| 证券代码：000401 证券简称：冀东水泥 公告编号：2025-071 | | | | | --- | --- | --- | --- | | 唐山冀东水泥股份有限公司 | | | | | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 | | | | | 误导性陈述或重大遗漏。 | | | | | 特别提示： | | | | | 东水泥股份有限公司"变更为"金隅冀东水泥集团股份有限公司"，英文 | | | | | 名称由"TANGSHAN JIDONG CEMENT CO.,LTD"变更为"BBMG JIDONG CEMENT | | | | | GROUP CO.,LTD"； | | | | | JIDONG" 简称由"JIDONG CEMENT"变更为"BBMG | | | | | ，启用时间为 2025 | | 年 9 | | | 月 4 | 日； | | | | 变。 | | | | | 一、变更公司名称及证券简称的说明 | | | | | 2025 8 8 8 27 公司分别于 年 月 日、2025 年 月 日召开第十届董事会第 | | | | | 十八次会议、202 ...

Core Viewpoint - The company has announced a change in its Chinese name and stock abbreviation, effective September 4, 2025, reflecting a rebranding strategy [1] Company Summary - The company's Chinese name will change from "唐山冀东水泥股份有限公司" to "金隅冀东水泥集团股份有限公司" [1] - The Chinese stock abbreviation will change from "冀东水泥" to "金隅冀东" [1]

冀东水泥公告，公司中文名称由"唐山冀东水泥股份有限公司"变更为"金隅冀东水泥集团股份有限公 司"，英文名称由"TANGSHAN JIDONG CEMENT CO.,LTD"变更为"BBMG JIDONG CEMENT GROUP CO.,LTD"；公司中文证券简称由"冀东水泥"变更为"金隅冀东"，英文证券简称由"JIDONG CEMENT"变 更为"BBMG JIDONG"，启用时间为2025年9月4日；公司证券代码"000401"保持不变。 ...

唐山冀东水泥股份有限公司 关于变更公司名称、证券简称暨完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1.唐山冀东水泥股份有限公司（以下简称公司）中文名称由"唐山冀 东水泥股份有限公司"变更为"金隅冀东水泥集团股份有限公司"，英文 名称由"TANGSHAN JIDONG CEMENT CO.,LTD"变更为"BBMG JIDONG CEMENT GROUP CO.,LTD"； 2.公司中文证券简称由"冀东水泥"变更为"金隅冀东"，英文证券 简称由"JIDONG CEMENT"变更为"BBMG JIDONG"，启用时间为 2025 年 9 月 4 日； 证券代码：000401 证券简称：冀东水泥 公告编号：2025-071 1.名称：金隅冀东水泥集团股份有限公司 3.公司证券代码"000401"保持不变； 4.公司可转换公司债券的简称"冀东转债"及代码"127025"保持不 变。 一、变更公司名称及证券简称的说明 公司分别于 2025 年 8 月 8 日、2025 年 8 月 27 日召开第十届董事会第 十八次会议、2025 ...

Core Viewpoint - Ji Dong Cement reported a significant improvement in its financial performance, with a net profit of 7.19 billion yuan in Q2, marking a year-on-year increase of 153.3% and a reduction in net loss for the first half of the year by 80.9% to -1.54 billion yuan [1] Financial Performance - The company achieved a net profit of 7.19 billion yuan in Q2, reflecting a year-on-year growth of 153.3% [1] - For the first half of the year, Ji Dong Cement's net profit was -1.54 billion yuan, which represents an 80.9% reduction in losses compared to the previous year [1] Market Strategy - The company is focusing on stabilizing and improving prices in its core markets, which has led to significant profit recovery in Q2 [1] - Ji Dong Cement is enhancing cost reduction and efficiency internally while promoting industry ecosystem optimization externally [1] - The company is pursuing strategic integration in key markets, increasing mineral reserves, and expanding its "Cement+" industry layout, along with overseas capacity expansion [1] Industry Outlook - The company anticipates continued improvement in its performance due to ongoing industry self-discipline, despite facing pressure on overall industry demand [1] - The profit forecasts for 2025 and 2026 have been revised down to 2.7 billion yuan and 5.9 billion yuan, respectively, from previous estimates of 3.6 billion yuan and 6.9 billion yuan [1] - A new profit forecast for 2027 has been introduced at 8.8 billion yuan [1] Incentive Mechanism - Ji Dong Cement has implemented a restricted stock incentive plan to strengthen its long-term incentive mechanism [1]

Core Viewpoint - Jidong Cement reported a significant improvement in its financial performance, with a net profit of 7.19 billion yuan in Q2, marking a year-on-year increase of 153.3%, while the overall net profit for the first half was a loss of 1.54 billion yuan, reducing losses by 80.9% [1] Financial Performance - The company achieved a net profit of 7.19 billion yuan in Q2, reflecting a year-on-year growth of 153.3% [1] - For the first half of the year, the net profit attributable to shareholders was a loss of 1.54 billion yuan, which represents an 80.9% reduction in losses compared to the previous year [1] Market Strategy - Jidong Cement is focusing on cost reduction and efficiency improvement internally, while externally promoting industry ecosystem optimization [1] - The company is implementing strategic integration in key markets, increasing mineral reserves, and expanding its "Cement+" industry layout, along with overseas capacity expansion [1] Industry Outlook - The company anticipates continued improvement in performance due to the ongoing industry self-discipline, despite facing pressure on industry demand [1] - The profit forecasts for 2025 and 2026 have been revised down to 2.7 billion yuan and 5.9 billion yuan, respectively, from previous estimates of 3.6 billion yuan and 6.9 billion yuan [1] - A new profit forecast for 2027 has been introduced at 8.8 billion yuan [1] Incentive Mechanism - Jidong Cement has implemented a restricted stock incentive plan to enhance its long-term incentive mechanism [1]

Group 1 - The core viewpoint is that the cement prices have declined due to high temperatures and rainy seasons in July and early August, but a recovery in prices is expected starting mid-August as various regions begin to push for price increases [1] - Regions such as the Yangtze River Basin, Northeast, Central and Southern Hebei, Henan, and Shandong are leading the price recovery efforts [1] - A nationwide increase in cement prices is anticipated to begin in September [1]

Core Insights - The company reported a hazardous waste disposal revenue of 365 million yuan in the first half of 2025, with a gross profit margin of approximately 28% [1] - The waste collection volume increased by 55% compared to the same period last year [1] - The waste disposal volume rose by 38% year-on-year [1]

Group 1 - The company achieved hazardous waste disposal revenue of 365 million yuan in the first half of 2025, with a gross profit margin of approximately 28% [1] - The amount of waste collected increased by 55% compared to the same period last year [1] - The volume of waste disposed of rose by 38% year-on-year [1]

Group 1 - The core viewpoint is that the cement prices have declined due to high temperatures and rainy seasons from July to early August, but a recovery in prices is expected starting mid-August as various regions initiate price increases [1] - The company has indicated that regions such as the Yangtze River Basin, Northeast, Central and Southern Hebei, Henan, and Shandong are leading the price recovery efforts [1] - A nationwide increase in cement prices is anticipated to begin in September, indicating a positive outlook for the industry [1]