1月6日，华新建材盘中下跌2.02%，截至09:53，报24.71元/股，成交6672.59万元，换手率0.20%，总市 值513.72亿元。 资金流向方面，主力资金净流出327.74万元，特大单买入0.00元，占比0.00%，卖出248.87万元，占比 3.73%；大单买入731.23万元，占比10.96%，卖出810.10万元，占比12.14%。 华新建材今年以来股价涨0.69%，近5个交易日涨1.10%，近20日涨8.85%，近60日涨24.30%。 资料显示，华新建材集团股份有限公司位于湖北省武汉市东湖新技术开发区高新大道426号华新大厦B 座,香港铜锣湾希慎道33号利园1期19楼1917室，成立日期1993年11月30日，上市日期1994年1月3日，公 司主营业务涉及水泥制造和销售、从事水泥技术服务、水泥设备的研究、制造及安装修理、水泥进出口 贸易商品混凝土、骨料及其他建材制品的制造、销售;承包境外建材行业工程及境内国际招标工程;对外 派遣实施上述境外工程所需的劳务人员等。主营业务收入构成为：水泥销售54.56%，混凝土销售 21.54%，骨料销售17.22%，其他4.21%，熟料销售2.47%。 ...

资料显示，华新建材集团股份有限公司位于湖北省武汉市东湖新技术开发区高新大道426号华新大厦B 座,香港铜锣湾希慎道33号利园1期19楼1917室，成立日期1993年11月30日，上市日期1994年1月3日，公 司主营业务涉及水泥制造和销售、从事水泥技术服务、水泥设备的研究、制造及安装修理、水泥进出口 贸易商品混凝土、骨料及其他建材制品的制造、销售;承包境外建材行业工程及境内国际招标工程;对外 派遣实施上述境外工程所需的劳务人员等。主营业务收入构成为：水泥销售54.56%，混凝土销售 21.54%，骨料销售17.22%，其他4.21%，熟料销售2.47%。 华新建材所属申万行业为：建筑材料-水泥-水泥制造。所属概念板块包括：水电概念、增持回购、 MSCI中国、大盘、融资融券等。 截至9月30日，华新建材股东户数4.26万，较上期减少6.81%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，华新建材实现营业收入250.33亿元，同比增长1.27%；归母净利润20.04亿元，同比增长 76.01%。 1月5日，华新建材盘中上涨2.12%，截至10:49，报25.06元/股，成交9841.05万元，换 ...

截至2025年12月31日收盘，海螺水泥(600585)报收于21.86元，上涨0.09%，换手率0.38%，成交量15.39 万手，成交额3.37亿元。 当日关注点 持续关连交易：采购燃烧促进剂、熔解促进剂、脱硫剂及水处理剂 安徽海螺水泥股份有限公司于2025年12月31日与海螺制剂签订两项采购框架协议，分别用于2026年度采 购燃烧促进剂、熔解促进剂及脱硫剂、水处理剂，预计总交易金额分别为不超过人民币1.51亿元和1.49 亿元。该等交易构成持续关连交易，已获董事会批准，遵循公平原则，符合公司股东整体利益。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月31日主力资金净流入1640.22万元，占总成交额4.87%。 来自公司公告汇总：海螺水泥与海慧公司签署两项持续关连交易合同，2026年度物流运输服务交 易上限达30亿元。 12月31日主力资金净流入1640.22万元，占总成交额4.87%；游资资金净流入568.41万元，占总成交额 1.69%；散户资金净流出2208.63万元，占总成交额6.56%。 ...

Core Viewpoint - The stock price of Conch Cement (600585) has shown a slight increase, closing at 22.2 yuan, reflecting a 0.09% rise from the previous week, with a total market capitalization of 115.843 billion yuan, ranking first in the cement sector and 154th in the A-share market [1]. Trading Information Summary - On December 29, Conch Cement executed a block trade with a transaction amount of 2.221 million yuan [2][4]. Company Announcement Summary - Conch Cement signed a logistics and equipment usage contract with Haihui Company on December 31, 2025, with a total transaction cap of 3 billion yuan for logistics services and 150 million yuan for equipment usage in 2026 [3][4]. - The company also entered into two procurement framework agreements with Conch Additives, with expected total transaction amounts not exceeding 151 million yuan and 149 million yuan for various chemical agents in 2026 [3][4].

