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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
西部水泥
1.890
-0.040
-2.07%
手動刷新
成交量：
1,274.00萬
成交額：
2,394.89萬
市值：
103.25億
市盈率：
10.04
高：
1.910
開：
1.910
低：
1.850
收：
1.930
52周最高：
3.731
52周最低：
1.340
股本：
54.63億
香港流通股本：
54.63億
量比：
1.68
換手率：
0.23%
股息：
0.06
股息率：
2.97%
每股收益(LYR):
0.188
淨資產收益率：
5.28%
總資產收益率：
2.08%
市淨率：
0.71
市盈率(LYR):
10.04
市銷率:
1.01
資料載入中...
總覽
公司
新聞
公告
西部水泥(02233)出現大手買入150萬股，成交價$1.6，涉資240萬
阿斯达克财经
·
06/10
西部水泥跌超14%，4個多月股價腰斬！高盛下調其今年盈利預測
深圳商报·读创
·
06/10
港股異動 | 水泥股多數走低 西部水泥(02233)跌超12% 中國建材(03323)跌超4%
智通财经
·
06/10
《大行》高盛對資源股最新評級及目標價(表)
阿斯达克财经
·
06/09
西部水泥(02233)出現大手賣出87.6萬股，成交價$1.9，涉資166.44萬
阿斯达克财经
·
06/08
【券商聚焦】中國銀河：預計短期水泥價格延續震盪趨弱態勢
金吾财讯
·
06/08
西部水泥(02233)出現大手賣出100萬股，成交價$2.02，涉資202萬
阿斯达克财经
·
06/04
【券商聚焦】國投證券：建築行業受益下游高景氣度，量價和盈利的持續兑現
金吾财讯
·
06/03
西部水泥(02233)出現大手買入78萬股，成交價$2.2，涉資171.6萬
阿斯达克财经
·
06/02
西部水泥更新2026年5月股份變動月報表，股本維持不變
公告速递
·
06/01
西部水泥宣派末期股息每股0.048元人民幣 7月31日派息
公告速递
·
06/01
西部水泥(02233)將於7月31日派發末期股息每股0.048元
智通财经
·
06/01
西部水泥(02233)出現大手賣出93萬股，成交價$2.18，涉資202.74萬
阿斯达克财经
·
05/29
西部水泥(02233)出現大手賣出89.4萬股，成交價$2.32，涉資207.408萬
阿斯达克财经
·
05/21
建材水泥股多股受挫 中國建材(03323)領跌3.89% 機構指傳統地產鏈佔比高的細分板塊仍處出清進程
金吾财讯
·
05/20
港股異動 | 水泥股集體下跌 首季度行業景氣度探底 供給出清加快供需再平衡
智通财经
·
05/15
建材水泥股多數上揚 中國建材(03323)漲3.10% 機構料今年去產能效果有望顯現
金吾财讯
·
05/11
【券商聚焦】中信建投：建築板塊建議關注宏觀經濟、產業驅動、企業成長三大周期機遇
金吾财讯
·
05/08
西部水泥4月無新增發行或股份變動
公告速递
·
05/04
西部水泥(02233)出現大手賣出89.2萬股，成交價$2.55，涉資227.46萬
阿斯达克财经
·
04/30
更多
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11:37","pubTimestamp":1781062633,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，水泥股多数走低，截至发稿，西部水泥跌12.7%，报1.65港元；中国建材跌4.48%，报4.9港元；海螺水泥跌1.53%，报17.98港元；华新建材跌0.44%，报13.43港元。消息面上，高盛发布大宗商品研究报告指出，微调中国内地建材商品价格预测，其中水泥等板块的盈利预测被下调。高盛表示，水泥板块因建筑需求疲弱，第二季定价偏软，但预期随着中央加大基建融资支持，下半年需求将企稳。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1452409.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1563","06655","03323","VXUS","BK1500","BK1135","BK4585","BK1583","02233","BK1589","BK1503","BK1505","LU1328615791.USD","BK1507","SG9999001093.SGD","SG9999001069.SGD","BK1594","00914","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642745900","title":"《大行》高盛對資源股最新評級及目標價(表)","url":"https://stock-news.laohu8.com/highlight/detail?id=2642745900","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642745900?lang=zh_tw&edition=fundamental","pubTime":"2026-06-09 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(A股报价延迟最少十五分钟。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171354577_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171354577_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1528184/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1528184/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02899","601898","LU0918141705.HKD","LU0181495838.USD","MUCmain","LU1831875114.USD","LU2148510915.USD","600362","601600","600188","LU1719994722.HKD","LU0117844026.USD","BK0187","02600","01818","01313","00323","UCmain","CYB","03323","000898","01208","02689","02233","LU1048596156.SGD","01898","MCNHmain","603993","01378","601088","LU2289578879.USD","01088","LU0052750758.USD","00914","LU0345780281.USD","01171","600019","LU2226246903.HKD","02009","601899","CNHmain","600585","601992","SG9999003461.SGD","600808","03993","LU2580892789.USD","00358","LU1064130708.USD","00347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641107879","title":"西部水泥(02233)出現大手賣出87.6萬股，成交價$1.9，涉資166.44萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2641107879","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2641107879?lang=zh_tw&edition=fundamental","pubTime":"2026-06-08 16:09","pubTimestamp":1780906140,"startTime":"0","endTime":"0","summary":"[大手成交]西部水泥(02233)在下午04:09出现大手卖出，成交量为87.6万，成交价为港币$1.9，涉资166.44万。