港股详情

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中国建材

3.015

-0.085-2.74%

成交量：4,830.54万

成交额：1.46亿

市值：228.93亿

市盈率：-6.24

高：3.165

开：3.120

低：2.980

收：3.100

52周最高：7.015

52周最低：2.980

股本：75.93亿

香港流通股本：37.16亿

量比：1.93

换手率：1.30%

股息：0.17

股息率：5.67%

每股收益(LYR):-0.483

净资产收益率：-2.46%

总资产收益率：0.41%

市净率：0.18

市盈率(LYR):-6.24

市销率: 0.11

数据加载中...

总览公司新闻资讯公告

中国建材(03323)：2026年面向专业投资者公开发行科技创新可续期公司债券(第一期)品种二票面利率为1.7%

中国建材(03323.HK)拟发行不超过15亿元可续期公司债券

中国建材：贝莱德减持，好仓比例降至4.89%

中国建材(03323)出现大手买入94.8万股，成交价$3.05，涉资289.14万

阿斯达克财经

水泥股受挫中国建材（03323）跌3.31%、海螺水泥（00914）跌2.45%

港股异动 | 中国建材(03323.HK)早盘跌超4% 煤价抬升挤压水泥利润瑞银指水泥业务拖累公司盈利

大行评级丨瑞银：下调中国建材目标价至7港元，维持“买入”评级

《大行》瑞银降中国建材(03323.HK)目标价至7元水泥业务拖累盈利

阿斯达克财经

建材水泥股普涨中国建材（03323）升近3% 近日我国两项建材行业标准正式发布

PCB概念盘初走高建滔集团（00148）领涨4.14% 机构指单芯片PCB价值量持续提升

【券商聚焦】中信建投：建议关注建筑装饰行业高股息红利标的

中国建材(03323)出现大手卖出120万股，成交价$3.205，涉资384.6万

阿斯达克财经

中国建材：贝莱德增持，好仓比例升至5.09%

中国建材(03323)出现大手买入130万股，成交价$3.32，涉资431.6万

阿斯达克财经

【券商聚焦】华泰证券：水泥、玻璃板块下半年价格存在阶段性修复机会

中国建材：贝莱德减持，好仓比例降至4.97%

中国建材：摩根大通减持，好仓比例降至4.92%

中国建材(03323)出现大手买入120万股，成交价$3.265，涉资391.8万

阿斯达克财经

【券商聚焦】华泰证券：建材“量”、“价”权衡仍在演绎

中国建材：贝莱德增持，好仓比例升至5.61%

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Limited","market":"hk","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":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03323"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670286764","title":"中国建材(03323)出现大手买入94.8万股，成交价$3.05，涉资289.14万","url":"https://stock-news.laohu8.com/highlight/detail?id=2670286764","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670286764?lang=zh_cn&edition=fundamental","pubTime":"2026-09-28 13:34","pubTimestamp":1790573640,"startTime":"0","endTime":"0","summary":"[大手成交]中国建材(03323)在下午01:34出现大手买入，成交量为94.8万，成交价为港币$3.05，涉资289.14万。至目前为止，股价跌2.866%，今日最高价为$3.15，而最低价为$3.04，总成交量为3.348千万股，总成交金额港币$1.029亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2609284832/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/AAV2609284832/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":["BK1594","BK1563","BK1589","BK1135","SG9999001093.SGD","HK0000286598.CNH","SG9999001069.SGD","03323","BK1503"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670200412","title":"水泥股受挫 中国建材（03323）跌3.31%、海螺水泥（00914）跌2.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670200412","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670200412?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 11:29","pubTimestamp":1790306959,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股水泥股普跌，截至发稿，金隅集团 跌3.33%，中国建材跌3.31%，华润建材科技跌3.24%，海螺水泥跌2.45%，西部水泥跌1.40%。消息面上，中邮证券发布研报称，水泥整体需求表现平淡，出库量与去年同期相比仍有差距，需求恢复力度一般。多区域水泥价格已触及成本线，需求整体仍呈现较为疲软态势。基建方面，需求由稳转跌，房建需求持续疲弱，整体需求承压。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992516","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":["SG9999001093.SGD","BK0183","BK1503","BK1135","BK1507","BK0188","BK0235","LU1328615791.USD","BK1570","BK0028","00914","SG9999001069.SGD","600585","BK1594","BK1505","SG9999003461.SGD","03323","02233","02009","BK0015","BK1583","BK1589","LU0274383008.USD","BK0187","01313","SG9999002950.SGD","BK0196","BK0012","BK1500","06655","BK1563","BK0044"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2670414213","title":"港股异动 | 中国建材(03323.HK)早盘跌超4% 煤价抬升挤压水泥利润 瑞银指水泥业务拖累公司盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2670414213","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670414213?lang=zh_cn&edition=fundamental","pubTime":"2026-09-25 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11:04","pubTimestamp":1790219040,"startTime":"0","endTime":"0","summary":"不过该行指出，新材料业务发展向好，继续为中国建材的主要盈利引擎，有助抵销传统建材的周期性弱势，目前维持“买入”评级，目标价由7.64元降至7元，今明两年盈利预测分别下调95%及30%。