智通财经APP获悉，海螺水泥(00914)午后涨超4%，截至发稿，涨3.95%，报20.25港元，成交额1.17亿港元。
消息面上，据数字水泥网，截至1月10日，全国水泥均价411元/吨，环比-2.5元/吨，同比+37.5元/吨。随着春节临近，下游开工率进一步降低，加上水泥企业节前清库，预计水泥价格延续回落走势。光大证券指出，预计25年各家水泥企业挺价意愿仍会较为强烈，判断25年全年均价同比将出现较大幅度提升。
申万宏源在研报中指出，2015年全国水泥行业盈利底部时，水泥行业上市公司平均实现单吨净利1.1元/吨，海螺水泥凭借吨成本和华东核心区位优势，仍然维持了29.4元/吨的单吨净利率，较行业平均吨净利高出28.3元/吨。海螺水泥在此轮周期底部的盈利优势，或可作为海螺水泥盈利底部的参考指标。
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