金吾财讯 | 水泥股震荡走强，截至发稿，华新水泥(06655)涨10.97%，西部水泥(02233)涨4.52%，金隅集团(02009)涨2.41%，亚洲水泥（中国）(00743)涨2.34%，中国天瑞水泥(01252)涨1.43%，山水水泥(00691)涨1.30%，海螺水泥(00914)涨1.01%。中金发布研报称，近期市场对水泥出海关注度提升，认为在国内需求疲弱、供需关系改善节奏相对缓和的背景下，水泥企业出海成为龙头打造第二增长曲线的重要方式：一方面，国内企业进入的海外核心市场，水泥需求增长潜力大：2023年撒哈拉以南非洲地区人均水泥需求量为130kg，远低于全球平均的541kg，叠加人口增长、城镇化率提升预期，拉动水泥需求增加;另一方面，国内企业在海外逐步以自建、并购并举，降低海外水泥产能大幅过剩风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.