Core Insights - The company reported a total revenue of 11.761 billion yuan for the first half of 2025, ranking 4th among disclosed peers, with a year-on-year increase of 541 million yuan, representing a growth of 4.82% [1] - The net profit attributable to shareholders was -154 million yuan, an increase of 653 million yuan compared to the same period last year [1] - The net cash inflow from operating activities was 1.287 billion yuan, ranking 3rd among disclosed peers, with a year-on-year increase of 455 million yuan, reflecting a growth of 54.59% [1] Financial Ratios - The latest debt-to-asset ratio is 50.96%, ranking 7th among disclosed peers, with a decrease of 0.98 percentage points from the previous quarter [3] - The latest gross profit margin is 20.42%, ranking 5th among disclosed peers, with an increase of 11.96 percentage points from the previous quarter and a 6.67 percentage points increase from the same period last year, marking two consecutive years of growth [3] - The latest return on equity (ROE) is -0.56%, an increase of 2.34 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.06 yuan, an increase of 0.24 yuan compared to the same period last year [3] - The latest total asset turnover ratio is 0.20 times, ranking 5th among disclosed peers, with an increase of 0.01 times year-on-year, reflecting a growth of 5.39% [3] - The latest inventory turnover ratio is 3.17 times, an increase of 0.11 times compared to the same period last year, marking two consecutive years of growth with a year-on-year increase of 3.50% [3] Shareholder Structure - The number of shareholders is 77,900, with the top ten shareholders holding 1.876 billion shares, accounting for 70.57% of the total share capital [3] - The largest shareholder is Beijing Jinyu Group Co., Ltd., holding 44.34% of the shares [3]

Group 1 - The company, Jidong Cement, reported a revenue of approximately 11.761 billion yuan for the first half of 2025, representing a year-on-year increase of 4.82% [1] - The net profit attributable to shareholders was a loss of approximately 154 million yuan, with a basic earnings per share loss of 0.0594 yuan [1] - In comparison, for the same period in 2024, the company reported a revenue of approximately 11.22 billion yuan and a net profit loss of approximately 806 million yuan, with a basic earnings per share loss of 0.3033 yuan [1]

Group 1 - The core viewpoint of the article is that Jidong Cement (000401.SZ) reported a revenue of 11.761 billion yuan for the first half of 2025, reflecting a year-on-year growth of 4.82% [1] - The company experienced a net loss attributable to shareholders of 154 million yuan during the reporting period [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 258 million yuan, with a basic loss per share of 0.0594 yuan [1]

Core Viewpoint - The company has shown significant improvement in its operational performance despite challenges in the cement industry, including a downturn in the real estate market and increased competition [1] Group 1: Financial Performance - The company achieved a revenue of 11.76 billion yuan, representing a year-on-year growth of 4.82% [1] - The net profit attributable to shareholders was a loss of 154 million yuan, which reflects an 80.94% reduction in losses compared to the previous year [1] - The net cash flow from operating activities increased by 54.59% year-on-year, reaching 1.29 billion yuan [1] Group 2: Market Strategy - The company has focused on market marketing as a core strategy for stable growth, enhancing communication with industry associations and government departments to mitigate competition [2] - The average sales price of products increased by 1.83% year-on-year, helping to stabilize the regional market ecosystem [2] - The company is expanding into specialized cement and customized cement markets, targeting high-value products to optimize its product structure [2] Group 3: Operational Efficiency - The company implemented 69 practical measures aimed at enhancing operational efficiency and cost control [3] - The procurement cost of raw materials decreased by 20.44% year-on-year, while the unit sales cost of cement clinker fell by 9.72% [3] - The overall gross margin improved by 6.67 percentage points year-on-year, with the gross margin for core cement products increasing by 9.28 percentage points [3] Group 4: Strategic Layout - The company accelerated strategic adjustments through acquisitions, including the purchase of shares in Liaoning Hengwei Cement Group, enhancing its market influence in Northeast China [4] - New mining resources totaling 293 million tons were added, ensuring a stable supply of raw materials for long-term development [4] - The company has established new production lines for aggregates and concrete, increasing aggregate capacity by 6.5 million tons and concrete capacity by 1.8 million cubic meters [4] Group 5: Technological Innovation - Technological innovation is a key driver for the company's transformation, focusing on new materials and products for energy security and infrastructure projects [5] - The company has achieved significant advancements in digital transformation, becoming one of the first to receive the "Integrated Interconnected Level" certification in digital supply chain maturity [5] - The company operates five national-level smart factories, leading the industry in digitalization [5] Group 6: Future Outlook - The company anticipates improvements in market order and demand conditions in the cement industry due to government policies and industry initiatives [6] - The company plans to deepen market collaboration and enhance cost management while advancing its "14th Five-Year" plan [6] - The company aims to leverage its core advantages in capacity, technology, and regional layout to solidify its market position during the industry's recovery phase [6]

证券日报网讯 8月27日晚间，冀东水泥（000401）发布公告称，公司于近日接到公司工会《关于选举唐 山冀东水泥股份有限公司职工董事的函》，经公司职工民主选举，选举姜雨生女士为公司第十届董事会 职工董事。 ...

