建材水泥

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港股午评:恒科跌超1%,建材水泥股逆市走高
news flash· 2025-07-09 04:09
Market Overview - The Hong Kong stock market experienced a decline in the morning session, with the Hang Seng Index falling by 0.74%, the Hang Seng Tech Index down by 1.14%, and the National Enterprises Index decreasing by 0.76% [1] Sector Performance - The film and entertainment sector saw significant gains, with China Star Group (00326.HK) rising over 13% [1] - The building materials and cement stocks performed well, with Huaxin Cement (06655.HK) increasing by over 4% [1] - Other sectors that showed strength included traditional Chinese medicine, elderly care, oil and gas, domestic real estate, and battery-related stocks [1] - Cryptocurrency-related stocks experienced a pullback, with Guotai Junan International (01788.HK) dropping over 7% [1] - The non-ferrous metals sector declined, highlighted by Luoyang Molybdenum (03993.HK) falling over 4% [1] - Nuclear power, technology, and semiconductor stocks also faced downward pressure in the morning session [1] Notable Stocks - "Jay Chou concept stock" Superstar Legend (06683.HK) surged by 70.63% in the morning session [1] - Lens Technology (06613.HK) saw a 4.84% increase on its first trading day [1]
突然,暴涨120%!多个板块,集体沸腾!发生了什么?
券商中国· 2025-07-02 08:01
Core Viewpoint - The steel sector in both Hong Kong and A-shares experienced significant gains, driven by policy changes aimed at phasing out outdated production capacity and the abolition of certain regulatory frameworks, which attracted speculative investments [1][5]. Group 1: Steel Sector Performance - Hong Kong steel stocks saw substantial increases, with Chongqing Steel rising over 120%, Ansteel up over 30%, and Maanshan Steel increasing by more than 20% [1][2]. - The A-share steel index surged nearly 4%, with several stocks, including Shengde Xintai and Chongqing Steel, hitting the daily limit [2][3]. - The average daily pig iron output remains high at 2.4229 million tons, and the funding availability rate for construction sites slightly increased to 59.11%, supporting steel demand [6]. Group 2: Policy and Market Dynamics - A recent high-level meeting emphasized the orderly exit of outdated production capacity, and the National Development and Reform Commission abolished several administrative normative documents related to clean production evaluation in industries like steel and nitrogen fertilizer [5][6]. - The steel industry is expected to benefit from improved demand due to supportive real estate policies and stable infrastructure investment, alongside tightening supply conditions [6]. Group 3: Related Sectors - The polysilicon futures contract surged to a limit increase, reaching 35,050 yuan per ton, with a 6.99% rise, while industrial silicon and glass futures also saw significant gains [4]. - The lithium sector is showing signs of recovery, with Ganfeng Lithium indicating that current lithium prices are at a low point, and market demand is expected to improve [7].
港股建材水泥股午后持续拉升,金隅集团大涨20%
news flash· 2025-07-02 05:26
Group 1 - Hong Kong's building materials and cement stocks experienced a significant rally in the afternoon session [1] - Jinju Group (601992) surged by 20% [1] - China National Building Material rose by over 8% [1] - China Resources Cement Technology increased by more than 5% [1] - Anhui Conch Cement (600585) saw an increase of over 4% [1]