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海螺水泥

23.600

-0.400-1.67%

成交量：1,343.21万

成交额：3.22亿

市值：1,250.56亿

市盈率：14.78

高：24.450

开：24.300

低：23.550

收：24.000

数据加载中...

总览公司新闻公告

主力个股资金流出前20：华电新能流出5.13亿元、长城军工流出4.58亿元

水泥板块震荡回落上峰水泥跌超7%

水泥产能“补”而未“去”！看似优化，实则难解去产能困局！

涨疯了！概念股根本抢不到

建材资讯丨住建部发布“好房子”建设经验做法（第一批）；海螺水泥拟收购尧柏特种水泥部分业务

中国建材信息总网

见证历史，大基建爆发，钢价暴涨撑几天？

爆了！四天成交6.7万亿元

大众证券报

海螺水泥收购尧柏特种水泥部分业务案公示

数字水泥网

易方达“借基”布局雅下水电万亿风口

主力个股资金流出前20：海螺水泥流出7.97亿元、卧龙电驱流出5.01亿元

海螺水泥盘中异动早盘快速拉升3.09%报25.000港元

【券商聚焦】中泰国际：雅下工程将通过水泥、电力设备等产业链直接提振固投增速有望对冲地产疲软缺口

7月21日杠杆资金净买入前十：C华新（5.05亿元）、中际旭创（4.53亿元）

水泥：受益于雅下水电工程开工和“反内卷”政策催化

为啥股票与基金的走势相反？

【财通建材周报20250721】建材反内卷持续，建议底部关注水泥玻璃

财通建筑建材

数据丨大利好，水电板块涨停潮！概念股名单请收藏

研报点睛：批量涨停！这一板块显著受益

东方财富研究中心

指数贡献榜：宁德时代贡献18.03点

东方财富研究中心

海螺水泥：传统主业承压、新业务难扛大旗

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13:37","pubTimestamp":1753162673,"startTime":"0","endTime":"0","summary":"日前，陕西省市场监管局网站发布的《安徽海螺水泥股份有限公司收购尧柏特种水泥集团有限公司部分业务案》显示，海螺水泥与尧柏特种水泥、墨玉尧柏水泥等公司签署协议，具体内容如下：经营者集中简易案件公示表李留法夫妇所持天瑞集团100％股份被法院冻结西藏总投资1.2万亿超级工程开工，水泥股大爆发！2025年上半年水泥行业经济运行报告工信部：建材等十大行业稳增长工作方案即将发布！两部门发文要求水泥…","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722142628a45b7ab7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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特高压”的双重布局，使得绿色电力ETF成为长期分享雅下水电红利的优质选择。易方达基金通过多只产品的精准布局，为投资者打开了一扇参与国家战略级项目的窗口。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072210500997afd46e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中泰国际表示，雅鲁藏布江1.2万亿水电工程的启动，叠加当前政策端\"反内卷\"供给优化导向，标志着下半年经济治理重心进一步向高效率投资与供给升级倾斜。短期看，该项目将通过水泥、工程机械、电力设备等产业链直接提振固投增速，有望对冲地产疲软缺口。参考包括三峡工程及白鹤滩水电站等重大工程的相关板块市场表现，料水泥、电力设备、工程机械等个股有望在未来十年的建设周期中持续受益，该类个股当前估值偏低，“反内卷”优化供给政策叠加水电站项目建设均有望催化盈利预测上修动能，料相关个股短期有望跑赢大盘。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962640","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":["SG9999003461.SGD","BK1135","02727","BK1205","BK1570","BK1563","BK1116","BK1546","BK1589","LU0274383008.USD","00042","BK1503","BK1507","01133","00914","BK1583","BK1505","03323","01313","LU1328615791.USD","BK1594","SG9999002950.SGD","BK1522"],"gpt_icon":0},{"id":"2553283871","title":"7月21日杠杆资金净买入前十：C华新（5.05亿元）、中际旭创（4.53亿元）","url":"https://stock-news.laohu8.com/highlight/detail?id=2553283871","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553283871?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 09:09","pubTimestamp":1753146553,"startTime":"0","endTime":"0","summary":"沪深两市数据显示，7月21日，融资净买入前十的股票分别为：C华新（5.05亿元）、中际旭创（4.53亿元）、菲利华（3.87亿元）、比亚迪（3.34亿元）、中材科技（2.87亿元）、盛和资源（2.74亿元）、北方稀土（2.55亿元）、国电南瑞（2.37亿元）、海螺水泥（2.03亿元）、建设工业（2.00亿元）。本文源自：金融界作者：金股通","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722091302a6b95ee9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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日提出《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》，旨在推动行业“反内卷”“稳增长”，实现高质量发展。“反内卷”对行业意义深远，限制超产或成近期主要抓手。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722074720a6b93c7d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:31","pubTimestamp":1753108290,"startTime":"0","endTime":"0","summary":"就连基建板块的表现，也比工程机械的表现好很多，四只基建ETF基金，涨幅最小的也有6.27%！而两只工程机械ETF基金，上涨幅度仅为4.6%左右。总之，对比工程机械14只涨幅超过9.8%的个股中，13只都是应收款大于营收的比例，建材类的前十大重仓股只有4成此类公司，整体经营状况确实是扎实很多。这导致此类基金的涨幅明显高于工程机械类基金的涨幅。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722013701a6b8c031&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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