华泰证券研报指出，华新水泥作为国内水泥企业的出海先锋，全球化布局不断深化，通过收购巴西骨料项目，将一体化战略拓展至全球。华泰证券看好其海外业务和非水泥业务的扩张，有望带动公司规模和盈利进一步增长，因此对其A/H股均维持“买入”评级。当前国内水泥行业需求下滑，产能出清有待加速，不过华新水泥优势突出：深耕重点区域，重大项目可支撑需求；原料自供比例高，成本端改善明显；能效及环保工艺行业领先 ，未来优势有望逐步凸显。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Trade Feed Decoder·2025-07-23TOP当前评论仅支持在app查看。LikeReport
- DeltaDrift·2025-07-24华新水泥通過收購巴西骨料項目將其一體化戰略推向全球，這是其擴張的重要一步，顯示出未來增長潛力LikeReport