600585 海螺水泥
已收盘 02-26 15:00:00
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水泥行业“寒冬”未退 海螺水泥获控股股东最高14亿增持
澎湃新闻 · 02-25 20:13
水泥行业“寒冬”未退 海螺水泥获控股股东最高14亿增持
恒指收涨0.66%：钢铁等板块领涨，重庆钢铁涨近8%
腾讯自选股 · 02-25 16:11
恒指收涨0.66%：钢铁等板块领涨，重庆钢铁涨近8%
港股建材水泥股震荡走高！海螺水泥涨超5%，华润建材科技涨超4%
老虎资讯综合 · 02-25 09:47
港股建材水泥股震荡走高！海螺水泥涨超5%，华润建材科技涨超4%
海螺水泥控股股东拟增持公司A股，六个月内斥资7至14亿元
美股速递 · 02-24 18:36
海螺水泥控股股东拟增持公司A股，六个月内斥资7至14亿元
海螺水泥最新公告：控股股东海螺集团拟7亿元-14亿元增持公司股份
证券之星 · 02-24 18:30
海螺水泥最新公告：控股股东海螺集团拟7亿元-14亿元增持公司股份
Lazard Asset Management LLC减持海螺水泥(00914)约1436.48万股 每股作价25.79港元
智通财经网 · 02-17
Lazard Asset Management LLC减持海螺水泥(00914)约1436.48万股 每股作价25.79港元
海螺水泥：公司已建立财务共享中心
证券日报 · 02-12
海螺水泥：公司已建立财务共享中心
The Capital Group Companies,Inc.增持海螺水泥(00914)约522.7万股 每股作价约24.63港元
智通财经 · 02-09
The Capital Group Companies,Inc.增持海螺水泥(00914)约522.7万股 每股作价约24.63港元
每周股票复盘：海螺水泥（600585）现353.12万元大宗交易
证券之星 · 02-08
每周股票复盘：海螺水泥（600585）现353.12万元大宗交易
海螺水泥（600585）披露控股股东出具不竞争承诺函的公告，1月29日股价上涨1.8%
证券之星 · 01-29
海螺水泥（600585）披露控股股东出具不竞争承诺函的公告，1月29日股价上涨1.8%
截至1月29日，海螺水泥集团与海螺控股、万纬控股等未达成具法律约束力协议
美股速递 · 01-29
截至1月29日，海螺水泥集团与海螺控股、万纬控股等未达成具法律约束力协议
海螺水泥拟以增资方式收购安徽皖维相关事宜公告
美股速递 · 01-29
海螺水泥拟以增资方式收购安徽皖维相关事宜公告
单日最高余额不超过500亿元！600585拟闲置资金理财
中国基金报 · 01-27
单日最高余额不超过500亿元！600585拟闲置资金理财
小摩增持海螺水泥(00914)约400.87万股 每股作价约23.44港元
智通财经网 · 01-26
小摩增持海螺水泥(00914)约400.87万股 每股作价约23.44港元
海螺水泥(00914)及下属子公司拟利用金融工具的套期保值功能
智通财经 · 01-26
海螺水泥(00914)及下属子公司拟利用金融工具的套期保值功能
中金：供需延续弱势 26年消费建材“反内卷”政策预期升温
智通财经 · 01-22
中金：供需延续弱势 26年消费建材“反内卷”政策预期升温
建材水泥股普涨 海螺水泥(00914)涨3.13% 中金指后续产能置换政策有望带动供给持续出清
金吾财讯 · 01-22
建材水泥股普涨 海螺水泥(00914)涨3.13% 中金指后续产能置换政策有望带动供给持续出清
嘉实基金赵国英旗下嘉实致安年报最新持仓，重仓海螺水泥
证券之星 · 01-22
嘉实基金赵国英旗下嘉实致安年报最新持仓，重仓海螺水泥
海螺水泥：公司积极推动落实市值管理的各项举措
证券日报 · 01-21
海螺水泥：公司积极推动落实市值管理的各项举措
海螺水泥(00914)股东将股票存入凯基证券亚洲 存仓市值26.2亿港元
智通财经 · 01-21
海螺水泥(00914)股东将股票存入凯基证券亚洲 存仓市值26.2亿港元
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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。报告期内，公司MSCIESG评级调升至“BBB”，获得中国建筑材料联合会2024年度建筑材料行业ESGA+评级等多项荣誉。
发行价格：
4.10
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海螺水泥获控股股东最高14亿增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2614819410","media":"澎湃新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614819410?lang=zh_cn&edition=full","pubTime":"2026-02-25 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09:47","pubTimestamp":1771984069,"startTime":"0","endTime":"0","summary":"2月25日，港股建材水泥股震荡走高，$海螺水泥(00914)$涨超5%，$华润建材科技(01313)$涨超4%，亚洲水泥、$金隅集团(601992)$、$东吴水泥(00695)$、$华新建材(06655)$均涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b053d3b12fe0e49fad64f1f130e23aa1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0274383008.USD","00914","BK4588","BK0015","BK0235","LU1328615791.USD","BK1583","600585","BK1589","VXUS","BK1570","BK1594","SG9999003461.SGD","BK0028","BK0044","BK0187","BK4585","BK0012","BK0188","BK1563","SG9999002950.SGD","VT","BK0196","01313","BK0183","BK1135","BK1505","BK1507"],"gpt_icon":0},{"id":"1104730714","title":"海螺水泥控股股东拟增持公司A股，六个月内斥资7至14亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104730714","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1104730714?lang=zh_cn&edition=full","pubTime":"2026-02-24 18:36","pubTimestamp":1771929410,"startTime":"0","endTime":"0","summary":"海螺水泥发布公告称，公司控股股东计划在未来六个月内，通过集中竞价交易方式增持公司A股股份，拟增持金额不低于7亿元人民币，且不超过14亿元人民币。