至目前为止，股价跌5.473%，今日最高价为$1.99，而最低价为$1.89，总成交量为3.243千万股，总成交金额港币$6.253千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606089026/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606089026/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1500","BK1135","02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641174033","title":"【券商聚焦】中國銀河：預計短期水泥價格延續震盪趨弱態勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2641174033","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2641174033?lang=zh_tw&edition=fundamental","pubTime":"2026-06-08 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中国银河证券表示，5月份高温、降雨天气提前出现，水泥市场需求不足；全国熟料线停窑率略低于4月份，水泥熟料供应压力释放，库存小幅回升；部分区域试探性推涨，但涨价落地情况不及预期，5月水泥价格继续走弱。后续来看，6月在煤炭成本高位支撑下，企业仍会尝试推涨，但终端需求走弱将制约水泥提价，预计短期水泥价格延续震荡趋弱态势。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983201","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1328615791.USD","BK1570","BK1589","06655","BK1507","BK1594","SG9999001069.SGD","BK1135","03323","00691","LU0274383008.USD","06881","BK1564","02233","BK1583","BK1147","SG9999001093.SGD","601881","BK0188","SG9999002950.SGD","01313","SG9999003461.SGD","BK1500","BK1505","BK0276","00914","00695","BK1563","BK1503"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640613277","title":"西部水泥(02233)出現大手賣出100萬股，成交價$2.02，涉資202萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2640613277","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640613277?lang=zh_tw&edition=fundamental","pubTime":"2026-06-04 14:24","pubTimestamp":1780554240,"startTime":"0","endTime":"0","summary":"[大手成交]西部水泥(02233)在下午02:24出现大手卖出，成交量为100万，成交价为港币$2.02，涉资202万。至目前为止，股价跌4.245%，今日最高价为$2.11，而最低价为$1.99，总成交量为3.227千万股，总成交金额港币$6.548千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606047732/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2606047732/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1135","02233","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640549927","title":"【券商聚焦】國投證券：建築行業受益下游高景氣度，量價和盈利的持續兑現","url":"https://stock-news.laohu8.com/highlight/detail?id=2640549927","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640549927?lang=zh_tw&edition=fundamental","pubTime":"2026-06-03 09:26","pubTimestamp":1780449960,"startTime":"0","endTime":"0","summary":"2)洁净室：洁净室建设需求和电子半导体产业资本开支密切相关，在全球AI技术加速迭代背景下，全球头部云厂商和互联网厂商等对AI算力芯片需求量巨大，半导体龙头以及云端服务供应商持续加码资本开支，推进先进制程研发，半导体及泛半导体全产业链各细分领域均呈现需求增长态势，带动国内外PCB洁净室建设需求释放。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982888","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1328615791.USD","BK1570","161027","BK1589","06655","BK1507","BK1594","SG9999001069.SGD","BK1135","03323","00691","LU0274383008.USD","02233","BK1583","SG9999001093.SGD","SG9999002950.SGD","01313","SG9999003461.SGD","BK1500","BK1505","00914","00695","BK1563","BK1503"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640999238","title":"西部水泥(02233)出現大手買入78萬股，成交價$2.2，涉資171.6萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2640999238","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640999238?lang=zh_tw&edition=fundamental","pubTime":"2026-06-02 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17:11","pubTimestamp":1780305078,"startTime":"0","endTime":"0","summary":"西部水泥于2026年6月1日披露了截至2026年5月31日的股份变动月报表。公告显示，公司法定/注册股本维持在100亿股普通股，面值为每股GBP 0.002，对应法定股本总额为GBP 20,000,000，与上月月底持平。截至2026年5月末，西部水泥股本总数未发生实质变化。公司表示，所有证券发行及自有库存股份出售或转让均已获得董事会正式授权批准，并遵照相关法律与监管规定进行。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169868120","title":"西部水泥宣派末期股息每股0.048元人民幣 7月31日派息","url":"https://stock-news.laohu8.com/highlight/detail?id=1169868120","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169868120?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 16:50","pubTimestamp":1780303857,"startTime":"0","endTime":"0","summary":"西部水泥(02233)发布更新公告，就截至2025年12月31日止年度的末期普通股息，补充披露派息金额及预设派发货币等安排。