中国水泥巨头,在非洲找回“钞能力”

市值榜
Nov 06

|GUIDE|■国内水泥市场现状如何?■水泥出海,蓝海市场在哪儿?■出海有哪些挑战?作者|贾乐乐编辑|嘉辛虽然是传统行业,但水泥是真的支棱起来了。2025年前三季度,海螺水泥利润同比增长超过20%,华新水泥利润同比增长超过50%,福建水泥亏损大幅收窄,上峰水泥利润同比增长超过40%,港股上市的西部水泥,上半年利润增长超90%。水泥企业还有个共性,即利润表现明显好于收入表现。这倒不是因为反内卷政策...

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