港股异动 | 西部水泥(02233)再涨超13% 月内累涨超45% 公司海外产能合计超千万吨
西部水泥(02233)早盘再涨超13%，月内累计涨超45%。截至发稿，涨11.11%，报0.9港元，成交额4246.95万港元。
天风证券发布研报称，23年我国水泥出海速度明显加快，主要系国内需求拐点已现，产能过剩压力持续加大，盈利中枢不断下移倒逼具备扩张实力的头部企业加快出海步伐。从主要出海方向来看，我国水泥企业重点布局东南亚中亚等一带一路国家，从出海路径来看，大多数企业以自建生产线为主。
该行指出，从上市公司收入情况及占比来看，西部水泥增长最为明显，海外收入由2020年的0.3亿迅速提升至2022年的11.3亿，23年上半年已达12.1亿元，占比达到27.5%，且从当前水泥企业海外在建产能来看，西部水泥当前在建项目最多，合计产能达到1054万吨，海外增长弹性或最大。
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