格隆汇8月18日｜港股建材水泥股盘初拉升，其中，东吴水泥大涨超17%领衔，中国建材涨超7%，华新 水泥(600801)涨2%，中国天瑞水泥、华润建材科技、金隅集团(601992)涨超1%，海螺水泥(600585)涨 0.4%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00695 | 东吴水泥 | 5.360 | 17.03% | | 03323 | 中国建材 | 5.350 | 7.00% | | ૦૯૯૨૨ | 华新水泥 | 13.550 | 1.96% | | 01252 | 中国天瑞水泥 | 0.315 | 1.61% | | 01313 | 华润建材科技 | 1.940 | 1.04% | | 02009 | 受偶集团 | 0.860 | 1.18% | | 00914 | 海螺水泥 | 24.800 | 0.40% | 消息上，中国银河(601881)证券研报表示，7月处于季节性淡季，高温雨水影响下游施工，全国水泥需 求减少，全国熟料线停窑率有所提升，但熟料库存继续增长，行业供需矛盾较大，水泥价格均呈下降态 势。后续来看，预计8月中 ...

Group 1 - The core viewpoint of the news highlights a significant rise in Hong Kong's cement and building materials stocks, with Dongwu Cement leading the surge with an increase of over 17% [1][2] - China Galaxy Securities reports that July is typically a seasonal low for cement demand, impacted by high temperatures and rain affecting downstream construction, leading to a decrease in national cement demand and an increase in clinker inventory [1] - It is anticipated that demand will gradually recover in mid to late August, potentially halting the decline in cement prices [1] Group 2 - Dongwu Cement expects its losses for the six months ending June 30, 2025, to decrease to approximately 12.966 million yuan, a reduction of about 67.6% compared to a loss of approximately 39.981 million yuan in the same period last year [1][2] - China National Building Material has received an increase in holdings by BlackRock, acquiring 10.7426 million shares [2] - Huaxin Cement is set to hold a board meeting on August 29 to approve its interim results, with Ping An Securities initiating a "recommend" rating based on its valuation level [2]