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中材國際(600970.SH):一季度境外新籤合同額同比增長70% 表現出強勁增長勢頭
格隆匯 05-14 15:59

格隆匯5月14日丨中材國際(600970.SH)近日在接待特定對象調研時表示,2023年公司境外新籤合同額333.07億元,佔比達到54%,工程、裝備、運維均同比增長50%以上。2024年一季度境外新籤合同額142.92億元,同比增長70%,表現出強勁增長勢頭。

就國際市場而言,我們判斷 2024 年境外水泥需求和價格較 2023 年總體保持穩定。部分新興市場國家經濟增速較快,受益於基建和房建的快速發展,區域水泥需求旺盛,水泥行業仍然處於快速發展階段;成熟市場國家受脱碳政策影響,綠色低碳改造需求持續釋放。公司核心經營區域包括非洲、中東、南亞、東南亞等區域市場,伴隨城鎮化發展與人口增長紅利,水泥需求仍有較大增長空間,隨之帶來較為穩定的水泥工程技術服務市場機會;另外,存量市場潛力很大,統計顯示,目前境外20年以上生產線佔比近 70%,約有 400 條生產線位於碳減排壓力較大的歐美國家,老線技改市場空間較大,將為公司發展帶來持續增長機遇。

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