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]

Group 1 - Cement stocks are experiencing significant gains, with Huaxin Cement rising by 4.02% to HKD 13.99, Conch Cement up by 3.47% to HKD 23.86, Dongwu Cement increasing 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 responding to the anti-involution policy, which is expected to enhance the enforcement of production limitation policies [1] - Mid-term outlook suggests that cement industry capacity is likely to continue declining under the production limitation policies, leading to a significant increase in capacity utilization [1] Group 2 - The cement industry is currently in 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 in 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 enterprises has significantly increased, suggesting that the rebalancing of supply and demand will occur sooner than last year [1]

52周新高排行 智通财经APP获悉，截止8月7日收盘，有102只股票创52周新高，其中世大控股(08003)、全达电器集团 控股(01750)、东吴水泥(00695)创高率位于前3位，分别为30.00%、25.58%、21.62%。 | 六福集团(00590) | 22.420 | 22.500 | 0.67% | | --- | --- | --- | --- | | 中国飞机租赁(01848) | 4.630 | 4.820 | 0.63% | | 隽思集团(01412) | 1.650 | 1.680 | 0.60% | | 周大福(01929) | 13.790 | 14.070 | 0.50% | | Ａ三星亚太元宇宙 | 21.100 | 21.100 | 0.48% | | (03172) | | | | | Ａ博时人民币－Ｒ | 1,064.000 | 1,064 | 0.47% | | (83192) | | | | | 渣打集团(02888) | 145.800 | 148.200 | 0.45% | | 西部水泥(02233) | 2.220 | 2.260 | 0.44% | | CW ...

Group 1 - Dongwu Cement (00695.HK) increased by 17.30% [1] - Western Cement (02233.HK) rose by 3.25% [1] - Conch Cement (00914.HK) saw a rise of 1.06% [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 東吳水泥國際有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00695 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | 本月 ...

Group 1 - The core viewpoint of the article highlights the continued upward trend of certain Hong Kong cement stocks, with notable gains reported [1] - Western Cement (02233.HK) experienced a significant increase of 16.48% [1] - Other cement companies also saw positive movements, including Shanshui Cement (00691.HK) with a rise of 5.08%, Huaxin Cement (06655.HK) up by 2.51%, and Dongwu Cement (00695.HK) increasing by 2.33% [1]