港股异动 | 西部水泥(02233)早盘涨超6% 公司与水电三局达成战略合作 共同拓展非洲、中亚等新兴市场

智通财经
Oct 15

智通财经APP获悉,西部水泥(02233)早盘涨超6%,截至发稿,涨5.25%,报3.41港元,成交额1.55亿港元。

消息面上,10月14日,西部水泥与水电三局签署战略合作协议。未来合作将聚焦三大方向:一是构建本土化供应链,服务陕西抽水蓄能电站等工程;二是推动“海外项目+属地产能”协同,结合水电三局在几内亚、菲律宾、中亚等地的工程优势,与西部水泥在非洲、中亚的产能实现联动;三是共建合作平台,深化在安哥拉、刚果(金)、莫桑比克等具体项目中的合作,共同为新时代能源建设和建材行业高质量发展贡献力量。

长江证券此前指出,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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