【12 月 30 日,光大称海螺水泥至暗时刻已过,25 年利润将显著改善】2024 年前 11 月,全国水泥产量同比-10%,基建地产需求下行拖累所致。24 年前三季度,华东区域水泥价格持续下行,多家企业盈利受压,24Q4 提价后单季度利润预计明显改善。在此背景下,预计 25 年各家企业挺价意愿强烈,全年均价同比将大幅提升,公司利润将显著改善。基于上述判断,上调公司 2024 - 2026 年归母...
Source Link【12 月 30 日,光大称海螺水泥至暗时刻已过,25 年利润将显著改善】2024 年前 11 月,全国水泥产量同比-10%,基建地产需求下行拖累所致。24 年前三季度,华东区域水泥价格持续下行,多家企业盈利受压,24Q4 提价后单季度利润预计明显改善。在此背景下,预计 25 年各家企业挺价意愿强烈,全年均价同比将大幅提升,公司利润将显著改善。基于上述判断,上调公司 2024 - 2026 年归母...
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