智通财经APP获悉，西部水泥(02233)再涨超5%，截至发稿，涨5.42%，报2.92港元，成交额7106.72万港元。
消息面上，西部水泥此前发布中期业绩，上半年收益54.18亿元人民币，同比增加46.4%；公司拥有人应占溢利7.48亿元，同比增加93.4%。于报告期内，水泥及熟料的销量同比增加23.6%至1082万吨。其中，中国市场的销量下降8.3%至665万吨，而海外市场的销量则增加178%至417万吨。
长江证券指出，公司产能整合持续推进。期内宣布收购刚果120 万吨水泥产能，并且出售新疆所有业务给海螺水泥，合计350 万吨水泥产能。该行指出，期待海外持续扩张带来中期更大弹性。非洲水泥市场空间大，景气度较高，盈利能力远高于国内，是国内企业出海的新蓝海市场。公司目前在非洲市场仍有多个在建/拟建项目，期待项目逐个落地投产后，为公司贡献更大业绩增量。
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