中材國際(600970.SH):境外市場需求總體向好,部分地區市場保持活躍
格隆匯9月19日丨中材國際(600970.SH)在2023年半年度業績説明會上表示,境外市場需求總體向好,部分地區市場保持活躍,具體區域方面:(1)非洲是公司傳統市場和重點區域,在埃塞俄比亞、尼日利亞、摩洛哥均有新項目簽約和啟動;(2)亞洲地區,中東傳統市場如沙特、伊拉克出現了較多的市場機會,東南亞如馬來西亞、緬甸,中亞如吉爾吉斯斯坦、烏茲別克斯均有建設需求;(3)歐洲項目目前主要集中在有碳減排需要的歐盟國家;(4)今年在南美,如多米尼加、哥倫比亞也陸續落實簽約了一些工程項目。
全球水泥產業不均衡發展。部分發展中國家的經濟增速較快,基建水平不高,水泥需求旺盛,水泥行業仍然處於快速發展階段;在歐洲市場,受脱碳政策影響,綠色低碳改造需求持續釋放,都將為公司發展帶來新的機遇
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