\n此次增持计划彰显了控股股东对公司未来发展前景的信心以及对公司价值的认可。增持主体将根据市场情况，在法律法规允许的范围内，逐步实施增持计划。\n公司表示，本次增持行为不会导致公司股权分布不具备上市条件，也不会对公司治理结构及持续经营产生重大影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["600585","BK0015","BK0183","BK0235","BK0012","BK0187","BK0188","BK0044","BK0028","BK0196"],"gpt_icon":0},{"id":"2613797675","title":"海螺水泥最新公告：控股股东海螺集团拟7亿元-14亿元增持公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2613797675","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613797675?lang=zh_cn&edition=full","pubTime":"2026-02-24 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每股作价25.79港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2612782436","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612782436?lang=zh_cn&edition=full","pubTime":"2026-02-17 10:34","pubTimestamp":1771295658,"startTime":"0","endTime":"0","summary":"2月11日，Lazard Asset Management LLC减持海螺水泥(00914)1436.4833万股，每股作价25.7936港元，总金额约为3.71亿港元。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260217/20260217101745_55316.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260217/20260217101745_55316.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405794.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK0188","BK0196","BK1505","BK1594","BK0235","BK1563","BK0015","00914","BK0028","BK0044","BK0187","BK1135","BK1507","BK0183","600585","BK1583","LU1328615791.USD","BK0012"],"gpt_icon":0},{"id":"2610941443","title":"海螺水泥：公司已建立财务共享中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2610941443","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610941443?lang=zh_cn&edition=full","pubTime":"2026-02-12 18:09","pubTimestamp":1770890959,"startTime":"0","endTime":"0","summary":"证券日报网讯2月12日，海螺水泥在互动平台回答投资者提问时表示，公司已建立财务共享中心，形成了覆盖核心业务场景、统筹运营主体的共享服务能力，有力支撑各业务板块的财务协同，持续赋能公司高质量发展。","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":"http://finance.eastmoney.com/a/202602123649333267.html","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":"stock_eastmoney","symbols":["BK1135","BK1583","BK0187","00914","BK0188","BK0183","BK1507","BK0235","LU1328615791.USD","600585","BK0196","BK0012","BK0028","BK1563","BK1505","BK0015","BK0044","BK1594"],"gpt_icon":0},{"id":"2610634369","title":"The Capital Group Companies,Inc.增持海螺水泥(00914)约522.7万股 每股作价约24.63港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610634369","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610634369?lang=zh_cn&edition=full","pubTime":"2026-02-09 19:12","pubTimestamp":1770635546,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据香港联交所最新数据显示，2月5日，The Capital Group Companies,Inc.增持海螺水泥(00914)522.6973万股，每股作价24.6293港元，总金额约为1.29亿港元。