Group 1 - The company reported a revenue of approximately 125,811,000 HKD for the six months ending June 30, 2025, representing an increase of about 19,198,000 HKD or 18.0% compared to approximately 106,613,000 HKD for the same period in 2024 [1] - The gross profit margin improved from approximately -7.3% for the six months ending June 30, 2024, to approximately -4.6% for the reporting period [1] - The loss attributable to the company's owners decreased from approximately (35,874,000) HKD for the six months ending June 30, 2024, to approximately (9,155,000) HKD for the reporting period [1]

Core Points - Dongwu Cement (00695) reported a revenue of HKD 126 million for the six months ending June 30, 2025, representing an 18% year-on-year increase [1] - The loss attributable to the company's owners narrowed to HKD 9.155 million, a 74.5% improvement compared to the previous year [1] - The basic loss per share was HKD 0.017 [1] Financial Performance - The net profit margin for the reporting period was approximately -10.3%, an improvement from -37.5% in the same period last year, reflecting a 27.2% increase [1] - The improvement in net profit margin was primarily driven by domestic cement industry policies that boosted performance, alongside a slowdown in overall market demand in China [1] - The company also benefited from gains related to the transfer of cement clinker production capacity indicators, which will continue to be supplemented by externally purchased clinker supply [1]

Core Viewpoint - Dongwu Cement (00695) reported a revenue of HKD 126 million for the six months ending June 30, 2025, representing an 18% year-on-year increase. The company recorded a loss attributable to shareholders of HKD 9.155 million, narrowing by 74.5% compared to the previous year. The basic loss per share was HKD 0.017 [1] Financial Performance - Revenue for the reporting period was HKD 126 million, up 18% year-on-year [1] - Loss attributable to shareholders was HKD 9.155 million, a reduction of 74.5% year-on-year [1] - Basic loss per share was HKD 0.017 [1] - Net profit margin for the group was approximately -10.3%, an improvement from -37.5% in the same period last year, reflecting a 27.2% increase [1] Industry Context - The improvement in performance was primarily driven by domestic cement industry policies that boosted results, alongside a slowdown in overall market demand in China [1] - The company benefited from gains related to the transfer of cement clinker production capacity indicators, which will continue to be supplemented by externally purchased clinker supply [1]

Group 1 - The core viewpoint of the article is that Dongwu Cement (00695.HK) reported a revenue increase of approximately 18.0% for the six months ending June 30, 2025, amounting to about HKD 126 million [1] - The gross loss for the reporting period was HKD 5.756 million, an improvement from a gross loss of HKD 7.813 million in the same period last year [1] - The loss attributable to the company's owners decreased from approximately HKD 35.874 million in the previous year to about HKD 9.155 million in the reporting period [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Dongwu Cement International Limited 東吳水泥國際有限公司 （在開曼群島註冊成立的有限公司） 截至2025年6月30日止六個月中期業績公告 東吳水泥國際有限公司（「本公司」）董事（「董事」）會（「董事會」）欣然宣佈，本公司及 其附屬公司（統稱為「本集團」）按照香港聯合交易所有限公司（「聯交所」）證券上市規 則（「上市規則」）中相關規定而編製截至2025年6月30日止六個月（「報告期」）的未經 審核綜合業績連同2024年同期之相關比較數字。 財務摘要 1 （股份代號：695） • 於報告期內，本集團的收入約為125,811,000港元，較截至2024年6月30日止六 個月約106,613,000港元增加約19,198,000港元或18.0%。 • 本集團毛利率由截至2024年6月30日止六個月約-7.3%上升至報告期內的 約-4.6%。 • 本公司擁有人應佔虧損由截至20 ...

Company Overview - Dongwu Cement International Limited is a cement and clinker manufacturer located in Wujiang, Suzhou, Jiangsu Province, and is the only cement producer in the region using a new dry production process [2] Financial Performance - As of December 31, 2024, Dongwu Cement reported total revenue of 207 million HKD, a year-on-year decrease of 27.23% - The company recorded a net profit attributable to shareholders of -54.29 million HKD, a year-on-year decrease of 60.52% - The gross profit margin stood at -6.23%, and the debt-to-asset ratio was 54.25% [1] Stock Performance - On August 18, the stock price of Dongwu Cement closed at 5.76 HKD per share, an increase of 25.76% with a trading volume of 7.73 million shares and a turnover of 42.57 million HKD - Over the past month, the stock has seen a cumulative increase of 83.2%, and a year-to-date increase of 78.21%, outperforming the Hang Seng Index by 25.97% [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the construction industry is 10.94 times, with a median of 0.28 times - Dongwu Cement has a P/E ratio of -43.12 times, ranking 125th in the industry [1]

