智通财经APP获悉，西部水泥(02233)涨超3%，截至发稿，涨2.68%，报1.53港元，成交额2702.28万港元。
消息面上，近日，西部水泥公布2024年业绩，收入约83.45亿元，同比减少7.5%。公司拥有人应占溢利6.26亿元，同比增长48.6%。每股基本盈利11.5分，拟派末期股息每股3.4分。年内，水泥销售量减少3.0%至约1920万吨，整体水泥价格较2023年下跌6.1%，导致收入减少。
大摩发布研报称，西部水泥2024财年业绩略好于初步预期。2024年净利润为6.26亿元人民币，同比增长49%，略高于此前盈利预警中同比增长35-45%的区间。2024年下半年隐含净利润为2.39亿元人民币，而2024年上半年为3.87亿元人民币。该行认为2024年下半年业绩环比走弱，主要原因是埃塞俄比亚业务的销量和平均售价低于预期。最终股息为每股0.034元人民币，这意味着派息率同比持平，为30%，股息收益率为2.5%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.