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中国天瑞水泥再涨超20% 公司上半年水泥销量增加 机构看好行业盈利水平持续恢复
Zhi Tong Cai Jing· 2025-08-22 02:12
Core Viewpoint - China Tianrui Cement (01252) has experienced a significant stock price increase of over 20%, currently trading at 0.455 HKD, driven by positive earnings expectations for the upcoming fiscal period [1] Company Summary - China Tianrui Cement anticipates a net profit of between RMB 55 million to RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024, primarily due to increased cement sales [1] - The company has reported a trading volume of 24.79 million HKD, indicating strong market interest [1] Industry Summary - The cement industry is expected to benefit from a combination of market, administrative, and legal measures aimed at addressing overcapacity, with a consensus on the need for industry self-discipline [1] - Southwest Securities highlights that ongoing infrastructure demand and urban renewal needs, along with proactive supply-side measures, are supporting stable pricing and profitability in the industry [1] - The supply-side adjustments, including staggered production, capacity replacement, and stricter carbon emissions regulations, are likely to lead to a rebalancing of supply and demand, supporting a steady increase in cement prices [1] - Predictions indicate that coal prices, which constitute the largest portion of cement clinker costs, will remain relatively low, further reducing production costs and allowing for continued recovery in profitability for the cement and concrete sectors through 2025 [1]
港股异动 | 中国天瑞水泥(01252)再涨超20% 公司上半年水泥销量增加 机构看好行业盈利水平持续恢复
智通财经网· 2025-08-22 02:09
Core Viewpoint - China Tianrui Cement (01252) has experienced a significant stock price increase of over 20%, attributed to a positive earnings forecast for the upcoming fiscal period, driven by increased cement sales [1] Company Summary - China Tianrui Cement anticipates a net profit of between RMB 55 million to RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024, primarily due to increased cement sales [1] - The stock price rose by 19.74% to HKD 0.455, with a trading volume of HKD 24.79 million [1] Industry Summary - Tianfeng Securities suggests that the ongoing governance against excessive competition will create a combination of market, administrative, and legal measures, leading to a consensus in the cement industry regarding overcapacity issues [1] - Southwest Securities notes that sustained infrastructure demand, urban renewal needs, and proactive supply-side adjustments are supporting stable pricing and profitability in the industry [1] - The supply-side measures, including self-discipline in production, capacity replacement, tightening carbon emissions, and anti-competitive actions, are expected to facilitate a rebalancing of supply and demand, supporting a steady increase in cement prices [1] - Predictions indicate that coal prices, which constitute the largest portion of cement clinker costs, will remain relatively low, further reducing cement production costs and allowing for continued recovery in profitability for the cement and concrete industries in 2025 [1]
中国天瑞水泥(01252)上涨20.0%,报0.36元/股
Jin Rong Jie· 2025-08-21 06:59
Group 1 - The core viewpoint of the article highlights the significant stock price increase of China Tianrui Group Cement Co., Ltd., which rose by 20.0% to 0.36 CNY per share, with a trading volume of 26.19 million CNY as of August 21 [1] - China Tianrui Group is a leading clinker cement producer in Henan and Liaoning provinces, primarily engaged in limestone mining and the production and sale of clinker, cement, and construction aggregates [1] - The company operates 22 clinker production lines, 62 cement grinding lines, and 12 aggregate production lines, with an annual clinker capacity of 35.19 million tons, cement capacity of 57.80 million tons, and aggregate capacity of 30.20 million tons [1] Group 2 - As of the 2024 annual report, China Tianrui Cement reported total operating revenue of 6.117 billion CNY and a net profit of 279 million CNY [2] - On August 20, the company projected a significant increase in mid-2025 interim results, with profits expected to be between 55 million CNY and 75 million CNY, representing a year-on-year growth of 94.41% to 165.11% [2] - The company is scheduled to disclose its mid-2025 financial report on August 29 [2]
港股异动|中国天瑞水泥(01252)盈喜后涨超11% 预计中期净盈利同比增加至约5500万-7500万元
Jin Rong Jie· 2025-08-21 02:13
Core Viewpoint - China Tianrui Group Cement Company (01252) experienced a stock price increase of over 11% following a positive earnings forecast, indicating strong market confidence in the company's future performance [1] Financial Performance - The company announced an expected net profit of between RMB 55 million and RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024, reflecting a significant increase in profitability [1][1][1] - The anticipated profit growth is primarily attributed to an increase in cement sales, which has led to higher revenue [1][1][1] Market Reaction - Following the earnings announcement, the stock price rose by 11.67%, reaching HKD 0.335, with a trading volume of HKD 6.6701 million [1][1][1]
港股异动 | 中国天瑞水泥(01252)盈喜后涨超11% 预计中期净盈利同比增加至约5500万-7500万元
Zhi Tong Cai Jing· 2025-08-21 01:57
智通财经APP获悉,中国天瑞水泥(01252)盈喜后涨超11%,截至发稿,涨11.67%,报0.335港元,成交 额667.01万港元。 消息面上,8月20日,中国天瑞水泥发布公告,相较于2024年同期约人民币2829万元的净盈利,集团预 期于截至2025年6月30日止六个月将取得净盈利于人民币5500万元至人民币7500万元,乃主要由于水泥 销量增加令收益增加所致。 ...
