海螺水泥获东吴证券增持评级，水泥景气筑底，公司综合竞争力持续彰显

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4月30日，海螺水泥获东吴证券增持评级，近一个月海螺水泥获得4份研报关注。研报预计公司作为水泥龙头在行业下行期彰显成本领先等综合竞争优势，且产业链延伸、国际化布局为公司提供新增长点，估值有望迎来修复。我们维持公司2024-2026年归母净利润90/112/129亿元，4月29日收盘价对应市盈率13.7/11.0/9.5倍。研报认为，水泥行业景气或将继续筑底，产业链延伸有望形成新增长点。上半年旺季...

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