民生证券给予海螺水泥推荐评级 2024年一季报点评：龙头表现稳定并优于行业节能减排继续引领行业

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民生证券04月28日发布研报称，给予海螺水泥（600585.SH，最新价：22.77元）推荐评级。评级理由主要包括：1）公司发布2024年一季报；2）一季度水泥行业量价齐跌，符合年初判断，意外因素是雨水天气偏多；3）收入下降导致期间费用摊薄减少；4）基建环比改善值得期待，供给端有望面临碳排放趋严。风险提示：基建、地产需求不及预期的风险，原材料价格波动的风险。AI点评：海螺水泥近一个月获得2份券商...

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民生证券给予海螺水泥推荐评级 2024年一季报点评：龙头表现稳定并优于行业 节能减排继续引领行业

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民生证券给予海螺水泥推荐评级 2024年一季报点评：龙头表现稳定并优于行业节能减排继续引领行业