Group 1 - The cement stocks have mostly risen, with Dongwu Cement increasing by 22.93% to HKD 5.63, China National Building Material up by 11.4% to HKD 5.57, and Huaxin Cement Technology rising by 2.08% to HKD 1.96 [1] - Dongwu Cement announced a significant reduction in losses expected in the first half of 2025, attributed to the "anti-involution" policy in the domestic cement industry and a slowdown in overall market demand in China [1] - The company also reported gains from the sale of cement clinker capacity indicators, which will continue to be replaced by externally purchased clinker supply [1] Group 2 - Tianfeng Securities noted that cement prices continued to decline in July, with a national average of RMB 344 per ton, down RMB 44 per ton year-on-year and RMB 8 per ton since early July [2] - Many regions have seen cement prices reach or fall below cost lines, and rising coal prices have further increased profit pressures for companies [2] - In response, regions like the Yangtze River Delta and Hubei have begun to actively implement peak-shaving measures and raise prices by approximately RMB 30 per ton, with expectations for gradual recovery in profitability as demand enters the peak season [2]

天风证券指出，7月份水泥价格延续下行趋势，截至上周全国均价344元/吨，同比低44元/吨，较7月初 下降8元/吨，当前多数区域水泥价格已触及或跌破成本线，叠加煤炭价格持续走高，企业盈利压力进一 步加大，本周长三角、湖北等地开始积极错峰并推涨价格，涨幅约30元/吨，该行认为在当前条件下企 业错峰执行效果或较上半年更显著，叠加后续需求进入旺季，效益有望逐渐恢复，关注相对底部布局机 会。 智通财经APP获悉，水泥股多数上涨，截至发稿，东吴水泥(00695)涨22.93%，报5.63港元；中国建材 (03323)涨11.4%，报5.57港元；华润建材科技(01313)涨2.08%，报1.96港元；海螺水泥(00914)涨0.49%， 报24.82港元。 消息面上，东吴水泥上周五盘后发布公告，集团预期于2025年上半年将大幅减亏。公告称，亏损减少主 要是由于国内水泥行业"反内卷"政策带动业绩缓和回升，以及中国整体市场需求下降放缓；及出售水泥 熟料产能指标取得收益(该等产能指标将持续以外购熟料供应替代)所致。中国银河证券认为，7月处于 季节性淡季，高温雨水影响下游施工，全国水泥需求减少，全国熟料线停窑率有所提升，但熟料库 ...

Core Viewpoint - Dongwu Cement (00695) experienced a significant stock price increase of over 25% during trading, with a cumulative rise of more than 100% in the month, reflecting positive market sentiment and expectations for improved financial performance [1] Financial Performance - The company anticipates a reduction in losses to approximately HKD 12.966 million in the first half of 2025, representing a year-on-year decrease of about 67.6% [1] - The expected decrease in losses is attributed to the "anti-involution" policy in the domestic cement industry, which has led to a stabilization and recovery in performance, as well as a slowdown in the overall market demand decline [1] Operational Factors - The company has benefited from the sale of cement clinker production capacity indicators, which generated revenue. These capacity indicators will continue to be replaced by externally purchased clinker supply [1]

Core Viewpoint - Dongwu Cement (00695) has seen a significant stock price increase, with a rise of over 25% in intraday trading and an overall increase of more than 100% in the month [1] Group 1: Company Performance - Dongwu Cement expects its losses in the first half of 2025 to decrease to approximately HKD 12.966 million, representing a year-on-year reduction of about 67.6% [1] - The reduction in losses is attributed to the "anti-involution" policy in the domestic cement industry, which has led to a stabilization and recovery in performance [1] - The slowdown in the overall market demand in China has also contributed to the easing of losses [1] Group 2: Market Dynamics - The company has benefited from the sale of cement clinker production capacity indicators, which has generated revenue [1] - The production capacity indicators will continue to be replaced by externally purchased clinker supply [1]