登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性承担个别及连带责任。 重要内容及风险提示： 1.为进一步拓宽融资渠道、开放整合资源，提高华新水泥股份有限公司（以下简称"公司"或"华新水 泥"）的经营能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属 公司设立的境外子公司（以下简称"拟分拆子公司"）旗下，并拟申请将拟分拆子公司分拆至境外证券交 易所上市（以下简称"本次分拆上市"）。 2.本次分拆上市不会影响华新水泥对相关境外资产的控制权，拟分拆子公司仍为华新水泥合并报表范围 内的控股子公司。 3.考虑到本次分拆上市所涉境外资产整合将涉及较多内外部沟通工作，虽尚处于初步筹划阶段但预计难 以保密，公司董事会同意披露关于筹划本次分拆上市的事项。在本次分拆上市方案制定完成后，相关方 案及与本次分拆上市有关的其他事项将分别提交至公司董事会、股东会审议。 4.本次分拆上市尚处于前期筹划阶段，项目实施过程中会存在各种不确定因素，可能会影响本次分拆上 市的筹划和决策事宜，本次分拆上市事 ...

8月29日，华新水泥海外发展迎来又一个里程碑：成功完成对尼日利亚拉法基非洲股份有限公司 （Lafarge Africa Plc）83.81%股权的收购，交易对价7.73亿美元，正式成为该公司第一大股东。拉法基 非洲股份有限公司是尼日利亚知名上市企业，在尼日利亚核心市场布局了四家大型水泥工厂，水泥年产 能达1060万吨，还涉足混凝土、骨料、环保处理等一体化业务，当前市值约14亿美元。值得关注的是， 自去年收购信息发布后，得到当地投资者广泛支持。（湖北日报） ...

公告称，于报告期内，公司营业收入同比下滑1.17%；受水泥产品平均售价同比上涨、海外业务持续稳 定增长、强化成本管控生产成本降低等因素的影响，实现归属于母公司股东的净利润11.03亿元，同比 增长51.05%；实现水泥及商品熟料销量2,773.66万吨，同比下滑2.63%(其中：海外水泥及商品熟料销量 838.84万吨，同比增长10.41%)；骨料销售7,605.26万吨，同比增长6.33%；混凝土销售1,324.80万方，同 比下降9.88%。 值得关注的是，8月31日，华新水泥发布公告，为进一步拓宽融资渠道、开放整合资源，提高华新水泥 的经营能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属公司设 立的境外子公司旗下，并拟申请将新子公司分拆至境外证券交易所上市。 华新水泥（600801）(06655)绩后涨超4%，截至发稿，涨3.81%，报13.64港元，成交额1.5亿港元。 消息面上，8月29日，华新水泥发布截至2025年6月30日止6个月中期业绩，该集团取得营业收入160.47 亿元，同比减少1.17%；归属于母公司股东的净利润11.03亿元，同比增加51.05%；每股基本 ...

公告称，于报告期内，公司营业收入同比下滑1.17%；受水泥产品平均售价同比上涨、海外业务持续稳 定增长、强化成本管控生产成本降低等因素的影响，实现归属于母公司股东的净利润11.03亿元，同比 增长51.05%；实现水泥及商品熟料销量2,773.66万吨，同比下滑2.63%(其中：海外水泥及商品熟料销量 838.84万吨，同比增长10.41%)；骨料销售7,605.26万吨，同比增长6.33%；混凝土销售1,324.80万方，同 比下降9.88%。 智通财经APP获悉，华新水泥(06655)绩后涨超4%，截至发稿，涨3.81%，报13.64港元，成交额1.5亿港 元。 消息面上，8月29日，华新水泥发布截至2025年6月30日止6个月中期业绩，该集团取得营业收入160.47 亿元，同比减少1.17%；归属于母公司股东的净利润11.03亿元，同比增加51.05%；每股基本收益0.53 元。 值得关注的是，8月31日，华新水泥发布公告，为进一步拓宽融资渠道、开放整合资源，提高华新水泥 的经营能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属公司设 立的境外子公司旗下，并拟申请将新子公司分 ...

