截至1月31日,金隅冀东、华新建材等12家水泥及相关领域上市公司密集披露年度业绩预告,净利润区间覆盖盈利29.5亿元至亏损75亿元,行业分化态势显著。产能置换、资产处置、成本下降等关键词高频出现,在价格下滑、竞争激烈的行业背景下,海外拓展成为头部企业突围的重要方向,行业深度调整期的生存与发展逻辑已然显现。业绩分化显著,企业冷暖不一2025年,房地产投资缩减、基建增速放缓叠加供需失衡,构成水泥企业...
Source Link截至1月31日,金隅冀东、华新建材等12家水泥及相关领域上市公司密集披露年度业绩预告,净利润区间覆盖盈利29.5亿元至亏损75亿元,行业分化态势显著。产能置换、资产处置、成本下降等关键词高频出现,在价格下滑、竞争激烈的行业背景下,海外拓展成为头部企业突围的重要方向,行业深度调整期的生存与发展逻辑已然显现。业绩分化显著,企业冷暖不一2025年,房地产投资缩减、基建增速放缓叠加供需失衡,构成水泥企业...
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