美银证券发表报告,引华润建材科技(01313.HK) 管理层预计,今年首两季度水泥每吨毛利将显著优于去年同期,受惠去年低基数。管理层称1月水泥每吨毛利达40元人民币以上,3至4月每吨毛利将更高,受惠近期价格上涨及煤炭成本降低。该行指,在有关利润水平下,市场供应纪律仍保持良好,因小型生产商缺乏抢占更高市场份额的动力。该行认为,过去一年半出现的亏损利润率似乎已经过去,预计公司水泥每吨毛利将在今年至...
Source Link美银证券发表报告,引华润建材科技(01313.HK) 管理层预计,今年首两季度水泥每吨毛利将显著优于去年同期,受惠去年低基数。管理层称1月水泥每吨毛利达40元人民币以上,3至4月每吨毛利将更高,受惠近期价格上涨及煤炭成本降低。该行指,在有关利润水平下,市场供应纪律仍保持良好,因小型生产商缺乏抢占更高市场份额的动力。该行认为,过去一年半出现的亏损利润率似乎已经过去,预计公司水泥每吨毛利将在今年至...
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