华新水泥-600801-归母业绩同比高增,海外量增+国内价高成本下行驱动盈利改善

国投证券
16 Jul

事件:公司发布2025年半年度业绩预增公告,预计2025H1实现归母净利润10.96亿元~11.32亿元,同比增加3.65亿元~4.02亿元(yoy+50%-55%);预计2025Q2实现归母净利润8.62亿元~8.98亿元,同比增加55.84%-62.44%。1-5月国内 水泥 需求持续下行,Q2公司重点销售区域水泥价格仍同比增加,叠加煤炭价格下行,公司水泥熟料盈利或有所改善。受 房地产 投资...

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