西部水泥(02233)盘中涨超3%,截至发稿,股价上涨2.74%,现报1.50港元,成交额3025.43万港元。
海通国际此前指出,根据数字水泥网援引Research and Market报告,撒哈拉以南非洲水泥市场预计将在2023至2028年间以4%左右的复合增速增长,未来随着非洲人口数量的不断增长以及城镇化率的不断提升,基础设施建设有望持续加码,非洲水泥市场具有十分广阔的需求增长空间。非洲需求有增长、水泥工业相对落后,正是中资水泥企业寻求的基建新蓝海。看好中资水泥企业出海非洲的前景,建议关注积极出海非洲的水泥企业。
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