增持后最新持股数目约为1.32亿股，持股比例为10.16%。","market":"fut","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":"http://www.zhitongcaijing.com/content/detail/1403272.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","BK0188","BK1505","BK1563","BK1583","BK0044","BK0015","BK0187","BK1507","00914","BK1135","BK0183","BK0235","600585","LU1328615791.USD","BK1594","BK0196","BK0012"],"gpt_icon":0},{"id":"2609452394","title":"每周股票复盘：海螺水泥（600585）现353.12万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2609452394","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609452394?lang=zh_cn&edition=full","pubTime":"2026-02-08 01:11","pubTimestamp":1770484269,"startTime":"0","endTime":"0","summary":"截至2026年2月6日收盘，海螺水泥（600585）报收于25.03元，较上周的24.52元上涨2.08%。本周，海螺水泥2月6日盘中最高价报25.78元。2月2日盘中最低价报23.34元。海螺水泥当前最新总市值1326.42亿元，在水泥板块市值排名1/21，在两市A股市值排名142/5186。本周关注点交易信息汇总：2月2日海螺水泥现353.12万元大宗交易交易信息汇总2月2日海螺水泥现353.12万元大宗交易以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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/RB2026020800000093.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":["BK1594","BK0015","BK0183","BK0235","BK1563","BK0187","600585","BK1507","LU1328615791.USD","00914","BK0012","BK0188","BK0044","BK0196","BK0028","BK1505","BK1583","BK1135"],"gpt_icon":0},{"id":"2607339160","title":"海螺水泥（600585）披露控股股东出具不竞争承诺函的公告，1月29日股价上涨1.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607339160","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607339160?lang=zh_cn&edition=full","pubTime":"2026-01-29 22:10","pubTimestamp":1769695836,"startTime":"0","endTime":"0","summary":"截至2026年1月29日收盘，海螺水泥报收于24.84元，较前一交易日上涨1.8%，最新总市值为1316.35亿元。近日，海螺水泥披露《关于控股股东出具不竞争承诺函的公告》。海螺集团拟通过增资方式收购皖维集团60%股权，从而间接控股皖维高新。皖维高新存在少量水泥相关资产及业务，可能与海螺水泥构成潜在同业竞争。","market":"fut","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/RB2026012900043258.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1135","BK1507","BK1583","BK0235","BK1505","BK1594","BK0187","LU1328615791.USD","BK0183","BK0012","00914","BK0196","BK0028","BK1563","BK0015","BK0188","600585","BK0044"],"gpt_icon":0},{"id":"1179764146","title":"截至1月29日，海螺水泥集团与海螺控股、万纬控股等未达成具法律约束力协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1179764146","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1179764146?lang=zh_cn&edition=full","pubTime":"2026-01-29 19:15","pubTimestamp":1769685314,"startTime":"0","endTime":"0","summary":"截至1月29日，海螺水泥集团与海螺控股、万纬控股及其他相关方之间，尚未签署任何具有法律约束力的正式协议。这一情况表明，相关合作或交易事项目前仍处于初步探讨阶段，尚未形成确定性安排。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["600585","BK1135","LU1328615791.USD","BK1507","BK1563","BK0188","BK1594","BK0012","BK0187","00914","BK0235","BK0015","BK0196","BK1583","BK0028","BK0044","BK1505","BK0183"],"gpt_icon":0},{"id":"1174478963","title":"海螺水泥拟以增资方式收购安徽皖维相关事宜公告","url":"https://stock-news.laohu8.com/highlight/detail?id=1174478963","media":"美股速递","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1174478963?lang=zh_cn&edition=full","pubTime":"2026-01-29 19:15","pubTimestamp":1769685312,"startTime":"0","endTime":"0","summary":"海螺水泥发布公告，披露公司计划通过增资方式收购安徽皖维高新材料股份有限公司的相关事宜。