(港股报价延迟最少十五分钟。沽空资料截至 2026-09-23 16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210729171340090_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210729171340090_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546185/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1546185/latest-news/AAFN","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":"aastocks_highlight","symbols":["03323"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669794841","title":"建材水泥股普涨 中国建材（03323）升近3% 近日我国两项建材行业标准正式发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2669794841","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669794841?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 10:06","pubTimestamp":1790129187,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股建材水泥股普涨，截至发稿，中国建材 涨2.96%，金隅集团涨2.48%，华润建材科技涨1.61%，西部水泥涨1.09%，海螺水泥涨0.82%。中邮证券表示，水泥整体需求表现平淡，出库量同比去年同期仍有差距，需求恢复力度一般。多区域水泥价格已触及成本线，需求整体仍呈现较为疲软态势。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992271","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":["BK1507","BK1503","03323","02009","LU1328615791.USD","SG9999001093.SGD","BK1583","00914","BK1505","BK1589","SG9999003461.SGD","LU0274383008.USD","02233","BK1570","BK1594","01313","BK1500","BK1563","SG9999002950.SGD","SG9999001069.SGD","BK1135"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669060176","title":"PCB概念盘初走高 建滔集团（00148）领涨4.14% 机构指单芯片PCB价值量持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2669060176","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669060176?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 09:41","pubTimestamp":1790127707,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股PCB概念盘初走高，截至发稿，建滔集团 涨4.14%，建滔积层板涨3.94%，胜宏科技涨2.12%，大族数控涨1.56%，中国建材涨1.40%，广合科技涨1.06%。消息面上，东吴证券发布研报称，M9/M10、mSAP、嵌埋及陶瓷等新技术加速迭代，推动AI PCB向高密度、低损耗、载板化升级，单芯片PCB价值量持续提升。国金证券认为，从三季度开始PCB的业绩斜率有望启动加速，PCB有望成为最亮眼的板块，核心原因在于：1）AI高端新品已经开始出货。2）PCB价格开始传导。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992263","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0307460666.USD","LU0274383008.USD","LU1808992512.USD","BK1589","HK0000352382.USD","LU2187417386.USD","LU2929501877.USD","BK1209","BK1170","SG9999001069.SGD","FPA","MCHS","00148","LU2351347302.SGD","BK1594","LU0588546209.SGD","BK1506","LU0211977185.USD","BK1503","LU1282649810.SGD","LU0648948544.HKD","03200","LU1282649141.HKD","BK1563","01989","HK0000352291.HKD","01888","LU0314109678.HKD","LU0488056044.USD","BK1183","LU1211504680.USD","LU1813983027.USD","LU1481107354.HKD","SG9999004220.SGD","LU0384037296.USD","BK1135","LU1282649067.USD","PCB","02476","LU2039709279.SGD","SG9999001093.SGD","BK4211","LU0149721374.USD","LU0164880469.USD","LU1328277881.USD","03323"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669402175","title":"【券商聚焦】中信建投：建议关注建筑装饰行业高股息红利标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2669402175","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669402175?lang=zh_cn&edition=fundamental","pubTime":"2026-09-23 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中信建投证券研究称，2026年上半年建筑装饰行业实现营收3.62万亿元，同比下降9.2%，实现归母净利润683.8亿元，同比下降25.5%，利润降幅高于收入降幅，主因费用率上升与减值增加，二季度营收、利润降幅均扩大。