公司拟以每股0.048元人民币（约0.055港元）宣派末期股息，股东批准日期定于2026年5月29日，最终派息日为2026年7月31日。\n根据公告，公司预设派发货币为港元，汇率基准为1元人民币兑1.149港元。为符合收取股息资格，股东须于2026年6月4日16:30前递交股份过户文件。该股将于2026年6月3日除净，2026年6月5日至6月9日期间暂停办理股份过户登记，股权登记日为2026年6月9日。本次股息不涉及代扣代缴所得税。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"西部水泥宣派末期股息每股0.048元人民币 7月31日派息","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640342299","title":"西部水泥(02233)將於7月31日派發末期股息每股0.048元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640342299","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640342299?lang=zh_tw&edition=fundamental","pubTime":"2026-06-01 16:32","pubTimestamp":1780302733,"startTime":"0","endTime":"0","summary":"智通财经APP讯，西部水泥(02233)发布公告，将于2026年7月31日派发截至2024年12月31日止年度的末期股息每股0.048元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448471.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1135","BK4585","BK1500","02233","VIG","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639644428","title":"西部水泥(02233)出現大手賣出93萬股，成交價$2.18，涉資202.74萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2639644428","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639644428?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 14:35","pubTimestamp":1780036500,"startTime":"0","endTime":"0","summary":"[大手成交]西部水泥(02233)在下午02:35出现大手卖出，成交量为93万，成交价为港币$2.18，涉资202.74万。至目前为止，股价跌1.345%，今日最高价为$2.27，而最低价为$2.18，总成交量为1.722千万股，总成交金额港币$3.836千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605297087/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605297087/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1500","02233","BK1135"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637752801","title":"西部水泥(02233)出現大手賣出89.4萬股，成交價$2.32，涉資207.408萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2637752801","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637752801?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 13:30","pubTimestamp":1779341400,"startTime":"0","endTime":"0","summary":"[大手成交]西部水泥(02233)在下午01:30出现大手卖出，成交量为89.4万，成交价为港币$2.32，涉资207.408万。至目前为止，股价跌1.277%，今日最高价为$2.38，而最低价为$2.32，总成交量为945万股，总成交金额港币$2.215千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605216466/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605216466/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1500","BK1135","02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636816618","title":"建材水泥股多股受挫 中國建材(03323)領跌3.89% 機構指傳統地產鏈佔比高的細分板塊仍處出清進程","url":"https://stock-news.laohu8.com/highlight/detail?id=2636816618","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636816618?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 14:50","pubTimestamp":1779259812,"startTime":"0","endTime":"0","summary":"消息面上，华泰证券研究指，2025年玻纤、水泥、玻璃等周期建材板块整体仍处低位修复阶段，但子行业的景气表现有所分化，其中科技链属性较重的玻纤板块受益量价齐升，而传统地产链占比高的水泥和浮法玻璃等细分板块仍处于供给出清进程。水泥供给自律显现阶段性效果，煤炭价格下降和企业降本也对吨毛利形成一定支撑，资本开支持续收缩也使得资产负债表维持健康状态，浮法玻璃受到地产竣工需求持续下行的压力，盈利低位震荡。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981872","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1328615791.USD","BK1589","00914","01313","BK1503","BK1135","03323","02233","SG9999002950.SGD","BK1500","BK1507","BK1563","SG9999001069.SGD","02009","SG9999001093.SGD","BK1570","BK1594","BK1583","LU0274383008.USD","BK1505","SG9999003461.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635770528","title":"港股異動 | 水泥股集體下跌 首季度行業景氣度探底 供給出清加快供需再平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2635770528","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635770528?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 14:01","pubTimestamp":1778824893,"startTime":"0","endTime":"0","summary":"消息面上，西部证券指出，25年及26Q1水泥行业景气度探底，全国水泥吨均价分别为367/343元，分别同比-4.4%/-13.5%；水泥上市公司营收分别为2758/463亿元，分别同比-10%/-10%；归母净利润分别为69/-2亿元，分别同比-40%/-148%，26Q1行业普亏。