此次资本运作旨在优化公司产业结构，拓展业务版图。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["600585","BK1594","BK0188","LU1328615791.USD","BK0028","BK0196","BK0012","BK0187","BK0015","BK1135","BK1583","BK0235","BK0183","BK0044","BK1563","BK1505","00914","BK1507"],"gpt_icon":0},{"id":"2606244076","title":"单日最高余额不超过500亿元！600585拟闲置资金理财","url":"https://stock-news.laohu8.com/highlight/detail?id=2606244076","media":"中国基金报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606244076?lang=zh_cn&edition=full","pubTime":"2026-01-27 00:20","pubTimestamp":1769444423,"startTime":"0","endTime":"0","summary":"【导读】海螺水泥拟闲置资金理财，单日最高余额合计不超过500亿元1月26日晚间，海螺水泥（证券代码：600585）公告称，董事会已审议通过2026年度委托理财计划，公司及下属子公司拟将部分暂时闲置资金用于委托理财：结构性存款单日最高余额不超300亿元，银行理财等产品单日最高余额不超200亿元，总额度500亿元，授权期限为12个月。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601273631053084.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601273631053084.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0235","BK0028","BK0044","BK0015","BK0012","BK0196","600585","BK0188","BK0183","BK0187"],"gpt_icon":0},{"id":"2606750214","title":"小摩增持海螺水泥(00914)约400.87万股 每股作价约23.44港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606750214","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606750214?lang=zh_cn&edition=full","pubTime":"2026-01-26 19:25","pubTimestamp":1769426757,"startTime":"0","endTime":"0","summary":"1月20日，小摩增持海螺水泥(00914)400.8742万股，每股作价23.4388港元，总金额约为9396.01万港元。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260126/20260126184345_29844.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260126/20260126184345_29844.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1397447.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["SG9999002232.USD","IE000M9KFDE8.USD","BK1507","LU0640476718.USD","LU1974910355.USD","IE00BLSP4239.USD","LU0215105999.USD","IE00BJTD4V19.USD","LU2462157665.USD","IE00BFXG1179.USD","LU2756315318.SGD","IE00B1BXHZ80.USD","LU0267386448.USD","LU2106854487.HKD","LU0345769631.USD","LU1670628061.USD","LU2505996509.AUD","LU2237443622.USD","LU1145028129.USD","LU1244550221.USD","LU0106831901.USD","LU1720051108.HKD","LU0820561818.USD","LU0265550946.USD","IE00BDCRKT87.USD","BK0012","LU2430703251.USD","LU0006306889.USD","LU1496350502.SGD","LU2552382058.USD","LU2213496289.HKD","LU0820562030.AUD","LU2054465674.USD","LU0683600562.USD","LU2237443895.HKD","LU0211326755.USD","LU2023250843.SGD","LU2237443978.SGD","LU0689472784.USD","600585","00914","LU1720051017.SGD","BK1563","IE0034235188.USD","IE00BDRTCR15.USD","LU2592432038.USD","BK1505","LU0208291251.USD","IE00BKVL7J92.USD","BK4534"],"gpt_icon":0},{"id":"2606158372","title":"海螺水泥(00914)及下属子公司拟利用金融工具的套期保值功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2606158372","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606158372?lang=zh_cn&edition=full","pubTime":"2026-01-26 17:18","pubTimestamp":1769419085,"startTime":"0","endTime":"0","summary":"智通财经APP讯，海螺水泥(00914)发布公告，为减少汇率及利率市场波动给公司经营产生不利影响，增强公司经营业绩稳定性和可持续性，公司及下属子公司拟利用金融工具的套期保值功能，对涉及的外币结算、外币负债等业务，开展外汇套期保值业务，以有效管理汇率、利率大幅波动的风险，增强公司财务稳健性。