化学工程营收基本持平、洁净室业绩高增，装修装饰扭亏为盈，钢结构毛利率回升。建议关注高股息红利标的，以及化学工程、洁净室等高景气方向。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992248","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":["00691","601066","BK1507","06655","BK1563","CGVV","159207","BK1570","EASY","FTDS","LU1328615791.USD","QUSA","KCE","SG9999001069.SGD","00695","ABEQ","PY","BK1583","BK1503","03323","BK0276","01313","SG9999003461.SGD","LU0274383008.USD","BK1589","BK1135","BK1594","SG9999001093.SGD","BK1500","SG9999002950.SGD","PRIZ","00914","BK1505","02233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669112015","title":"中国建材(03323)出现大手卖出120万股，成交价$3.205，涉资384.6万","url":"https://stock-news.laohu8.com/highlight/detail?id=2669112015","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669112015?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 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17:15","pubTimestamp":1789982144,"startTime":"0","endTime":"0","summary":"贝莱德于2026年9月16日通过取得股份保证权益的方式增持436.14万股中国建材H股股份。由于该笔为场外交易（代价性质：非现金资产），未经联交所公开市场撮合，不属二级市场直接买卖。贝莱德此次增持前持有中国建材好仓1.85亿股，占比4.97%；增持后持股量为1.89亿股，好仓比例升至5.09%。原文链接：Hong Kong Exchanges and Clearing 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13:57","pubTimestamp":1789970220,"startTime":"0","endTime":"0","summary":"[大手成交]中国建材(03323)在下午01:57出现大手买入，成交量为130万，成交价为港币$3.32，涉资431.6万。至目前为止，股价升2.469%，今日最高价为$3.32，而最低价为$3.25，总成交量为2.383千万股，总成交金额港币$7.837千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2609214298/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/AAV2609214298/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":["SG9999001093.SGD","BK1135","SG9999001069.SGD","BK1503","BK1594","BK1563","03323","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669352581","title":"【券商聚焦】华泰证券：水泥、玻璃板块下半年价格存在阶段性修复机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2669352581","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669352581?lang=zh_cn&edition=fundamental","pubTime":"2026-09-21 09:05","pubTimestamp":1789952726,"startTime":"0","endTime":"0","summary":"但在需求拐点到来之前，行业供需的再平衡过程仍将面临反复，国内景气或延续低位震荡，海外布局、股权投资是盈利重点支撑和增长点。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992031","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":["06655","LU0274383008.USD","01313","LU1328615791.USD","LU1064130708.USD","LU1808992512.USD","BK1589","LU1979443071.USD","SG9999001069.SGD","BK0188","BK1583","LU1781817850.SGD","03323","BK1505","BK1570","BK1594","BK1507","00695","LU0039217434.USD","LU0531971595.HKD","LU2148510915.USD","LU1934453819.USD","BK1503","00691","00914","LU1580142542.USD","BK0183","BK1563","SG9999003461.SGD","KCE","BK0028","LU0871576103.HKD","SG9999002950.SGD","02233","BK1135","LU1064131003.USD","BK1500","SG9999001093.SGD","LU0164865239.USD","BK0012","BK0276","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110305978","title":"中国建材：贝莱德减持，好仓比例降至4.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110305978","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110305978?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 17:25","pubTimestamp":1789723505,"startTime":"0","endTime":"0","summary":"贝莱德于2026年9月15日通过场外交易（代价性质：非现金资产）卖出中国建材（03323）H股股份2541.39万股。