Group 1 - The core viewpoint emphasizes optimism towards AI electronic cloth and AI copper foil, suggesting that the market potential may exceed expectations [1][3] - The report highlights the increasing competition in the AI new materials industry, with many leading companies entering the market, leading to divergent opinions among market participants [2] - The analysis suggests focusing on two types of companies: "grand slam" leaders like Zhongcai for electronic cloth and Tongguan for copper foil, and those with survival space that can achieve widespread use, indicating rapid technological maturity and cost reduction [3] Group 2 - The report indicates a high growth forecast for Keda Manufacturing, a leading local manufacturer in Africa, as the region seeks to enhance local supply chains and manufacturing capabilities [4] - Current market data shows the national average price for cement at 344 RMB per ton, with a year-on-year decrease of 35 RMB, and an average delivery rate of 29.17%, reflecting a decline [5] - Important corporate movements include Keda Manufacturing and Huaxin Cement releasing their semi-annual reports, and Huaxin Cement completing the acquisition of assets in Nigeria [6]

本次分拆上市有利于进一步拓宽融资渠道、开放整合资源，提高华新水泥经营能力，有助于提升拟分拆 子公司在境外资本市场融资和并购交易中的竞争力和灵活性，对于增强华新水泥在全球水泥生产和销售 行业的影响力，以及践行华新水泥"建设全球领先的跨国建材企业"的长期战略目标，均具有重要的意 义。 格隆汇8月31日丨华新水泥(600801.SH)公布，为进一步拓宽融资渠道、开放整合资源，提高公司的经营 能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属公司设立的境 外子公司(以下简称"拟分拆子公司")旗下，并拟申请将拟分拆子公司分拆至境外证券交易所上市。 本次分拆上市有利于公司整体持续稳定发展。本次分拆上市不会影响华新水泥对相关境外资产的控制 权，拟分拆子公司仍为华新水泥合并报表范围内的控股子公司。 ...

每经记者｜彭斐 每经编辑｜张海妮 华新水泥在公告中明确，分拆上市旨在"进一步拓宽融资渠道、整合开放资源，提高华新水泥的经营能力"。 拥有百年历史的建材巨头华新水泥（600801.SH，股价15.74元，市值327.23亿元）发布了一则提示性公告，正式宣告公司正处于一项 重大资本运作的初步筹划阶段。 8月31日晚间，华新水泥公告披露，公司拟将旗下全部实际开展生产经营的境外资产进行整合，并寻求在境外证券交易所分拆上市。 就在公告发布前两天，华新水泥刚刚披露了其2025年半年度报告。报告期内，公司实现归母净利润11.03亿元，同比增长51.05%，业 绩表现亮眼。其中，海外业务表现尤为突出，上半年海外水泥及商品熟料销量同比增长10.41%，海外水泥业务收入同比大增 15.37%，已然成为公司利润的重要贡献点。 《每日经济新闻》记者注意到，在国内水泥行业需求持续萎缩、产能严重过剩的背景下，华新水泥将目光投向更广阔的海外市场。 华新水泥在公告中明确指出，此举旨在拓宽融资渠道、整合海外资源，提升拟分拆子公司在境外资本市场融资和进行并购交易的灵活 性与竞争力。 启动境外资产分拆上市，华新水泥承诺分拆不"分家" 华新水泥此次 ...

