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　　西部水泥（02233）早盘上涨4.80%，现报1.53港元，成交额2572.47万港元。

　　天风证券发布研报称，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，国内外水泥价格存提涨预期。

　　该行指出，当前非洲地区的人均水泥消费量不足0.3吨，相当于我国30年之前水平，中长期来看增长空间仍然较大，而目前在非洲地区有新建项目的国内头部企业仅有西部水泥和华新水泥，但目前华新以收购方式为主，且从区域来看与西部水泥重合度较低，预计供给格局不会有较大冲击，24年以来华新收购动作的加快也印证其对非洲市场前景的看好。该行指出，当前西部水泥市值预计有较大的提升空间。

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