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 水泥股

 
 
 
 
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2020-07-13 博愛金隅水泥有限公司前身為博愛縣第一水泥廠,籌建於1993年,2003年改制為焦作市巖鑫水泥有限責任公司,2011年11月,焦作市巖鑫水泥水泥有限責任公司與北京金隅集團(股權)公司簽訂「合作備忘錄」,意向共同出資3億元成立博愛金隅水泥有限公司,其中北京金隅集團(股權)公司出資比例占95%,焦作巖鑫水泥公司出資5%。2011年11月19日,博愛金隅水泥有限公司在工商部門正式注冊登記成立。
 
2020-07-14 2.今日南方受水災特別嚴重,一定會災後重建,水泥需求一定會提高,從而影響水泥價位,水泥公司的盈利一定有提高,從而影響股價的上揚。
 
2020-07-16 公司水泥行業龍頭,核心布局區域長期需求有支持,公司競爭優勢明顯,積極拓展骨料業務及國際化布局,打開利潤增加空間。上文提到海螺水泥如今動態8-9倍 PE、1.9X左右PB 具有很高安全邊際,在如今A股增長個股估值的浪潮下,該股值得關注。
 
2020-07-20 水泥概念股全線走強,截至發稿,冀東水泥、寧波富達漲停,寧夏建材、華新水泥、海螺水泥、萬年青等漲逾9%,上峰水泥、福建水泥、青松建化、君正集團等漲逾8%,塔牌集團漲逾7%,西藏天路、四川雙馬、金隅集團等漲逾5%,其他個股不同程度跟漲。
 
2020-07-20 市場風格迅速轉換,AH周期股集體走強,建材水泥股紛紛上升,中國建材大漲超9%,亞洲水泥漲超8%,海螺水泥漲超7%,華潤水泥漲超5%。
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
HSI 08-11 16:08 24890.7  513.25  2.11%
SHANSHUI CEMENT 08-03 15:10 2.16  0.05  2.26%
DONGWU CEMENT 08-11 15:58 1.18  0.03  2.48%
ASIA CEMENT CH 08-11 16:08 8.44  0.39  4.84%
CONCH CEMENT 08-11 16:08 59.75  0.45  0.76%
CHINA TIANRUI 08-11 15:56 7.83  0.04  0.51%
TONGFANG KONTA 08-11 15:22 0.07 0 0%
CHINARES CEMENT 08-11 16:08 10.8  0.04  0.37%
WESTCHINACEMENT 08-03 15:08 1.72  0.04  2.27%
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 Company Rating
Date Broker Company name Rating Target
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 Basic Datum
Company name Lot P/E P/B EPS DPS
SHANSHUI CEMENT 1000 -25.73 6.1726 -0.2445 0.0
DONGWU CEMENT 2000 241.17 1.785 0.0056 0.0
ASIA CEMENT CH 500 31.87 0.4537 0.0945 0.0333
CONCH CEMENT 500 22.72 2.556 1.8002 0.5556
CHINA TIANRUI 1000 37.57 1.3952 0.1334 0.0
TONGFANG KONTA 6000 -60.67 2.0005 -0.0075 0.0
CHINARES CEMENT 2000 28.92 1.4746 0.203 0.09
WESTCHINACEMENT 2000 602.92 1.115 0.0022 0.0
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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