海螺水泥公告，公司董事会于2025年8月11日聘任虞水为总经理，任命自本次董事会决议通过之日起生 效。此前，李群峰因个人工作变动辞去总经理职务，但仍继续担任公司执行董事和部分附属公司董事职 务。 ...

海螺水泥8月11日公告，公司董事会收到执行董事兼总经理李群峰的书面辞职报告，李群峰因个人工作 变动，申请辞去公司总经理职务，仍继续担任公司执行董事和部分附属公司董事职务。公司董事会一致 同意聘任虞水担任公司总经理，任命自本次董事会决议通过之日起生效。 ...

智通财经APP讯，海螺水泥(00914)发布公告，由2025年8月11日起，李群峰先生将不再担任公司的总经 理(即行政总裁)。 董事会决议委任虞水先生担任公司总经理(即行政总裁)，并由2025年8月11日起生效。 ...

格隆汇8月11日丨海螺水泥(00914.HK)发布公告，由2025年8月11日起，李群峰将不再担任公司的总经理 (即行政总裁)。董事会决议委任虞水担任公司总经理(即行政总裁)，并由2025年8月11日起生效。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 安徽海螺水泥股份有限公司 ANHUI CONCH CEMENT COMPANY LIMITED 李先生及董事會均已確認，李先生與董事會並無意見分歧，亦無任何就李先生辭任 （在中華人民共和國註冊成立之股份有限公司） （股份代號：00914） 更換總經理的公告 本公告乃根據《上市規則》第 13.51(2)條規定而作出。 董事會宣佈，由二零二五年八月十一日起，李群峰先生將不再擔任本公司的總經理 （即行政總裁）。董事會決議委任虞水先生擔任本公司總經理（即行政總裁），並由 二零二五年八月十一日起生效。 本公告乃根據香港聯合交易所有限公司（「聯交所」）證券上市規則（「《上市規 則》」）第 13.51(2)條規定而作出。 根據中華人民共和國（「中國」）之適用法例及規則，安徽海螺水泥股份有限公司 （「本公司」，連同其附屬公司，合稱「本集團」）將於二零二五年八月十二日在中 國境內指定報章上刊登一則關於本公司更換總經理的公 ...

8月11日消息，水泥股普遍活跃，截至发稿，涨近10%，涨近5%，涨近4%，涨超3%。 消息面上，近日，新藏铁路有限公司成立，注册资本950亿人民币，经营范围含建设工程施工、建设工 程监理、铁路运输基础设备制造等，由中国国家铁路集团有限公司全资持股。中信证券指出，新藏铁路 公司成立，重大项目持续推进。根据水泥网，按每公里2万吨水泥测算，新藏铁路预计将带动水泥需求 约4000万吨，若分8年建设，年均需求约500万吨。有望显著拉动新疆和西藏地区的水泥消费增长。 此外，中泰证券认为，「反内卷」大背景下易涨难跌。本周全国水泥市场价格整体趋稳，环比持平。其 中河南地区价格小幅上调20元/吨，而内蒙古地区下调20元/吨。八月初，受持续高温和降雨天气影响， 全国水泥市场需求延续低迷态势，重点地区水泥企业平均出货率在44%左右。价格方面，当前多数区域 水泥价格已触及或跌破成本线，叠加煤炭价格持续走高，企业盈利压力进一步加大。为缓解经营压力， 长三角、湖北、湖南及川渝等地区企业正在就错峰生产方案展开积极磋商，若后续行业自律措施有效落 实，水泥价格将开启恢复性上调走势。 编辑/melody | 代碼 | 名稱 | 最新價 | 漲跌 ...

水泥股普遍活跃，截至发稿，西部水泥(02233)涨4.89%，报2.36港元；海螺水泥(00914)涨3.69%，报 24.74港元；华润建材科技(01313)涨3.14%，报1.97港元；华新水泥(06655)涨0.86%，报14港元。 消息面上，近日，新藏铁路有限公司成立，注册资本950亿人民币，经营范围含建设工程施工、建设工 程监理、铁路运输基础设备制造等，由中国国家铁路集团有限公司全资持股。中信证券指出，新藏铁路 公司成立，重大项目持续推进。根据水泥网，按每公里2万吨水泥测算，新藏铁路预计将带动水泥需求 约4000万吨，若分8年建设，年均需求约500万吨。有望显著拉动新疆和西藏地区的水泥消费增长。 此外，中泰证券认为，"反内卷"大背景下易涨难跌。本周全国水泥市场价格整体趋稳，环比持平。其中 河南地区价格小幅上调20元/吨，而内蒙古地区下调20元/吨。八月初，受持续高温和降雨天气影响，全 国水泥市场需求延续低迷态势，重点地区水泥企业平均出货率在44%左右。价格方面，当前多数区域水 泥价格已触及或跌破成本线，叠加煤炭价格持续走高，企业盈利压力进一步加大。为缓解经营压力，长 三角、湖北、湖南及川渝等地区企业 ...

