香港联交所最新资料显示，2月20日，贝莱德减持中国建材（03323）268.2万股，每股均价6.2764港元， 总金额约为1683.33万港元。减持后最新持股数目约为2.96亿股，最新持股比例为7.97%。 来源：新浪港股 ...

格隆汇2月26日丨根据联交所最新权益披露资料显示，2026年2月20日，中国建材(03323.HK)遭BlackRock, Inc.在场内以每股均价6.2764港元减持好仓268.2万 股，涉资约1683.33万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | --- | | | 精 | 原因 | 股份數目 | | (請參閱上述*註 | 有投票權股 (日 / 月 / 年) | | | | | | | | 份自分比 | | | | | | | | (%) | | CS20260225E00351 | BlackRock, Inc. 2,682,000(L) | 1201(L) | | HKD 6.2764 | 296.151.229(L) | 7.97(L)20/02/2026 | | | | | | | 3,535,333(S) | 0.10(S) | 减持后，BlackRock, Inc.最新持好仓数目 ...

香港联交所最新资料显示，2月20日，贝莱德减持中国建材(03323)268.2万股，每股均价6.2764港元，总 金额约为1683.33万港元。减持后最新持股数目约为2.96亿股，最新持股比例为7.97%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月20日，贝莱德减持中国建材(03323)268.2万股，每股 均价6.2764港元，总金额约为1683.33万港元。减持后最新持股数目约为2.96亿股，最新持股比例为 7.97%。 ...

昨日走强的建材水泥股走低，其中，海螺水泥跌近7%，华润建材科技跌4%，中国建材跌3.5%，华新建 材、亚洲水泥跌2%，西部水泥、金隅集团跌超1%。 分析指出，去年行业效益回升得益于年初价格起点高以及煤炭成本下降，这种利润改善更多是"成本红 利"而非"需求红利"，其基础极为脆弱。国家统计局数据显示，2025年全国水泥产量同比下滑6.9%至 16.93亿吨。真正影响行业走向的供需矛盾仍在加剧，错峰生产效果减弱、市场竞争格局变化等挑战持 续存在。 中国水泥网水泥大数据研究院分析师李坤明预计，2026年水泥均价仍将下移，行业利润仍处于低位水 平。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 へ | | --- | --- | --- | --- | | 00914 | 海螺水泥 | 24.900 | -6.74% | | 01313 | 华润建材科技 | 1.910 | -4.02% | | 03323 | 中国建材 | 6.820 | -3.54% | | 06652 | 华新建材 | 18.240 | -2.04% | | 00743 | 亚洲水泥(中国) | 2.440 | -2.01% | | 02 ...

另外，中国建材此前预期2025年股东应占亏损至多约40亿元，主要因与水泥产能置换相关的60亿至83亿 元资产减值。美银证券发布研报称，亏损幅度远超该行预期。该行认为2025全年股息率约5%的预期将 面临风险。该行认为，此次资产减值属单次性质。随着水泥产能置换窗口将于3月底关闭，进一步减值 的空间有限。 中国建材(03323)涨超7%，截至发稿，涨6.92%，报6.8港元，成交额2.65亿港元。 消息面上，据报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮 涨价潮。计划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。根据华泰证 券此前研报，中国建材在玻璃纤维领域具有领先优势，分别持有中材科技（002080）60.24%、中国巨 石（600176）29.22%股权。 ...

中国建材（03323）午前股价上涨7.23%，现报6.82港元，成交额2.90亿港元。 据报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮涨价潮。计 划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。根据华泰证券此前研 报，中国建材在玻璃纤维领域具有领先优势，分别持有中材科技60.24%、中国巨石29.22%股权。 另外，中国建材此前预期2025年股东应占亏损至多约40亿元，主要因与水泥产能置换相关的60亿至83亿 元资产减值。美银证券发布研报称，亏损幅度远超该行预期。该行认为2025全年股息率约5%的预期将 面临风险。该行认为，此次资产减值属单次性质。随着水泥产能置换窗口将于3月底关闭，进一步减值 的空间有限。 中国建材（03323）午前股价上涨7.23%，现报6.82港元，成交额2.90亿港元。 据报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮涨价潮。计 划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。根据华泰证券此前研 报，中国建材在玻璃纤维领域具有领先优势，分别持有中材科技60.24%、中国 ...

