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雄安概念股
651.812
-6.464
-0.98%
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漲家數:
2
跌家數:
3
平家數:
- -
市盈率:
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高:
662.822
開:
658.512
低:
648.185
收:
658.276
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新聞資訊
北控水務集團03月06日主力淨流出39萬元 散户資金買入
市场透视
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中國建材03月06日主力淨流出1518萬元 散户資金買入
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5小時前
金隅集團03月06日獲主力加倉218萬元
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5小時前
北控水務集團(00371)出現大手賣出75.6萬股,成交價$2.26,涉資170.856萬
阿斯达克财经
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5小時前
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【券商聚焦】中信證券指水泥行業國內業務承壓 海外業務成業績增長關鍵支撐
金吾财讯
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12小時前
新天綠色能源獲廣州越秀產業投資有限公司增持233萬股 每股作價3.721港元
新浪港股
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12小時前
廣州越秀產業投資有限公司增持新天綠色能源(00956)233萬股 每股作價3.721港元
智通财经
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昨天
中國建材(03323)將回購註銷約8.42億股H股
智通财经
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新天綠色能源03月05日主力淨流出1123萬元 散户資金買入
市场透视
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金隅集團03月05日獲主力加倉35萬元
市场透视
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北控水務集團03月05日獲主力加倉787萬元
市场透视
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天津港發展03月05日主力淨流入100萬元 散户資金拋售
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水泥股早盤漲幅居前 中國建材漲逾7%華潤建材科技漲逾6%
新浪港股
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建材水泥股走高 中國建材(03323)漲6.77% 機構指水泥供給端產能限制政策近期正式進入落地期
金吾财讯
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港股異動 | 水泥股漲幅居前 政策發力有望帶動基建投資增速 行業落後產能或加速出清
智通财经
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中国建材股价跌2.33%,报收4.20元,成交金额1.88亿元,换手率0.98%,振幅4.19%,量比0.79。中国建材今日主力资金净流出1518万元,上一交易日主力净流入6515万元。该股近5个交易日上涨6.03%,主力资金累计净流入7216万元;近20日主力资金累计净流入7806万元,其中净流入天数为7日。","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=nesSN20250306170112a2622bea&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, 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金隅集团股价涨1.35%,报收0.75元,成交金额1009万元,换手率0.58%,振幅2.70%,量比1.28。金隅集团今日主力资金净流入218万元,连续3日净流入,上一交易日主力净流入35万元。近一年数据显示,该股主力连续3日净流入后,次日上涨概率为40.00%,平均涨幅为6.74%。该股主力净额占比0.12%,港股市场排名99/2651。股市有风险,请谨慎决策。","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=nesSN20250306165838abeb136e&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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306165838abeb136e&s=b","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":"tencent","symbols":["BK1563","BK1503","02009","BK1135","BK1594"],"gpt_icon":0},{"id":"2517713895","title":"北控水務集團(00371)出現大手賣出75.6萬股,成交價$2.26,涉資170.856萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2517713895","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517713895?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 16:08","pubTimestamp":1741248480,"startTime":"0","endTime":"0","summary":"[大手成交]北控水务集团(00371)在下午04:08出现大手卖出,成交量为75.6万,成交价为港币$2.26,涉资170.856万。至目前为止,股价跌0.441%,今日最高价为$2.32,而最低价为$2.24,总成交量为2.238千万股,总成交金额港币$5.089千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV25030610150/aamm-all-category","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":"aastocks_highlight","symbols":["BK1500","00371","BK1552","BK1503","BK1194"],"gpt_icon":0},{"id":"2517974138","title":"中國建材(03323.HK)有條件現金要約回購獲17.65億股H股有效接納","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974138","media":"阿斯达克财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974138?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 09:09","pubTimestamp":1741223340,"startTime":"0","endTime":"0","summary":"中国建材(03323.HK) 公布,有条件现金要约回购H股已于周三(5日)截止,并已接获接纳股东根据要约就合共17.65亿股H股提出之有效接纳,占公司根据要约将予回购之最高数目约209.69%,以及公司已发行股份总数约20.93%及已发行H股总数约38.72%。因此,合共8.41亿股H股将于要约完成时由中国建材回购并注销,该公司根据要约回购上述H股应付之总代价为33.91亿元。(js/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-05 16:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210729171340090_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210729171340090_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1422544&catg=4&source=AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1594","BK1503","BK1563","BK1589","BK1135","03323"],"gpt_icon":0},{"id":"2517745279","title":"【券商聚焦】中信證券指水泥行業國內業務承壓 海外業務成業績增長關鍵支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=2517745279","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517745279?