朱少醒三季度加仓一只水泥股

Core Viewpoint - Zhu Shaoxing increased his stake in Huaxin Cement, becoming the eighth largest circulating shareholder with over 9 million shares valued at approximately 182 million yuan as of September 30 [1][2]. Shareholder Details - As of September 30, 2025, the top ten shareholders of Huaxin Cement include: - Hong Kong Central Clearing (Agent) Limited: 734.72 million shares (35.34% of total shares, market value 13.59 billion yuan) - Holchin B.V.: 451.33 million shares (21.71%, market value 8.35 billion yuan) - Huaxin Group Limited: 338.06 million shares (16.26%, market value 6.25 billion yuan) - National Social Security Fund 413 Portfolio: 12.81 million shares (0.62%, market value 237 million yuan) - China Railway Wuhan Bureau Group: 11.29 million shares (0.54%, market value 209 million yuan) - Other notable shareholders include Huang Jianjun and the China Securities 500 ETF [2]. Market Performance - Despite market adjustments, Huaxin Cement's stock hit the daily limit, with a year-to-date increase of over 74% [3]. - The company announced a share buyback plan using its own funds, with a total amount between 32.25 million yuan and 64.5 million yuan, and a maximum buyback price of 25 yuan per share [3]. - On October 9, Huaxin Cement repurchased 1.5572 million shares at prices ranging from 17.7 to 18.4 yuan per share, totaling approximately 28.09 million yuan [3]. Business Overview - As of the end of 2024, Huaxin Cement's cement business accounted for 55% of the company's total revenue [3]. - In the first half of 2025, Huaxin Cement reported revenue of 16.047 billion yuan, a year-on-year decrease of 1.17%, while net profit increased by 51.05% to 1.103 billion yuan [3].