最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《持續關連交易：接受供應鏈物流運輸服務；及提供充（換）電站設備及供電》 《持續關連交易：採購燃燒促進劑、熔解促進劑、脫硫劑及水處理劑》 截至2025年12月31日收盘，海螺水泥（600585）报收于21.86元，较前一交易日上涨0.09%，最新总市值 为1158.43亿元。该股当日开盘21.83元，最高22.02元，最低21.81元，成交额达3.37亿元，换手率为 0.38%。 近日，安徽海螺水泥股份有限公司公告，公司于2025年12月31日与海慧公司签署《供应链物流运输服务 合同》及《充（换）电站设备使用合同》。根据合同，海慧公司将为本集团提供水泥、熟料、骨料、商 品混凝土及煤炭等产品的供应链物流运输服务，2026年度交易上限不超过人民币30亿元；同时，海慧公 司将使用并对外经营本集团提供的充（换）电设备及电力，年度交易上限不超过人民币1.5亿元。上述 交易构成持续关连交易，获董事会批准，须遵守年度审阅及披露规定，但获豁免独立股东批准。 ...

Core Viewpoint - The company has signed two significant contracts with Haihui Company, focusing on logistics and equipment usage for the year 2026, with a total transaction cap of RMB 31.5 billion [1] Group 1: Supply Chain Logistics Contract - The company signed a Supply Chain Logistics Transportation Service Contract with Haihui Company, effective from January 1, 2026, to December 31, 2026 [1] - The total transaction amount for this contract is capped at RMB 3 billion for the year 2026 [1] Group 2: Charging Station Equipment Contract - The company also signed a Charging Station Equipment Usage Contract with Haihui Company, effective from January 1, 2026, to December 31, 2026 [1] - The total transaction amount for this contract is capped at RMB 150 million for the year 2026 [1]

Core Viewpoint - The company has signed two significant contracts with Haihui Company, focusing on logistics and equipment usage for the year 2026, with a total transaction value of up to RMB 31.5 billion [1] Group 1: Supply Chain Logistics Contract - The company signed a Supply Chain Logistics Transportation Service Contract with Haihui Company, effective from January 1, 2026, to December 31, 2026 [1] - The total transaction amount under this contract is capped at RMB 30 billion for the year 2026 [1] Group 2: Charging Station Equipment Contract - The company also signed a Charging Station Equipment Usage Contract with Haihui Company, effective from January 1, 2026, to December 31, 2026 [1] - The total transaction amount under this contract is capped at RMB 1.5 billion for the year 2026 [1]

Investment Rating - The report assigns an "Accumulate" rating for the first time [2]. Core Insights - The company is driven by dual engines of "building materials" and "new economic investments," indicating a promising future [4][36]. - The cement business remains robust, with industry-leading profitability metrics, providing a solid performance foundation [4][13]. - The company has entered a harvest phase for its equity investments, particularly in semiconductor, new energy, and new materials sectors, which are expected to mitigate cyclical risks and foster new growth engines [30][36]. - The company has shown a significant recovery in performance, with net profit for the first three quarters of 2025 reaching 5.51 billion, a year-on-year increase of 45.9% [37]. - The company maintains a generous dividend policy, with a commitment to distribute at least 35% of net profit as cash dividends, translating to a dividend yield of approximately 3.47% based on current market capitalization [42]. Summary by Sections Company Overview - Gansu Shafeng Cement Co., Ltd. primarily engages in the production and sale of cement and related building materials, with a focus on optimizing resources and expanding into related industries [11]. Cement Business Stability and Profitability - The traditional cement business, despite facing industry cycles, has maintained high gross margins and return on equity (ROE), positioning the company favorably within the industry [4][13]. - In 2024, cement and related materials accounted for 96.72% of total revenue, with cement alone contributing 70.55% [13]. Equity Investment Harvest Phase - The company has strategically invested over 1.7 billion in key technology sectors, with equity investments contributing approximately 31% to net profit in the first three quarters of 2025 [30][36]. Performance Recovery - The company reported a net profit of 5.51 billion for the first three quarters of 2025, marking a significant recovery from previous years [37]. Generous Dividend Policy - The company has a history of consistent dividend payouts, with a planned minimum cash dividend of 4 billion annually for 2025-2026, reflecting a strong commitment to shareholder returns [42]. Investment Outlook - The report forecasts earnings per share (EPS) of 0.72, 0.87, and 0.92 for 2025, 2026, and 2027 respectively, indicating a positive growth trajectory [43].