该笔为场外交易，未经联交所公开市场撮合，不属二级市场直接买卖。贝莱德此次减持前持有中国建材好仓2.10亿股，占比5.65%；减持后持股量为1.85亿股，好仓比例降至4.97%.原文链接：Hong Kong Exchanges and Clearing Limited","market":"hk","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":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03323"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113227857","title":"中国建材：摩根大通减持，好仓比例降至4.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113227857","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113227857?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 17:15","pubTimestamp":1789722949,"startTime":"0","endTime":"0","summary":"摩根大通于2026年9月15日以每股均价3.3479港元场外减持419.67万股中国建材股份，涉资约1405.01万港元。该笔为场外交易（代价性质：现金），未经联交所公开市场撮合，不属二级市场直接买卖。摩根大通此次减持前持有中国建材好仓1.87亿股，占比5.03%；减持后持股量为1.83亿股，好仓比例降至4.92%。原文链接：Hong Kong Exchanges and Clearing Limited","market":"hk","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":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03323"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668948911","title":"中国建材(03323)出现大手买入120万股，成交价$3.265，涉资391.8万","url":"https://stock-news.laohu8.com/highlight/detail?id=2668948911","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668948911?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 14:20","pubTimestamp":1789712400,"startTime":"0","endTime":"0","summary":"[大手成交]中国建材(03323)在下午02:20出现大手买入，成交量为120万，成交价为港币$3.265，涉资391.8万。至目前为止，股价跌2.687%，今日最高价为$3.41，而最低价为$3.255，总成交量为3.744千万股，总成交金额港币$1.233亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2609184508/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/AAV2609184508/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":["BK1503","SG9999001093.SGD","03323","BK1589","BK1594","BK1563","BK1135","SG9999001069.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668665915","title":"【券商聚焦】华泰证券：建材“量”、“价”权衡仍在演绎","url":"https://stock-news.laohu8.com/highlight/detail?id=2668665915","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668665915?lang=zh_cn&edition=fundamental","pubTime":"2026-09-18 08:54","pubTimestamp":1789692879,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，2026年上半年，地产链消费建材的经营修复并非一帆风顺，2Q26原材料成本短周期快速上行，为龙头产品提价提供契机，但提价落地需要一定时间传导，叠加5-6月资金到位转弱，地产实物量如销售、新开工同比降幅继续扩大，整体需求延续走弱，各企业对“量”、“价”之间的权衡心态出现分歧，导致未能形成连续有效提价，剔除非经营性因素扰动后，多数个股经营同比表现较1Q26有所走弱。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991913","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":["LU0274383008.USD","BK1570","BK1507","BK0188","00914","LU1580142542.USD","LU1328615791.USD","BK1505","06655","LU0871576103.HKD","BK1135","BK1589","601688","SG9999002950.SGD","SG9999001093.SGD","LU1064130708.USD","LU1979443071.USD","LU1934453819.USD","00691","LU1808992512.USD","LU1781817850.SGD","BK1500","00695","BK1503","KCE","BK0183","LU0531971595.HKD","03323","SG9999003461.SGD","BK1563","BK1583","LU2148510915.USD","BK0276","LU0039217434.USD","LU0164865239.USD","BK0028","BK1594","02233","SG9999001069.SGD","BK0012","LU1064131003.USD","01313"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163746659","title":"中国建材：贝莱德增持，好仓比例升至5.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163746659","media":"港股披露","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163746659?lang=zh_cn&edition=fundamental","pubTime":"2026-09-17 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