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中国建材

4.960

-0.050-1.00%

成交量：1,091.35万

成交额：5,416.88万

市值：376.61亿

市盈率：16.03

高：5.010

开：5.000

低：4.910

收：5.010

数据加载中...

总览公司新闻公告

中国建材07月14日主力净流入1900.2万元散户资金抛售

建材水泥股拉升，中国建材发盈喜涨超9%领衔受益行业“反内卷”

《大行》花旗：中国建材(03323.HK)次季赚19.95亿人民币超预期

阿斯达克财经

《大行》瑞银料中国建材(03323.HK)对第二季胜预期初步业绩反应正面

阿斯达克财经

港股异动 | 中国建材(03323)早盘涨超10% 公司预计上半年纯利13.5亿元同比实现扭亏为盈

《盈喜》中国建材(03323.HK)预告扭亏上半年赚13.5亿人民币

阿斯达克财经

中国建材股份2025上半年预期归母净利润约13.5亿元

中国建材(03323)发盈喜预计中期股东应占利润约13.5亿元同比扭亏为盈

智通财经网

中国建材预期中期利润约13.5亿元

中国建材：正面盈利预告

香港交易所

每日卖空追踪 | 中国建材 07月11日卖空量成交94.8万股，卖空比例为3.03%

中国建材(03323)出现大手卖出100万股，成交价$4.22，涉资422万

阿斯达克财经

每日卖空追踪 | 中国建材 07月09日卖空量成交95.2万股，卖空比例为2.43%

中国建材07月09日获主力加仓571.9万元

港股异动 | 水泥股拉升，华新水泥创年内新高，反内卷政策改善行业预期

老虎资讯综合

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

中国建材(03323)出现大手卖出100万股，成交价$4.07，涉资407万

阿斯达克财经

每日卖空追踪 | 中国建材 07月07日卖空量成交27.4万股，卖空比例为1.52%

中国建材(03323)出现大手卖出78.6万股，成交价$4.01，涉资315.186万

阿斯达克财经

国检集团：控股股东累计减持“国检转债”90万张

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10:53","pubTimestamp":1752461580,"startTime":"0","endTime":"0","summary":"花旗发表报报告表示，中国建材公布2025年上半年初步业绩，净利润为13.5亿元人民币(下同)，相较2024年上半年净亏损20.18亿元，占该行全年预估的35%及市场共识预期的33%。该行料中国建材2025年第二季度隐含净利润为19.95亿元，相较2025年第一季度净亏损6.45亿元及2024年第二季度净亏损人民币5.33亿元。公司将2025年上半年净利按年增长主要归因于水泥及玻璃纤维平均售价上升及成本下降。评级“买入”，目标价4.2港元。沽空资料截至 2025-07-11 16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180326152605085_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180326152605085_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.1453036&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["MCNHmain","MUCmain","BK1594","BK1503","BK1563","UCmain","CYB","CNHmain","03323","BK1589","BK1135"],"gpt_icon":0},{"id":"2551978530","title":"《大行》瑞银料中国建材(03323.HK)对第二季胜预期初步业绩反应正面","url":"https://stock-news.laohu8.com/highlight/detail?id=2551978530","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551978530?lang=zh_cn&edition=fundamental","pubTime":"2025-07-14 10:38","pubTimestamp":1752460680,"startTime":"0","endTime":"0","summary":"瑞银发表报告指，中国建材(03323.HK) 发盈喜，预计6月止六个月利润约13.5亿人民币，相较上年同期亏损20.18亿人民币，预期投资者对其第二季胜预期初步业绩会有正面的反应。该行维持中国建材“买入”评级，目标价5.2元。瑞银认为中国建材的显著利润增长来自水泥及新材料业务。水泥业务转亏为盈，根据中国建材主要水泥子公司天山材料(000877.SZ) 的盈利预告，其第二季度业绩有望转亏为盈，净利为4.94亿至6.94亿人民币。 (ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。) (A股报价延迟最少十五分钟。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180212152339711_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180212152339711_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.1453033&catg=4&source=AAFN","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":["BK1503","03323","BK1135","BK1563","BK1594","BK1589"],"gpt_icon":0},{"id":"2551221129","title":"港股异动 | 中国建材(03323)早盘涨超10% 公司预计上半年纯利13.5亿元 同比实现扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2551221129","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551221129?lang=zh_cn&edition=fundamental","pubTime":"2025-07-14 09:43","pubTimestamp":1752457388,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国建材早盘涨超10%，截至发稿，涨8.11%，报4.53港元，成交额8955.79万港元。消息面上，中国建材发布盈喜，预计上半年利润约13.5亿人民币，相较上年同期亏损20.18亿人民币。东兴证券指出，政策不断推进反内卷逐步在2025年落地，推动建材行业高质量发展。水泥等行业反内卷政策力度会逐步加大，见实见效加速助力供给端优化。行业市场优胜劣汰和“反内卷”齐发力行业新平衡可期。","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/1317157.html","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":"stock_zhitongcaijing","symbols":["BK1594","BK1563","BK1589","BK1135","03323","BK1503"],"gpt_icon":0},{"id":"2551481619","title":"《盈喜》中国建材(03323.HK)预告扭亏  上半年赚13.5亿人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=2551481619","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551481619?lang=zh_cn&edition=fundamental","pubTime":"2025-07-13 12:49","pubTimestamp":1752382140,"startTime":"0","endTime":"0","summary":"中国建材发盈喜，预计6月止六个月利润约13.5亿人民币，相较上年同期亏损20.18亿人民币。原因是集团主要产品水泥及玻璃纤维销售价格上升和销售成本下降、商品混凝土销售成本下降、风电叶片及涂料的销量增加、以及金融资产公允价值变动净损失减少，但部分被水泥销量下降所抵销。沽空资料截至 2025-07-11 16:25。)过往派息公布日期派息事项派息内容2025/04/25第一季业绩无派息2025/03/27末期业绩股息：人民币 0.1580 2024/10/25第三季业绩无派息2024/08/27中期业绩无派息AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180419170910052_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180419170910052_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/aafn-con/NOW.1452914/latest-news/AAFN","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":"aastocks_highlight","symbols":["MCNHmain","BK1135","CNHmain","BK1589","BK1563","CYB","UCmain","MUCmain","BK1594","BK1503","03323"],"gpt_icon":0},{"id":"2551847915","title":"中国建材股份2025上半年预期归母净利润约13.