中国建材(03323)反弹近7%，截至发稿，涨6.53%，报5.38港元，成交额1.7亿港元。 消息面上，中国建材近日发布盈警，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。随著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。 ...

智通财经APP获悉，中国建材(03323)反弹近7%，截至发稿，涨6.53%，报5.38港元，成交额1.7亿港元。 消息面上，中国建材近日发布盈警，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。随著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。 ...

Group 1 - The core viewpoint of the article highlights a significant upward movement in the Hong Kong construction materials and cement stocks, with notable gains in specific companies [1] Group 2 - China National Building Material (03323.HK) experienced a rise of over 6% [1] - Other companies in the sector, including Dongwu Cement (00695.HK), Huaxin Cement (06655.HK), Western Cement (02233.HK), and Conch Cement (00914.HK), also saw their stock prices increase [1]

香港联交所最新数据显示，1月27日，贝莱德增持中国建材（03323）1254.4535万股，每股作价5.3728港 元，总金额约为6739.93万港元。增持后最新持股数目约为3.07亿股，最新持股比例为8.26%。 责任编辑：卢昱君 香港联交所最新数据显示，1月27日，贝莱德增持中国建材（03323）1254.4535万股，每股作价5.3728港 元，总金额约为6739.93万港元。增持后最新持股数目约为3.07亿股，最新持股比例为8.26%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Major Events - Singularity Guofeng (01280) sold all shares of China Silver Ray (Hong Kong) Investment Holdings Limited at zero cost [1] - ZTE Corporation (00763) plans to invest 117 million yuan to subscribe to Jianxing Zhanlu Fund shares [1] - Cloud Factory (02512) subsidiary won the bid for the second phase of the artificial intelligence industry base project [1] - CSPC Pharmaceutical Group (01093) received drug registration approval for Chlorpheniramine Lactate Injection [1] - Derin Holdings (01709) reported a Bitcoin balance of 84.555 BTC as of January 31 [1] - Baiguoyuan Group (02411) diluted its stake in Baiguoyuan Commercial Management to 51.02%, with core management investing to enhance new business layout [1] Operating Performance - XPeng Motors-W (09868) delivered 20,011 new vehicles in January [1] - Ruipulan Jun (00666) issued a profit warning, expecting a net profit of approximately 630 million to 730 million yuan in 2025, turning from loss to profit [1] - China Merchants Jinling (00978) projected a total contract sales amount of approximately 32.308 billion yuan in 2025, a year-on-year decrease of 23.91% [1] - China National Building Material (03323) issued a profit warning, expecting a shareholder loss of approximately 2.3 billion to 4 billion yuan in 2025, turning from profit to loss [1]

| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 持有機器的股份數目 | 佔已發行的 有關事 | | --- | --- | --- | --- | --- | --- | --- | | | ◎里如雪 | 原因 | | | (請參閱上述*註解) 有投票權股 (日/月 | | | | | | | | | 份自分比 | | CS20260130E00553 | BlackRock, Inc. | 1101(L) | 12,544,535(L | HKD 5.3728 | 307,059,695(L | 8.26(L)27/01/ | | | | | | | 7.541.333(S) | 0.20(S) | 格隆汇2月2日丨根据联交所最新权益披露资料显示，2026年1月27日，中国建材(03323.HK)获BlackRock, Inc.在场内以每股均价5.3728港元增持好仓1254.45万 股，涉资约6740万港元。 增持后，BlackRock, Inc.最新持好仓数目为307,059,695股，持好仓比例由7.92%上升至8.26%。 ...

智通财经APP获悉，香港联交所最新数据显示，1月27日，贝莱德增持中国建材(03323)1254.4535万股， 每股作价5.3728港元，总金额约为6739.93万港元。增持后最新持股数目约为3.07亿股，最新持股比例为 8.26%。 （原标题：贝莱德增持中国建材(03323)约1254.45万股 每股作价约5.37港元） ...

香港联交所最新数据显示，1月27日，贝莱德增持中国建材(03323)1254.4535万股，每股作价5.3728港 元，总金额约为6739.93万港元。增持后最新持股数目约为3.07亿股，最新持股比例为8.26%。 ...

截至月份: 2026年1月31日 狀態: 新提交 FF301 1. 股份分類 普通股 股份類別 H 於香港聯交所上市 (註1) 是 | 證券代號 (如上市) | 03323 | 說明 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,716,397,196 | RMB | | 1 RMB | | 3,716,397,196 | | 增加 / 減少 (-) | | | | 0 | | RMB | | 0 | | 本月底結存 | | | 3,716,397,196 | RMB | | 1 RMB | | 3,716,397,196 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | ...

Market Performance - The Hong Kong stock market indices experienced a collective decline, with the Hang Seng Index falling by 2.23% to 26,775.57 points, the Hang Seng Tech Index dropping by 3.36% to 5,526.31 points, and the China Enterprises Index decreasing by 2.54% to 9,080.19 points [2]. Sector Analysis - The recent market adjustment is attributed to a technical pullback following a rapid rise in indices, compounded by hawkish comments from Fed Chair nominee Waller, which stirred market sentiment. This is not seen as a trend reversal signal [5]. - Key focus remains on the sustainability of volatility, with three main supportive drivers for the first quarter identified: improved liquidity environment, resonance of domestic and foreign capital, and upward revisions in corporate earnings expectations due to economic recovery [6][7]. Investment Strategy - Analysts suggest adopting a mid-term perspective, emphasizing opportunities in small and mid-cap sectors with clear catalysts, such as education, AI applications, and specialty consumption [8]. Sector-Specific Movements - Gold and related stocks saw significant declines, with Shandong Gold dropping by 12.56% and Chifeng Jilong Gold falling by 12.18%, influenced by a broader downturn in commodity prices [10][12]. - The cement and building materials sector also faced losses, with Western Cement declining by 15.47% and China National Building Material falling by 10.14%. The latter is projected to report a loss of approximately RMB 2.3 billion to RMB 4 billion for the year ending December 31, 2025 [13]. - Semiconductor stocks were affected by industry demand fluctuations, with Huahong Semiconductor down by 11.24% and Zhaoyi Innovation down by 9.25%. Reports indicate tightening order reviews by major manufacturers in response to market volatility [15]. Resilient Sectors - Some gaming stocks performed well, with Yabo Technology Holdings increasing by 8.79% and Sands China rising by 4.05%. Yabo announced a technical service agreement with the Hong Kong Gold Exchange [17]. - The liquor sector also showed resilience, with Yiyuan Liquor rising by 8.33% and Qingdao Beer increasing by 1.46%. Analysts expect the liquor industry to hit bottom by 2026, with a potential investment opportunity arising around the Chinese New Year [19]. Notable Stock Movements - Cloud Wisdom saw a rise of 5.49%, with expectations of significant revenue growth from its large model-related business, projected to reach approximately RMB 600 million to RMB 620 million in 2025, marking a year-on-year increase of about 1057% to 1095% [20]. - Kangzheng Pharmaceutical increased by 7.77% following the approval of clinical trials for its complement factor B inhibitor, indicating potential for new product launches [21].