Suspension and Resumption of Trading - SMIC is planning to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a suspension of its stock trading [1] - Huahong Semiconductor intends to issue shares and pay cash to acquire 97.5% of Huali Micro's equity and will resume trading [2] - Tailin Micro plans to acquire 100% of Panqi Micro, both companies operate in the low-power wireless IoT chip design sector, and will resume trading [2] Mergers and Acquisitions - Xingchen Technology plans to acquire 53.3087% of Furui Kun for 214 million yuan, aiming to enhance its capabilities in connectivity, audio, and low power, thereby strengthening its SoC self-developed IP platform [3] - Huijin Co. intends to cash purchase 20% of Cooper New Energy's equity, which is expected to constitute a major asset restructuring [3] Share Buybacks - Kweichow Moutai's controlling shareholder plans to increase its stake by purchasing 3 to 3.3 billion yuan worth of company shares [4] - Kaiying Network intends to repurchase shares worth 100 to 200 million yuan [4] Investment Cooperation and Operational Status - Jiayuan Technology plans to invest 500 million yuan to acquire a portion of Endatong's equity, which is related to the optical module industry [5] - Zhiyang Innovation plans to establish a wholly-owned subsidiary with an investment of 20 million yuan to promote embodied intelligence technology innovation [6] - Yunzhu Technology plans to raise no more than 876 million yuan through a private placement for the upgrade and expansion of chip insertion integrated (CMI) component projects [6] Performance Changes - Sails reported a net profit of 2.941 billion yuan for the first half of 2025, an increase of 81.03% year-on-year [8] - BYD's net profit for the first half reached 15.51 billion yuan, up 13.79% year-on-year [8] - Lanke Technology reported a net profit of 1.159 billion yuan for the first half, a significant increase of 95.41% year-on-year [8] - Yilake Co. reported a net profit of 2.515 billion yuan for the first half, up 13.69% year-on-year, with a lithium salt project expected to start trial operations by the end of September [8] - Haowei Group reported a net profit of 2.028 billion yuan for the first half, an increase of 48.34% year-on-year, and has entered NVIDIA's supply chain [9] - Tianqi Lithium reported a net profit of 84.41 million yuan for the first half, marking a return to profitability [10] - China Rare Earth reported a net profit of 162 million yuan for the first half, also returning to profitability [10] - BeiGene reported a net profit of 450 million yuan for the first half, returning to profitability [10] - Guoxuan High-Tech reported a net profit of 367 million yuan for the first half, an increase of 35.22% year-on-year, and plans to invest up to 4 billion yuan in a new lithium-ion battery manufacturing base [10] - Lingyi Technology reported a net profit of 930 million yuan for the first half, an increase of 35.94% year-on-year [10] - Shenwan Hongyuan reported a net profit of 4.284 billion yuan for the first half, an increase of 101% year-on-year [10] - Zhongtai Securities reported a net profit of 711 million yuan for the first half, an increase of 77.26% year-on-year [10] - Guotai Junan reported a net profit of 15.737 billion yuan for the first half, an increase of 213.74% year-on-year [10] - China Shipbuilding reported a net profit of 2.946 billion yuan for the first half, an increase of 108.59% year-on-year [10] - Yangtze Power reported a net profit of 13.056 billion yuan for the first half, an increase of 14.86% year-on-year [10] - TCL Technology reported a net profit of 1.883 billion yuan for the first half, an increase of 89.26% year-on-year [10] - ST Huatuo reported a net profit of 2.656 billion yuan for the first half, an increase of 129% year-on-year [10] - Wentai Technology reported a net profit of 474 million yuan for the first half, an increase of 237.36% year-on-year [10]

此次分拆上市不会影响华新水泥对相关境外资产的控制权，新子公司仍为华新水泥合并报表范围内。 格隆汇8月31日丨华新水泥(06655.HK)公布，为进一步拓宽融资渠道、开放整合资源，提高华新水泥的 经营能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属公司设立 的境外子公司(以下简称"新子公司")旗下，并拟申请将新子公司分拆至境外证券交易所上市。 ...

Group 1 - A-share companies are increasingly planning to list in Hong Kong, indicating a trend in the market [1] - A total of 29 A-share listed companies have disclosed plans for Hong Kong listings this month [1] - Notable companies involved in this trend include Huaxin Cement, Shengbang Co., Dongcheng Pharmaceutical, and others [1]