海螺水泥(600585)水泥主业量价承压行业盈利持续筑底

平安证券04-27

事项：公司公布2024年一季报，实现营收213.3亿元，较上年同期调整后下滑32.1%，归母净利润15.0亿元，较上年同期调整后下滑41.1%。平安观点：一季度水泥量价承压，吨毛利下行拖累业绩。受地产新开工继续下行、基建实物需求偏弱影响，一季度水泥行业量价均有所承压。数字水泥网显示，4月第3周全国水泥出货同比下滑13pct至50%。因此尽管一季度煤炭成本同比下滑，但水泥价格降幅更大，导致公司吨...

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海螺水泥(600585)水泥主业量价承压 行业盈利持续筑底

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海螺水泥(600585)水泥主业量价承压行业盈利持续筑底