10月10日，海螺水泥盘中上涨2.03%，截至10:19，报24.13元/股，成交4.87亿元，换手率0.51%，总市值 1278.72亿元。 资金流向方面，主力资金净流入3607.75万元，特大单买入4459.14万元，占比9.16%，卖出2042.71万 元，占比4.20%；大单买入1.50亿元，占比30.75%，卖出1.38亿元，占比28.31%。 机构持仓方面，截止2025年6月30日，海螺水泥十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.93亿股，相比上期增加101.35万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股 东，持股4276.98万股，相比上期增加344.62万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股3048.12万股，相比上期增加296.23万股。华夏沪深300ETF（510330）位居第九大流通股东， 持股2235.14万股，相比上期增加372.89万股。嘉实沪深300ETF（159919）位居第十大流通股东，持股 1926.43万股，为新进股东。兴全趋势投资混合(LOF)（163402）退出十大流通股东之列。 海螺水泥今 ...

智通财经记者 | 田鹤琪 中国是全球最大的建材生产国和消费国。由于产业规模大、窑炉工艺特点等原因，建材行业也是工业能 源消耗和碳排放的重点领域，是中国碳减排任务最重的行业之一。 今年3月，水泥行业正式纳入全国碳市场。 从碳排放现状看，目前水泥行业碳排放量约占全国碳排放总量的9%。中国是全球水泥制造第一大国， 2019年全球水泥产能为37亿吨，中国约占其中60%。 今年5月，中国水泥协会发布了《2025年中国水泥上市公司综合实力排名的公告》称，从2025年中国水 泥上市公司综合实力排名结果来看，排名前5位的公司分别是海螺水泥(600585.SH)，中国建材集团有限 公司(03323.HK，下称中国建材)、华新水泥(600801.SH)、天山股份(000877.SZ)和华润建材科技 (01313.HK)。 天山股份是中国建材旗下的核心子公司，主营水泥、熟料、商品混凝土和骨料的生产及销售。因此天山 股份不再单独比较。 温室气体排放总量是衡量企业碳足迹的核心指标。此次四家企业均披露该数据，且均包含范围一和范围 二。 根据国际排放核算工具温室气体(GHG)核算体系，范围一温室气体排放量是指企业拥有或控制的排放源 所产生 ...

消息面上，9月24日工信部等六部门发布《建材行业稳增长工作方案（2025—2026年）》。据智通财经 报道称，有上市公司人士对记者表示，已在落实布局产能置换事项。业内人士预计，上述方案中"2025 年底前对超出项目备案的产能制定产能置换方案"的要求，预计能减少10%的熟料产能，行业复价有望 加速到来；同时，大企业整合国内市场步伐也将加快，行业集中度将得到有效提升。 国盛证券发布研报称，水泥行业需求仍在寻底过程中，企业错峰停产力度加强，水泥价格围绕行业盈亏 平衡线附近波动，中国水泥协会发布《关于进一步推动水泥行业"反内卷""稳增长"高质量发展工作的意 见》，供给端有望积极改善，同时大型基建项目有望拉动西藏，新疆等区域性需求提升，关注成本优势 定价的龙头海螺水泥、出海标的华新水泥。 智通财经APP获悉，水泥股集体拉升，截至发稿，华新水泥(06655)涨5.1%，报15.26港元；西部水泥 (02233)涨5.1%，报3.3港元；中国建材(03323)涨3.23%，报5.44港元；海螺水泥(00914)涨1.56%，报23.48 港元。 ...