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 09:02","pubTimestamp":1741222932,"startTime":"0","endTime":"0","summary":"众多水泥企业纷纷将目光投向海外,东南亚和非洲是该行企业出海的热门目的地。非洲地区需求增长空间大,且参与者较少,水泥价格全球较高;东南亚是我国最大的海外产能区域,但近年需求增速放缓,部分区域产能过剩。在我国水泥市场短期内难有较大转变下,海外业务已然成为水泥企业业绩增长的关键支撑。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954447","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":["LU2148510915.USD","BK1589","BK0028","00695","01313","LU1720050803.USD","BK1135","LU1997245094.SGD","06030","BK0196","BK1570","BK1563","BK1500","LU1997244956.HKD","BK0276","06655","BK1521","BK1594","LU1997245177.USD","02233","BK0188","600030","LU0405327148.USD","BK1564","LU1064130708.USD","BK1507","SG9999003461.SGD","BK0012","BK1505","03323","BK1516","00914","00691","LU1328615791.USD","SG9999002950.SGD","LU0405327494.USD","LU1794554557.SGD","BK1147","LU1064131003.USD","BK0183","LU2495084118.USD","LU2289578879.USD","BK1503","BK1583"],"gpt_icon":0},{"id":"2517822971","title":"新天綠色能源獲廣州越秀產業投資有限公司增持233萬股 每股作價3.721港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517822971","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517822971?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 08:41","pubTimestamp":1741221660,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 香港联交所最新资料显示,2月28日,广州越秀产业投资有限公司增持新天绿色能源(00956)233万股,每股作价3.721港元,总金额为866.993万港元。增持后最新持股数目约为1.48亿股,最新持股比例为8.03%。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","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://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-06/doc-inensmtv1101660.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":"sina","symbols":["BK1166","BK1583","BK1503","BK1594","00956","BK1558"],"gpt_icon":0},{"id":"2517291634","title":"廣州越秀產業投資有限公司增持新天綠色能源(00956)233萬股 每股作價3.721港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517291634","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517291634?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 20:24","pubTimestamp":1741177478,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,2月28日,广州越秀产业投资有限公司增持新天绿色能源(00956)233万股,每股作价3.721港元,总金额为866.993万港元。增持后最新持股数目约为1.48亿股,最新持股比例为8.03%。本交易涉及其他关联方:广州越秀集团股份有限公司(Guangzhou Yue Xiu Holdings Limited)和广州越秀资本控股集团股份有限公司(Guangzhou Yuexiu Capital Holdings Group Company Limited)。","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/1258207.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":["BK1594","BK1503","BK1166","00956","BK1558","BK1583"],"gpt_icon":0},{"id":"2517918593","title":"中國建材(03323)將回購註銷約8.42億股H股","url":"https://stock-news.laohu8.com/highlight/detail?id=2517918593","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517918593?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 19:35","pubTimestamp":1741174531,"startTime":"0","endTime":"0","summary":"于最后接纳时限,过户登记处已接获接纳股东根据要约就合共约17.65亿股H股提出的有效接纳,占公司根据要约将予回购的最高数目约209.69%,及于本公告日期已发行股份总数约20.93%及已发行H股总数约38.72%。合共约8.42亿股H股将于要约完成时由公司回购并注销。公司根据要约回购上述H股应付的总代价为约33.92亿港元。","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/1258183.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","03323","BK1594","BK1135","BK1503","BK1563"],"gpt_icon":1},{"id":"2517996630","title":"新天綠色能源03月05日主力淨流出1123萬元 散户資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2517996630","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517996630?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 16:17","pubTimestamp":1741162646,"startTime":"0","endTime":"0","summary":"03月05日, 新天绿色能源股价跌1.08%,报收3.67元,成交金额7356万元,换手率1.09%,振幅2.43%,量比1.90。新天绿色能源今日主力资金净流出1123万元,上一交易日主力净流入78万元。该股近5个交易日下跌2.12%,主力资金累计净流出1332万元;近20日主力资金累计净流入4107万元,其中净流入天数为13日。该股主力净额占比0.16%,港股市场排名2633/2652。","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=nesSN20250305170935a2605e88&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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305170935a2605e88&s=b","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":"tencent","symbols":["BK1594","00956","BK1558","BK1503","BK1166","BK1583"],"gpt_icon":0},{"id":"2517993743","title":"金隅集團03月05日獲主力加倉35萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517993743","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517993743?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 16:16","pubTimestamp":1741162594,"startTime":"0","endTime":"0","summary":"03月05日,金隅集团股价收平报0.74元,成交金额491万元,换手率0.28%,振幅2.70%,量比0.51。金隅集团今日主力资金净流入35万元,上一交易日主力净流入1万元。该股近5个交易日上涨1.37%,主力资金累计净流出78万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流出148万元,其中净流出天数为10日。