该行认为，当前水泥行业处于盈利底部；供给出清加快行业供需再平衡，水泥行业盈利能力有望逐步修复。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442126.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999001093.SGD","LU0274383008.USD","BK1589","LU1328615791.USD","VXUS","BK1505","BK4588","BK1503","BK1563","BK1507","BK1594","06655","02233","03323","00695","01313","BK1583","BK4585","BK1570","SG9999002950.SGD","BK1500","SG9999003461.SGD","00914","SG9999001069.SGD","BK1135"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634765774","title":"建材水泥股多數上揚 中國建材(03323)漲3.10% 機構料今年去產能效果有望顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2634765774","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634765774?lang=zh_tw&edition=fundamental","pubTime":"2026-05-11 11:19","pubTimestamp":1778469588,"startTime":"0","endTime":"0","summary":"金吾财讯 | 建材水泥股多数上扬，中国建材 涨3.10%，金隅集团涨2.67%，海螺水泥涨2.61%，华润建材科技涨1.44%，亚洲水泥(中国)、西部水泥跟涨。原材料涨价驱动企业提价，盈利有望边际修复。近期因原材料成本上涨，多家消费建材龙头企业发布涨价函，叠加“反内卷”政策催化下，龙头企业盈利有望修复。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981006","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1135","SG9999003461.SGD","00914","02009","00743","SG9999001093.SGD","BK1563","01313","BK1507","02233","BK1505","BK1589","LU1328615791.USD","BK1594","BK1583","SG9999002950.SGD","BK1570","SG9999001069.SGD","03323","BK1503","LU0274383008.USD","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633045281","title":"【券商聚焦】中信建投：建築板塊建議關注宏觀經濟、產業驅動、企業成長三大周期機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2633045281","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633045281?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 09:12","pubTimestamp":1778202769,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研究认为，2026年以来宏观经济和资本市场均呈现积极变化，建筑板块投资机会应从三类周期中去挖掘，这三大周期包括宏观经济周期、产业驱动周期、企业成长周期。其次，AI产业景气周期带动电力基建与洁净室需求上行，核电与算电协同建设企业受益。房地产市场持续低迷可能对建筑企业造成多方面不利影响。新能源业务拓展可能不及预期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980881","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1503","BK1505","BK1589","00691","BK1563","BK0276","01313","03323","601066","LU0274383008.USD","02233","BK1570","BK1135","BK1500","BK1583","SG9999001069.SGD","00914","SG9999003461.SGD","SG9999002950.SGD","LU1328615791.USD","SG9999001093.SGD","00695","BK1507","06655","BK1594"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122241257","title":"西部水泥4月無新增發行或股份變動","url":"https://stock-news.laohu8.com/highlight/detail?id=1122241257","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122241257?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 18:12","pubTimestamp":1777889535,"startTime":"0","endTime":"0","summary":"西部水泥（02233）于2026年5月4日发布截至2026年4月30日的月报显示，公司本月股本整体维持稳定。公告提及，公司法定股本为100亿股，每股面值GBP 0.002，合计GBP 20,000,000。期末已发行股份总数为5,462,532,820股，库藏股份数量为0股，与上月持平。\n月报显示，西部水泥本月未有新增股份发行，也未发生购回或注销股份，董事会确认公司已满足香港联交所规定的最低公众持股量要求。本月不存在期权、权证及可换股票据等相关激励工具的变动。\n公告由公司秘书陈兢修签署，公司同时声明其就相关事宜遵守了香港联交所《上市规则》及相关法律条款，股本总数保持不变。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631709315","title":"西部水泥(02233)出現大手賣出89.2萬股，成交價$2.55，涉資227.46萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2631709315","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631709315?lang=zh_tw&edition=fundamental","pubTime":"2026-04-30 11:05","pubTimestamp":1777518300,"startTime":"0","endTime":"0","summary":"[大手成交]西部水泥(02233)在上午11:05出现大手卖出，成交量为89.2万，成交价为港币$2.55，涉资227.46万。至目前为止，股价跌0.389%，今日最高价为$2.59，而最低价为$2.53，总成交量为1.011千万股，总成交金额港币$2.576千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2604304817/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2604304817/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02233","BK1135","BK1500"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":3,"totalSize":93,"code":"91000000","status":"200"}]}}