10月10日消息，截止11:00，水泥板块大涨，华新水泥、金隅集团涨停，西藏天路、皖维高新等个股涨 幅居前。 责任编辑：小浪快报 ...

Group 1 - Jinju Group's stock price increased by over 7% in early trading, currently up 4.71% at HKD 0.89, with a trading volume of HKD 62.8 million [1] - The company is actively promoting high value-added market applications and international expansion of its new building materials business, aiming for implementation by the first half of 2025 [1] - The company has developed a new product, "Yumian," for ecological restoration, successfully applied in the Zhaikou mine project, covering an area of 50,000 square meters, with a gross profit margin of 45.6%, which is 40% higher than typical rock wool products [1] Group 2 - In the first half of 2025, the cement sector achieved revenue of CNY 118.1 billion, a year-on-year decrease of 7.7%, while net profit attributable to shareholders increased by 1487% to CNY 5.2 billion [1] - The return on equity (ROE) for the cement sector was 1.4%, up 1.3 percentage points year-on-year, benefiting from improvements in pricing and cost [1] - The supply-side production restrictions and demand-side infrastructure support are expected to lead to a gradual improvement in the cement sector in the second half of the year [1]

消息面上，近日，金隅集团发布投资者关系活动记录表，公司在回复投资者关切时表示，新型建材业务 经营方面，2025年上半年，公司新型建材业务积极推动高附加值市场应用落地和新型建材"出海"。在高 附加值市场应用落地上，节能保温公司开发出应用于生态修复的"隅棉"产品，成功应用于寨口矿项目修 复，修复面积5万平米，产品毛利率45.6%，较一般岩棉产品提升40%。在新型建材"出海"上，上半年， 矿棉板产品出口额5700万元，新增印度、香港、新加坡重大工程项目20万㎡。 天风证券指出，25H1水泥板块实现收入1181亿元，yoy-7.7%，实现归母净利润52亿元，yoy+1487%， ROE为1.4%，同比+1.3pct，主要受益于价格和成本端改善。该行认为水泥基本面底部拐点或已出现， 在供应端限产控产+需求端基建托底的双重发力下，下半年有望呈现逐季改善趋势。从投资端来看，疆 藏地区供需格局相对较优，利润端存优化空间，出海方面继续看好非洲，业绩有望进入兑现期。 智通财经APP获悉，金隅集团(02009)早盘涨超7%，截至发稿，涨4.71%，报0.89港元，成交额6279.61万 港元。 ...

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 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京金隅集團股份有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601992 | 說明 | A股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 8,339,006,264 | RMB | | 1 | RMB | | 8,339,006,264 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 8,339,006,264 | RMB | | 1 | RMB | | 8,339,006,264 | ...

Core Insights - On September 24, Jinju Group's stock price remained unchanged at 0.00%, with a trading volume of 95.35 million yuan [1] - The company reported a net financing purchase of 2.61 million yuan on the same day, with a total financing and securities balance of 327 million yuan [1][2] - For the first half of 2025, Jinju Group achieved a revenue of 45.57 billion yuan, showing a slight year-on-year growth of 0.01%, but reported a net loss of 1.50 billion yuan, a significant decrease of 85.40% compared to the previous year [2] Financing and Securities - On September 24, Jinju Group had a financing buy-in of 12.12 million yuan, with a current financing balance of 326 million yuan, accounting for 2.34% of the circulating market value [1] - The financing balance is below the 50th percentile level over the past year, indicating a low position [1] - The company had a securities lending repayment of 149,200 shares and a securities lending balance of 1.19 million yuan, which is also below the 20th percentile level over the past year [1] Business Overview - Jinju Group, established on December 22, 2005, and listed on March 1, 2011, operates in sectors including cement and ready-mixed concrete, new building materials, trade logistics, real estate development, and property management [2] - The main revenue sources are commodity trading (52.18%), product sales (31.69%), and housing sales (7.68%), among others [2] - As of June 30, 2025, the number of shareholders decreased by 1.92% to 108,500, with an average of 0 circulating shares per person [2] Dividend and Shareholding - Jinju Group has distributed a total of 7.83 billion yuan in dividends since its A-share listing, with 1.52 billion yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 86.91 million shares, an increase of 5.23 million shares from the previous period [3]

(於中華人民共和國註冊成立的股份有限公司) 股份代號:2009 中期報告 僅供識別 | 目錄 | | --- | | 2 | 公司資料 | | --- | --- | | 5 | 主席獻詞 | | 10 | 管理層討論及分析 | | 41 | 其他資料 | | 53 | 中期財務報表審閱報告 | | 54 | 未經審核中期合併資產負債表 | | 57 | 未經審核中期合併利潤表 | | 59 | 未經審核中期合併現金流量表 | | 61 | 未經審核中期合併股東權益變動表 | | 63 | 未經審核中期公司資產負債表 | | 65 | 未經審核中期公司利潤表 | | 66 | 未經審核中期公司現金流量表 | | 68 | 未經審核中期公司股東權益變動表 | | 70 | 未經審核中期財務報表附註 | | 295 | 未經審核中期財務報表補充資料 | 2 北京金隅集團股份有限公司 $$\bigtriangleup\;\overline{{{\boxed{\phantom{\rule{0.0pt}{0.0pt}}}}}}\;\overline{{{\boxed{\phantom{\rule{0.0pt}{0.0p ...

