异动解读 | CRH水泥盘前大涨6.64%,二季度业绩超预期并上调全年利润指引

异动解读
Aug 07, 2025

周四盘前,全球领先的建材生产商CRH水泥(CRH)股价大涨6.64%,引发投资者广泛关注。

这一显著涨幅主要源于公司发布的亮眼财报。CRH公布的第二季度核心利润增长9%,超出市场预期。更引人注目的是,公司上调了全年利润指引,预计全年盈利将达到75亿至77亿美元,高于此前73亿至77亿美元的预期区间。这一积极展望无疑增强了投资者对公司未来发展的信心。

值得一提的是,CRH正积极布局低碳水泥替代品市场。公司首席执行官吉姆·明特恩(Jim Mintern)表示,预计到2050年,美国水泥基补充材料(SCM)市场规模将翻一番。为抓住这一增长机遇,CRH上月以21亿美元收购了美国单片机供应商Eco Material Technologies,此举将使公司在美国1.35亿吨单体水泥市场的产能提升至约2500万吨。作为北美和欧洲第三大水泥生产商,CRH约75%的利润来自北美市场,这一战略举措有望进一步巩固其市场地位,为长期增长奠定基础。

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