600585 海螺水泥
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港股异动 | 水泥股涨幅居前 行业维护利润的意愿显著增强 旺季提价时点有望较去年提前
智通财经 · 08-08 06:21
港股异动 | 水泥股涨幅居前 行业维护利润的意愿显著增强 旺季提价时点有望较去年提前
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水泥网 · 08-05
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中证香港300原材料指数报2364.65点,前十大权重包含海螺水泥等
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公司概况
公司名称:
安徽海螺水泥股份有限公司
所属行业:
非金属矿物制品业
上市日期:
2002-02-07
主营业务:
安徽海螺水泥股份有限公司的主营业务是水泥、商品熟料、骨料及混凝土的生产、销售。公司的主要产品是水泥、商品熟料、骨料、混凝土。“高铁相抗蚀胶凝材料设计/制备技术及严苛环境工程应用开发”项目荣获2023年度国家科技进步奖二等奖、公司主导的“水泥窑低能耗深冷直送富氧燃烧及熟料烧成匹配技术研究与应用”项目荣获2024年建筑材料行业大会技术进步奖二等奖、公司参与的“面向矿山开采的炸药-干冰协同爆破关键技术研究与应用”项目荣获2024年中国爆破行业协会科学技术奖一等奖。
发行价格:
4.10
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13:05","pubTimestamp":1754543152,"startTime":"0","endTime":"0","summary":"海螺水泥股价大幅上涨,最新价24.08元/股,涨跌幅为3.04%。政策博弈与资金分歧共振近期海螺水泥股价波动与政策预期及资金面博弈密切相关。7月下旬中央财经委会议释放供给侧改革强化信号,叠加基建专项债加速落地,推动水泥板块单日涨幅超9%。技术面上,股价突破22元阻力位触发程序化买盘,动态市盈率15.94倍处于五年低位,吸引价值型资金入场。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807130602a47a1f87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:49","pubTimestamp":1754444976,"startTime":"0","endTime":"0","summary":"08月06日,水泥概念盘中跳水,截至09点49分,水泥概念整体指数下跌1.04%,报1355.680点。从个股上来看,该概念的成分股中,金隅集团跌0.63%,中材国际、梅雁吉祥、海螺水泥跌幅居前。从资金上来看,截止发稿,水泥概念概念主力净流入为-5.08亿,其中海螺水泥受到资金热捧,主力净流入765.89万;拉长时间线来看,该板块近20日主力资金净流入-159.77亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806094936a6d57caf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:49","pubTimestamp":1754380161,"startTime":"0","endTime":"0","summary":"日前陕西市场监管局发布7月28日至8月3日无条件批准经营者集中案列表,其中包含上海之恒新能源有限公司与华润电力控股有限公司新设合营企业案和安徽海螺水泥股份有限公司收购尧柏特种水泥集团有限公司部分业务案。审结时间均为2025年8月1日。编辑:曾家明","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080516081694d0c3ec&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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报2364.65点。数据统计显示,中证香港300原材料指数近一个月上涨5.69%,近三个月上涨25.88%,年至今上涨44.66%。从中证香港300原材料指数持仓样本的行业来看,有色金属占比79.09%、非金属材料占比14.67%、化工占比4.47%、造纸与包装占比1.77%。在样本公司有特殊事件发生,导致其行业归属发生变更时,将对中证香港300行业指数系列样本进行相应调整。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804153642a6d1d378&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:49","pubTimestamp":1754272154,"startTime":"0","endTime":"0","summary":"08月04日,水泥行业盘中跳水,截至09点49分,水泥行业整体指数下跌0.52%,报5045.260点。从个股上来看,该行业的成分股中,四川金顶跌0.43%,龙泉股份、塔牌集团、华新水泥跌幅居前。从资金上来看,截止发稿,水泥行业主力净流入为-1.59亿,其中海螺水泥受到资金热捧,主力净流入1297.79万;拉长时间线来看,该板块近20日主力资金净流入-100.25亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804094914a6d139f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:38","pubTimestamp":1754271521,"startTime":"0","endTime":"0","summary":"08月04日,水泥行业盘中拉升,截至09点38分,水泥行业整体指数上涨0.53%,报5077.510点。从个股上来看,该行业的成分股中,西藏天路涨4.84%,韩建河山、上峰水泥、华新水泥涨幅居前。从资金上来看,截止发稿,水泥行业主力净流入为-8760.63万,其中海螺水泥受到资金热捧,主力净流入905.33万;拉长时间线来看,该板块近20日主力资金净流入-100.25亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250804093841a4733dbf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:21","pubTimestamp":1754155272,"startTime":"0","endTime":"0","summary":"截至2025年8月1日收盘,海螺水泥报收于23.4元,较上周的24.39元下跌4.06%。