海螺水泥(600585)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

600585 海螺水泥

已收盘 05-07 15:00:00

{"stockData":{"symbol":"600585","market":"SH","secType":"STK","nameCN":"海螺水泥","latestPrice":23.21,"timestamp":1715065200000,"preClose":23.22,"halted":0,"volume":15309168,"delay":0,"floatShares":4000000000,"shares":5299000000,"eps":1.7704,"marketStatus":"已收盘","marketStatusCode":5,"change":-0.01,"latestTime":"05-07 15:00:00","open":23.22,"high":23.25,"low":22.81,"amount":353000000,"amplitude":0.0189,"askPrice":23.21,"askSize":403,"bidPrice":23.2,"bidSize":44,"shortable":0,"etf":0,"ttmEps":1.7704,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1715131800000},"adr":0,"adjPreClose":23.22,"symbolType":"stock","openAndCloseTimeList":[[1715045400000,1715052600000],[1715058000000,1715065200000]],"highLimit":25.54,"lowLimit":20.9,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":5299302579,"pbRate":0.66,"roa":"--","roe":"0.81%","epsLYR":1.97,"committee":-0.612269,"marketValue":122997000000,"floatMarketCap":92833000000,"peRate":13.110031,"changeRate":-0.0004,"turnoverRate":0.0038,"status":1},"requestUrl":"/m/hq/s/600585/","defaultTab":"news","newsList":[{"id":"2433440031","title":"海螺水泥(600585)：水泥量价齐降 24Q1业绩承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2433440031","media":"招商证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2433440031?lang=zh_cn&edition=full","pubTime":"2024-05-06 18:30","pubTimestamp":1714991443,"startTime":"0","endTime":"0","summary":"24Q1 水泥主业量价双降，业绩短期承压。24Q1，公司实现营业收入213.28亿元，同比下降32.08%，实现归母净利润15.02 亿元，同比下降41.14%，扣非归母净利润为13.68 亿元，同比下降36.56%。公司收入及利润同比下行主要由于水泥业务产品销量及售价同比下降所致。据数字水泥网数据测算，24Q1全国水泥均价同比下滑4.43%。24Q1 公司经营活动产生的现金流量净额为1.60 亿元，相比上年同期的31.08亿元，大幅下降了94.87%，主要由于营业收入及利润同比下降导致。","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=nesSN2024050618304887d82878&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050618304887d82878&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431342475","title":"海螺水泥：\n公司目前无收购亚泰集团的计划。","url":"https://stock-news.laohu8.com/highlight/detail?id=2431342475","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431342475?lang=zh_cn&edition=full","pubTime":"2024-04-30 20:50","pubTimestamp":1714481436,"startTime":"0","endTime":"0","summary":"证券之星消息，海螺水泥04月30日在投资者关系平台上答复投资者关心的问题。亚泰集团走在行业前列，估值洼地后期大概率回归爆发。海螺为什么不在历史底部这么低的成本就可以收购亚泰集团。请回答有何收购或者增持计划。公司目前无收购亚泰集团的计划。公司的主要产品为“海螺牌”通用水泥、硅酸盐水泥熟料。公司将严格遵守新规的各项具体要求。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000049903.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431167213","title":"海螺水泥董秘回复： 公司将严格遵守新规的各项具体要求。","url":"https://stock-news.laohu8.com/highlight/detail?id=2431167213","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431167213?lang=zh_cn&edition=full","pubTime":"2024-04-30 18:25","pubTimestamp":1714472758,"startTime":"0","endTime":"0","summary":"证券之星消息，海螺水泥(600585)04月30日在投资者关系平台上答复投资者关心的问题。投资者：新规要求破净股不能减持，建议把已回购股票注销。海螺水泥董秘：感谢您对海螺水泥的关注！公司将严格遵守新规的各项具体要求。以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，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=nesSN202404301826018b65e246&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301826018b65e246&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431336222","title":"《大行》麦格理降海螺水泥(00914.HK)目标价至23.1元  首季业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431336222","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2431336222?lang=zh_cn&edition=full","pubTime":"2024-04-30 15:49","pubTimestamp":1714463340,"startTime":"0","endTime":"0","summary":"麦格理发表研究报告指，海螺水泥2024财年第一季盈利符合预期。