Core Viewpoint - Western Cement (02233) has signed a strategic cooperation agreement with the Water and Electricity Third Bureau, focusing on local supply chain construction, overseas project synergy, and collaborative platforms in specific African projects [1] Group 1: Strategic Cooperation - The cooperation will focus on three main areas: building a localized supply chain to support projects like the Shaanxi pumped storage power station, promoting synergy between overseas projects and local production capacities, and jointly developing platforms for collaboration in Angola, Congo (DRC), and Mozambique [1] - The partnership aims to contribute to high-quality development in the energy construction and building materials sectors [1] Group 2: Market Potential - Longjiang Securities has highlighted the potential for continued overseas expansion to provide greater mid-term flexibility for the company [1] - The African cement market is characterized by significant space and high profitability, making it a new blue ocean market for domestic companies [1] - The company currently has multiple ongoing and planned projects in Africa, which are expected to contribute substantial performance increments once operational [1]
港股异动 | 西部水泥(02233)早盘涨超6% 公司与水电三局达成战略合作 共同拓展非洲、中...