港股異動丨建材水泥股拉昇 西部水泥大升超17% 中國建材升近2%
港股建材水泥股大幅拉昇,尤其是是西部水泥大升超17%領銜上升,華潤建材科技升超3%,中國建材升近2%,海螺水泥、華新水泥升超1%,亞洲水泥跟升。消息上,西部水泥發佈公吿,於2025年6月24日(交易時段後),擬出售新疆的公司及資產,董事認為,就日後發展而言,出售事項所得款項淨額更適合用於償還本公司已發行的部分優先票據(利率為4.95%),並釋放營運現金流以支持本集團的擴張項目,尤其是在非洲的發展。華泰證券此前研報稱,回顧今年前5個月,建築/建材指數均呈現W型震盪走勢,建材相對跑贏(滬深300)系2025年一季度基本面有所改善。展望2025年下半年,該行認為在政策及基本面短期無明顯催化的背景下,建議沿着跨界轉型和細分區域、產業景氣主線進行配置。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.