塔牌集團(002233.SZ):總體而言公司對2023年景氣度恢復保持樂觀信心
格隆匯4月26日丨塔牌集團(002233.SZ)4月26日在接受特定對象調研時表示,今年一季度,公司水泥銷量保持小幅增長,既有天氣較好的原因,也有下游基建和農村市場建設拉動的原因,在房地產這一塊水泥需求還暫未看到回升跡象。
總體而言,公司對 2023 年景氣度恢復保持樂觀信心。2023 年 1月廣東省發展改革委公佈了 2023 年廣東 1530 個重點項目情況,計劃投資約1萬億元;2023年3月初,廣東省人民政府辦公廳印發《2023年廣東金融支持經濟高質量發展行動方案》,該方案中提到 2023 年為基礎設施、重大項目建設和房地產平穩健康發展提供融資 1.5 萬億元左右。從一季度銷售情況看,基建工程項目落地提速,農村市場亦增長較明顯,房地產市場還有待觀察,預計隨着 2022 年 12 月疫情防控措施調整,"金融 16 條"及"三支箭"政策出台支持房地產行業發展,房地產市場有望在 2023 年企穩回暖。
另外,2023 年,廣東、廣西、福建秉持水泥行業綠色低碳高質量發展原則,繼續實施力度較強的常態化錯峯生產行動,有利於進一步緩和供需矛盾。同時,今年以來,煤炭價格穩中有降,對成本下降將產生積極影響。綜上,2023 年需求再次下滑的概率較低,2023 年行業效益水平較 2022 年預計有望出現明顯改善。
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