该股主力净额占比0.02%,港股市场排名307/2652。","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=nesSN20250305170430abe944aa&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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305170430abe944aa&s=b","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":"tencent","symbols":["BK1594","BK1503","BK1563","BK1135","02009"],"gpt_icon":0},{"id":"2517996522","title":"北控水務集團03月05日獲主力加倉787萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517996522","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517996522?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 16:16","pubTimestamp":1741162585,"startTime":"0","endTime":"0","summary":"03月05日, 北控水务集团股价涨1.34%,报收2.27元,成交金额4865万元,换手率0.21%,振幅3.12%,量比0.81。北控水务集团今日主力资金净流入787万元,上一交易日主力净流入20万元。该股近5个交易日下跌1.76%,主力资金累计净流入1027万元;近20日主力资金累计净流入1.24亿元,其中净流入天数为17日。","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=nesSN20250305170329a2605ab2&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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305170329a2605ab2&s=b","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":"tencent","symbols":["BK1552","00371","BK1503","BK1194","BK1500"],"gpt_icon":0},{"id":"2517996966","title":"天津港發展03月05日主力淨流入100萬元 散户資金拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=2517996966","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517996966?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 16:15","pubTimestamp":1741162522,"startTime":"0","endTime":"0","summary":"03月05日, 天津港发展股价涨1.56%,报收0.65元,成交金额150万元,换手率0.04%,振幅3.13%,量比1.01。天津港发展今日主力资金净流入100万元,上一交易日主力净流出52万元。该股主力净额占比0.03%,港股市场排名282/2652。","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=nesSN20250305165722a26057d1&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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305165722a26057d1&s=b","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":"tencent","symbols":["BK1173","BK1503","BK1535","03382"],"gpt_icon":0},{"id":"2517595866","title":"水泥股早盤漲幅居前 中國建材漲逾7%華潤建材科技漲逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517595866","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517595866?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 10:47","pubTimestamp":1741142820,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 水泥股早盘涨幅居前,中国建材(03323)上涨7.27%,报4.28港元;华润建材科技(01313)上涨5.88%,报1.62港元;海螺水泥(00914)上涨5.37%,报22.50港元;西部水泥(02233)上涨4.73%,报1.77港元。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sg","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/hkstock/marketalerts/2025-03-05/doc-inenqhut4719745.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":"sina","symbols":["01313","BK1563","03323","BK1589","BK1135","SG9999002950.SGD","BK1570","SG9999003461.SGD","BK1594","BK1507","BK1503"],"gpt_icon":0},{"id":"2517309769","title":"建材水泥股走高 中國建材(03323)漲6.77% 機構指水泥供給端產能限制政策近期正式進入落地期","url":"https://stock-news.laohu8.com/highlight/detail?id=2517309769","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517309769?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 10:21","pubTimestamp":1741141283,"startTime":"0","endTime":"0","summary":"金吾财讯 | 建材水泥股走高,截至发稿,中国建材 涨6.77%,华润建材科技涨4.58%,海螺水泥涨3.98%,西部水泥涨2.96%,华新水泥涨1.88%。消息面上,据中国水泥网,2月28日,全国水泥价格指数报收363.58点,环比上涨1.29%,同比上涨11.62%。国泰君安则指出,水泥供给端产能限制政策近期正式进入落地期,在错峰提价走向默契,需求波动有望收窄的背景下,板块吨盈利水平Q4环比和25年同比有望迎来实质性改善,供给侧优化落地预期增强。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954376","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":["BK1570","BK1503","BK1507","BK1505","02233","BK1583","01313","00914","BK1589","BK1500","BK1135","BK1594","03323","SG9999003461.SGD","06655","BK1563","LU1328615791.USD","SG9999002950.SGD"],"gpt_icon":0},{"id":"2517937079","title":"港股異動 | 水泥股漲幅居前 政策發力有望帶動基建投資增速 行業落後產能或加速出清","url":"https://stock-news.laohu8.com/highlight/detail?id=2517937079","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517937079?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 10:14","pubTimestamp":1741140884,"startTime":"0","endTime":"0","summary":"后续来看,短期水泥需求将继续恢复,叠加错峰生产尚未结束、熟料库存偏低背景下,预计水泥价格延续上涨态势;中长期来看,25年政策发力有望带动基建投资增速,提振水泥市场需求,此外,随着水泥纳入全国碳市场,行业落后产能出清将加速,行业集中度有望提升,利好水泥龙头企业。关注需求恢复情况及涨价落地情况。市值管理新政对权重和破净板块要求更为严格,水泥龙头相关度最高。","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/1257835.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","BK1563","SG9999002950.SGD","03323","BK1589","SG9999003461.SGD","BK1507","00914","BK1500","01313","BK1505","BK1570","BK1503","LU1328615791.USD","02233","BK1135","BK1583"],"gpt_icon":0}],"pageSize":16,"totalPage":5,"pageCount":1,"totalSize":69}]}}