异动解读 | 西部水泥中期业绩大幅增长,股价盘中大涨5.26%

异动解读
Aug 26

周二盘中,西部水泥(02233)股价大涨5.26%,引发市场关注。这一显著涨幅主要受到公司发布的2025年中期业绩报告的推动。

根据西部水泥公布的2025年中期业绩,公司在上半年取得了亮眼的财务表现。报告显示,公司收益达到54.18亿元人民币,同比增长46.4%;公司股东应占溢利高达7.48亿元人民币,同比大幅增长93.4%。每股基本盈利为13.7分人民币,但公司决定不派发中期股息。

业绩增长的主要驱动因素包括销量增加和成本降低。期内,西部水泥的水泥及熟料总销量同比增加23.6%至1082万吨,其中海外市场销量大幅增长178%至417万吨,弥补了中国市场8.3%的销量下降。此外,中国市场的水泥及熟料平均售价上升4.1%至每吨280元人民币,进一步提升了公司的盈利能力。值得注意的是,公司的毛利率提升至30%,按年上升3.7个百分点,反映出成本控制效果显著。这些积极因素共同推动了西部水泥股价的上涨,体现了投资者对公司未来发展前景的信心。

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