周四盘中，西部水泥（02233）股价大涨5.79%，引发市场关注。该公司近期发布的中期业绩报告显示业绩表现强劲，加上海外市场扩张计划，成为推动股价上涨的主要因素。
根据西部水泥8月25日发布的2025年中期业绩报告，公司上半年收益达54.18亿元人民币，同比增长46.4%；公司拥有人应占溢利为7.48亿元，同比大幅增长93.4%。水泥及熟料的总销量同比增加23.6%至1082万吨，其中海外市场销量增长尤为显著，同比增加178%至417万吨，有效弥补了中国市场8.3%的销量下滑。
此外，西部水泥的海外扩张计划也受到投资者青睐。公司预计将于2025年下半年完成对刚果金沙萨CimenteriedeLukala(CILU)厂房的收购，进一步拓展非洲市场。同时，公司计划于2026年上半年在乌干达完成水泥及粉磨产能建设，这将有助于西部水泥加强其作为撒哈拉以南非洲东部主要水泥生产商的地位，为未来增长奠定基础。
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.