Group 1 - Hong Kong cement stocks experienced a significant rise, with Dongwu Cement leading the gains at over 17%, followed by China National Building Material at over 7% [1] - Other notable performers included Huaxin Cement with a 2% increase, and China Tianrui Cement, China Resources Cement Technology, and Jinyu Group all rising over 1% [1] - The report from China Galaxy Securities indicated that July was a seasonal off-peak period, with high temperatures and rain affecting downstream construction, leading to a decrease in national cement demand and an increase in clinker inventory [2] Group 2 - Dongwu Cement is expected to reduce its losses to approximately 12.966 million yuan for the six months ending June 30, 2025, compared to a loss of about 39.981 million yuan in the same period last year, representing a reduction of approximately 67.6% [3] - The industry outlook suggests that demand is expected to gradually recover in mid to late August, with a potential stabilization and rebound in cement prices [2]

Group 1 - The core viewpoint of the news highlights a significant rise in Hong Kong's cement and building materials stocks, with Dongwu Cement leading the surge with an increase of over 17% [1][2] - China Galaxy Securities reports that July is typically a seasonal low for cement demand, impacted by high temperatures and rain affecting downstream construction, leading to a decrease in national cement demand and an increase in clinker inventory [1] - It is anticipated that demand will gradually recover in mid to late August, potentially halting the decline in cement prices [1] Group 2 - Dongwu Cement expects its losses for the six months ending June 30, 2025, to decrease to approximately 12.966 million yuan, a reduction of about 67.6% compared to a loss of approximately 39.981 million yuan in the same period last year [1][2] - China National Building Material has received an increase in holdings by BlackRock, acquiring 10.7426 million shares [2] - Huaxin Cement is set to hold a board meeting on August 29 to approve its interim results, with Ping An Securities initiating a "recommend" rating based on its valuation level [2]

港股建材水泥股盘初拉升，其中，东吴水泥大涨超17%领衔，中国建材涨超7%，华新水泥涨2%，中国 天瑞水泥、华润建材科技、金隅集团涨超1%，海螺水泥涨0.4%。 消息上，中国银河证券研报表示，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，但熟料库存继续增长，行业供需矛盾较大，水泥价格均呈下降态势。后续 来看，预计8月中下旬需求有望逐步回升，水泥价格有望止跌回涨。个股方面，东吴水泥公布，预期截 至2025年6月30日止六个月，亏损将减少至约1,296.6万元，而去年同期亏损约3,998.1万元，减幅约为 67.6%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00695 | 东吴水泥 | 5.360 | 17.03% | | 03323 | 中国建材 | 5.350 | 7.00% | | 06655 | 华新水泥 | 13.550 | 1.96% | | 01252 | 中国天瑞水泥 | 0.315 | 1.61% | | 01313 | 华润建材科技 | 1.940 | 1.04% | | 02009 ...

本文源自：金融界AI电报 东吴水泥(00695.HK)公布，集团预期于2025年上半年的亏损将减少至约1296.6万港元，同比减少约为 67.6%。亏损减少主要是由于(i)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(ii)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。 ...

Core Viewpoint - Dongwu Cement (00695) expects 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] Group 1: Financial Performance - The anticipated reduction in losses is primarily 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: Operational Changes - The company has generated income from the sale of cement clinker production capacity indicators, which will continue to be replaced by externally purchased clinker supply [1]

