| 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 | | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 份数目 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | | | 份自分比 | | | | | | | | | ( % ) | | | DA20260114E00310 | 李叶青 | 1101(L) | | 100,000(L) | HKD 17.9070 | 1,280,396(L) | 0.17(L)14/01/2026 | 格隆汇1月15日丨根据联交所最新权益披露资料显示，2026年1月14日，华新建材(06655.HK)获执行董事李叶青(总裁)在场内以每股均价17.907港元增持10万 股，涉资约179.07万港元。 增持后，李叶青最新持股数目为128.04万股，持股比例由0.16%上升至0.17%。 | 股份代號: | 06655 | | --- | --- | ...

香港联交所最新资料显示，1月14日，刘凤山增持华新建材（600801）(06655)1400股，每股作价17.82港 元，总金额约为2.49万港元。增持后最新持股数目为39.34万股，最新持股比例为0.05%。 ...

香港联交所最新资料显示，1月14日，李叶青增持华新建材（600801）(06655)10万股，每股作价17.907 港元，总金额约为179.07万港元。增持后最新持股数目约为128.04万股，最新持股比例为0.17%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月14日，刘凤山增持华新建材(06655)1400股，每股作 价17.82港元，总金额约为2.49万港元。增持后最新持股数目为39.34万股，最新持股比例为0.05%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月14日，李叶青增持华新建材(06655)10万股，每股作 价17.907港元，总金额约为179.07万港元。增持后最新持股数目约为128.04万股，最新持股比例为 0.17%。 ...

Investment Rating - The report maintains an "Overweight" rating for the construction and engineering sector and the building materials sector [9] Core Insights - The construction activity indicators have shown significant improvement at the beginning of 2026, with increased operating rates for cement mills and concrete mixing stations, alongside a rise in building steel sales [12][20] - The commercial aerospace sector is expected to see a surge in demand for high-temperature materials and perovskite materials due to the acceleration of satellite launches [12][13] - The report suggests a balanced investment strategy between emerging industries and traditional sectors in Q1 2026, with a focus on companies like Jinggong Steel Structure, Sichuan Road and Bridge, and China Nuclear Engineering [12][10] Summary by Sections Construction and Engineering - The construction sector is benefiting from improved PMI indicators and government policies aimed at boosting domestic demand, with a focus on steel structures and fiberglass [12][13] - Key metrics include a national cement mill operating rate of 36.6%, up 6.6 percentage points month-on-month and 14.1 percentage points year-on-year [12] Building Materials - The report highlights a slight decrease in national cement prices by 0.1% to 358 CNY per ton, with a 38.7% shipment rate [20] - The average price of float glass is reported at 60 CNY per weight box, showing a week-on-week increase of 0.2% [21] Recommended Companies - The report recommends several companies for investment, including: - China National Materials (600970 CH) with a target price of 14.23 CNY and a "Buy" rating [10] - Sichuan Road and Bridge (600039 CH) with a target price of 13.48 CNY and a "Buy" rating [10] - Jinggong Steel Structure (600496 CH) with a target price of 5.75 CNY and a "Buy" rating [10] - Other recommended companies include China Glass (600176 CH), Oriental Yuhong (002271 CH), and Huaneng Renewables (600552 CH) [10][31]

香港联交所最新资料显示，1月6日，总裁兼执行董事李叶青增持华新建材（600801）(06655)1.5万股， 每股作价17.967港元，总金额约为26.95万港元。增持后最新持股数目约为115.36万股，最新持股比例为 0.16%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月6日，总裁兼执行董事李叶青增持华新建材 (06655)1.5万股，每股作价17.967港元，总金额约为26.95万港元。增持后最新持股数目约为115.36万 股，最新持股比例为0.16%。 ...

Core Viewpoint - Huanxin Building Materials experienced a stock price decline of 2.02% on January 6, 2025, with a current price of 24.71 CNY per share and a market capitalization of 51.372 billion CNY [1] Group 1: Financial Performance - For the period from January to September 2025, Huanxin Building Materials achieved a revenue of 25.033 billion CNY, representing a year-on-year growth of 1.27% [2] - The net profit attributable to shareholders for the same period was 2.004 billion CNY, showing a significant year-on-year increase of 76.01% [2] - Cumulative cash dividends since the A-share listing amount to 14.3 billion CNY, with 3.833 billion CNY distributed over the last three years [3] Group 2: Stock and Shareholder Information - As of September 30, 2025, the number of shareholders for Huanxin Building Materials was 42,600, a decrease of 6.81% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 62.0928 million shares, an increase of 5.1895 million shares from the previous period [3] - The Southern CSI 500 ETF is the eighth largest circulating shareholder, holding 9.7813 million shares, which is a decrease of 213,700 shares from the previous period [3] Group 3: Business Overview - Huanxin Building Materials is primarily engaged in the manufacturing and sales of cement, with cement sales accounting for 54.56% of total revenue, followed by concrete sales at 21.54%, aggregate sales at 17.22%, and other products at 4.21% [1] - The company is involved in various activities including cement technology services, manufacturing and repairing cement equipment, and international contracting for construction projects [1]

香港联交所最新资料显示，1月5日，董事刘凤山增持华新建材（600801）(06655)4.62万股，每股作价 18.62港元，总金额约为86.02万港元。增持后最新持股数目为39.2万股，最新持股比例为0.05%。 ...