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2551847915","media":"水泥网APP","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551847915?lang=zh_cn&edition=fundamental","pubTime":"2025-07-13 00:06","pubTimestamp":1752336407,"startTime":"0","endTime":"0","summary":"7月11日，中国建材公告，公司预期截至2025年6月30日止六个月未经审核的权益持有人应占利润约为人民币13.5亿元，而上年同期的权益持有人应占亏损约为人民币20.18亿元。往期文章精选◆[9.23-24 山东淄博] 第十四届中国水泥节能环保技术交流大会暨第五届智能化高峰论坛◆水泥价格持续探底！","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=nesSN20250713001651a446c731&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":["earning"],"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=nesSN20250713001651a446c731&s=b","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":"tencent","symbols":["03323"],"gpt_icon":0},{"id":"2550937326","title":"中国建材(03323)发盈喜 预计中期股东应占利润约13.5亿元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2550937326","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550937326?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 18:45","pubTimestamp":1752230739,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国建材 发布公告，预期集团截至2025年6月30日止六个月未经审核的权益持有人应占利润约为人民币13.50亿元，而上年同期的权益持有人应占亏损约为人民币20.18亿元。上述预期增加主要由于集团主要产品水泥及玻璃纤维的销售价格上升和销售成本下降、商品混凝土的销售成本下降、风电叶片及涂料的销量增加、以及集团按公允价值于损益账确认的金融资产公允价值变动净损失减少所致，但部分被水泥的销量下降所抵销。","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/1316854.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":"highlight_zhitongcaijin","symbols":["BK1135","BK1589","03323","BK1503","BK1594","BK1563"],"gpt_icon":0},{"id":"2550793705","title":"中国建材预期中期利润约13.5亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550793705","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550793705?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 18:45","pubTimestamp":1752230700,"startTime":"0","endTime":"0","summary":"格隆汇7月11日丨中国建材(03323.HK)公告，公司预期截至2025年6月30日止六个月未经审核的权益持有人应占利润约为人民币1,350百万元，而上年同期的权益持有人应占亏损约为人民币2,018百万元。上述预期增加主要由于集团主要产品水泥及玻璃纤维的销售价格上升和销售成本下降、商品混凝土的销售成本下降、风电叶片及涂料的销量增加、以及集团按公允价值于损益账确认的金融资产公允价值变动净损失减少所致，但部分被水泥的销量下降所抵销。追加内容本文作者可以追加内容哦 !","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=nesSN20250711184813a444ae3c&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=nesSN20250711184813a444ae3c&s=b","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":"tencent","symbols":["BK1503","03323","BK1135","BK1563","BK1594","BK1589"],"gpt_icon":0},{"id":"2550663979","title":"中国建材：正面盈利预告","url":"https://stock-news.laohu8.com/highlight/detail?id=2550663979","media":"香港交易所","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550663979?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 18:39","pubTimestamp":1752230355,"startTime":"0","endTime":"0","summary":"预计2025年中期业绩将于8月底前正式发布。中国建材发布正面盈利预告，预计2025年上半年未经审核的权益持有人应占利润约为人民币13.5亿元，相较2024年同期亏损约人民币20.18亿元实现扭亏为盈。然而，水泥销量下降部分抵消了上述正面因素的影响。","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=nesSN20250712024153a4455ac4&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=nesSN20250712024153a4455ac4&s=b","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":"tencent","symbols":["BK1589","BK1594","BK1563","BK1135","BK1503","03323"],"gpt_icon":0},{"id":"2550931076","title":"每日卖空追踪 | 中国建材 07月11日卖空量成交94.8万股，卖空比例为3.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550931076","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550931076?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 16:30","pubTimestamp":1752222633,"startTime":"0","endTime":"0","summary":"中国建材北京时间07月11日，跌3.9%，卖空量成交94.8万股%，较上一交易日减少74.67%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。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=nesSN20250711172634a6a37ec3&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=nesSN20250711172634a6a37ec3&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":["BK1135","03323","BK1594","BK1563","BK1589","BK1503"],"gpt_icon":0},{"id":"2550660106","title":"中国建材(03323)出现大手卖出100万股，成交价$4.22，涉资422万","url":"https://stock-news.laohu8.com/highlight/detail?id=2550660106","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550660106?