Core Viewpoint - Dongwu Cement (00695) expects 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] Group 1: Financial Performance - The anticipated reduction in losses is primarily attributed to the "anti-involution" policy in the domestic cement industry, which has led to a stabilization and recovery in performance [1] - Additionally, the slowdown in the overall market demand in China has contributed to the easing of losses [1] Group 2: Operational Changes - The company has generated income from the sale of cement clinker production capacity indicators, which will continue to be replaced by externally purchased clinker supply [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） （股份代號：695） 盈利警告 本公告乃東吳水泥國際有限公司（「本公司」，連同其附屬公司，統稱「本集團」） 根據香港聯合交易所有限公司證券上市規則第13.09(2)(a)條及證券及期貨條例 （香港法例第571章）第XIVA部而作出。 本公司董事（「董事」）會（「董事會」）謹此知會本公司股東（「股東」）及潛在投 資者，根據對本集團截至2025年6月30日止六個月的未經審核綜合管理賬目之 初步評估及董事會目前可得的資料，本集團預期截至2025年6月30日止六個 月的虧損將減少至約12,966,000港元（截至2024年6月30日止六個月：虧損約 39,981,000港元），減幅約為67.6%。虧損減少主要是由於(i)國內水泥行業「反內 卷」政策帶動業績緩和回升，以及中國整體市場需 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling over 200 points, closing below 25,000 points, and the Hang Seng Technology Index dropping by 1.56% [1] - Major technology stocks saw a broad decline, with Alibaba down 2.4% and JD.com down 1.44% [2] Sector Performance - The semiconductor sector faced significant losses, with SMIC dropping over 8%, marking the worst performance in the sector [4] - Gaming stocks also fell sharply, with Wynn Macau down over 7% and MGM China down over 6% [6] - The paper industry saw declines, with Chenming Paper down over 8% [7] - Innovative drug stocks continued to decline, with Hutchison China MediTech down over 15% and Zai Lab down over 10% [8] Positive Performances - Gold stocks led gains in the metals sector, with Zhaojin Mining and Lingbao Gold both rising over 3% [3][10] - Heavy machinery stocks showed resilience, with Zhonglian Heavy Industry rising nearly 6% [3] - Cement stocks performed well, with Shanshui Cement up over 6% [9] - Wind power stocks also saw increases, with Goldwind Technology rising over 10% [11] Capital Flows - Southbound funds recorded a net inflow of 6.271 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 3.28 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 2.992 billion HKD [12] Future Outlook - Huatai Securities suggests that the recent pullback in the Hong Kong market is due to adjustments in expectations, but the medium-term liquidity remains accommodative. They recommend focusing on sectors with improving conditions and low valuations, particularly in technology [13]

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） （股份代號：695） 董事會會議通知 東吳水泥國際有限公司（「本公司」）之董事（「董事」）會（「董事會」）謹此宣佈， 本公司將於2025年8月22日（星期五）舉行董事會會議，藉以（其中包括）審議及 批准本公司及其附屬公司截至2025年6月30日止六個月的中期業績及其刊發。 東吳水泥國際有限公司 主席 劉東 香港，2025年8月8日 於本公告日期，董事會成員包括執行董事劉東先生及吳俊賢先生；非執行董 事蔣學明先生及謝鶯霞女士；以及獨立非執行董事袁淵先生、余立文先生及 索索先生。 承董事會命 ...

Group 1 - Cement stocks have shown significant gains, with Huaxin Cement rising by 4.02% to HKD 13.99, Conch Cement increasing by 3.47% to HKD 23.86, Dongwu Cement up by 3.07% to HKD 4.03, and China Resources Cement Technology rising by 1.6% to HKD 1.91 [1] - The China Cement Association released a document on July 1 in response to anti-overproduction policies, which is expected to enhance the enforcement of production limits [1] - Mid-term outlook suggests that cement industry capacity is likely to continue declining under the restriction policies, leading to a significant increase in capacity utilization [1] Group 2 - Currently, the cement industry is experiencing a low demand and price season, but it is anticipated that demand will recover in August, resulting in gradual price increases [1] - Dongwu Securities indicates that the consensus on supply self-discipline within the cement industry is expected to strengthen, with the annual profit center likely to be better than last year [1] - Despite fluctuations in demand and price declines in Q2, the willingness to maintain profits among leading companies has significantly increased, suggesting that the supply-demand rebalancing will occur sooner than last year [1]