股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 東吳水泥國際有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00695 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | 本月 ...

| 笔克远东(00752) | 2.900 | 2.960 | 1.37% | | --- | --- | --- | --- | | 东吴水泥(00695) | 9.580 | 9.990 | 1.32% | | 天虹国际集团(02678) | 5.720 | 5.720 | 1.24% | | 渣打集团(02888) | 204.200 | 204.400 | 1.19% | | 明梁控股(08152) | 0.088 | 0.088 | 1.15% | | 电能实业(00006) | 61.750 | 62.100 | 1.14% | | 太古股份公司Ａ(00019) | 77.550 | 77.600 | 1.11% | | 湾区发展(00737) | 1.900 | 1.920 | 1.05% | | 春城热力(01853) | 2.000 | 2.000 | 1.01% | | 硬蛋创新(00400) | 4.050 | 4.100 | 0.99% | | 健康１６０(02656) | 87.050 | 88.400 | 0.91% | | Ａ南方人民币(03122) | 189.800 | 18 ...

本文源自：金融界AI电报 港股建材水泥股震荡走高，中国建材(03323.HK)涨超6%，东吴水泥(00695.HK)、华新建材(06655.HK)、 西部水泥(02233.HK)、海螺水泥(00914.HK)等个股跟涨。 ...

Summary of Key Points Core Viewpoint - As of January 9, a total of 73 stocks reached their 52-week highs, with notable performances from Lingxiong Technology (02436), Delai Construction (01546), and Zhipu (02513) showing significant growth rates of 104.99%, 38.89%, and 22.22% respectively [1]. 52-Week Highs - Lingxiong Technology (02436) closed at 11.760, with a peak price of 15.600, achieving a high rate of 104.99% [1]. - Delai Construction (01546) closed at 0.161, reaching a maximum of 0.250, with a high rate of 38.89% [1]. - Zhipu (02513) had a closing price of 158.600 and a peak of 165.000, resulting in a high rate of 22.22% [1]. - Other notable stocks include Asia Pacific Satellite (01045) with a high rate of 20.64% and Rongda Technology (09881) at 12.87% [1]. 52-Week Lows - The stocks reaching their 52-week lows include Lishi International (00842) with a closing price of 0.850, marking a decline of 39.29% [2]. - Bokan Vision Cloud - B (02592) closed at 2.930, with a decrease of 16.90% [2]. - Lingzai Technology Finance (00093) reached a low of 0.485, reflecting a drop of 14.77% [2].

Core Viewpoint - Dongwu Cement (00695) experienced a significant stock price increase, rising over 11% to reach a historical high of 9 HKD, with a current price of 8.9 HKD and a trading volume of 14.58 million HKD [1] Group 1: Shareholder Changes - The controlling shareholder Goldview sold part of its shares to Hong Kong Port and Fenyuan Capital, both of which have strong state-owned enterprise backgrounds [1] - Hong Kong Port, a wholly-owned subsidiary of Hong Kong Port Group, has its ultimate beneficial owner as the Suzhou State-owned Assets Supervision and Administration Commission [1] - Fenyuan Capital is a wholly-owned subsidiary of Fenhu Investment Group, which is a core platform under the management committee of Fenhu High-tech Industrial Development Zone, also part of Suzhou state assets [1] Group 2: Ownership Structure - After the transaction, Hong Kong Port became the single largest shareholder of Dongwu Cement with a 28% stake, while Fenyuan Capital holds 9% [1] - Goldview's actual controller, Jiang Xueming, retains a 16.89% stake in Dongwu Cement [1] Group 3: Related Company Developments - Jiang Xueming is also the chairman of East China Semiconductor Co., which recently reported that its first self-developed GPU chip, 7G100, is progressing well in terms of customer sampling, testing, production, software optimization, and sales expansion [1]

消息面上，东吴水泥去年8月曾发布公告称，公司控股股东Goldview向港航香港和汾源资本出售部分股 份。此次交易的接盘方均有深厚国资背景。资料显示，港航香港为港航集团的全资香港附属公司，其最 终实益拥有人为苏州市国资委。而汾源资本为汾湖投资集团的全资附属公司，后者为汾湖高新技术产业 开发区管理委员会旗下核心平台，同属苏州国资。 值得注意的是，蒋学明为现任东芯半导体股份有限公司董事长。东芯股份近日在投资者互动平台表示， 砺算科技目前经营状况良好，首款自研GPU芯片7G100的客户送样与测试、产品生产、软件配套与优 化、销售拓展等相关工作正在正常开展中。 智通财经APP获悉，东吴水泥(00695)早盘涨超11%，高见9港元，再创历史新高。截至发稿，涨9.88%， 报8.9港元，成交额1457.82万港元。 智通财经APP在《苏州国资入主港股上市企业首秀，与东吴水泥（00695）会擦出怎样的"火花"？》中 指出，Goldview的唯一实际控制人为蒋学明，在此次交易完成之后，港航香港以28%的持股成为东吴水 泥的单一最大股东，汾源资本持股9%，蒋学明仍将持有东吴水泥16.89%的股份。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 東吳水泥國際有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00695 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | 第 ...

Group 1 - The core viewpoint of the article highlights the upward movement of Hong Kong's construction materials and cement stocks, with notable gains in specific companies [1] Group 2 - Dongwu Cement (00695.HK) experienced a rise of over 6% [1] - Other companies such as China National Building Material (03323.HK), Anhui Conch Cement (00914.HK), and China Resources Cement (01313.HK) also saw increases in their stock prices [1]

Core Viewpoint - The cement and building materials sector in Hong Kong is experiencing a rally, with significant price increases for major companies, driven by expectations of a recovery in domestic demand and improved fundamentals in the industry [1]. Group 1: Market Performance - Dongwu Cement saw a nearly 6% increase, reaching a new historical high price [1] - China National Building Material rose by 4% [1] - Anhui Conch Cement and Western Cement both increased by over 2% [1] - China Resources Cement Technology gained over 1% [1] Group 2: Economic Context - The Central Economic Work Conference held on December 10-11 emphasized the importance of domestic demand and the construction of a strong domestic market, alongside actions to boost consumption [1] - Despite a general decline in demand, the construction market remains weak, with regional disparities in infrastructure demand driven by policy [1] - The residential market shows relatively inelastic demand [1] Group 3: Industry Outlook - The cement industry is expected to see a continued decline in production capacity due to policies limiting overproduction, which will significantly enhance capacity utilization and profit elasticity [1] - The overall performance of leading building material companies has lagged, but fundamentals are stabilizing amid the downturn in the real estate sector [1] - A dual recovery in fundamentals and valuations is anticipated for 2026, as major companies reduce their reliance on the real estate sector and prices for multiple categories begin to recover [1]

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of cement companies in Hong Kong, driven by positive sentiment following the Central Economic Work Conference held on December 10-11, which emphasized domestic demand and consumption recovery [1] - Dongwu Cement saw a nearly 6% increase, reaching a historical high, while China National Building Material rose by 4%, and other companies like Conch Cement and Western Cement also experienced gains of over 2% [2] - The report from Zhongyou Securities suggests that despite a decline in overall demand due to seasonal factors and a weak housing market, the cement industry is expected to stabilize as leading companies reduce their reliance on the real estate sector and prices begin to recover [1][2] Group 2 - The article notes that the cement industry is currently facing a decline in demand, particularly in the housing construction market, while infrastructure demand shows regional differentiation driven by policy [1] - It is anticipated that cement production capacity will continue to decrease under policies limiting overproduction, which will significantly enhance capacity utilization and profit elasticity in the medium term [1]