转自：新华财经

新华财经上海3月6日电 中信证券研报分析认为，2024年我国水泥产量仅为18.25亿吨，创下了自2010年以来的新低。在国内利润大幅萎缩的背景下，出海成为发展新趋势。非洲地区水泥价格高利润空间可观，且人均水泥产量增长潜力大。东南亚近几年新增产能较多，龙头企业盈利能力下降。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。

编辑：林郑宏

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