600585 海螺水泥
已收盘 01-22 15:00:00
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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 16:51
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 13:46
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 12:07
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 21:11
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 08:05
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
Invesco Asset Management Limited增持海螺水泥(00914)190.75万股 每股作价约23.08港元
智通财经 · 01-19
Invesco Asset Management Limited增持海螺水泥(00914)190.75万股 每股作价约23.08港元
海螺水泥：2025年四季度公司生产经营平稳有序
证券日报 · 01-19
海螺水泥：2025年四季度公司生产经营平稳有序
每周股票复盘：海螺水泥（600585）发生大宗交易成交222.1万元
证券之星 · 01-02
每周股票复盘：海螺水泥（600585）发生大宗交易成交222.1万元
海螺水泥（600585）披露持续关连交易：接受供应链物流运输服务；及提供充（换）电站设备及供电，12月31日股价上涨0.09%
证券之星 · 2025-12-31
海螺水泥（600585）披露持续关连交易：接受供应链物流运输服务；及提供充（换）电站设备及供电，12月31日股价上涨0.09%
12月29日海螺水泥发生1笔大宗交易 成交金额222.1万元
证券之星 · 2025-12-29
12月29日海螺水泥发生1笔大宗交易 成交金额222.1万元
海螺水泥：公司生产经营一切正常
证券日报 · 2025-12-19
海螺水泥：公司生产经营一切正常
海螺水泥：公司不存在逾期担保事项
证券日报 · 2025-12-12
海螺水泥：公司不存在逾期担保事项
Invesco Asset Management Limited增持海螺水泥(00914)155.5万股 每股作价约23.32港元
智通财经 · 2025-12-02
Invesco Asset Management Limited增持海螺水泥(00914)155.5万股 每股作价约23.32港元
The Capital Group Companies,Inc.增持海螺水泥(00914)198.9万股 每股作价约23.25港元
智通财经 · 2025-12-01
The Capital Group Companies,Inc.增持海螺水泥(00914)198.9万股 每股作价约23.25港元
海螺水泥成立新公司 含电动汽车充电基础设施业务
人民财讯 · 2025-11-26
海螺水泥成立新公司 含电动汽车充电基础设施业务
大摩：预期海螺水泥股价未来15日将上涨 A股目标价29.5元
和讯网 · 2025-11-21
大摩：预期海螺水泥股价未来15日将上涨 A股目标价29.5元
阳光电源（300274）：中标安徽海螺水泥股份有限公司采购项目，中标金额为1300.00万元
同壁财经 · 2025-11-03
阳光电源（300274）：中标安徽海螺水泥股份有限公司采购项目，中标金额为1300.00万元
海螺、冀东等水泥巨头净利大增，煤价下跌成“大功臣”
市场资讯 · 2025-11-03
海螺、冀东等水泥巨头净利大增，煤价下跌成“大功臣”
每周股票复盘：海螺水泥（600585）Q3净利同比增3.41%
证券之星 · 2025-11-02
每周股票复盘：海螺水泥（600585）Q3净利同比增3.41%
海螺水泥（600585）2025年三季报简析：净利润同比增长21.28%，盈利能力上升
证券之星 · 2025-11-01
海螺水泥（600585）2025年三季报简析：净利润同比增长21.28%，盈利能力上升
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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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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 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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":"sh","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":["03323","00914","BK1503","SG9999002950.SGD","BK0015","BK0188","BK0187","BK0012","BK0196","LU1328615791.USD","LU0274383008.USD","BK1563","BK1570","BK1589","06655","SG9999001093.SGD","BK1505","BK0028","BK1583","BK0044","02009","BK1507","SG9999003461.SGD","600585","01313","BK0235","SG9999001069.SGD","BK1594","BK0183","BK1135"],"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 12:07","pubTimestamp":1769054873,"startTime":"0","endTime":"0","summary":"证券之星消息，1月22日嘉实基金旗下赵国英 董福焱管理的嘉实致安3个月定期开放债券型发起式基金公布年报，近1年净值增长率6.68%。与上一季度相比，该基金前十大重仓股新增湖北能源，浙商证券，兖矿能源；其中海螺水泥持仓占比0.63%，为该基金第一大重仓股；伊利股份，中信证券，兖矿能源等退出前十大重仓股；详细数据如下：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":"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":"https://stock.stockstar.com/RB2026012200017267.shtml","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":"stockstar","symbols":["BK0196","00914","BK0028","BK0044","BK0187","BK1505","BK0235","600585","BK0183","BK0188","BK0012","BK1563","BK1507","BK1594","BK1135","LU1328615791.USD","BK1583","BK0015"],"gpt_icon":0},{"id":"2605073121","title":"海螺水泥：公司积极推动落实市值管理的各项举措","url":"https://stock-news.laohu8.com/highlight/detail?id=2605073121","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605073121?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:11","pubTimestamp":1769001089,"startTime":"0","endTime":"0","summary":"证券日报网讯1月21日，海螺水泥在互动平台回答投资者提问时表示，公司股价波动受宏观经济、行业和市场形势等多种复杂因素综合影响。公司将围绕已制定的《市值管理制度》，积极推动落实市值管理的各项举措，持续提升经营发展质量，不断增强公司的内在投资价值。","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/202601213626323595.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":["BK0235","LU1328615791.USD","BK0044","BK1505","BK1583","BK0187","600585","BK1135","BK0188","BK0012","BK0028","BK0015","BK1594","BK1507","BK0183","00914","BK0196","BK1563"],"gpt_icon":0},{"id":"2605123394","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2605123394","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605123394?lang=zh_cn&edition=full","pubTime":"2026-01-21 08:05","pubTimestamp":1768953945,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，1月20日，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，占比8.86%。1月14日，Invesco Asset Management Limited增持海螺水泥(00914)190.75万股，每股作价23.0824港元，总金额约为4402.97万港元。