Group 1 - The stock price of Jinju Group increased by 2.44% on September 12, reaching 1.68 CNY per share, with a total market capitalization of 17.939 billion CNY [1] - Year-to-date, Jinju Group's stock price has decreased by 2.89%, but it has seen a 5.00% increase over the last five trading days and a 17.48% increase over the last 60 days [1] - The company has experienced a net inflow of 843.32 million CNY in main funds, with significant buying and selling activity recorded [1] Group 2 - Jinju Group, established on December 22, 2005, and listed on March 1, 2011, operates in sectors including cement, ready-mixed concrete, new building materials, and real estate [2] - The company's revenue composition includes 52.18% from bulk commodity trading, 31.69% from product sales, and 7.68% from housing sales, among others [2] - As of June 30, 2025, Jinju Group reported a revenue of 45.566 billion CNY, a slight increase of 0.01%, but a significant decline in net profit by 85.40% to -1.496 billion CNY [2] Group 3 - Jinju Group has distributed a total of 7.825 billion CNY in dividends since its A-share listing, with 1.516 billion CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders decreased by 1.92% to 108,500, while the largest circulating shareholder is Hong Kong Central Clearing Limited [3]

Group 1 - Cement stocks in Hong Kong have seen a rise, with China Tianrui Cement up over 4%, Huaxin Cement up 3.8%, and Dongwu Cement and China National Building Material both rising nearly 2% [1] - The market is entering a traditional sales peak starting in September, with recent price increases for cement in the Pearl River Delta region [1] - After several rounds of price increases in the first quarter, cement prices in the Pearl River Delta experienced a continuous decline towards the end of the second quarter, but are expected to rebound as demand increases in the upcoming sales season [1] Group 2 - The expected cement prices in the fourth quarter are anticipated to be higher than the same period last year, supported by reduced external competition due to the approaching dry season in the Guangxi region [1] - The current price situation indicates a potential bottoming out of cement prices in the Pearl River Delta, with a positive outlook for recovery [1]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Beijing Jinyu Group, indicating a slight increase in stock price and notable trading volumes on September 9 [1] - On September 9, Jinyu Group's stock rose by 1.24%, with a trading volume of 94.56 million yuan. The net financing buy was -21.50 million yuan, with a total financing and securities balance of 334 million yuan [1] - The financing balance of Jinyu Group is 333 million yuan, accounting for 2.45% of the circulating market value, which is above the 60th percentile level over the past year, indicating a relatively high position [1] Group 2 - Jinyu Group's main business includes cement and ready-mixed concrete, new building materials, trade logistics, real estate development, and property management. The revenue composition shows that commodity trading accounts for 52.18%, product sales 31.69%, and housing sales 7.68% [2] - As of June 30, 2025, Jinyu Group reported a revenue of 45.566 billion yuan, with a year-on-year growth of 0.01%. However, the net profit attributable to shareholders was -1.496 billion yuan, a decrease of 85.40% year-on-year [2] - The company has distributed a total of 7.825 billion yuan in dividends since its A-share listing, with 1.516 billion yuan distributed in the last three years [3] Group 3 - As of June 30, 2025, the number of shareholders in Jinyu Group was 108,500, a decrease of 1.92% from the previous period. The average circulating shares per person remained at 0 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 86.9094 million shares, an increase of 5.2339 million shares from the previous period [3]

Core Insights - The article emphasizes the importance of creating high-quality housing in Shanghai, highlighting the role of Jinyu Group as a key player in this endeavor [1][17] - Jinyu Group's unique approach combines a full industry chain collaboration with a focus on customer needs and innovative design, setting new standards for urban living [2][10] Group 1: Jinyu Group's Competitive Edge - Jinyu Group has developed a strong presence in 17 cities, with a total development scale exceeding 30 million square meters, showcasing its significant role in urban residential evolution [2] - The company focuses on maximizing the value of scarce land by investing resources and self-developed technologies that exceed regional averages, as seen in projects like Beijing Wangjing Yunshang [4][10] - Jinyu's commitment to deep customization allows it to create tailored housing solutions based on thorough market research, addressing the specific desires of high-end clientele [6][10] Group 2: Long-term Vision and Community Engagement - Jinyu Group adopts a long-term approach to real estate development, moving away from quick turnover models to focus on sustainable growth in key urban areas [7][12] - The company integrates the latest research and service concepts into its projects, ensuring that its offerings resonate with the evolving needs of urban residents [7][12] - Jinyu's identity as a "city co-builder" is reinforced by its ongoing contributions to urban development, as seen in its projects in Shanghai, which align with the city's growth trajectory [12][17] Group 3: Innovative Housing Solutions - Jinyu Group's projects, such as the Shanghai Bund East project, exemplify its commitment to creating ultra-low energy consumption buildings that redefine urban living standards [14][16] - The upcoming Jinyu Park East project in Shanghai aims to set a new benchmark for regional products, focusing on health and ecological integration [16][17] - The company's ability to leverage advanced materials and construction techniques ensures that it delivers high-quality housing that meets modern living standards [10][12]