智通财经APP讯，中国建材(03323)发布中材科技(002080.SZ)截至2025年6月30日止六个月业绩，营业收 入133.31亿元(人民币，下同)，同比增加26.48%;归属于上市公司股东的净利润9.99亿元，同比增长 114.92%;基本每股收益0.5951元。 ...

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。 中國建材股份有限公司（「本公司」）董事會謹請其股東及公眾投資者留意以下中材科技股 份有限公司（「中材科技」）截至二零二五年六月三十日止六個月之主要會計數據和財務指 標。 中材科技為本公司之附屬公司，其A股於深圳證券交易所上市及買賣（股份代號： 002080）。 - 1 - 中材科技之主要會計數據及財務指標 單位：元 幣種：人民幣 本報告期比上年 公告 中材科技截至二零二五年六月三十日止六個月 之主要會計數據和財務指標 | | 本報告期 | 上年同期 | 同期增減 | | --- | --- | --- | --- | | | | | (%) | | 營業收入 | 13,331,441,317.30 | 10,540,212,500.35 | 26.48 | | 歸屬於中材科技股東的淨利潤 | 998,671,645.88 | 464,678,102.85 | 114.92 | | 歸屬於中材科技股東的扣 ...

Investment Rating - The industry rating is "Outperform the Market" (maintained rating) [5] Core Insights - The necessity for "anti-involution" in the cement industry remains, with a competitive landscape characterized by high concentration and state-owned enterprise dominance [1][12] - The cement industry is experiencing a significant oversupply, with a projected capacity utilization rate of only 53% in 2024, indicating a need for supply-side reforms to reduce actual capacity [3][22] - Short-term measures such as peak-shifting production will continue to support the industry, while medium-term strategies will focus on administrative measures to limit overproduction [4][30] Summary by Sections Supply Structure - The cement industry is primarily led by state-owned enterprises, with a concentration ratio (CR10) of 57% and an expected state-owned enterprise capacity share of around 45% in 2024 [1][12] - The top ten cement companies include four state-owned enterprises, which collectively hold about 71% of the capacity, facilitating coordinated efforts to stabilize prices and enhance efficiency [12][1] Industry Profitability - The industry is projected to achieve a total profit of 260 billion yuan in 2024, with a profit margin of approximately 4.1%, although this represents an 86% decline from the peak levels seen in previous years [16][20] - The worst period in early 2024 saw over 55% of companies reporting losses, but a recovery is anticipated in the fourth quarter, with profits expected to reach 150-160 billion yuan in the first half of 2025 [20][16] Supply and Demand Dynamics - The total cement supply has peaked at around 1.81 billion tons, but demand continues to decline, leading to a significant oversupply issue [22][3] - The expected demand bottom is estimated to be between 1.2 to 1.5 billion tons, indicating a potential decline of 18% to 34% from 2024 levels [22][3] Review of Previous Supply-Side Reforms - Previous reforms included a ban on new capacity and the promotion of peak-shifting production, which successfully reduced new clinker capacity additions from a billion-ton level to a few million tons [2][26] - The industry's profit recovery from 518 billion yuan in 2016 to a historical high of 1867 billion yuan in 2019 was largely due to these reforms [2][29] Future Anti-Involution Strategies - The future governance of "anti-involution" will involve a combination of market, administrative, and legal measures, with a strong emphasis on reducing excess capacity through administrative controls [4][30] - The carbon trading policy expected to be implemented by 2027 will further pressure high-emission capacities to exit the market, promoting a shift towards more efficient production methods [33][35]

金融界2025年8月19日消息，国家知识产权局信息显示，中国建材集团财务有限公司取得一项名为"一种 应用程序代码执行效率分析的方法"的专利，授权公告号CN118916252B，申请日期为2023年12月。 本文源自：金融界 天眼查资料显示，中国建材集团财务有限公司，成立于2013年，位于北京市，是一家以从事货币金融服 务为主的企业。企业注册资本472084.036599万人民币。通过天眼查大数据分析，中国建材集团财务有 限公司参与招投标项目111次，专利信息6条，此外企业还拥有行政许可7个。 作者：情报员 ...

本文源自：金融界AI电报 中国建材(03323.HK)公布天山材料2025年中期业绩，营业收入约359.795亿元，同比减少9.4%;归属于天 山材料股东的净亏损约9.22亿元，同比收窄72.99%;基本每股亏损0.1296元。 ...

中国建材(03323)公布天山材料2025年中期业绩，营业收入约359.795亿元，同比减少9.4%;归属于天山材 料股东的净亏损约9.22亿元，同比收窄72.99%;基本每股亏损0.1296元。 ...

智通财经APP讯，中国建材(03323)公布天山材料2025年中期业绩，营业收入约359.795亿元，同比减少 9.4%;归属于天山材料股东的净亏损约9.22亿元，同比收窄72.99%;基本每股亏损0.1296元。 ...

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。 附註： 天山材料之主要會計數據及財務指標 單位：元 幣種：人民幣 公告 天山材料截至二零二五年六月三十日止六個月 之主要會計數據和財務指標 本報告期比上年 中國建材股份有限公司（「本公司」）董事會謹請其股東及公眾投資者留意以下天山材料股份有限公 司（「天山材料」）截至二零二五年六月三十日止六個月之主要會計數據和財務指標。 | | | 上年同期 | | 同期增減 (%) | | --- | --- | --- | --- | --- | | | 本報告期 | 調整前 | 調整後 | 調整後 | | 營業收入 | 35,979,500,657.39 | 39,699,366,083.32 | 39,713,055,486.82 | -9.40 | | 歸屬於天山材料股東的 | | | | | | 淨利潤 | -921,760,916.27 | -3,413,688,995.56 | -3,413,176,0 ...

中国建材(03323)发布公告，公司附属公司北新建材（000786）(000786.SZ)截至2025年6月30日止6个月 取得营业收入135.58亿元(人民币，下同)，同比减少0.29%;归属于北新建材股东的净利润19.3亿元，同 比减少12.85%;基本每股收益1.142元。 ...

智通财经APP讯，中国建材(03323)发布公告，公司附属公司北新建材(000786.SZ)截至2025年6月30日止 6个月取得营业收入135.58亿元(人民币，下同)，同比减少0.29%;归属于北新建材股东的净利润19.3亿 元，同比减少12.85%;基本每股收益1.142元。 ...