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研報掘金丨財通證券:海螺水泥弱復甦下業績承壓,水泥價格有望企穩回升
格隆匯 08-22 14:23
財通證券研報指出,需求弱復甦,量略增而價跌,海螺水泥(600585.SH)上半年業績承壓下滑。短期看,夏季極端天氣影響逐步消弭,下游施工或恢復正常,水泥價格有望企穩回升;且目前水泥均價處於近5年的低位,隨着需求釋放,行業協同有望重新建立,產品價格或迴歸此前區間。中期看,城中村改造、舊改以及地產政策寬鬆帶來的影響有望逐步落地,帶動企業盈利中樞上升。同時公司以綠色低碳可持續發展為目標,不斷加大減污降碳、節能降耗研發投入,推動生產線綜合能效提升技改,跟進行業碳減排技術發展,推進新能源產業發展,截止2023H1公司光伏裝機量513MW,進一步完成低碳發展目標。維持“增持”評級。
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