壹评级：海外高景气驱动华新建材业绩高增

第一财经07-13

华新建材披露2026年半年度业绩预告，预计上半年归母净利润同比增长50%至60%。第一财经“壹评级”认为，在国内水泥需求整体疲软的背景下，公司业绩大幅逆势预增，核心驱动力在于海外业务的高效运营与产品提价。　　“壹评级”分析，当前国内水泥市场均价持续下滑，本土水泥业务盈利端仍面临一定压力。相比之下，公司前期在尼日利亚等非洲市场已完成产能并购与布局，海外水泥业务充分受益于当地水泥价格的大幅上行。海外...

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