Group 1 - Cement stocks are generally active, with notable increases in share prices for companies such as Western Cement (+4.89%), Conch Cement (+3.69%), China Resources Cement Technology (+3.14%), and Huaxin Cement (+0.86%) [1] - The establishment of Xinjiang-Tibet Railway Co., with a registered capital of 95 billion RMB, is expected to significantly boost cement demand, estimated at around 40 million tons over the project's duration, translating to an average annual demand of approximately 5 million tons if constructed over 8 years [1] Group 2 - The national cement market prices are stabilizing, with a slight increase of 20 RMB/ton in Henan and a decrease of 20 RMB/ton in Inner Mongolia [2] - The average shipment rate for cement companies in key regions is around 44%, indicating continued low demand due to adverse weather conditions [2] - Many regions are discussing staggered production plans to alleviate operational pressures, which could lead to a potential recovery in cement prices if self-regulatory measures are effectively implemented [2]

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [2]. Core Insights - The construction materials sector is experiencing a dual boost from urban renovation demands and supply restrictions due to the "anti-involution" trend, leading to sustained growth in the cement sector [6][35]. - The report highlights the strong demand for specialty electronic fabrics, driven by upgrades in cloud manufacturing, and recommends companies like Zhongcai Technology and Huazhong Technology [6]. - Cement prices are expected to stabilize and potentially rise due to self-regulatory measures in the industry, with recommendations for companies such as Conch Cement and Huaxin Cement [6][35]. Summary by Sections Industry Overview - The construction materials industry consists of 73 listed companies with a total market value of 807.18 billion yuan and a circulating market value of 761.71 billion yuan [2]. Key Companies and Performance - Key companies include: - Beixin Building Materials: EPS forecast for 2024A is 2.2 yuan, with a PE ratio of 12.2, rated as "Buy" [4]. - Conch Cement: EPS forecast for 2024A is 1.5 yuan, with a PE ratio of 16.7, rated as "Buy" [4]. - China Jushi: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 20.2, rated as "Buy" [4]. - Weixing New Materials: EPS forecast for 2024A is 0.6 yuan, with a PE ratio of 17.9, rated as "Buy" [4]. - Sankeshu: EPS forecast for 2024A is 0.5 yuan, with a PE ratio of 87.9, rated as "Overweight" [4]. - Huaxin Cement: EPS forecast for 2024A is 1.2 yuan, with a PE ratio of 14.0, rated as "Buy" [4]. Market Trends - The report notes that the cement market is currently stable, with an average shipment rate of 44% across key regions, and prices have reached or fallen below cost lines in many areas [35]. - The report emphasizes the importance of self-regulatory measures to alleviate operational pressures and suggests that if effectively implemented, cement prices may begin to rise [35]. Recommendations - The report recommends increasing allocations in construction materials, particularly in cement and specialty electronic fabrics, highlighting companies that are expected to benefit from ongoing market trends and regulatory changes [6][35].

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 720,000 yuan, indicating a significant role in capital operations [1][3] - Among the cement industry, 73 listed companies disclosed their secretaries' information, with 20 being cement companies [1] - The average age of cement company secretaries is 47 years, with 58.3% aged between 40-50 years, and only 8.3% aged between 30-40 years [1] - The educational background shows that 58.3% of cement company secretaries hold a bachelor's degree, while 33.3% have a master's degree [2] Salary and Employment Trends - The average annual salary for cement company secretaries is 712,000 yuan, which is higher than the average salary of 666,100 yuan in the building materials industry, but has decreased by 16.2% year-on-year [3] - The median salary for these secretaries is 751,500 yuan, with the highest salary being 1.6187 million yuan, significantly higher than the second highest at 1.348 million yuan [3] - Male secretaries earn an average of 734,200 yuan, which is over 70,000 yuan more than their female counterparts [3] Tenure and Compliance - The majority of cement company secretaries have a short to medium tenure, with 33.3% serving between 3-5 years and 20.8% having less than 1 year [1] - In 2024, one secretary from a cement company was reported for non-compliance, specifically related to inaccurate goodwill impairment testing [3]