当中净利润表现按年及按季，分别下跌50%及26%，基本符合市场预期。该行将海螺水泥2024至2026财年的盈利预测，分别下调12%、11%及11%，以反映该行较低的平均售价及每吨毛利的假设。综合以上因素，该行将海螺水泥H股目标价由24.6元下调至23.1元，维持“跑赢大市”评级。","market":"hk","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200406163142650_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20200406163142650_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346480/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2431369170","title":"海螺水泥04月30日主力资金流出2981万元 连续5日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2431369170","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431369170?lang=zh_cn&edition=full","pubTime":"2024-04-30 15:18","pubTimestamp":1714461485,"startTime":"0","endTime":"0","summary":"04月30日, 海螺水泥股价跌1.33%，报收22.98元，成交金额3.73亿元，换手率0.40%，振幅1.59%，量比0.78。海螺水泥今日主力资金净流出2981万元，连续5日净流出，上一交易日主力净流出1518万元，今日环比增加96.38%。该股近5个交易日上涨1.73%，主力资金累计净流出7611万元；近20日主力资金累计净流出4.88亿元，其中净流出天数为16日。净流出前三个股分别为海螺水泥、宁夏建材、金圆股份。","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=nesSN202404301526488b6532f0&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301526488b6532f0&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431807601","title":"海螺水泥获东吴证券增持评级，水泥景气筑底，公司综合竞争力持续彰显","url":"https://stock-news.laohu8.com/highlight/detail?id=2431807601","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431807601?lang=zh_cn&edition=full","pubTime":"2024-04-30 09:44","pubTimestamp":1714441462,"startTime":"0","endTime":"0","summary":"4月30日，海螺水泥获东吴证券增持评级，近一个月海螺水泥获得4份研报关注。研报预计公司作为水泥龙头在行业下行期彰显成本领先等综合竞争优势，且产业链延伸、国际化布局为公司提供新增长点，估值有望迎来修复。研报认为，水泥行业景气或将继续筑底，产业链延伸有望形成新增长点。公司全年预计新增骨料产能2550万吨、商品混凝土产能720万立方米，骨料商混产能维持稳步扩张态势，国际化稳妥推进，有望形成新增长点。","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=nesSN202404300944488b6430a7&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300944488b6430a7&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431580790","title":"海螺水泥4月29日遭北向资金减持182.30万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431580790","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431580790?lang=zh_cn&edition=full","pubTime":"2024-04-30 09:30","pubTimestamp":1714440614,"startTime":"0","endTime":"0","summary":"4月29日，北向资金减持海螺水泥182.30万股。截止当日收盘，沪股通共持有海螺水泥13402.44万股，占流通股3.35%。沪股通减持金额前五个股分别为国电南瑞、大秦铁路、贵州茅台、中国船舶、江淮汽车。海螺水泥近5个交易日上涨0.39%，沪股通累计增持357.10万股；近20个交易日上涨4.82%，沪股通累计增持1809.62万股。","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=nesSN2024043009320387c18bf9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043009320387c18bf9&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431808142","title":"海螺水泥获融资买入0.40亿元，近三日累计买入0.70亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431808142","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431808142?lang=zh_cn&edition=full","pubTime":"2024-04-30 08:14","pubTimestamp":1714436075,"startTime":"0","endTime":"0","summary":"4月29日，沪深两融数据显示，海螺水泥获融资买入额0.40亿元，居两市第315位，当日融资偿还额0.51亿元，净卖出1101.15万元。最近三个交易日，25日-29日，海螺水泥分别获融资买入0.07亿元、0.23亿元、0.40亿元。