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。 公告 北新建材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 - 1 - 北新建材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 | | 本報告期 | 上年同期 | 同期增減 | | --- | --- | --- | --- | | | | | (%) | | 營業收入 | 13,558,104,740.61 | 13,596,904,172.58 | -0.29 | | 歸屬於北新建材股東的淨利潤 | 1,929,531,642.96 | 2,213,912,769.66 | -12.85 | | 歸屬於北新建材股東的扣除非經常 | | | | | 性損益的淨利潤 | 1,892,351,631.85 | 2,158,895,740.06 | -12.35 | | 經營活動產生的現金流量淨額 | 961,901,150.21 | 2,040,680,374.66 | - ...

格隆汇8月18日丨中国建材(03323.HK)公布，公司将于2025年8月28日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

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分內容 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。 董事會召開日期 中國建材股份有限公司（「本公司」）董事會（「董事會」）茲通告謹定於二零二五年八月二十 八日（星期四）舉行董事會會議，以審議及批准截至二零二五年六月三十日止六個月的中 期業績報告，及派發中期股息（如有），以及處理其他事項。 承董事會命 中國建材股份有限公司 裴鴻雁 董事會秘書 中國•北京 2025年8月18日 於本公告日期，本公司之董事會成員包括執行董事周育先先生、魏如山先生、王兵先生 及苗小玲女士，非執行董事王于猛先生、沈雲剛先生及陳紹龍先生，及獨立非執行董事 孫燕軍先生、劉劍文先生、周放生先生、李軍先生及夏雪女士。 * 僅供識別 ...

Group 1 - The cement stocks have mostly risen, with Dongwu Cement increasing by 22.93% to HKD 5.63, China National Building Material up by 11.4% to HKD 5.57, and Huaxin Cement Technology rising by 2.08% to HKD 1.96 [1] - Dongwu Cement announced a significant reduction in losses expected in the first half of 2025, attributed to the "anti-involution" policy in the domestic cement industry and a slowdown in overall market demand in China [1] - The company also reported gains from the sale of cement clinker capacity indicators, which will continue to be replaced by externally purchased clinker supply [1] Group 2 - Tianfeng Securities noted that cement prices continued to decline in July, with a national average of RMB 344 per ton, down RMB 44 per ton year-on-year and RMB 8 per ton since early July [2] - Many regions have seen cement prices reach or fall below cost lines, and rising coal prices have further increased profit pressures for companies [2] - In response, regions like the Yangtze River Delta and Hubei have begun to actively implement peak-shaving measures and raise prices by approximately RMB 30 per ton, with expectations for gradual recovery in profitability as demand enters the peak season [2]

Group 1 - Cement stocks mostly rose, with Dongwu Cement up 22.93% to HKD 5.63, China National Building Material up 11.4% to HKD 5.57, and Huaxin Cement up 2.08% to HKD 1.96 [1] - Dongwu Cement announced a significant reduction in losses expected in the first half of 2025, attributed to the "anti-involution" policy in the domestic cement industry and a slowdown in overall market demand [1] - The company also reported gains from the sale of cement clinker capacity indicators, which will be replaced by externally purchased clinker supply [1] Group 2 - In July, cement prices continued to decline, with a national average of RMB 344 per ton, down RMB 44 year-on-year and RMB 8 from early July [2] - Many regions have seen cement prices touch or fall below cost lines, compounded by rising coal prices, increasing pressure on corporate profits [2] - In response, regions like the Yangtze River Delta and Hubei have begun to actively stagger production and raise prices by approximately RMB 30 per ton, with expectations for gradual recovery in profitability as demand enters the peak season [2]