唐山冀东水泥股份有限公司 2025 年半年度财务报告 唐山冀东水泥股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 唐山冀东水泥股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：唐山冀东水泥股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 6,349,189,401.00 | 6,934,688,088.68 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 296,092,145.70 | 101,113,013.66 | | 应收账款 | 2,282,581,129.99 | 2,619,807,728.78 | | 应收款项融资 | 762,755,049.18 | 627,442,304.81 | | 预付款项 | 502, ...

姜雨生女士当选后，公司第十届董事会中兼任高级管理人员的董事及 职工董事人数合计未超过公司董事总数的二分之一。 特此公告。 证券代码：000401 证券简称：冀东水泥 公告编号：2025-065 唐山冀东水泥股份有限公司 关于选举职工董事的公告 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。 唐山冀东水泥股份有限公司（以下简称公司）于近日接到公司工会《关 于选举唐山冀东水泥股份有限公司职工董事的函》，经公司职工民主选举， 选举姜雨生女士为公司第十届董事会职工董事，任期与第十届董事会任期 一致。 姜雨生，1979 年 6 月出生，现任唐山冀东水泥股份有限公司职工董 事、科技创新与绿色低碳部部长，天津金隅振兴环保科技有限公司董事 （兼）。姜女士毕业于吉林大学无机化学专业，研究生学历，理学博士， 高级工程师。 附件：姜雨生女士简历 唐山冀东水泥股份有限公司董事会 2025年8月28日 附件： 姜雨生女士简历 姜女士于 2006 年 7 月参加工作，先后在中国科学院长春应用化学研 究所、北京金隅红树林环保技术有限责任公司、北京生态岛科技有限责任 公司、唐山冀东水泥股份有 ...

唐山冀东水泥股份有限公司 关于北京金隅财务有限公司风险持续评估的报告 根据《深圳证券交易所上市公司自律监管指引第7号—交易与关联交 易》的要求，公司通过查验北京金隅财务有限公司（以下简称金隅财务公 司）《金融许可证》《企业法人营业执照》等证件资料，并审阅包括资产负 债表、利润表、现金流量表等在内的金隅财务公司的定期财务报告，对金 隅财务公司的经营资质、业务和风险状况进行了评估，具体情况报告如下： 一、金隅财务公司基本情况 法定代表人：黄文阁 注册地址：北京市东城区北三环东路36号1号楼B2101-2107房间 注册资本：30亿元 （一）控制环境 企业类型：有限责任公司(法人独资) 金隅财务公司按照《北京金隅财务有限公司章程》中的规定，建立了 董事会、监事会，并对董事会和董事、监事、高级管理层在风险管理中的 责任进行了明确规定。治理结构健全，管理运作规范，建立了分工合理， 职责明确、互相制衡、报告关系清晰的组织结构，为风险管理的有效性提 经营范围：许可项目：企业集团财务公司服务。（依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准 文件或许可证件为准）（不得从事国家和本市产业政策 ...

上市公司名称：唐山冀东水泥股份有限公司 单位：万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的关联关系 上市公司核算的会计 | | 2025年期初占用资金 | 2025年半年度往来累计发 | | 2025年半年度往来资金 | 2025年半年度偿还累 | 2025年半年度期末往 来资金余额 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 科目 | 余额 | 生金额（不含利息） | | 的利息（如有） | 计发生金额 | | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - | | | | | | | - | - | | 前控股股东、实际控制人及其附属企业 | | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - | | | | | | | - | - | | 其他关联方及附属企业 | | | | | | | | ...

证券代码：000401 证券简称：冀东水泥 公告编号：2025-066 唐山冀东水泥股份有限公司 2025年第三次临时股东会决议公告 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.本次股东会未出现否决议案的情形。 2.本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开方式：现场投票与网络投票相结合的方式。 （1）现场会议召开时间：2025年8月27日 14:00 3.召集人：公司董事会 4.主持人：董事长刘宇先生 5.会议的召集、召开程序符合有关法律、行政法规、部门规章、规范 性文件、深圳证券交易所业务规则及《公司章程》等规定。 （二）会议出席情况 1.股东出席的总体情况：参加本次会议的股东及股东授权委托代表 453人，代表股份1,753,127,023股，占公司有表决权股份总数的65.9513％。 （1）出席现场会议表决的股东及委托代理人3人，代表股份 1,681,156,215股，占公司有表决权股份总数的63.2438％； （2）通过网络投票的股东450人，代表股份71,970,808股 ...