融券方面，当日融券卖出4.00万股，净卖出1.78万股。","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=nesSN2024043008155087c1527a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043008155087c1527a&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431117838","title":"海螺水泥(00914)完成发行2024年度第一期、第二期绿色中期票据","url":"https://stock-news.laohu8.com/highlight/detail?id=2431117838","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2431117838?lang=zh_cn&edition=full","pubTime":"2024-04-29 18:06","pubTimestamp":1714385164,"startTime":"0","endTime":"0","summary":"智通财经APP讯，海螺水泥(00914)发布公告，公司于2024年4月26日及2024年4月25日分别发行了2024年度第一期、第二期绿色中期票据，发行结果如下：安徽海螺水泥股份有限公司2024年度第一期绿色中期票据(24海螺水泥MTN001(绿色))，期限3年，兑付日2027年4月29日，实际发行总额人民币15亿元，发行利率2.20%。安徽海螺水泥股份有限公司2024年度第二期绿色中期票据(24海螺水泥MTN002(绿色))，期限3年，兑付日2027年4月29日，实际发行总额人民币15亿元，发行利率2.20%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1114498.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2431005135","title":"美银证券：予海螺水泥“买入”评级 目标价20港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431005135","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2431005135?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:10","pubTimestamp":1714374625,"startTime":"0","endTime":"0","summary":"美银证券发布研究报告称，海螺水泥(00914)首季税后净利润同比跌41%至15亿元人民币，每股收益为0.28元人民币，虑到首季为典型的淡季，与市场预期大致相符。该行认为在需求疲软下，利润率略高 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20240429/c657398489.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431876070","title":"大行评级｜美银：予海螺水泥目标价20港元及“买入”评级 首季业绩大致符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431876070","media":"格隆汇资讯","top":-1,"share":"https://www.laohu8.com/m/news/2431876070?lang=zh_cn&edition=full","pubTime":"2024-04-29 14:32","pubTimestamp":1714372367,"startTime":"0","endTime":"0","summary":"美银证券的研究报告指，海螺水泥首季税后净利润按年跌41%至15亿元，每股收益为0.28元，虑到首季为典型的淡季，与市场预期大致相符。该行认为在需求疲软下，利润率略高于预期，但销售量明显下跌，对该行对公司全年销售预测跌2%构成风险，其目标价20港元，评级“买入”。报告指，水泥需求及价格传统上或会在农历新年后快速复苏，但自3月以来，情况出现了很大变化，水泥生产商的出货量和反应都显示需求复苏较慢，尤其是基础设施项目的需求下降。由于大部分地区水泥价格已触及或接近生产成本，进一步降价可能有限。 基础设施项目需求支持的减少可能会显著延长当前的价格低迷时期。","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=nesSN202404291433208b6097df&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291433208b6097df&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431022722","title":"《大行》美银证券：海螺水泥(00914.HK)首季业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431022722","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2431022722?lang=zh_cn&edition=full","pubTime":"2024-04-29 11:26","pubTimestamp":1714361160,"startTime":"0","endTime":"0","summary":"美银证券的研究报告指，海螺水泥首季税后净利润按年跌41%至15亿元人民币，每股收益为0.28元人民币，虑到首季为典型的淡季，与市场预期大致相符。该行认为在需求疲软下，利润率略高于预期，但销售量明显下跌，对该行对公司全年销售预测跌2%构成风险，其目标价20元，评级“买入”。由于大部分地区水泥价格已触及或接近生产成本，进一步降价可能有限。基础设施项目需求支持的减少可能会显著延长当前的价格低迷时期。沽空资料截至 2024-04-26 16:25。","market":"fut","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200406143835868_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20200406143835868_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1345829&catg=4&source=AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2430063159","title":"《业绩》海螺水泥(00914.HK)首季净利润15.02亿人民币  倒退41.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2430063159","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2430063159?lang=zh_cn&edition=full","pubTime":"2024-04-28 22:32","pubTimestamp":1714314720,"startTime":"0","endTime":"0","summary":"海螺水泥(00914.HK) 公布3月止第一季度报告，按中国会计准则，实现营业收入213.28亿人民币(下同)，按年下降32.1%。