香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 安徽海螺水泥股份有限公司 ANHUI CONCH CEMENT COMPANY LIMITED （在中華人民共和國註冊成立之股份有限公司） （股份代號：00914） 於其他市場發佈的公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第 13.10B 條而作出。 茲載列安徽海螺水泥股份有限公司在上海證券交易所網站刊登的《關於控股股東增 持公司股份計劃的公告》，僅供參閱。 承董事會命 安徽海螺水泥股份有限公司 聯席公司秘書 虞水 中國安徽省蕪湖市 二零二六年二月二十四日 截至此公告日，本公司董事會成員包括 (i) 執行董事楊軍先生、朱勝利先生、李群峰 先生、吳鐵軍先生及虞水先生； (ii) 獨立非執行董事屈文洲先生、何淑懿女士及韓旭 女士； (iii) 職工董事凡展先生 证券代码：600585 证券简称：海螺水泥 公告编号：2026-04 安徽海螺水泥股份有限公司 关于控股股东增持公司股份计划的公告 ...

格隆汇2月24日｜海螺水泥(600585.SH)公告称，公司控股股东海螺集团计划自公告披露之日起6个月 内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司A股股份，增持 金额不低于人民币7亿元（含）且不高于人民币14亿元（含）。 ...

每经AI快讯，2月24日，海螺水泥（600585）(600585.SH)公告称，公司控股股东海螺集团计划自公告披 露之日起6个月内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司 A股股份，增持金额不低于人民币7亿元(含)且不高于人民币14亿元(含)。 ...

证券研究报告·行业跟踪周报·建筑材料 建筑材料行业跟踪周报 海外模型大厂融资落地，算力链条迎来新动 力 增持（维持） [Table_Tag] [Table_Summary] 投资要点 2026 年 02 月 24 日 证券分析师 黄诗涛 执业证书：S0600521120004 huangshitao@dwzq.com.cn 行业走势 -10% -4% 2% 8% 14% 20% 26% 32% 38% 44% 2025/2/24 2025/6/22 2025/10/18 2026/2/13 建筑材料 沪深300 相关研究 《地产链有望继续震荡向上》 2026-02-08 《建筑、建材 2025Q4 公募基金持仓 低位回升，持仓集中度有所下降》 2026-02-08 东吴证券研究所 1 / 19 请务必阅读正文之后的免责声明部分 ◼ 本周（2026.2.7–2026.2.13，下同）：本周建筑材料板块（SW）涨跌幅 2.86%，同期沪深 300、万得全 A 指数涨跌幅分别为 0.36%、1.11%，超 额收益分别为 2.50%、1.74%。 ◼ 大宗建材基本面与高频数据：（1）水泥：本周全国高标水泥市场价格为 ...

内容概况： 商品混凝土（预拌混凝土）是指由水泥、砂石骨料、水以及根据需要掺入的外加剂、矿物 掺合料等组分按一定比例，在搅拌站经计量、拌制后出售的、采用运输车在规定时间内运至使用地点的 混凝土拌合物。商品混凝土行业需求从单一依赖房地产向多元化格局转型。2024年我国商品混凝土产量 为22.2亿立方米，销量为22.1亿立方米，其中房地产领域需求占比53.7%，其他领域占比46.3%。 相关企业：天山材料、万年青水泥、海螺水泥、宁夏建材、广东塔牌、华新水泥、西部建设、华润建 材、中国建材 关键词：商品混凝土产量 商品混凝土市场规模 商品混凝土品牌 商品混凝土需求量 商品混凝土发展趋势 一、商品混凝土产业概述 商品混凝土（预拌混凝土）是指由水泥、砂石骨料、水以及根据需要掺入的外加剂、矿物掺合料等组分 按一定比例，在搅拌站经计量、拌制后出售的、采用运输车在规定时间内运至使用地点的混凝土拌合 物。相比较现场搅拌的混凝土，因商品混凝土在保障工程质量、降低能耗、节省施工用地、改善劳动条 件、减少环境污染等方面益处颇多，商品混凝土受到国家有关部门的高度重视和推广。 商品混凝土分为普通品以及特制品，其中普通商品混凝土是指干表观密 ...

智通财经APP获悉，香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥 (00914)1436.4833万股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为 5612.95万股，最新持股比例为4.32%。 ...

