港股异动 | 水泥股普遍走高反内卷加速行业供给端优化水泥企业半年报业绩预喜

智通财经2025-07-09

智通财经APP获悉，水泥股普遍走高，截至发稿，华新水泥(06655)涨6.07%，报9.96港元；中国建材(03323)涨3.44%，报4.21港元；华润建材科技(01313)涨3.35%，报1.85港元；海螺水泥(00914)涨2.34%，报21.85港元。消息面上，7月1日，中国水泥协会发布《关于进一步推动水泥行业“反内卷”“稳增长”高质量发展工作的意见》，明确将优化产业结构调整。此外，水泥...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2550505876?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-09 10:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2550505876","market":"us","top_or_hot":-1,"title":"港股异动 | 水泥股普遍走高 反内卷加速行业供给端优化 水泥企业半年报业绩预喜","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，水泥股普遍走高，截至发稿，华新水泥(06655)涨6.07%，报9.96港元；中国建材(03323)涨3.44%，报4.21港元；华润建材科技(01313)涨3.35%，报1.85港元；海螺水泥(00914)涨2.34%，报21.85港元。消息面上，7月1日，中国水泥协会发布《关于进一步推动水泥行业“反内卷”“稳增长”高质量发展工作的意见》，明确将优化产业结构调整。此外，水泥...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1315533.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 水泥股普遍走高 反内卷加速行业供给端优化 水泥企业半年报业绩预喜</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 水泥股普遍走高 反内卷加速行业供给端优化 水泥企业半年报业绩预喜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-09 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1315533.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，水泥股普遍走高，截至发稿，华新水泥(06655)涨6.07%，报9.96港元；中国建材(03323)涨3.44%，报4.21港元；华润建材科技(01313)涨3.35%，报1.85港元；海螺水泥(00914)涨2.34%，报21.85港元。消息面上，7月1日，中国水泥协会发布《关于进一步推动水泥行业“反内卷”“稳增长”高质量发展工作的意见》，明确将优化产业结构调整。此外，水泥...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1315533.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1135","symbol_name":"建筑材料","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1315533.html","article_id":"2550505876","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550505876","pubTimestamp":1752028191,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，7月1日，中国水泥协会发布《关于进一步推动水泥行业“反内卷”“稳增长”高质量发展工作的意见》，明确将优化产业结构调整。东兴证券指出，市场剧烈竞争下的优胜劣汰叠加“反内卷”等各项政策落地，都共同发力加速建筑建材行业落后产能的淘汰，加速行业供给端优化。水泥行业“反内卷”政策的率先落地带来行业更好的供给端优化。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1135":"建筑材料","00914":"海螺水泥","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1589":"北水核心资产","03323":"中国建材","BK1507":"粤港澳大湾区","01313":"华润建材科技","BK1570":"华润系","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1563":"建材水泥股","BK1594":"碳中和概念股","SG9999002950.SGD":"United Asian Growth Opportunities SGD","BK1503":"雄安概念股","BK1505":"一带一路","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","06655":"华新建材","BK1583":"高瓴概念"},"translate_title":"Hong Kong stocks changed, cement stocks generally rose, reversed involution, accelerated the optimization of the supply side of the industry, and cement companies' semi-annual report results were promising","themeId":"d88fa297c6ccbfe33449e13decb3cb07","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01313":0.9,"06655":0.9,"00914":0.9,"03323":0.9},"content_text":"智通财经APP获悉，水泥股普遍走高，截至发稿，华新水泥(06655)涨6.07%，报9.96港元；中国建材(03323)涨3.44%，报4.21港元；华润建材科技(01313)涨3.35%，报1.85港元；海螺水泥(00914)涨2.34%，报21.85港元。消息面上，7月1日，中国水泥协会发布《关于进一步推动水泥行业“反内卷”“稳增长”高质量发展工作的意见》，明确将优化产业结构调整。此外，水泥企业中期业绩预喜，福建水泥7月8日披露业绩预告，预计2025年上半年累计归属于母公司所有者的净利润2067.00万元，将实现扭亏为盈；塔牌集团预计2025年上半年归属于上市公司股东的净利润盈利4.07亿元至4.52亿元，同比增长80%-100%。东兴证券指出，市场剧烈竞争下的优胜劣汰叠加“反内卷”等各项政策落地，都共同发力加速建筑建材行业落后产能的淘汰，加速行业供给端优化。这将进一步巩固优秀和龙头公司发展和成长的确定性，带来估值修复和业绩弹性。水泥行业“反内卷”政策的率先落地带来行业更好的供给端优化。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550505876","isCrawlerRequest":true}

港股异动 | 水泥股普遍走高 反内卷加速行业供给端优化 水泥企业半年报业绩预喜

精彩评论

港股异动 | 水泥股普遍走高反内卷加速行业供给端优化水泥企业半年报业绩预喜