Group 1 - The stock price of China National Building Material (03323) increased by 10.0% on August 18, reaching 5.5 yuan per share with a trading volume of 311 million yuan [1] - China National Building Material Co., Ltd. is the largest global producer of cement, ready-mixed concrete, fiberglass, electronic cloth, gypsum board, light steel keel, and wind turbine blades, as well as the largest provider of cement technology equipment engineering system integration services [1] - The company serves as the core industrial platform and flagship listed company of China National Building Material Group Co., Ltd. [1] Group 2 - As of the first quarter of 2025, China National Building Material reported total operating revenue of 36.637 billion yuan and a net profit of -517 million yuan [2]

Group 1 - Hong Kong cement stocks experienced a significant rise, with Dongwu Cement leading the gains at over 17%, followed by China National Building Material at over 7% [1] - Other notable performers included Huaxin Cement with a 2% increase, and China Tianrui Cement, China Resources Cement Technology, and Jinyu Group all rising over 1% [1] - The report from China Galaxy Securities indicated that July was a seasonal off-peak period, with high temperatures and rain affecting downstream construction, leading to a decrease in national cement demand and an increase in clinker inventory [2] Group 2 - Dongwu Cement is expected to reduce its losses to approximately 12.966 million yuan for the six months ending June 30, 2025, compared to a loss of about 39.981 million yuan in the same period last year, representing a reduction of approximately 67.6% [3] - The industry outlook suggests that demand is expected to gradually recover in mid to late August, with a potential stabilization and rebound in cement prices [2]

Group 1 - The core viewpoint of the news highlights a significant rise in Hong Kong's cement and building materials stocks, with Dongwu Cement leading the surge with an increase of over 17% [1][2] - China Galaxy Securities reports that July is typically a seasonal low for cement demand, impacted by high temperatures and rain affecting downstream construction, leading to a decrease in national cement demand and an increase in clinker inventory [1] - It is anticipated that demand will gradually recover in mid to late August, potentially halting the decline in cement prices [1] Group 2 - Dongwu Cement expects its losses for the six months ending June 30, 2025, to decrease to approximately 12.966 million yuan, a reduction of about 67.6% compared to a loss of approximately 39.981 million yuan in the same period last year [1][2] - China National Building Material has received an increase in holdings by BlackRock, acquiring 10.7426 million shares [2] - Huaxin Cement is set to hold a board meeting on August 29 to approve its interim results, with Ping An Securities initiating a "recommend" rating based on its valuation level [2]

Core Viewpoint - China National Building Material (CNBM) is experiencing a significant stock price increase, reflecting positive market sentiment towards the company and its operations [1]. Group 1: Company Overview - CNBM is the largest global producer of cement, ready-mixed concrete, fiberglass, electronic cloth, gypsum board, light steel keel, and wind turbine blades [1]. - The company is also the largest global provider of cement technology equipment engineering system integration services [1]. - CNBM serves as the core business platform and flagship listed company of China National Building Material Group [1]. Group 2: Financial Performance - As of the first quarter of 2025, CNBM reported total revenue of 36.637 billion yuan and a net loss of 517 million yuan [2].

港股建材水泥股盘初拉升，其中，东吴水泥大涨超17%领衔，中国建材涨超7%，华新水泥涨2%，中国 天瑞水泥、华润建材科技、金隅集团涨超1%，海螺水泥涨0.4%。 消息上，中国银河证券研报表示，7月处于季节性淡季，高温雨水影响下游施工，全国水泥需求减少， 全国熟料线停窑率有所提升，但熟料库存继续增长，行业供需矛盾较大，水泥价格均呈下降态势。后续 来看，预计8月中下旬需求有望逐步回升，水泥价格有望止跌回涨。个股方面，东吴水泥公布，预期截 至2025年6月30日止六个月，亏损将减少至约1,296.6万元，而去年同期亏损约3,998.1万元，减幅约为 67.6%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00695 | 东吴水泥 | 5.360 | 17.03% | | 03323 | 中国建材 | 5.350 | 7.00% | | 06655 | 华新水泥 | 13.550 | 1.96% | | 01252 | 中国天瑞水泥 | 0.315 | 1.61% | | 01313 | 华润建材科技 | 1.940 | 1.04% | | 02009 ...