证券代码：000401 证券简称：金隅冀东 公告编号：2026-008 金隅冀东水泥集团股份有限公司 一、担保情况概述 （一）担保审议情况 为满足全资公司唐山冀东启新水泥有限责任公司（以下简称启新公司） 日常生产经营中的融资需求，金隅冀东水泥集团股份有限公司（以下简称 公司）于 2025 年 3 月 26 日召开第十届董事会第十三次会议、于 2025 年 4 月 29 日召开 2024 年度股东大会，审议通过《关于公司对控股子公司提供 担保的议案》，同意公司为启新公司提供融资担保 9,800 万元。具体内容 详见公司分别于 2025 年 3 月 28 日、2025 年 4 月 30 日在《中国证券报》 《证券时报》及巨潮资讯网发布的《关于对控股子公司提供担保的公告》 关于对唐山冀东启新水泥有限责任公司提供担保的进展公告 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。 （公告编号：2025-028）及《2024 年度股东大会决议公告》（公告编号： 2025-035）。 （二）担保进展情况 法定代表人：王晓松 注册地点：河北省唐山市古冶区卑家店乡 注册资本：46, ...

Investment Rating - The report maintains an "Overweight" rating for the construction materials industry [1] Core Insights - The construction materials sector has shown a slight decline in social financing growth, prompting a focus on high-dividend stocks and sectors such as real estate and technology [3] - The cement market is experiencing price fluctuations, with a current average price of 347.7 yuan/ton, down 4.8 yuan from last week and down 56.2 yuan from the same period in 2025 [10][11] - The report highlights potential investment opportunities in companies benefiting from high dividends, export-oriented industries, and home renovation sectors [3] Summary by Sections 1. Cement Market Overview - The national average cement price is 347.7 yuan/ton, reflecting a decrease of 4.8 yuan from the previous week and a decrease of 56.2 yuan year-on-year [10][11] - The average cement inventory ratio is 58.9%, down 1.4 percentage points from last week but up 1.4 percentage points from the same period in 2025 [16][20] - The average daily cement shipment rate is 39.2%, down 5.0 percentage points from last week but up 7.0 percentage points year-on-year [16][20] 2. Glass Market Overview - The average price of float glass is 1138.3 yuan/ton, an increase of 16.3 yuan from last week but a decrease of 246.1 yuan from 2025 [41][42] - The inventory of float glass in 13 provinces is 4,986 million weight boxes, a decrease of 209 million from last week but an increase of 1,071 million from the same period in 2025 [46][49] 3. Fiberglass Market Overview - The effective production capacity for fiberglass is projected to reach 759.2 million tons in 2026, a year-on-year increase of 6.9% [4] - The demand for fiberglass is expected to maintain steady growth, driven by wind power and new applications, despite a potential slowdown in overall growth [4] 4. Investment Recommendations - Recommended companies include China National Building Material, Huaxin Cement, and others that are expected to benefit from industry recovery and structural improvements [4][3] - The report suggests focusing on companies with strong dividend yields and those involved in technology and home renovation sectors [3]

Group 1 - The core point of the article is that Jinyu Jidong announced that from January 1, 2026, to January 16, 2026, the company's stock has closed below 85% of the current conversion price for 10 trading days [2] - If the stock price continues to remain below 85% of the current conversion price, it may trigger the downward adjustment conditions for the "Jidong Convertible Bonds" conversion price [2]

| 证券代码：000401 | 证券简称：金隅冀东 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：127025 | 证券简称：冀东转债 | | 金隅冀东水泥集团股份有限公司 关于预计触发冀东转债转股价格向下修正条件的提示性公告 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、证券代码：000401 | 证券简称：金隅冀东 | | --- | --- | | 2、债券代码：127025 | 证券简称：冀东转债 | 3、转股价格：13.01 元/股 4、转股期限：2021 年 5 月 11 日至 2026 年 11 月 4 日 经深交所"深证上〔2020〕1166 号"文同意，公司 282,000.00 万元 可转换公司债券于 2020 年 12 月 2 日起在深交所挂牌交易，债券简称"冀 东转债"，债券代码"127025"。 （三）可转换公司债券转股期限 本次可转债转股期自可转债发行结束之日（2020 年 11 月 11 日）满六 1 个月后的第一个交易日（2021 年 5 月 11 日）起至债券到期 ...

