智通财经APP获悉，东吴水泥(00695)涨超5%，高见6.38港元创2021年9月以来新高。截至发稿，涨7.01%，报6.11港元，成交额1581.41万港元。
消息面上，东吴水泥9月4日公布2025年中期报告。报告期内，集团收益约为1.26亿港元，其中水泥板块录得收益约1.19亿港元，同比增长28.0%。增加主要由于以下原因：水泥行业积极推进错峰生产，供需矛盾有所缓解，尽管市场需求仍显偏弱，传统旺季需求也未达预期，但市场需求下滑幅度较去年同期有所收窄，推动本公司收益有所回升。
公司表示，鉴于水泥行业需求下降态势收窄及行业反内卷政策导向，公司将持续密切关注水泥板块动态，拓展相关商业机会。国泰君安指出，水泥行业一旦进入盈利能力修复节奏，行业盈利能力的释放弹性还是较为明显。后续反内卷的思路下，限制超产的执行依然是行业改善供需最大的关注点。
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