港股异动 | 西部水泥(02233)现涨超4% 公司海外业务收入逐年增长 有望在非洲占据较大市场份额
西部水泥(02233)现涨超4%，截至发稿，涨3.67%，报1.13港元，成交额1945.58万港元。
长江证券指出，考虑到国内水泥盈利底部，企业出海是历史必然选择。就当下来看，水泥企业出海重心聚焦在非洲，非洲水泥价格大都在600-1200元/吨，成为国内水泥企业出海的聚焦地。据悉，西部水泥在非洲布局主要是在埃塞俄比亚、莫桑比克、刚果（金）；同时西部水泥在乌兹别克斯坦也有产线布局。
天风证券此前表示，西部水泥海外业务收入逐年增长，23年公司海外收入/溢利分别达27.7/10.15亿元，同比分别+145%/+197%，占比分别达31%/74%，看好公司未来海外业务贡献。该行预计，未来随着公司在非洲各地的产能逐步落地，公司有望跻身Top10行列，市占率将得到大幅提升。
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