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 11:10","pubTimestamp":1752203400,"startTime":"0","endTime":"0","summary":"[大手成交]中国建材(03323)在上午11:10出现大手卖出，成交量为100万，成交价为港币$4.22，涉资422万。至目前为止，股价跌2.982%，今日最高价为$4.37，而最低价为$4.22，总成交量为1.28千万股，总成交金额港币$5.459千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_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/AAV2507118562/aamm-all-category","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":"aastocks_highlight","symbols":["BK1594","BK1563","BK1503","03323","BK1589","BK1135"],"gpt_icon":0},{"id":"2550638289","title":"每日卖空追踪 | 中国建材 07月09日卖空量成交95.2万股，卖空比例为2.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550638289","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550638289?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 16:30","pubTimestamp":1752049834,"startTime":"0","endTime":"0","summary":"中国建材北京时间07月09日，涨2.7%，卖空量成交95.2万股%，较上一交易日增加68.2%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。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=nesSN20250709172538a4400601&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=nesSN20250709172538a4400601&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":["BK1503","BK1589","03323","BK1594","BK1563","BK1135"],"gpt_icon":0},{"id":"2550680489","title":"中国建材07月09日获主力加仓571.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550680489","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550680489?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 16:15","pubTimestamp":1752048953,"startTime":"0","endTime":"0","summary":"07月09日, 中国建材股价涨2.70%，报收4.18元，成交金额1.6亿元，换手率1.05%，振幅4.18%，量比1.08。中国建材今日主力资金净流入571.9万元，上一交易日主力净流入123.0万元。该股近5个交易日上涨3.45%，主力资金累计净流入1006.6万元，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入1.4亿元，其中净流入天数为14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=nesSN20250709170436a43ff7bb&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=nesSN20250709170436a43ff7bb&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":["BK1135","BK1589","BK1563","BK1594","BK1503","03323"],"gpt_icon":0},{"id":"1154918324","title":"港股异动 | 水泥股拉升，华新水泥创年内新高，反内卷政策改善行业预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1154918324","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154918324?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 10:38","pubTimestamp":1752028684,"startTime":"0","endTime":"0","summary":"政策转向长期产能削减。","market":"hk","thumbnail":"https://static.tigerbbs.com/82f353d1bd4f438249328e801557e0f4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/82f353d1bd4f438249328e801557e0f4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d88fa297c6ccbfe33449e13decb3cb07","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01313","03323","06655"],"gpt_icon":0},{"id":"2550505876","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2550505876","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550505876?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 10:29","pubTimestamp":1752028191,"startTime":"0","endTime":"0","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。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d88fa297c6ccbfe33449e13decb3cb07","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1315533.html","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":"stock_zhitongcaijing","symbols":["SG9999003461.SGD","00914","BK1563","BK1505","06655","BK1583","BK1135","BK1503","BK1507","03323","BK1589","LU0274383008.USD","01313","LU1328615791.USD","BK1570","SG9999002950.SGD","BK1594"],"gpt_icon":0},{"id":"2549519931","title":"中国建材(03323)出现大手卖出100万股，成交价$4.07，涉资407万","url":"https://stock-news.laohu8.com/highlight/detail?id=2549519931","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549519931?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 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07月07日卖空量成交27.4万股，卖空比例为1.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549587029","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549587029?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 16:30","pubTimestamp":1751877034,"startTime":"0","endTime":"0","summary":"中国建材北京时间07月07日，跌2.43%，卖空量成交27.4万股%，较上一交易日减少60.06%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。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=nesSN20250707172141a69aabcb&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, 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