来源：智通财经网 香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥(00914)1436.4833万 股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为5612.95万股，最新持股 比例为4.32%。 ...

Group 1 - Lazard Asset Management LLC reduced its stake in Conch Cement (600585) by selling 14,364,833 shares at a price of HKD 25.7936 per share, totaling approximately HKD 371 million [1] - After the reduction, Lazard's remaining shareholding is approximately 56,129,500 shares, representing a stake of 4.32% [1]

Investment Highlights - The construction sector faced pressure in 2025, with the building materials sector showing signs of bottom recovery, as the building materials sector increased by 22.1%, outperforming the construction decoration sector which only rose by 6.7% [2][15][22]. Construction Sector Analysis - The construction sector is under significant fundamental pressure, with a focus on three main investment directions: overseas expansion through the "Belt and Road" initiative, resource value reassessment, and state-owned enterprise reform [3][5]. - The domestic traditional infrastructure investment growth rate is slowing, and real estate construction continues to weaken, limiting the improvement space for the sector [3][5]. - Companies with business transformation capabilities and those positioned in high-growth niche markets performed well, while engineering consulting firms faced pressure due to local government financial constraints [3][5]. Building Materials Sector Analysis - The building materials sector is experiencing structural differentiation, with some segments expected to reach a turning point, particularly consumer building materials [4][5]. - Despite weak real estate data, the marginal negative impact on the building materials sector has significantly decreased, with supply-side improvements expected to precede demand-side recovery [4][5]. - The cement industry is recovering from price bottoming, while the glass industry remains under pressure, and the fiberglass sector is seeing significant improvements due to structural demand [4][5][41][46]. Investment Recommendations - In the construction sector, focus on leading infrastructure companies benefiting from overseas projects and major engineering, such as China Communications Construction Company, China State Construction Engineering, and China Railway Construction Corporation [5]. - In the building materials sector, attention should be given to leading consumer building material companies like Sangke Tree, Oriental Yuhong, and Beixin Building Materials, as well as cyclical building material leaders like Huaxin Cement and China National Building Material [5]. Belt and Road Initiative - The "Belt and Road" initiative has created significant opportunities for the construction sector, with a notable increase in overseas orders and contracts signed in 2025, amounting to $257.98 billion, a 10.8% increase year-on-year [77][79]. - The demand for infrastructure in countries participating in the initiative is expected to grow rapidly, providing a substantial project pool for construction companies [77][79]. Resource Value Reassessment - The expectation of rising prices for non-ferrous metals is anticipated to benefit state-owned construction companies that have acquired valuable mineral resources through past projects [3][5]. State-Owned Enterprise Reform - Policies promoting the securitization of state-owned assets and mergers and acquisitions are expected to create value reassessment opportunities for state-owned construction companies with quality assets [3][5].

Group 1 - The State-owned Assets Supervision and Administration Commission announced personnel changes for 14 central enterprises, including leadership appointments and removals [1][2][3][4][5][6][7][8][9][10][11] - Pei Mingshan was appointed as the Deputy Secretary and Director of China Railway Construction Corporation Limited, nominated as the candidate for General Manager [1] - Hou Xiao was appointed as the Deputy Secretary and Director of China National New Group Corporation, nominated as the candidate for General Manager [2] - Dong Baoliang was appointed as the Deputy Secretary and Director of China Railway Signal and Communication Group, nominated as the candidate for General Manager [3] - Zheng Weili was appointed as a member of the Standing Committee of China Coal Technology and Engineering Group, nominated as the candidate for Chief Accountant [4] - Zhang Deyong was appointed as a member of the Standing Committee of China Electrical Equipment Group, nominated as the candidate for Chief Accountant [5] - Qu Xiaoli was appointed as a member of the Standing Committee of China CNR Corporation Limited, removed from the Standing Committee of China National Building Material Group [6] - Hu Naimin was removed from the Standing Committee of China Energy Conservation and Environmental Protection Group and retired [7] - Ma Shizhi was removed from the Standing Committee of China Coal Energy Group and retired [8] - Wu Xiangong was removed from the Standing Committee of China Chemical Engineering Group and retired [9] - Wang Shiqi was removed from the Deputy Secretary and Standing Committee of China Railway Engineering Group and retired [10] - Sun Lixia was removed from the Standing Committee and Discipline Inspection Commission of China Poly Group and retired [11]