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海螺水泥(600585)
研报日期:2018-08-23 海螺水泥(600585) Conch Cement reported a recurring net profit of RMB8.2bn in Q2 2018, up 123% YoYand near the high end of the guidance provided in the positive profit alert. Blended ASP(cement and clinker) rose from RMB297/tonne in Q1 2018 to RMB316/tonne in Q22018. 1H18 net profit is equivalent to 54% of the full-year consensus forecast. This suggests the Street is likely to raise the full-year forecast, based on the historical seasonality pattern. We also raise our 2018E/2019E EPS by 25.6%/29%, as the price correctionduring the summer season in east China and south China is muc
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a潇洒b5344:
只要英文版的研报出来,必跌,后市也不会太好,迷惑你