华新建材公司重点布局的非洲国家盈利、价格强势

国泰海通证券
Mar 10

本报告导读:对公司出海的主要几个非洲国家水泥基本面进行跟踪。赞比亚、坦桑尼亚、南非、尼日利亚2025价格同比均有提升,主要布局尼日利亚的子公司Lafarge Africa2025年度净利润超预期。投资要点:维持“增持”评级。公司非洲盈利和价格强势,我们调整公司2025-2027年的归母净利润分别为28.0、36.1、41.9亿元,EPS分别为1.35(下调0.12)、1.74(上调0.04)、...

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