截至6月30日，天山股份股东户数7.79万，较上期增加6.08%；人均流通股91309股，较上期增加 267.85%。2025年1月-6月，天山股份实现营业收入359.80亿元，同比减少9.37%；归母净利润-9.22亿 元，同比增长73.00%。 今年以来天山股份已经1次登上龙虎榜，最近一次登上龙虎榜为7月23日，当日龙虎榜净买入-2.95亿 元；买入总计1.07亿元 ，占总成交额比7.82%；卖出总计4.02亿元 ，占总成交额比29.36%。 资料显示，天山材料股份有限公司位于上海市浦东新区世博馆路70号中国建材大厦,新疆乌鲁木齐市新 市区河北东路1256号天合大厦，成立日期1998年11月18日，上市日期1999年1月7日，公司主营业务涉及 水泥、熟料、商品混凝土和骨料的生产及销售。主营业务收入构成为：水泥熟料63.16%，商品混凝土 28.24%，骨料5.55%，其他3.05%。 天山股份所属申万行业为：建筑材料-水泥-水泥制造。所属概念板块包括：喀什规划区、券商相关、绿 色电力、西部开发、中国建材集团等。 9月25日，天山股份盘中下跌2.11%，截至13:14，报6.02元/股，成交2.22亿元，换 ...

国泰中证全指建筑材料ETF（159745）成立日期2021年6月9日，最新规模5.02亿。今年以来收益 8.29%，同类排名3579/4220；近一年收益34.76%，同类排名2974/3814；成立以来亏损36.92%。 9月24日，天山股份跌5.04%，截至发稿，报6.03元/股，成交2.52亿元，换手率0.58%，总市值428.76亿 元。 资料显示，天山材料股份有限公司位于上海市浦东新区世博馆路70号中国建材大厦,新疆乌鲁木齐市新 市区河北东路1256号天合大厦，成立日期1998年11月18日，上市日期1999年1月7日，公司主营业务涉及 水泥、熟料、商品混凝土和骨料的生产及销售。主营业务收入构成为：水泥熟料63.16%，商品混凝土 28.24%，骨料5.55%，其他3.05%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓天山股份。国泰中证全指建筑材料ETF（159745）二季度增持 9.24万股，持有股数313.91万股，占基金净值比例为2.9%，位居第八大重仓股。根据测算，今日浮亏损 失约100.45万元。 国泰中证全指建筑材料ETF（159745）基金经理为黄岳。 截至发稿，黄岳累 ...

Group 1 - Cement stocks mostly rose, with Dongwu Cement up 7.92% to HKD 4.77, Western Cement up 5.56% to HKD 2.85, China National Building Material up 3% to HKD 5.5, and Conch Cement up 0.62% to HKD 22.68 [1] - On September 5, major clinker line enterprises in the Yangtze River Delta began staggered production for 12 days, alleviating inventory pressure and leading to strong price increase intentions among manufacturers due to severe losses [1] - From September 17-18, some leading enterprises in the Yangtze River Delta announced a price increase of HKD 30 per ton for cement and clinker, with others expected to follow suit shortly [1] Group 2 - According to CICC, the national cement shipment rate in August 2025 averaged 45.2%, down from 48.8% in the same month last year, with a year-on-year decrease in cement production of 6.2% to 148 million tons [2] - The average cement price in September was HKD 338 per ton, reflecting a slight increase of HKD 2 per ton from the previous month, with estimated gross profit per ton for cement enterprises at HKD 58, up HKD 3 from the previous month [2] - The industry is expected to see marginal improvements in demand as it enters the peak season, along with price increases that could drive prices higher [2]

Group 1 - Cement stocks mostly rose, with Dongwu Cement up 7.92% to HKD 4.77, Western Cement up 5.56% to HKD 2.85, China National Building Material up 3% to HKD 5.5, and Conch Cement up 0.62% to HKD 22.68 [1] - On September 5, major clinker line enterprises in the Yangtze River Delta began staggered production for 12 days, alleviating inventory pressure and leading to a strong willingness to raise prices due to severe losses [1] - From September 17-18, some leading enterprises in the Yangtze River Delta announced a price increase of HKD 30 per ton for cement and clinker, with others expected to follow suit [1] Group 2 - According to CICC, the national cement shipment rate in August 2025 was 45.2%, down from 48.8% in the same month last year, with a year-on-year decrease in cement production of 6.2% to 14.8 million tons [2] - The average cement price in July-September 2025 was HKD 338 per ton, with a slight rebound observed in September, where the national average cement price was HKD 338 per ton, up by HKD 2 per ton month-on-month [2] - The estimated gross profit per ton for cement enterprises in September was HKD 58, an increase of HKD 3 per ton month-on-month, indicating potential marginal improvement in industry demand as the peak season approaches [2]

