Group 1 - Cement stocks collectively declined, with China National Building Material down 4.71% to HKD 4.65, Jinju Group down 4.71% to HKD 0.81, Conch Cement down 4.03% to HKD 22.6, and Huaxin Cement down 2.12% to HKD 12.9 [1] - The national cement price index reported at 319.64 points on July 25, reflecting a month-on-month decrease of 1.58% and a year-on-year decrease of 11.30% [1] - The national cement market continued to show weakness, with significant regional disparities; North China faced weak price support, Northeast China struggled with soft demand, and East China saw price increase plans shelved due to adverse weather conditions [1] Group 2 - Tianfeng Securities noted that while some regions are experiencing slight price declines due to the off-season, the downward space is limited, and prices are expected to rise in August as demand enters the peak season [2] - UBS indicated that despite high market sentiment, the Yajiang hydropower project has limited impact on the company's profitability; assuming cement orders are distributed by market share and a gross profit of RMB 150 per ton, Tibet Tianlu is expected to achieve an annual profit of approximately RMB 160 million, compared to a loss of RMB 104 million in 2024 [2] - Net profit growth estimates for Huaxin Cement, China National Building Material, and Conch Cement are approximately 5%, 2%, and 0.4% respectively [2]

通过天眼查大数据分析，华新水泥股份有限公司共对外投资了70家企业，参与招投标项目5000次，知识 产权方面有商标信息165条，专利信息426条，此外企业还拥有行政许可55个。 来源：金融界 华新水泥最新一期业绩显示，截至2025一季报，公司营业总收入71.62亿元、同比增长1.10%，归属净利 润2.34亿元，同比增长31.80%，扣非净利润2.36亿元，同比增长55.34%，流动比率0.889、速动比率 0.716、资产负债率50.87%。 天眼查商业履历信息显示，华新水泥股份有限公司，成立于1993年，位于黄石市，是一家以从事非金属 矿物制品业为主的企业。企业注册资本207899.5649万人民币，实缴资本207899.5649万人民币。公司法 定代表人为李叶青。 金融界消息 截至2025年7月30日收盘，华新水泥（600801）报收于15.87元，下跌4.11%，换手率 4.77%，成交量64.19万手，成交金额10.34亿元。 资金流向方面，今日主力资金净流出5932.79万元，占比成交额5.74%。其中，超大单净流出2661.85万 元、占成交额2.57%，大单净流出3270.95万元、占成交额3. ...

证券之星消息，7月30日水泥板块较上一交易日下跌0.27%，华新水泥领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。水泥板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603616 | 韩建河山 | 7.37 | 10.00% | 127.90万 | 8.81亿 | | 600326 | 西藏天路 | 17.91 | 3.95% | 527.24万 | 94.96 Z | | 600668 | 尖峰集团 | 12.48 | 1.55% | 22.75万 | 2.85亿 | | 002233 | 塔牌集团 | 8.34 | 0.24% | 10.81万 | 8997.28万 | | 000401 | 莫东水泥 | 4.98 | 0.20% | 19.27万 | 9627.21万 | | 600585 | 海螺水泥 | 24.23 | 0.12% | 57.76万 | 14.03亿 | | 000877 | 天山股份 | ...

华新水泥（600801）今日跌停，成交额22.14亿元，换手率9.72%，盘后龙虎榜数据显示，沪股通专用席位买入6459.08万元并卖出1.14 亿元，有3家机构专用席位净卖出1.77亿元。 | > 龙虎榜 | | | | ○、输入问句,你想知道的都在这里 | | 开始搜索 | | --- | --- | --- | --- | --- | --- | --- | | 2025-07-24 2025-07-25 | 2025-07-23 | | | | | 历史龙虎榜信息>> | | 上榜原因:日跌幅偏离值达7%的证券 | | | | | | 更多个股解读> | | 营业部名称 | | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 沪股通专用 | | 6459.08万 | 2.92% | 0.00 | 0.00% | 6459.08万 | | 中国国际金融股份有限公司上海分公司 重化賽金 | | 3886.76万 | 1.76% | 0.00 | 0.00% | 3886.76万 | | 东方证券股份有限公司上海浦东新区银城中路证券营业部 上海超短 | | 2 ...