归属股东净利润15.02亿元，倒退41.1%，主要因水泥业务产品销量及售价下降；每股收益28分。(de/d)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-26 16:25。)过往派息公布日期派息事项派息内容2024/03/19末期业绩普通股息：人民币 0.962023/10/27第三季业绩无派息2023/08/21中期业绩无派息2023/04/26第一季业绩无派息 AASTOCKS新闻","market":"fut","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200406162858051_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20200406162858051_s.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1345618/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2430905553","title":"海螺水泥获民生证券推荐评级，龙头表现稳定并优于行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2430905553","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430905553?lang=zh_cn&edition=full","pubTime":"2024-04-28 19:21","pubTimestamp":1714303300,"startTime":"0","endTime":"0","summary":"4月28日，海螺水泥获民生证券推荐评级，近一个月海螺水泥获得2份研报关注。研报预计2024-2026年公司归母净利润分别为102.66亿元、108.68亿元、117.42亿元。研报认为，当前水泥行业处于相对底部位置，海螺水泥龙头地位稳固，竞争优势显著，以及维持在高水平的分红比例，是公司较为吸引的因素。从行业长期竞争格局看，优势企业有望持续受益于行业供需改善及产业升级。此外，短期内行业供需关系的改善，特别是下半年的碳交易预期及地产行业企稳，提振了行业的需求预期。风险提示：基建、地产需求不及预期的风险，原材料价格波动的风险。","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=nesSN202404281921428b5db783&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281921428b5db783&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430058699","title":"民生证券给予海螺水泥推荐评级 2024年一季报点评：龙头表现稳定并优于行业 节能减排继续引领行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2430058699","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430058699?lang=zh_cn&edition=full","pubTime":"2024-04-28 18:52","pubTimestamp":1714301520,"startTime":"0","endTime":"0","summary":"民生证券04月28日发布研报称，给予海螺水泥（600585.SH，最新价：22.77元）推荐评级。评级理由主要包括：1）公司发布2024年一季报；2）一季度水泥行业量价齐跌，符合年初判断，意外因素是雨水天气偏多；3）收入下降导致期间费用摊薄减少；4）基建环比改善值得期待，供给端有望面临碳排放趋严。风险提示：基建、地产需求不及预期的风险，原材料价格波动的风险。AI点评：海螺水泥近一个月获得2份券商研报关注，买入1家。（文章来源：每日经济新闻）","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=nesSN202404281856318b5da629&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281856318b5da629&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430087959","title":"海螺水泥(600585)：盈利超额优势扩大 业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2430087959","media":"广发证券","top":-1,"share":"https://www.laohu8.com/m/news/2430087959?lang=zh_cn&edition=full","pubTime":"2024-04-28 15:54","pubTimestamp":1714290860,"startTime":"0","endTime":"0","summary":"Q1 销量降幅好于行业，成本管控能力强。Q1 全口径吨归母净利约27 元，环比小幅提升，1 季度国内水泥企业普遍亏损，公司盈利超额优势在扩大，显示了公司在行业底部较高的安全边际。Q1 公司期间费用同比减少2.3 亿元，费用管控能力强；投资收益和公允价值变动损益同比减少2 亿元，主要来自公司投资的水泥股股价下跌。","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=nesSN202404281554228b5d11d5&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281554228b5d11d5&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430091357","title":"平安证券：给予海螺水泥增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2430091357","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430091357?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:04","pubTimestamp":1714273477,"startTime":"0","endTime":"0","summary":"平安证券股份有限公司杨侃,郑南宏近期对海螺水泥进行研究并发布了研究报告《水泥主业量价承压，行业盈利持续筑底》，本报告对海螺水泥给出增持评级，当前股价为22.77元。数字水泥网显示，4月第3周全国水泥出货同比下滑13pct至50%。最新盈利预测明细如下：该股最近90天内共有16家机构给出评级，买入评级12家，增持评级4家；过去90天内机构目标均价为28.19。