Group 1 - The core viewpoint of the news is that Conch Cement's stock has experienced a decline, with a notable drop in trading volume and net outflow of funds, indicating potential market concerns [1][2]. - As of September 18, Conch Cement's stock price fell by 2.04% to 23.06 CNY per share, with a total market capitalization of 122.2 billion CNY [1]. - The company has seen a year-to-date stock price change of -0.04%, with a 4.47% decline over the last five trading days and a 4.67% decline over the last twenty days [1]. Group 2 - Conch Cement's main business includes the production and sales of cement, clinker, and aggregates, with the primary revenue sources being 57.81% from 45-grade cement and 15.63% from other sales [1]. - For the first half of 2025, Conch Cement reported a revenue of 41.292 billion CNY, a year-on-year decrease of 9.38%, while the net profit attributable to shareholders increased by 31.34% to 4.368 billion CNY [2]. - The company has distributed a total of 82.718 billion CNY in dividends since its A-share listing, with 16.656 billion CNY distributed in the last three years [3]. Group 3 - As of June 30, 2025, the number of shareholders for Conch Cement increased to 224,100, reflecting a 7.12% rise from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 193 million shares, an increase of 1.0135 million shares from the previous period [3]. - New entrants among the top ten shareholders include the Jiashi CSI 300 ETF, which holds 19.2643 million shares [3].

Group 1 - The core viewpoint of the news is that Tianshan Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent decline of 2.01% on September 18, 2023, and a total market capitalization of 45.081 billion yuan [1] - As of June 30, 2023, Tianshan Co., Ltd. reported a revenue of 35.980 billion yuan, a year-on-year decrease of 9.37%, while the net profit attributable to shareholders was -0.922 billion yuan, an increase of 73.00% year-on-year [2] - The company has a diverse revenue structure, with cement and clinker accounting for 63.16% of total revenue, ready-mixed concrete at 28.24%, aggregates at 5.55%, and other products at 3.05% [1][2] Group 2 - Tianshan Co., Ltd. has a history of dividend distribution, with a total payout of 8.718 billion yuan since its A-share listing, and 3.327 billion yuan in the last three years [3] - The company is categorized under the building materials sector, specifically in cement manufacturing, and is involved in various concept sectors including Xinjiang revitalization and green power [2] - As of June 30, 2023, the number of shareholders increased to 77,900, with an average of 91,309 circulating shares per shareholder, reflecting a significant increase [2]

Group 1 - The core viewpoint of the news is that Tianshan Co., Ltd. has shown fluctuations in stock performance, with a year-to-date increase of 15.19% and a recent decline of 1.66% over the past five trading days [1][2] - As of September 12, Tianshan's stock price reached 6.52 yuan per share, with a total market capitalization of 46.36 billion yuan [1] - The company has a diverse revenue structure, with cement and clinker accounting for 63.16% of total revenue, followed by ready-mixed concrete at 28.24%, aggregates at 5.55%, and other sources at 3.05% [1] Group 2 - Tianshan Co., Ltd. operates in the building materials sector, specifically in cement manufacturing, and is associated with concepts such as Xinjiang revitalization and the Belt and Road Initiative [2] - As of June 30, the number of shareholders increased to 77,900, with an average of 91,309 circulating shares per shareholder [2] - For the first half of 2025, Tianshan reported a revenue of 35.98 billion yuan, a year-on-year decrease of 9.37%, while the net profit attributable to shareholders was -922 million yuan, reflecting a 73% increase compared to the previous year [2] Group 3 - Tianshan Co., Ltd. has distributed a total of 8.718 billion yuan in dividends since its A-share listing, with 3.327 billion yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 27.88 million shares, a decrease of 9.846 million shares from the previous period [3]