中證網訊(xun) 海(hai)螺(luo)水(shui)泥(ni)(600585)12日晚間公(gong)告公(gong)司(si)(si)11月(yue)12日接到(dao)控股(gu)(gu)(gu)股(gu)(gu)(gu)東安徽海(hai)螺(luo)集(ji)團有(you)(you)限責任公(gong)司(si)(si)通知(zhi),海(hai)螺(luo)集(ji)團全資(zi)附屬企業(ye)安徽海(hai)螺(luo)建材設計(ji)研究(jiu)院11月(yue)12日增持了(le)公(gong)司(si)(si)124.41萬股(gu)(gu)(gu)股(gu)(gu)(gu)份(fen),約占(zhan)公(gong)司(si)(si)已發(fa)行(xing)總股(gu)(gu)(gu)份(fen)的(de)0.02%。本(ben)次(ci)增持前,海(hai)螺(luo)設計(ji)院持有(you)(you)公(gong)司(si)(si)2895.37萬股(gu)(gu)(gu)股(gu)(gu)(gu)份(fen),約占(zhan)公(gong)司(si)(si)總股(gu)(gu)(gu)份(fen)的(de)0.55%;本(ben)次(ci)增持后,海(hai)螺(luo)設計(ji)院持有(you)(you)本(ben)公(gong)司(si)(si)3019.78萬股(gu)(gu)(gu)股(gu)(gu)(gu)份(fen),約占(zhan)本(ben)公(gong)司(si)(si)總股(gu)(gu)(gu)份(fen)的(de)0.57%。
本次增(zeng)(zeng)(zeng)持(chi)前,海(hai)(hai)螺(luo)集團與海(hai)(hai)螺(luo)設(she)計(ji)院合(he)計(ji)持(chi)有公(gong)(gong)司(si)(si)(si)19.47億(yi)股(gu)(gu)股(gu)(gu)份(fen)(fen),約占公(gong)(gong)司(si)(si)(si)總股(gu)(gu)份(fen)(fen)的36.75%;本次增(zeng)(zeng)(zeng)持(chi)后,海(hai)(hai)螺(luo)集團與海(hai)(hai)螺(luo)設(she)計(ji)院合(he)計(ji)持(chi)股(gu)(gu)比例上升至36.77%。海(hai)(hai)螺(luo)集團擬(ni)在未來12個月內(自本次增(zeng)(zeng)(zeng)持(chi)之(zhi)日起(qi)算)通(tong)過海(hai)(hai)螺(luo)設(she)計(ji)院繼續增(zeng)(zeng)(zeng)持(chi)公(gong)(gong)司(si)(si)(si)股(gu)(gu)份(fen)(fen),累計(ji)增(zeng)(zeng)(zeng)持(chi)比例不(bu)超過公(gong)(gong)司(si)(si)(si)已發行總股(gu)(gu)份(fen)(fen)的2%(含(han)本次已增(zeng)(zeng)(zeng)持(chi)的股(gu)(gu)份(fen)(fen))。
從股(gu)(gu)(gu)(gu)(gu)(gu)(gu)市(shi)環境來(lai)看,大(da)盤的持(chi)續萎靡不(bu)振,以(yi)(yi)及上(shang)市(shi)公(gong)(gong)司(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)價(jia)的走低,引發(fa)上(shang)市(shi)公(gong)(gong)司(si)控(kong)(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)出手增(zeng)(zeng)持(chi)。據(ju)不(bu)完全統計(ji)(ji),11月以(yi)(yi)來(lai),就有(you)海(hai)信電器(qi)、金(jin)科股(gu)(gu)(gu)(gu)(gu)(gu)(gu)份、翰宇藥業、恒順電氣、貝因美、魯(lu)西化(hua)(hua)(hua)工、力生制藥、天橋(qiao)起重、榮盛發(fa)展、東(dong)方園林、大(da)有(you)能源、金(jin)禾實業、雙星(xing)新材、海(hai)虹控(kong)(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)、國(guo)(guo)(guo)電電力等多家上(shang)市(shi)公(gong)(gong)司(si)公(gong)(gong)布控(kong)(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)、實際(ji)控(kong)(kong)制人或(huo)是公(gong)(gong)司(si)高(gao)管(guan)的增(zeng)(zeng)持(chi)公(gong)(gong)告。中(zhong)(zhong)國(guo)(guo)(guo)石化(hua)(hua)(hua)控(kong)(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)的增(zeng)(zeng)持(chi)計(ji)(ji)劃可謂(wei)大(da)手筆,11月6日,中(zhong)(zhong)國(guo)(guo)(guo)石化(hua)(hua)(hua)拋出了(le)控(kong)(kong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)東(dong)中(zhong)(zhong)國(guo)(guo)(guo)石油化(hua)(hua)(hua)工集團(tuan)公(gong)(gong)司(si)的增(zeng)(zeng)持(chi)計(ji)(ji)劃,中(zhong)(zhong)國(guo)(guo)(guo)石化(hua)(hua)(hua)集團(tuan)擬在(zai)未來(lai)12 個月內以(yi)(yi)自身名義或(huo)通過一致行(xing)動人在(zai)二級(ji)市(shi)場(chang)增(zeng)(zeng)持(chi)公(gong)(gong)司(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)份,累計(ji)(ji)增(zeng)(zeng)持(chi)比例不(bu)超過公(gong)(gong)司(si)已發(fa)行(xing)總(zong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)份的2%。截至11月8日,中(zhong)(zhong)國(guo)(guo)(guo)石化(hua)(hua)(hua)集團(tuan)在(zai)增(zeng)(zeng)持(chi)實施期間增(zeng)(zeng)持(chi)的公(gong)(gong)司(si)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)份約占公(gong)(gong)司(si)已發(fa)行(xing)總(zong)股(gu)(gu)(gu)(gu)(gu)(gu)(gu)份的0.034%。