增持后最新持股数目为9274.6万股，最新持股比例为7.13%。","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/1395369.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":["BK0235","BK1507","BK1594","BK0028","BK1563","600585","BK0012","BK0196","BK0187","BK1505","BK0188","BK0044","BK0015","00914","BK0183","LU1328615791.USD","BK1135","161027","BK1583"],"gpt_icon":0},{"id":"2604386221","title":"Invesco Asset Management Limited增持海螺水泥(00914)190.75万股 每股作价约23.08港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2604386221","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604386221?lang=zh_cn&edition=full","pubTime":"2026-01-19 19:09","pubTimestamp":1768820947,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，1月14日，Invesco Asset Management Limited增持海螺水泥(00914)190.75万股，每股作价23.0824港元，总金额约为4402.97万港元。增持后最新持股数目为9274.6万股，最新持股比例为7.13%。","market":"us","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/1394641.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":["LU1328615791.USD","BK0044","BK0187","BK1583","BK1594","BK0183","BK0235","BK1507","00914","600585","BK0188","BK0196","BK1505","BK1563","BK0028","BK0015","BK0012","BK1135"],"gpt_icon":0},{"id":"2604187236","title":"海螺水泥：2025年四季度公司生产经营平稳有序","url":"https://stock-news.laohu8.com/highlight/detail?id=2604187236","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604187236?lang=zh_cn&edition=full","pubTime":"2026-01-19 18:06","pubTimestamp":1768817201,"startTime":"0","endTime":"0","summary":"证券日报网讯1月19日，海螺水泥在互动平台回答投资者提问时表示，2025年四季度，公司生产经营平稳有序，符合行业整体运行态势。根据上市公司信息披露有关规定，公司会在定期报告中披露报告期末的股东户数，具体情况请关注公司后续披露的《2025年度报告》。","market":"us","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/202601193623422182.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":["BK0028","BK0188","BK1505","BK1563","BK1583","BK0044","BK0015","BK0187","BK1507","00914","BK1135","BK0183","BK0235","600585","LU1328615791.USD","BK1594","BK0196","BK0012"],"gpt_icon":0},{"id":"2600035402","title":"每周股票复盘：海螺水泥（600585）发生大宗交易成交222.1万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2600035402","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600035402?lang=zh_cn&edition=full","pubTime":"2026-01-02 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Limited增持海螺水泥(00914)155.5万股，每股作价23.3208港元，总金额约为3626.38万港元。增持后最新持股数目为7800.05万股，最新持股比例为6%。","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/1376645.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":["BK0012","BK1594","BK0015","BK1505","BK1135","BK1583","BK0183","BK1507","BK0196","BK0235","BK0187","00914","BK0044","LU1328615791.USD","BK0028","600585","BK0188","BK1563"],"gpt_icon":0},{"id":"2588218807","title":"The Capital Group Companies,Inc.增持海螺水泥(00914)198.9万股 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较为典型的是金隅冀东，前三季度其营业收入为185.75亿元，同比微增0.1%，净利润为4035.49万元，同比大增113.60%。如海螺水泥表示，利润总额上升“主要是公司强化成本控制，原燃材料及生产成本下降所致”。华新水泥称，国内水泥价格同比上涨，叠加吨成本下降，以及海外业绩持续增长，共同推动盈利上升。","market":"other","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://finance.sina.com.cn/stock/s/2025-11-03/doc-infwckpt1316893.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0173","BK0044","BK0077","600585","BK0015","BK0088","BK0187","000401","BK0172","BK0012","002233","BK0183","BK0235","BK0039","BK0185","BK0197","BK0188","BK0196","BK0028"],"gpt_icon":0},{"id":"2580473964","title":"每周股票复盘：海螺水泥（600585）Q3净利同比增3.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2580473964","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580473964?lang=zh_cn&edition=full","pubTime":"2025-11-02 02:16","pubTimestamp":1762020975,"startTime":"0","endTime":"0","summary":"截至2025年10月31日收盘，海螺水泥报收于23.19元，较上周的23.33元下跌0.6%。本周，海螺水泥10月27日盘中最高价报23.86元。本周关注点业绩披露要点：2025年第三季度归母净利润19.37亿元，同比上升3.41%业绩披露要点：前三季度归母净利润63.05亿元，同比上升21.28%业绩披露要点：公司负债率20.59%，毛利率24.3%业绩披露要点海螺水泥2025年三季报显示，前三季度主营收入612.98亿元，同比下降10.06%；归母净利润63.05亿元，同比上升21.28%；扣非净利润59.37亿元，同比上升21.69%。","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/RB2025110200000341.shtml","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":"stockstar","symbols":["BK0028","BK0012","BK0187","BK0188","LU1328615791.USD","BK1583","BK1563","BK0015","600585","BK0196","BK1594","BK0044","BK1507","BK0235","00914","BK1135","BK0183","BK1505"],"gpt_icon":0},{"id":"2580841472","title":"海螺水泥（600585）2025年三季报简析：净利润同比增长21.28%，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2580841472","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580841472?lang=zh_cn&edition=full","pubTime":"2025-11-01 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