另外，中国建材此前预期2025年股东应占亏损至多约40亿元，主要因与水泥产能置换相关的60亿至83亿 元资产减值。美银证券发布研报称，亏损幅度远超该行预期。该行认为2025全年股息率约5%的预期将 面临风险。该行认为，此次资产减值属单次性质。随着水泥产能置换窗口将于3月底关闭，进一步减值 的空间有限。 消息面上，据报道，供应商和业内人士预计，由于成本上升和供应紧张，玻璃纤维制造商将掀起第二轮 涨价潮。计划中的月度调价幅度为10%至15%，若按当前计划推进，到年底价格可能翻倍。根据华泰证 券此前研报，中国建材在玻璃纤维领域具有领先优势，分别持有中材科技60.24%、中国巨石29.22%股 权。 智通财经APP获悉，中国建材(03323)涨超7%，截至发稿，涨6.92%，报6.8港元，成交额2.65亿港元。 ...

Group 1 - The State-owned Assets Supervision and Administration Commission announced personnel changes for 14 central enterprises, including leadership appointments and removals [1][2][3][4][5][6][7][8][9][10][11] - Pei Mingshan was appointed as the Deputy Secretary and Director of China Railway Construction Corporation Limited, nominated as the candidate for General Manager [1] - Hou Xiao was appointed as the Deputy Secretary and Director of China National New Group Corporation, nominated as the candidate for General Manager [2] - Dong Baoliang was appointed as the Deputy Secretary and Director of China Railway Signal and Communication Group, nominated as the candidate for General Manager [3] - Zheng Weili was appointed as a member of the Standing Committee of China Coal Technology and Engineering Group, nominated as the candidate for Chief Accountant [4] - Zhang Deyong was appointed as a member of the Standing Committee of China Electrical Equipment Group, nominated as the candidate for Chief Accountant [5] - Qu Xiaoli was appointed as a member of the Standing Committee of China CNR Corporation Limited, removed from the Standing Committee of China National Building Material Group [6] - Hu Naimin was removed from the Standing Committee of China Energy Conservation and Environmental Protection Group and retired [7] - Ma Shizhi was removed from the Standing Committee of China Coal Energy Group and retired [8] - Wu Xiangong was removed from the Standing Committee of China Chemical Engineering Group and retired [9] - Wang Shiqi was removed from the Deputy Secretary and Standing Committee of China Railway Engineering Group and retired [10] - Sun Lixia was removed from the Standing Committee and Discipline Inspection Commission of China Poly Group and retired [11]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced personnel changes in 14 central enterprises, involving 11 leadership appointments and removals. Group 1: Leadership Appointments - Pei Mingshan appointed as Deputy Secretary of the Party Committee and Director of China Railway Construction Group, nominated as General Manager candidate [1] - Hou Xiao appointed as Deputy Secretary of the Party Committee and Director of China National New Group, nominated as General Manager candidate [2] - Dong Baoliang appointed as Deputy Secretary of the Party Committee and Director of China Railway Signal and Communication Group, nominated as General Manager candidate [3] - Zheng Weili appointed as Member of the Standing Committee of the Party Committee of China Coal Technology and Engineering Group, nominated as Chief Accountant candidate [4] - Zhang Deyong appointed as Member of the Standing Committee of the Party Committee of China Electrical Equipment Group, nominated as Chief Accountant candidate [5] - Qu Xiaoli appointed as Member of the Standing Committee of the Party Committee of China CRRC Group, removed from the same position at China National Building Material Group [6] Group 2: Leadership Removals - Hu Naimin removed from the Standing Committee of the Party Committee of China Energy Conservation and Environmental Protection Group, retired [7] - Ma Shizhi removed from the Standing Committee of the Party Committee of China Coal Energy Group, retired [8] - Wu Xiangong removed from the Standing Committee of the Party Committee of China Chemical Engineering Group, retired [9] - Wang Shiqi removed from the Deputy Secretary and Standing Committee of the Party Committee of China Railway Engineering Group, retired [10] - Sun Lixia removed from the Standing Committee and Discipline Inspection Secretary of China Poly Group, retired [11]