You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨長江證券:予海螺水泥“買入”評級 期待24Q4釋放升價彈性

長江證券研報指出,海螺水泥(600585.SH)第三季度歸屬於上市公司股東的淨利潤為18.73億元,同比減少15.13%。7/8/9單月水泥產量同比增速分別為-12%、-12%、-10%。基於此,預計公司24Q3單季度水泥銷量同比下滑幅度5%~10%,盈利能力環比基本持平。對水泥企業而言,4季度是一年最大旺季,需求一般會環比改善5%-10%;利潤佔比全年較高,企業提價的動能更強。考慮到區域企業的盈利現狀、市場環境等變化,認為本次升價大概率可以落地,目前跟蹤來看,不同區域落地情況不一,基本在50-100元不等。對企業24Q4單季度業績有望帶來一定增厚。予“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account