华新建材集团股份有限公司 关于持股5%以上股东增持股份触及1%整数倍的 提示性公告 本公司持股5%以上股东华新集团有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：600801 证券简称：华新建材 公告编号：2026-003 一、本次权益变动的基本情况 本公司于 2026年2月2日收到公司股东华新集团有限公司（以下简称"华新集团"） 发来的《关于增持股份情况的告知函》，获悉其于 2026年1月12日至2026年2月2日期 间通过证券交易所集中竞价交易的方式合计增持公司股份15,468,700股，占公司总 股本的0.74%，现将具体增持情况公告如下： | 投资者名称 | 变动前股数 | 变动前比例 | 变动后股数 | 变 动 后 比 | 权 益 变 动 方 | 权 益变动 的时 间 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | | 例（%） | 式 | 区间 | | 华 新 集 团 有 限公司 | 338,060,739 | 16.26 | 353,529,439 | 17.00 | 集中竞价 ...

Core Viewpoint - Huanxin Building Materials announced that its major shareholder, Huanxin Group, increased its stake in the company by acquiring 15.4687 million shares, representing 0.74% of the total share capital during the period from January 12 to February 2, 2026 [1] Group 1 - Before the transaction, Huanxin Group held 338 million shares, accounting for 16.26% of the total shares [1] - After the transaction, Huanxin Group's holdings increased to 354 million shares, which is 17% of the total shares [1] - This equity change is part of a previously disclosed share change plan and does not trigger a mandatory bid or alter the control of the company [1]

FF301 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: 華新建材集團股份有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 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) | 06655 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 734,720,000 | RMB | | 1 RMB | | 734,720,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 734,720,000 | RMB | | 1 RMB | | 734,720,000 | | 2. 股份分類 | 普通股 | 股份類別 | A ...

Group 1 - Huanxin Building Materials experienced a 5% decline in stock price, trading at 23.75 yuan per share with a total market capitalization of 49.376 billion yuan [1] - The company, established on November 30, 1993, specializes in cement manufacturing and sales, cement technology services, and related construction materials [1] - The revenue composition of Huanxin Building Materials includes 54.56% from cement sales, 21.54% from concrete sales, 17.22% from aggregate sales, 4.21% from other products, and 2.47% from clinker sales [1] Group 2 - Qianhai Kaiyuan Fund holds 135,000 shares of Huanxin Building Materials, representing 1.19% of the fund's net value, making it the fifth-largest holding [2] - The fund has reported a floating loss of approximately 168,700 yuan due to the stock's performance [2] - The fund manager, Liu Hong, has been in charge for 4 years and 329 days, with the fund's total asset size at 1.646 billion yuan [2]

Core Insights - The construction materials industry is currently at a low valuation level, with a focus on urban renewal and related opportunities. The allocation ratio for construction materials in Q4 2025 is 0.72%, an increase of 0.11 percentage points from Q3 2025, indicating significant potential for valuation recovery [6][15]. Group 1: Urban Renewal and Market Dynamics - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development issued a notice on January 20, 2026, to support urban renewal actions, providing specific operational guidelines for the "14th Five-Year Plan" urban renewal strategy. This includes a focus on "two renewals and two new projects," emphasizing the construction of underground pipelines and comprehensive utility tunnels [24]. - Companies involved in urban renewal and the renovation of old neighborhoods, such as Dongfang Yuhong, Keshun Co., Sankeshu, Weixing New Materials, and China Liansu, are recommended for attention [24]. Group 2: Construction Materials Sector Overview - The construction materials sector is experiencing a recovery in profitability, with expectations for continued improvement in 2026. The supply-side adjustments and structural changes in demand are expected to support this recovery [37]. - The cement market saw a 0.8% decrease in prices week-on-week, with the national average price at 345 RMB/ton as of January 30, 2026. The industry is currently at a historical low valuation, with companies like Huaxin Cement, Conch Cement, and Shafeng Cement recommended for investment [6][38]. Group 3: Key Company Developments - Keshun Co. established a semiconductor company to explore a second growth curve, focusing on integrated circuit chips and related technologies [20]. - Weixing New Materials plans to acquire an 88.26% stake in Beijing Songtiancheng Technology Co., enhancing its capabilities in municipal pipeline systems and expanding its market reach [23]. - Leading companies in the construction materials sector, such as Sankeshu and Huaxin Cement, are expected to report significant profit growth in 2025, driven by strong operational resilience and strategic adjustments [25][27].

