Industry control on unauthorized capacity

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海螺水泥_业绩回顾_2025 年上半年业绩超预期,运营稳健;2026 年前景更优,行业潜在供应利好;维持买入评级
2025-08-29 02:19
28 August 2025 | 8:13PM HKT Anhui Conch Cement (0914.HK) Earnings Review: 1H25 above expectation with solid operations; a better 2026 ahead with potential industry supply work; Maintain Buy | 0914.HK | 12m Price Target: HK$31.00 | Price: HK$23.92 | Upside: 29.6% | | --- | --- | --- | --- | | 600585.SS | 12m Price Target: Rmb32.00 | Price: Rmb24.59 | Upside: 30.1% | Conch reported 1H25A NP of Rmb4.6bn, or EPS of Rmb0.874/sh, up 33% yoy. Excluding one-offs, including provisions related to capacity swaps, recu ...