智通财经APP获悉，海螺水泥(00914)反弹逾4%，截至发稿，涨4.14%，报22.65港元，成交额1.56亿港元。
消息面上，海螺水泥近日发布2024年度业绩，按中国会计准则，该集团期内取得营业收入910.3亿元(人民币，下同)，同比减少35.51%；归属于上市公司股东的净利润76.96亿元，同比减少26.19%。其中，Q4 单季实现营收228.79亿元，同比减少45.53%；归母净利润24.98亿元，同比增长42.27%。中邮证券判断核心原因在于24Q4公司核心区域错峰力度加大，叠加原材料及燃料价格下跌，公司盈利改善力度明显。
高盛发布研报称，预期随着基建市场复苏，推动建筑活动改善，海螺水泥今年利润率扩张前景将更明朗，预测今年单位毛利将达到每吨86元人民币，高于去年的每吨59元人民币，以及该行估算现货单位毛利70元人民币。该行维持对海螺水泥H股“买入”评级，续列确信买入名单内，目标价从27港元上调至29港元。
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