中(zhong)金公司11月11日發布A股(gu)策(ce)略報告稱,經歷了近(jin)四年(nian)的(de)疲弱市(shi)場(chang)之后,對A股(gu)在2014年(nian)的(de)走勢變(bian)得樂觀,預計上(shang)證指數有望實現(xian)約(yue)20%的(de)年(nian)度(du)收益(yi)。基(ji)于未來3-6個月,建議(yi)在年(nian)底(di)低(di)迷(mi)的(de)市(shi)場(chang)中(zhong)逐(zhu)漸布局三類行業,其中(zhong)就包(bao)括地(di)產(chan)板塊及地(di)產(chan)產(chan)業鏈上(shang)的(de)建材、鋼(gang)鐵(tie)行業。
從水泥(ni)(ni)(ni)行業層面來看,11月(yue)1日至(zhi)11月(yue)8日,全國水泥(ni)(ni)(ni)平(ping)(ping)均(jun)(jun)價格較前一周大幅(fu)上(shang)漲(zhang)(zhang),平(ping)(ping)均(jun)(jun)漲(zhang)(zhang)幅(fu)7元(yuan)/噸(dun),其(qi)中(zhong)華東地(di)(di)(di)(di)區(qu)上(shang)漲(zhang)(zhang)9元(yuan)/噸(dun),中(zhong)南地(di)(di)(di)(di)區(qu)上(shang)漲(zhang)(zhang)18元(yuan)/噸(dun),西(xi)(xi)南地(di)(di)(di)(di)區(qu)上(shang)漲(zhang)(zhang)13元(yuan)/噸(dun),其(qi)他地(di)(di)(di)(di)區(qu)價格與上(shang)周持(chi)平(ping)(ping);全國水泥(ni)(ni)(ni)庫容比(bi)較上(shang)周稍有下(xia)降(jiang),其(qi)中(zhong)華東地(di)(di)(di)(di)區(qu)下(xia)降(jiang)1%,中(zhong)南地(di)(di)(di)(di)區(qu)下(xia)降(jiang)1%,西(xi)(xi)南地(di)(di)(di)(di)區(qu)下(xia)降(jiang)1%。10月(yue)全國水泥(ni)(ni)(ni)產量2.33億噸(dun),同比(bi)增長(chang)8.9%,增速較9月(yue)份提升2.5個百分(fen)點(dian),月(yue)度(du)環比(bi)增長(chang)3.3%,就月(yue)度(du)環比(bi)增速而言,創2005年(nian)以來新高。海螺(luo)水泥(ni)(ni)(ni)、華新水泥(ni)(ni)(ni)、江(jiang)西(xi)(xi)水泥(ni)(ni)(ni)10月(yue)產量環比(bi)增速均(jun)(jun)2位數增長(chang),且量價齊升,噸(dun)毛利的提升幅(fu)度(du)更超(chao)預(yu)(yu)期(qi)。整(zheng)體來看,四季(ji)度(du)需求改善(shan)加上(shang)供給協同,水泥(ni)(ni)(ni)漲(zhang)(zhang)價幅(fu)度(du)有望超(chao)預(yu)(yu)期(qi),下(xia)半年(nian)行業盈(ying)利也將超(chao)預(yu)(yu)期(qi)。
中(zhong)證(zheng)網(wang)(wang)聲(sheng)明(ming)(ming):凡本(ben)網(wang)(wang)注明(ming)(ming)“來源:中(zhong)國(guo)證(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)”的所有作(zuo)(zuo)(zuo)品,版權(quan)均(jun)屬于中(zhong)國(guo)證(zheng)券(quan)報(bao)(bao)(bao)、中(zhong)證(zheng)網(wang)(wang)。中(zhong)國(guo)證(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)與(yu)作(zuo)(zuo)(zuo)品作(zuo)(zuo)(zuo)者聯合聲(sheng)明(ming)(ming),任(ren)何組織未經中(zhong)國(guo)證(zheng)券(quan)報(bao)(bao)(bao)、中(zhong)證(zheng)網(wang)(wang)以及作(zuo)(zuo)(zuo)者書面授權(quan)不得(de)轉載、摘編或利(li)用其(qi)(qi)它(ta)方式使用上述作(zuo)(zuo)(zuo)品。凡本(ben)網(wang)(wang)注明(ming)(ming)來源非中(zhong)國(guo)證(zheng)券(quan)報(bao)(bao)(bao)·中(zhong)證(zheng)網(wang)(wang)的作(zuo)(zuo)(zuo)品,均(jun)轉載自其(qi)(qi)它(ta)媒(mei)體,轉載目的在(zai)于更(geng)好(hao)服務讀者、傳(chuan)遞信息之需,并不代表(biao)本(ben)網(wang)(wang)贊同其(qi)(qi)觀點,本(ben)網(wang)(wang)亦不對其(qi)(qi)真實性負責,持異(yi)議(yi)者應與(yu)原出處單位主張(zhang)權(quan)利(li)。
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