Investment Rating - The report assigns an "Accumulate" rating for the company for the first time [2]. Core Viewpoints - The company is driven by dual engines of "building materials" and "new economy investments," showing promising growth potential [4][36]. - The cement business remains robust with industry-leading profitability, supported by optimized regional layouts and refined operations [4][13]. - The company has entered a harvest period for equity investments, particularly in semiconductor, new energy, and new materials sectors, which are expected to mitigate cyclical risks of the main business [4][30]. - The company has a strong commitment to dividends, with a planned cash dividend of no less than 35% of net profit for 2025-2026, translating to a dividend yield of approximately 3.47% based on current market capitalization [4][42]. Summary by Sections Company Overview - Gansu Shangfeng Cement Co., Ltd. primarily engages in the production and sale of cement and related building materials, with a focus on optimizing resources and expanding into new economic sectors [11]. Cement Business Stability and Profitability - The cement business accounts for 96.72% of revenue, with cement sales contributing 70.55% and clinker sales 16.88% [13]. - The company maintains a leading position in key profitability metrics such as gross margin and return on equity (ROE) [23][29]. - Despite a decline in cement production and sales, the company achieved a net profit of 5.51 billion and a net profit attributable to shareholders of 5.28 billion for the first three quarters of 2025, reflecting year-on-year increases of 45.9% and 30.56% respectively [4][37]. Equity Investment Harvest Period - The company has invested over 1.7 billion in equity investments, contributing approximately 31% to net profit in the first three quarters of 2025 [30][35]. - The strategic focus on sectors supported by national policies is expected to create new growth engines [30]. Performance Recovery - The company reported a total revenue of 54.48 billion for 2024, a decrease of 14.83% year-on-year, but the decline has narrowed in 2025 [37]. - The operating cash flow reached 7.55 billion, indicating a 2.34% year-on-year increase, with a low debt ratio of 42.65% [38]. Generous Dividends and Investor Returns - The company has consistently returned value to shareholders, with a dividend payout ratio of 95.73% in 2024 [42]. - Future dividend plans include a minimum of 4 billion in cash dividends annually, reinforcing the company's commitment to shareholder returns [42]. Summary and Investment Recommendations - The company is well-positioned for sustainable growth, with a strong foundation in its cement business and promising prospects in new economic sectors [43]. - Earnings per share (EPS) are projected to be 0.72, 0.87, and 0.92 for 2025-2027, with corresponding price-to-earnings (PE) ratios of 16.56, 13.8, and 13 [43].

每经AI快讯，华新建材（SH 600801，收盘价：23.93元）12月23日晚间发布公告称，华新建材集团股份 有限公司于近日接到公司持股5%以上的股东华新集团有限公司通知，华新集团拟自本公告披露之日起6 个月内通过上海证券交易所交易系统以集中竞价交易方式增持公司A股股份，增持总金额不低于人民币 2亿元，不超过人民币4亿元。 2025年1至6月份，华新建材的营业收入构成为：水泥占比54.56%，混凝土占比21.54%，骨料占比 17.22%，其他占比4.21%，商品熟料占比2.47%。 每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 （记者 曾健辉） 截至发稿，华新建材市值为498亿元。 ...