每经AI快讯，华新建材(06655.HK)跌超7%，截至发稿，跌7.19%，报18.58港元，成交额6027.13万港 元。 ...

智通财经APP获悉，华新建材(06655)跌超7%，截至发稿，跌7.19%，报18.58港元，成交额6027.13万港 元。 消息面上，1月28日，华新建材发布公告，预计2025年年度实现归属于母公司所有者的净利润为人民币 27.0亿元至29.5亿元，同比增加11.6%至21.9%；预计2025年年度实现归属于母公司所有者的扣除非经常 性损益的净利润为人民币25.8亿元至27.6亿元，同比增加45.0%至55.0%。值得关注的是，今年前三季 度，华新建材实现归母净利润20.04亿元，由此估算，四季度净利润约6.96亿元至9.46亿元，去年单四季 度公司归母净利润则为12.8亿元。 ...

Core Viewpoint - The company, Huaxin Cement Group Co., Ltd., projects a significant increase in net profit for the year 2025, indicating strong financial performance and growth potential [2][4]. Financial Performance Forecast - The company estimates that the net profit attributable to shareholders will be between RMB 2.7 billion and RMB 2.95 billion for the year 2025, representing an increase of RMB 280 million to RMB 530 million compared to the previous year, which is a year-on-year growth of 11.6% to 21.9% [2][4]. - The projected net profit, excluding non-recurring gains and losses, is expected to be between RMB 2.58 billion and RMB 2.76 billion, reflecting an increase of RMB 800 million to RMB 980 million compared to the previous year, translating to a year-on-year increase of 45.0% to 55.0% [2][4]. Previous Year Performance - In the previous year, the total profit was RMB 4.11 billion, with a net profit attributable to shareholders of RMB 2.42 billion and a net profit excluding non-recurring gains and losses of RMB 1.78 billion [6]. Reasons for Performance Change - The growth in overseas business significantly contributed to the company's performance, while domestic market competition remains challenging. However, the company benefited from a decrease in fuel costs and has implemented effective cost-reduction measures, leading to a recovery in unit profitability of major products [8].

（编辑 丛可心） 证券日报网讯 1月28日，华新建材发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为人民币27.0亿元至29.5亿元，与上年同期相比，将增加人民币2.8亿元至5.3亿元，同比增加11.6%至 21.9%。 ...

最新消息，华新建材发布《2025年年度业绩预告》显示，公司预计2025年年度实现归属于母公司所有者 的净利润为人民币27.0亿元至29.5亿元，与上年同期相比，将增加人民币2.8亿元至5.3亿元，同比增加 11.6%至21.9%；预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为人民币25.8亿 元至27.6亿元，与上年同期相比，将增加人民币8.0亿元至9.8亿元，同比增加45.0%至55.0%。 报告期内，公司海外业务规模持续增长，业绩贡献显著；国内业务面临的市场竞争环境依然严峻，但得 益于燃料成本下降及公司坚定不移地深化各项降本增效措施，主要产品单位盈利有所恢复。 最新消息，华新建材发布《2025年年度业绩预告》显示，公司预计2025年年度实现归属于母公司所有者 的净利润为人民币27.0亿元至29.5亿元，与上年同期相比，将增加人民币2.8亿元至5.3亿元，同比增加 11.6%至21.9%；预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为人民币25.8亿 元至27.6亿元，与上年同期相比，将增加人民币8.0亿元至9.8亿元，同比增加45.0%至55.0%。 报告期内， ...