西部水泥（02233）今日盘中股价大涨8.79%，引起市场广泛关注。截至盘中，该股报1.98港元。
消息面上，西部水泥昨晚发布盈喜公告，预期2025年上半年公司拥有人应占溢利将同比增加约80%至100%，达到6.96亿元至7.74亿元人民币。公司表示，业绩大幅增长主要归因于以下几个方面：首先，集团海外水泥销量大幅增加约230%，带动海外水泥收益录得18.81亿元人民币；其次，由于水泥平均售价增加及销售成本减少，中国的水泥销售毛利同比增加约48%至4.2亿元人民币；此外，公司还录得销售物业溢利约9,770万元人民币，并确认减值亏损拨回1.15亿元人民币。
分析人士指出，西部水泥上半年业绩大幅增长，反映出公司在海外市场拓展方面取得显著成效，同时国内业务盈利能力也有所提升。这份亮眼的业绩预告无疑提振了投资者信心，推动公司股价今日大幅上涨。市场普遍认为，随着公司业务持续向好，未来股价仍有上升空间。
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