根据生产经营需要，公司及下属子公司于任一交易日持有的最高合约价值不超过60亿元人民币(或其他等值货币)，该额度可循环滚动使用。","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1397361.html","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":"stock_zhitongcaijing","symbols":["BK1507","00914","LU1328615791.USD","BK0183","BK1563","BK1583","BK0044","BK0015","BK0028","BK0196","BK1135","BK1505","BK0188","BK0235","BK1594","BK0187","BK0012","600585"],"gpt_icon":0},{"id":"2605124469","title":"中金：供需延续弱势 26年消费建材“反内卷”政策预期升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2605124469","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605124469?lang=zh_cn&edition=full","pubTime":"2026-01-22 16:51","pubTimestamp":1769071882,"startTime":"0","endTime":"0","summary":"中金主要观点如下：水泥：冬季水泥出货下滑，燃料价格下降支撑盈利中金测算，12月广义基建投资同比-16.3%，水泥需求维持弱势，2025年12月单月水泥产量同比-6.6%至1.44亿吨，全国水泥出货率平均41%。中金指出，12月行业供需持续走弱，日均铁水产量已经跌破230万吨水平，导致黑色系期现货价格震荡，钢铁板块表现偏弱。风险因素需求持续向下风险，原材料上涨风险。","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":"http://www.zhitongcaijing.com/content/detail/1396163.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1064131003.USD","BK0212","BK1225","BK0028","SG9999003461.SGD","BK1563","BK0196","BK0186","BK0015","BK0235","BK1507","LU1064130708.USD","BK1135","BK0000","BK0077","BK0187","SG9999002950.SGD","BK0012","BK1594","LU0274383008.USD","BK0102","BK0185","BK1554","BK0044","BK1105","BK1570","600585","BK0183","BK1500","00868","601636","LU2148510915.USD","000932","BK0071","BK1589","01313","000672","00826","BK0188","BK0070"],"gpt_icon":0},{"id":"2605452576","title":"建材水泥股普涨 海螺水泥(00914)涨3.13% 中金指后续产能置换政策有望带动供给持续出清","url":"https://stock-news.laohu8.com/highlight/detail?id=2605452576","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605452576?lang=zh_cn&edition=full","pubTime":"2026-01-22 13:46","pubTimestamp":1769060771,"startTime":"0","endTime":"0","summary":"金吾财讯 | 建材水泥股普涨，截至发稿，金隅集团 涨3.75%，中国建材涨3.61%，海螺水泥涨3.13%，华润建材科技涨2.48%，华新建材涨2.40%。中金公司发研报指，水泥：冬季水泥出货下滑，燃料价格下降支撑盈利。我们测算，12 月广义基建投资同比-16.3%，水泥需求维持弱势，2025 年12 月单月水泥产量同比-6.6%至1.44亿吨，全国水泥出货率平均41%。2026 年行业补产能工作持续推进，我们认为后续产能置换政策有望带动供给持续出清。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1973756","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1503","01313","BK1570","BK0188","BK0012","SG9999001069.SGD","BK0196","BK0044","06655","02009","LU0274383008.USD","BK0183","BK1135","BK1589","BK0028","LU1328615791.USD","BK1505","BK1583","SG9999002950.SGD","BK1594","BK0015","BK0187","BK0235","BK1507","SG9999001093.SGD","600585","00914","SG9999003461.SGD","03323","BK1563"],"gpt_icon":0},{"id":"2605459170","title":"嘉实基金赵国英旗下嘉实致安年报最新持仓，重仓海螺水泥","url":"https://stock-news.laohu8.com/highlight/detail?id=2605459170","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605459170?lang=zh_cn&edition=full","pubTime":"2026-01-22 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