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800001485.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430708732","title":"海螺水泥(600585)：市场挑战延续 稳量和降本表现不俗","url":"https://stock-news.laohu8.com/highlight/detail?id=2430708732","media":"华泰证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2430708732?lang=zh_cn&edition=full","pubTime":"2024-04-28 09:54","pubTimestamp":1714269283,"startTime":"0","endTime":"0","summary":"1Q24 业绩符合市场预期海螺水泥发布一季报，当季实现归属于母公司净利润15.0 亿元，同比-41.1%，基本符合市场的预期。水泥主业在行业供需承压之下，量价同比走低，是公司盈利继续回落的主因。平均售价246 元/吨，同比-62 元/吨，同期全国水泥均价(含税)-65 元/吨。尽管量价随市场下行均同比走低，但公司稳份额和降成本的表现仍然突出，彰显了竞争力底蕴。","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=nesSN2024042809544687b90610&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042809544687b90610&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430776036","title":"海螺水泥(600585)水泥主业量价承压 行业盈利持续筑底","url":"https://stock-news.laohu8.com/highlight/detail?id=2430776036","media":"平安证券","top":-1,"share":"https://www.laohu8.com/m/news/2430776036?lang=zh_cn&edition=full","pubTime":"2024-04-27 13:41","pubTimestamp":1714196504,"startTime":"0","endTime":"0","summary":"受地产新开工继续下行、基建实物需求偏弱影响，一季度水泥行业量价均有所承压。数字水泥网显示，4月第3周全国水泥出货同比下滑13pct至50%。因此尽管一季度煤炭成本同比下滑，但水泥价格降幅更大，导致公司吨毛利同比下滑，叠加销量萎缩，一季度归母净利润同比降41%。随着后续增发国债项目逐步落地、叠加行业强化协同生产，水泥盈利有望筑底企稳。","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=nesSN2024042713414787b6400c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042713414787b6400c&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430547782","title":"图解海螺水泥一季报：第一季度单季净利润同比减41.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2430547782","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430547782?lang=zh_cn&edition=full","pubTime":"2024-04-27 02:29","pubTimestamp":1714156148,"startTime":"0","endTime":"0","summary":"证券之星消息，海螺水泥2024年一季报显示，公司主营收入213.28亿元，同比下降32.08%；归母净利润15.02亿元，同比下降41.14%；扣非净利润13.68亿元，同比下降36.56%；负债率18.77%，投资收益2054.66万元，财务费用-2.55亿元，毛利率17.75%。财报数据概要请见下图: 以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042700004294.shtml","is_publish_highlight":false,"gpt_icon":0}],"profile":{"ret":0,"listingDate":"2002-02-07","address":"安徽省芜湖市镜湖区文化路39号","stockEarnings":[{"period":"1week","weight":0.01},{"period":"1month","weight":0.0413},{"period":"3month","weight":-0.0256},{"period":"6month","weight":-0.0268},{"period":"1year","weight":-0.1033},{"period":"ytd","weight":0.0288}],"companyName":"安徽海螺水泥股份有限公司","boardCode":"AI0030","perCapita":"--","boardName":"非金属矿物制品业","registeredCapital":"529930万元","compareEarnings":[{"period":"1week","weight":0.0138},{"period":"1month","weight":0.0256},{"period":"3month","weight":0.1124},{"period":"6month","weight":0.0309},{"period":"1year","weight":-0.0728},{"period":"ytd","weight":0.0581}],"survey":"　　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。水泥品种主要包括 42.5 级水泥、32.5R 级水泥及 52.5 级水泥，产品广泛应用于铁路、公路、机场、水利工程等国家大型基础设施建设项目，以及城市房地产、水泥制品和农村市场等。公司在华东、华南地区拥有丰富的优质石灰石矿山资源,生产全部采用新型干法旋窑工艺技术,生产的\"海螺\"牌高等级水泥和商品熟料为公司的主导产品。\"CONCH\"商标被国家商标局认定为驰名商标,\"海螺\"牌水泥被国家质量监督检验检疫总局批准为免检产品。","serverTime":1715104520414,"listedPrice":4.1,"stockholders":"0人","compareStock":{"symbol":"000001.SH","name":"上证指数"}},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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