美银表示,海螺水泥(00914.HK) 管理层对今年持续盈利复苏乐观,因今年至今温和且连续的价格上调已被证明是捍卫市场份额的成功策略,利润率回升至每吨70元人民币以上。尽管统计数据显示今年首两个月全国水泥需求略有收缩,海螺水泥预计首季销量将增长5%。该行估计海螺水泥今年首季每吨毛利为69元人民币,净利润将按年反弹39%至21亿元人民币。海螺水泥认为4月份还有进一步提价机会,因华东地区水泥价格仍处...
Source Link美银表示,海螺水泥(00914.HK) 管理层对今年持续盈利复苏乐观,因今年至今温和且连续的价格上调已被证明是捍卫市场份额的成功策略,利润率回升至每吨70元人民币以上。尽管统计数据显示今年首两个月全国水泥需求略有收缩,海螺水泥预计首季销量将增长5%。该行估计海螺水泥今年首季每吨毛利为69元人民币,净利润将按年反弹39%至21亿元人民币。海螺水泥认为4月份还有进一步提价机会,因华东地区水泥价格仍处...
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