本周,海螺水泥7月29日盘中最高价报24.66元。本周关注点公司公告汇总:海螺水泥董事会全票通过修订薪酬及提名委员会职权范围书公司公告汇总海螺水泥董事会于2025年7月28日召开会议,全体董事出席,会议由董事长杨军主持,符合相关法规要求。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025080300000096.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0196","BK1135","600585","BK0012","BK0044","00914","BK0015","BK1505","BK1594","LU1328615791.USD","BK0235","BK0028","BK1563","BK1507","BK0183","BK1583","BK0187","BK0188"],"gpt_icon":0},{"id":"2556581089","title":"安徽补产能 沿江来“买单”!或破坏水泥市场平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2556581089","media":"水泥网APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2556581089?lang=zh_cn&edition=full","pubTime":"2025-08-02 00:06","pubTimestamp":1754064412,"startTime":"0","endTime":"0","summary":"近期,业内传出多条安徽熟料生产线产能补充公告。不过,安徽省自身水泥消费量并不大,2024年实际水泥产量超1.2亿吨,熟料产量近1.3亿吨,但输出长三角及沿海市场的水泥总量超过5000万吨。因此,安徽补充熟料产能,实际上需要整个沿江、沿海市场一起“买单”。安徽水泥企业置入熟料产能却需要整个区域市场来消化,此举将加剧市场供需矛盾,恐进一步降低市场互信,危及行业稳定。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250802001911a4701ab8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:06","pubTimestamp":1753977977,"startTime":"0","endTime":"0","summary":"公司高度重视国家重大工程带来的市场机遇,将重点关注雅鲁藏布江下游水电工程建设带来的业务机会,持续跟踪相关项目进展,并积极投入相关项目的采购招标,努力提供优质的产品和服务。此前海螺水泥也曾表示,雅鲁藏布江水电工程是国家重大战略项目,投资大、建设周期长、带动效应强,预计将对区域水利、基建、能源等产业带来显著发展机遇。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801001021a6cc041c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:29","pubTimestamp":1753943364,"startTime":"0","endTime":"0","summary":"海螺水泥股价大幅下跌,最新价23.50元/股,跌幅3.01%。资金博弈与政策利好共振政策催化与资金流动主导短期波动。截至7月30日,主力资金连续5日累计净流入1.82亿元,但量能维持在1.44%的换手率水平,显示多空分歧尚未完全化解。中信建投给予23.83元目标价,对应17%上行空间;光大证券预测公司或实现五年来首次扣非净利润正增长。当前市净率0.67倍处于五年底部区间,叠加3.01%股息率的安全边际,中长期价值修复动能充足。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731142934a46ce2d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:01,海螺水泥(600585)最新价:23.64元,涨幅:-2.43%海螺水泥(00914)最新价:22.85元,涨幅:-2.97%AH股比价分析:A/H比价1.14,AH价差2.84,溢价率13.68%","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731122916a6cad253&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:52","pubTimestamp":1753854776,"startTime":"0","endTime":"0","summary":"于北京时间2025年7月29日与全球同步发布了最新的《财富》世界500强排行榜。今年《财富》世界500强排行榜企业的营业收入总和约为41.7万亿美元,超过全球GDP的三分之一,比去年增长了约1.8%。其中, 中国建材 集团有限公司排名第351位。令人关注的是,曾在2019-2023年连续五年进入世界500强榜单的海螺集团在今年继续落榜。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730135906972714fe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:41","pubTimestamp":1753843273,"startTime":"0","endTime":"0","summary":"07月30日,水泥行业盘中跳水,截至10点41分,水泥行业整体指数下跌0.50%,报5209.010点。从个股上来看,该行业的成分股中,天山股份平盘,万年青、海南瑞泽跌幅居前。从资金上来看,截止发稿,水泥行业主力净流入为-4.44亿,其中海螺水泥受到资金热捧,主力净流入9922.21万;拉长时间线来看,该板块近20日主力资金净流入-82.51亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730104113a46aa4ae&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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