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亚洲水泥(中国)(00743) - 2025 Q3 - 季度业绩
2025-10-28 09:36
Financial Performance - For the nine months ended September 30, 2025, the company reported an unaudited consolidated profit attributable to owners of approximately RMB 146,272,000[2]. - Total revenue for the nine months was RMB 4,118,612,000, compared to RMB 3,731,711,000 for the same period in 2024, representing an increase of approximately 10.4%[4]. - Gross profit for the period was RMB 224,885,000, down from RMB 563,931,000 in the previous year, indicating a decline of approximately 60.1%[4]. - The company recorded a loss before tax of RMB 273,254,000, compared to a profit of RMB 213,523,000 in the same period last year[4]. - The company reported a basic loss per share of RMB (0.293) for the current period, compared to a profit of RMB 0.093 in the previous year[4]. - The company did not recommend the payment of dividends for the nine months ended September 30, 2025, consistent with the previous year[8]. Cash Flow and Assets - The net cash used in investing activities was RMB 3,556,137,000, reflecting significant investment outflows[6]. - As of September 30, 2025, total assets amounted to RMB 17,414,366,000, compared to RMB 17,400,006,000 at the end of 2024[5]. - Non-current assets totaled RMB 8,891,959,000, slightly down from RMB 12,577,530,000 at the end of 2024[5]. - The company experienced a net decrease in cash and cash equivalents of RMB (75,769,000) during the period, with cash and cash equivalents at RMB 1,656,850,000 as of September 30, 2025[6]. Market Conditions - In Q3 2025, China's GDP reached RMB 101.5 trillion, growing by 5.2% year-on-year[9]. - From January to September 2025, national cement production totaled 1.259 billion tons, a decrease of 5.2% year-on-year[10]. - The average selling price of cement for the group from January to September 2025 remained roughly the same as the previous year despite initial high prices[10]. - The cement market in the Yangtze River region faced significant challenges in Q3 2025, with prices remaining low due to weak demand[9]. - In the Sichuan region, the implementation of staggered production policies helped alleviate supply-demand imbalances, leading to a second round of price increases[10]. Future Outlook and Strategy - The group expects a moderate recovery in national cement demand in Q4 2025, driven by some key infrastructure projects accelerating construction[11]. - The group plans to adhere to a strategy of high efficiency, quality, service, and environmental protection to maintain market share[12]. - The Ministry of Industry and Information Technology issued a plan to address overcapacity in the building materials industry, aiming to rationalize supply-side development[11]. - The group anticipates that industry prices will depend heavily on the execution of staggered production policies and corporate discipline[11]. - The group aims to improve performance in Q4 2025 based on market assessments and strategic initiatives[12].
亚洲水泥(中国)(00743)发盈喜 预期前三季度股东应占溢利约1.46亿元
智通财经网· 2025-10-17 09:01
智通财经APP讯,亚洲水泥(中国)(00743)发布公告,预期集团于截至2025年9月30日止九个月未经审核 的权益持有人应占溢利约为人民币1.46亿元,相比截至2024年同期则应占亏损约为人民币4.59亿元。董 事会认为上述预期溢利增加主要由于在此期间集团销售成本较2024年同期下降所致。 ...
亚洲水泥(中国)(00743.HK)预计前三季度权益持有人应占溢利约1.46亿元 同比实现扭亏为盈
Ge Long Hui· 2025-10-17 08:55
董事会认为上述预期溢利增加主要由于在此期间集团销售成本较2024年同期下降所致。 格隆汇10月17日丨亚洲水泥(中国)(00743.HK)公布,预期集团于截至2025年9月30日止九个月未经审核 的权益持有人应占溢利约为人民币1.46亿元,相比截至2024年同期则应占亏损约为人民币4.59亿元。 ...
亚洲水泥(中国)(00743) - 截至二零二五年九月三十日止九个月之正面盈利预告
2025-10-17 08:45
截至二零二五年九月三十日止九個月之 正面盈利預告 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之內容概不 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之任何損失承擔任何責 任。 本公司根據上市規則第13.09(2)(a)條及證券及期貨條例第XIVA部項下的內幕 消 息 條 文 作 出 本 公 告。 董 事 會 謹 此 知 會 本 公 司 股 東 及 有 意 投 資 者,根 據 本 公 司 初 步 審 閱 本 集 團 之 管 理 賬 目,預 期 本 集 團 於 截 至 二 零 二 五 年 九 月 三 十 日 止 九 個 月 未 經 審 核 的 權益持有人應佔溢利約為人民幣146,272,000元,相 比 截 至 二 零 二 四 年 同 期 則 應佔虧損約為人民幣458,998,000元。 Asia Cement (China) Holdings Corporation 亞洲水泥(中 國)控股公司 (於 開 曼 群 島 註 冊 成 立 的 有 限 公 司) (股 份 代 號:7 ...
建材水泥股表现强势 中国建材涨6.32% 机构指水泥价格存推涨预期 区域龙头企业...
