【中信证券:中国水泥扬帆出海 有望凭借较强成本优势提高市场份额】 中信证券认为,国内水泥行业面临下游需求疲软的挑战,市场竞争愈发激烈,水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外,东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大,且参与者较少,水泥价格全球较高;东南亚是我国最大的海外产能区域,但近年需求增速放缓,部分区域产能过剩。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。

金融界
11 hours ago
中信证券认为,国内水泥行业面临下游需求疲软的挑战,市场竞争愈发激烈,水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外,东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大,且参与者较少,水泥价格全球较高;东南亚是我国最大的海外产能区域,但近年需求增速放缓,部分区域产能过剩。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。

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