海螺水泥:传统主业承压、新业务难扛大旗

新浪证券
21 Jul

作为中国水泥行业的领军者,海螺水泥在规模与资源上始终占据优势。然而,当行业周期性下行与结构性调整叠加,这艘巨轮也不可避免地遭遇风浪。从需求萎缩、安全合规隐患,到转型步伐的失衡,海螺水泥的稳健表象下,正涌动着一股需要警惕的暗流。2024年海螺水泥实现营业收入910.30亿元,同比大幅下降35.51%;归母净利润76.96亿元,同比下降26.19%。其中,主营业务收入741.56亿元,同比下降...

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