Xin Lang Cai Jing· 2025-10-15 04:57
金吾财讯 | 建材水泥股表现强势,截至发稿,中国建材(03323)涨6.32%,华新水泥(06655)涨4.80%,海 螺水泥(00914)涨3.63%,华润建材科技(01313)涨3.33%,金隅集团(02009)涨2.35%,亚洲水泥(中国) (00743)涨1.61%,西部水泥(02233)跌1.54%。 来源:金吾财讯 消息面上,中国银河证券表示,后续来看,"金九银十"需求有望继续增长,但在终端市场疲软情况下, 预计增幅有限;因考虑到冬季将迎来较长时间错峰停窑,且叠加当下需求边际改善,预计水泥企业将继 续积极推涨水泥价格,此外,煤价存上涨预期,将进一步对水泥价格形成支撑。此外,该行认为,"反 内卷"加速推进行业供给优化,供需矛盾有望缓和,水泥价格存推涨预期,区域龙头企业盈利有望修 复。 ...
建材水泥股走高 中国建材发盈喜涨7% 华新水泥涨4.6%
Ge Long Hui· 2025-10-15 02:20
Group 1 - The core viewpoint of the news is the significant rise in Hong Kong's building materials and cement stocks, with China National Building Material Corporation (CNBM) reaching a new high since April 2023, driven by improved profit forecasts and cost reductions in cement and concrete sales [1] - CNBM expects a net profit of 2.95 billion yuan for the first three quarters, marking a turnaround from losses, primarily due to decreased sales costs and increased profits from joint ventures [1] - The cement industry is experiencing a traditional off-season in Q3, with expectations of fluctuating cement prices in 2025, while companies like Huaxin Cement and Western Cement continue to expand production capacity [1] Group 2 - Statistics from the China Cement Network indicate that there are currently over 100 announced projects for capacity replacement, adding a total of 34.97 million tons, while 55.82 million tons have been withdrawn, resulting in a net reduction of 20.85 million tons [1] - The net reduction in production capacity is significantly lower than the decline in demand, leading to an exacerbated supply-demand imbalance and indicating poor policy effectiveness [1] - The stock performance of major companies includes CNBM rising by 6.67%, Huaxin Cement by 4.62%, and Conch Cement by 3.63%, reflecting positive market sentiment [2]
港股异动丨建材水泥股走高 中国建材发盈喜涨7% 华新水泥涨4.6%
Ge Long Hui A P P· 2025-10-15 02:17
Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's building materials and cement stocks, with China National Building Material (CNBM) reaching a new high since April 2023, increasing by 7% [1] - CNBM is expected to report a net profit of 2.95 billion yuan for the first three quarters, marking a turnaround from losses, primarily due to a decrease in sales costs for cement and ready-mixed concrete [1] - The report from Shenwan Hongyuan indicates that the third quarter is traditionally a slow season for the cement industry, with cement prices expected to peak in 2025 before declining [1] Group 2 - The cement industry is experiencing a supply-demand imbalance, with only about 100 capacity replacement projects announced, adding a total of 34.969 million tons while exiting 55.82 million tons, resulting in a net reduction of 20.851 million tons [1] - The ongoing expansion of production capacity by Huaxin Cement and Western Cement is noted, with profitability in African cement operations expected to improve [1] - The article mentions that the policy effects on the cement supply-demand situation have been poor, exacerbating the existing contradictions in the market [1]
亚洲水泥(中国)(00743.HK)拟10月28日举行董事会会议审批季度业绩
Ge Long Hui· 2025-10-13 09:01
格隆汇10月13日丨亚洲水泥(中国)(00743.HK)发布公告,谨定于2025年10月28日(星期二)举行董事会会 议,以考虑及通过本公司及其附属公司截至2025年9月30日止九个月的季度业绩及建议派发中期股息(如 适用),以及处理其他事项。 ...
亚洲水泥(中国)(00743) - 董事会会议召开日期
2025-10-13 08:52
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之內容概不 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之任何損失承擔任何責 任。 Asia Cement (China) Holdings Corporation 亞洲水泥(中 國)控股公司 (於 開 曼 群 島 註 冊 成 立 之 有 限 公 司) (股 份 代 號:743) 亞洲水泥(中 國)控股公司(「本公司」)董事會(「董事會」)茲通告謹定於二零二五 年十月二十八日(星 期 二)舉 行 董 事 會 會 議,以 考 慮 及 通 過 本 公 司 及 其 附 屬 公 司截至二零二五年九月三十日止九個月之季度業績及建議派發中期股息(如 適 用),以 及 處 理 其 他 事 項。 承董事會命 亞洲水泥(中 國)控股公司 主 席 徐旭東 香 港,二 零 二 五 年 十 月 十 三 日 於 本 公 告 日 期,執 行 董 事 為 徐 旭 平 先 生、張 振 崑 先 生 及 林 昇 章 先 生;非 執 行 董 事為徐旭東先生(主 席)、 ...
亚洲水泥(中国)(00743) - 截至二零二五年九月三十日之股份发行人的证券变动月报表
2025-10-03 07:24
FF301 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 致:香港交易及結算所有限公司 公司名稱: 亞洲水泥(中國)控股公司 (於開曼群島註冊成立之有限公司) 呈交日期: 2025年10月3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) | 00743 | 說明 | | | | | | | | | | 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 | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額: HKD 1,0 ...