Group 1 - The hydroelectric concept stocks experienced a significant decline in the afternoon trading session [1] - Huaxin Cement (600801), Subote (603916), and Zhongshe Co. (002883) hit the daily limit down [1] - Shen Shui Guiyuan (301038) and Tie Jian Heavy Industry fell over 14% [1]

Group 1 - On July 24, 2025, SMIC (00981), Alibaba-W (09988), and Tencent Holdings (00700) ranked as the top three companies by trading volume in the southbound trading of the Stock Connect, with trading volumes of 4.395 billion, 3.061 billion, and 2.944 billion respectively [1] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), SMIC (00981), and Alibaba-W (09988) also ranked as the top three, with trading volumes of 2.138 billion, 1.961 billion, and 1.635 billion respectively [1] Group 2 - In the southbound trading of the Stock Connect, the top active companies included SMIC (00981) with a trading amount of 4.395 billion and a net buy of -0.684 billion, Alibaba-W (09988) with a trading amount of 3.061 billion and a net buy of -0.373 billion, and Tencent Holdings (00700) with a trading amount of 2.944 billion and a net buy of +0.381 billion [2] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700) had a trading amount of 2.138 billion with a net buy of +0.158 billion, SMIC (00981) had a trading amount of 1.961 billion with a net buy of +0.667 billion, and Alibaba-W (09988) had a trading amount of 1.635 billion with a net buy of +0.178 billion [2]

Group 1 - The stock of Huaxin Cement (600801) increased by 4.82% with a turnover rate of 14.42% and a trading volume of 3.431 billion yuan, showing a fluctuation of 16.76% throughout the day [2] - Institutional investors net sold 248 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net purchase of 34.058 million yuan, and the total net purchase from brokerage seats was 137 million yuan [2] - The stock was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 16.76%, with institutional specialized seats net selling 248 million yuan [2] Group 2 - As of July 23, the margin trading balance for the stock was 451 million yuan, with a financing balance of 445 million yuan and a securities lending balance of 605,940 yuan [3] - Over the past five days, the financing balance increased by 159 million yuan, representing a growth of 55.51%, while the securities lending balance rose by 433,920 yuan, a surge of 252.26% [3] - The company reported a first-quarter revenue of 7.162 billion yuan, a year-on-year increase of 1.10%, and a net profit of 234 million yuan, up 31.80% year-on-year [3] Group 3 - The company expects a net profit of between 1.096 billion yuan and 1.132 billion yuan for the first half of the year, indicating a year-on-year change of 50.00% to 55.00% [3] - In the past five days, one institution rated the stock as a buy, with the highest target price set at 17.71 yuan by Huatai Securities on July 21 [3] - The trading data on July 24 shows significant buying and selling activity from various brokerage firms, with the top buying seat being the Shanghai-Hong Kong Stock Connect specialized seat, which purchased 115.39 million yuan [4]

智通财经APP获悉，7月24日港股市场，北水成交净买入37.19亿港元，其中港股通(沪)成交净买入21.52 亿港元，港股通(深)成交净买入15.67亿港元。 北水净买入最多的个股是腾讯(00700)、港交所(00388)、华虹半导体(01347)。北水净卖出最多的个股是 小米集团-W(01810)、阿里巴巴-W(09988)、华新水泥(06655)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 | 18.56亿 | 25.40亿 | 43.95亿 | | HK 00981 | | | -6.84 乙 | | 阿里巴巴-W | 13.44 Z | 17.17 乙 | 30.61亿 | | HK 09988 | | | -3.73 乙 | | 腾讯控股 | 16.63 亿 | 12.82 乙 | 29.44 Z | | HK 00700 | | | +3.81 乙 | | 美团-W | 11.75亿 | 11.79 乙 | 23.54亿 | | HK 03890 | | | -362.73万 | | 中国中 ...

一、本持股计划的基本情况 公司分别于2020年8月11日、2020年9月25日召开公司第九届董事会第十八次 会议及2020年第二次临时股东大会，审议通过了《关于公司2020-2022年核心员 工持股计划（草案）及其摘要的议案》《关于提请股东大会授权董事会办理公司 2020-2022年核心员工持股计划相关事宜的议案》等相关议案，具体内容详见公 司分别于2020年8月13日、2020年9月26日在指定信息披露媒体发布的相关公告。 证券代码：600801 证券简称：华新水泥 公告编号：2025-025 华新水泥股份有限公司 关于2020-2022年核心员工持股计划 股票出售完毕的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 华新水泥股份有限公司（以下简称"公司"）2020-2022年核心员工持股计 划（以下简称"持股计划"）所持有的公司股票已全部出售完毕。根据中国证监 会《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》及《公司2020-2022年核心员工持股计 ...

Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's construction and cement stocks, with notable increases in share prices for specific companies [1] Group 2 - Western Cement (02233.HK) experienced a surge of over 10% in its stock price [1] - Huaxin Cement (06655.HK) saw an increase of more than 5% [1] - Shanshui Cement (00691.HK) rose by over 3% [1]