建材水泥股普涨，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，瑞银判断水泥行业盈利今年见底

格隆汇07-23

7月23日，港股建材水泥股普遍上涨，其中，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，华润建材科技涨近3%，亚洲水泥(中国)、金隅集团涨近2%。消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。该行考虑到海螺水泥的估值溢价已大致变得正常，风险回报更趋平衡，故将其评级由“...

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.laohunote.com/m/news/2653718427?lang=zh_CN&edition=full","thumbnail":"https://community-static.tradeup.com/news/fda44a5841f0ef0c45e55a5a7bb6f8bb","is_english":false,"pubTime":"2026-07-23 13:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653718427","market":"hk","top_or_hot":-1,"title":"建材水泥股普涨，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，瑞银判断水泥行业盈利今年见底","media":"格隆汇","content":"<div>\n<p>7月23日，港股建材水泥股普遍上涨，其中， 华新建材涨超4%， 东吴水泥、 海螺水泥、 中国建材涨超3%， 华润建材科技涨近3%， 亚洲水泥(中国)、 金隅集团涨近2%。消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。该行考虑到海螺水泥的估值溢价已大致变得正常，风险回报更趋平衡，故将其评级由“...</p>\n\n<a href=\"https://hk.jrj.com.cn/2026/07/23110157879907.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","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>建材水泥股普涨，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，瑞银判断水泥行业盈利今年见底</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建材水泥股普涨，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，瑞银判断水泥行业盈利今年见底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-23 13:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2026/07/23110157879907.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月23日，港股建材水泥股普遍上涨，其中， 华新建材涨超4%， 东吴水泥、 海螺水泥、 中国建材涨超3%， 华润建材科技涨近3%， 亚洲水泥(中国)、 金隅集团涨近2%。消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。该行考虑到海螺水泥的估值溢价已大致变得正常，风险回报更趋平衡，故将其评级由“...</p>\n\n<a href=\"https://hk.jrj.com.cn/2026/07/23110157879907.shtml\">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":"01313","symbol_name":"华润建材科技","start_time":0,"source_url":"https://hk.jrj.com.cn/2026/07/23110157879907.shtml","article_id":"2653718427","we_media_id":null,"thumbnails":["https://community-static.tradeup.com/news/fda44a5841f0ef0c45e55a5a7bb6f8bb"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653718427","pubTimestamp":1784786217,"columns":[],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"7月23日，港股建材水泥股普遍上涨，其中，华新建材涨超4%，东吴水泥、海螺水泥、中国建材涨超3%，华润建材科技涨近3%，亚洲水泥(中国)、金隅集团涨近2%。消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01313":"华润建材科技","03323":"中国建材","00695":"东吴水泥","00914":"海螺水泥","02009":"金隅集团","BK1135":"建筑材料","06655":"华新建材","00743":"亚洲水泥(中国)"},"translate_title":"Building materials and cement stocks rose generally, Huaxin Building Materials rose by more than 4%, Soochow Cement, Conch Cement and China Building Materials rose by more than 3%, and UBS judged that the profit of cement industry bottomed out this year","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/778c08cd5b76c6879733f3e5542d7937","symbols_score_info":{"01313":2,"02009":2,"00743":2,"00695":2.1,"03323":2.1,"00914":2,"06655":2.1},"content_text":"7月23日，港股建材水泥股普遍上涨，其中， 华新建材涨超4%， 东吴水泥、 海螺水泥、 中国建材涨超3%， 华润建材科技涨近3%， 亚洲水泥(中国)、 金隅集团涨近2%。消息面上，瑞银发表近日研报指，中国水泥行业仅处于结构性需求下行周期的中段，但见底证据日益明显，预期行业的盈利能力将在今年见底，并自2027年起轻微复苏。该行考虑到海螺水泥的估值溢价已大致变得正常，风险回报更趋平衡，故将其评级由“沽售”上调至“中性”，但目标价由21.4港元下调至18.2港元。多家机构在分析建材行业前景时指出，在行业需求阶段性承压的背景下，供给格局的持续优化与企业出海是两条清晰的投资主线。例如，兴业证券认为，关注水泥产线的节能降碳改造、行业高端化以及具有海外业务的龙头企业，是把握建材板块复苏机会的关键。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2653718427","isCrawlerRequest":true}