中国天瑞水泥盈喜后涨超11% 预计中期净盈利同比增加至约5500万-7500万元
Zhi Tong Cai Jing· 2025-08-21 01:48
Core Viewpoint - China Tianrui Cement (01252) experienced a significant stock price increase of over 11% following the announcement of a positive earnings forecast for the upcoming fiscal period [1] Financial Performance - The company announced an expected net profit of between RMB 55 million and RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024 [1] - The increase in net profit is primarily attributed to a rise in cement sales, which has led to increased revenue [1] Market Reaction - Following the earnings announcement, the stock price rose by 11.67%, reaching HKD 0.335, with a trading volume of HKD 6.6701 million [1]
中国天瑞水泥(01252.HK)预期中期净盈利5500万至7500万元
Ge Long Hui· 2025-08-20 13:00
Core Viewpoint - China Tianrui Group Cement Company Limited (01252.HK) expects a significant increase in net profit for the six months ending June 30, 2025, compared to the same period in 2024, primarily driven by increased cement sales [1] Financial Performance - The company anticipates net profit to be between RMB 55 million and RMB 75 million for the six months ending June 30, 2025 [1] - This projection represents a substantial increase from the approximately RMB 28.29 million net profit recorded in the same period of 2024 [1]
中国天瑞水泥(01252)发盈喜 预计中期净盈利同比增加至约5500万-7500万元
智通财经网· 2025-08-20 12:56
Group 1 - The company, China Tianrui Group Cement, expects a net profit of between RMB 55 million and RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024 [1] - The anticipated increase in profit is primarily attributed to a rise in cement sales, which is expected to boost revenue [1]
中国天瑞水泥发盈喜 预计中期净盈利同比增加至约5500万-7500万元
Zhi Tong Cai Jing· 2025-08-20 12:55
Group 1 - The company, Tianrui Cement, expects a net profit of between RMB 55 million and RMB 75 million for the six months ending June 30, 2025, compared to a net profit of approximately RMB 28.29 million for the same period in 2024 [1] - The anticipated increase in net profit is primarily attributed to an increase in cement sales, which is expected to drive revenue growth [1]
中国天瑞水泥(01252) - 盈利预喜
2025-08-20 12:49
(於開曼群島註冊成立的有限公司) (股份代號:1252) 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,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 盈利預喜 中國天瑞集團水泥有限公司 主席 李留法 香港,二零二五年八月二十日 1 本公司股東及潛在投資者於買賣本公司證券時務請審慎行事。 承董事會命 本公告乃由中國天瑞集團水泥有限公司(「本公司」,及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(「上市規則」)第13.09條以及香港法例第571章 證券及期貨條例第XIVA部的內幕消息條文(定義見上市規則)而刊發。 本公司董事會(「董事會」)謹此知會本公司股東及潛在投資者,基於對本集團未經審核综合 管理賬目的初步评估,相较於二零二四年同期約人民幣28.29百萬元的净盈利,本集團預期於 截至二零二五年六月三十日止六個月將錄得淨盈利介乎於人民幣55.00百萬元至人民幣75.00百 萬元,乃主要由於水泥銷量增加令收益增加所致。 本公司現仍在敲定本集團截至二零二五年六月三十日止六個月 ...