50美元/吨，盈利基本稳定。国内来看，下半年随着陕西地区提价，预计公司吨售价恢复至大约300元/吨，全年在250元/吨，国内水泥25年价格存在继续提升预期。
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