| 证券代码：000401 | 证券简称：金隅冀东 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：524120 | 债券简称：25 冀东 01 | | 2025 ( ) 2026 本公司及全体董事、高级管理人员保证公告内容的真实、 准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 特别提示： 唐山冀东水泥股份有限公司（现已更名为金隅冀东水泥 集团股份有限公司）2025 年面向专业投资者公开发行公司债 券(第一期)（债券简称：25 冀东 01，债券代码：524120）本 次付息的债权登记日为 2026 年 1 月 19 日，凡在 2026 年 1 月 19 日（含）前买入并持有本期债券的投资者享有本次派 发的利息；2026 年 1 月 19 日卖出本期债券的投资者不享有 本次派发的利息。 唐山冀东水泥股份有限公司 2025 年面向专业投资者公 开发行公司债券(第一期)将于 2026 年 1 月 20 日支付自 2025 年 1 月 20 日至 2026 年 1 月 19 日期间的利息。为保证付息 工作的顺利进行，现将有关事项公告如下： 一、本期债券的基本情况 1．发 ...

Core Viewpoint - Jinyu Jidong (000401) forecasts a net profit of 180 million to 260 million yuan for 2025, representing a year-on-year increase of 118.16% to 126.24% [1] Group 1 - The company expects a net profit excluding non-recurring gains and losses to be a loss of 170 million to 270 million yuan, with a year-on-year increase of 75.49% to 84.57% [1]

Core Viewpoint - The stock of Jinyu Jidong has shown significant price movement, with a 6.77% increase on January 15, 2025, reflecting positive market sentiment and trading activity [1]. Group 1: Stock Performance - As of January 15, 2025, Jinyu Jidong's stock price reached 4.89 yuan per share, with a total market capitalization of 12.999 billion yuan [1]. - The stock has increased by 10.88% year-to-date, with a 5-day increase of 8.19% and a 20-day increase of 8.91%, while it has decreased by 3.17% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinyu Jidong reported a revenue of 18.575 billion yuan, representing a year-on-year growth of 0.10% [2]. - The net profit attributable to shareholders for the same period was 40.3549 million yuan, showing a substantial increase of 113.60% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinyu Jidong was 78,100, which is an increase of 0.28% compared to the previous period [2]. - The average number of circulating shares per shareholder was 33,680, reflecting a decrease of 0.28% from the previous period [2]. Group 4: Dividend Information - Jinyu Jidong has distributed a total of 6.098 billion yuan in dividends since its A-share listing, with 661 million yuan distributed over the past three years [3]. Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 29.4742 million shares, an increase of 3.5051 million shares from the previous period [3].

Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some expected to turn losses into profits [1] Group 1: Profit Growth Projections - Jinhaitong is expected to see a year-on-year net profit increase of 103.87% to 167.58% in 2025 [1] - Yonghe Co. anticipates a year-on-year net profit increase of 110.87% to 150.66% in 2025 [1] - Shengnong Development is projected to have a year-on-year net profit increase of 89.16% to 97.44% in 2025 [1] - Shanhe Pharmaceutical Auxiliary is expected to see a year-on-year net profit increase of 38.16% to 62.45% in 2025 [1] Group 2: Turnaround Projections - Huazheng New Materials is expected to achieve a net profit of 260 million to 310 million yuan in 2025, turning from loss to profit [1] - Jinyu Jidong is projected to have a net profit of 180 million to 260 million yuan in 2025, also turning from loss to profit [1] - Siwei Tuxin anticipates a net profit of 90.0925 million to 117 million yuan in 2025, marking a turnaround from loss to profit [1]

Core Viewpoint - Jinyu Jidong (000401.SZ) expects a net profit attributable to shareholders of 180 million to 260 million yuan in 2025, marking a turnaround from losses, while the non-recurring loss is projected to be between 170 million and 270 million yuan [1] Group 1: Financial Performance - The company anticipates a significant improvement in operating performance for 2025, achieving profitability compared to previous losses [1] - The expected net profit range indicates a positive shift in financial health, with a focus on cost reduction and efficiency improvements [1] Group 2: Operational Strategy - The company has been actively engaged in lean operational management and has implemented various measures to reduce costs and enhance efficiency, resulting in a substantial decrease in costs and period expenses year-on-year [1] - Market-oriented integration efforts are ongoing, with strategic optimization and successful operations of newly acquired companies contributing to favorable investment returns [1] Group 3: Market Conditions - Despite facing overall weak market demand, the company has managed to maintain a high level of profitability in its overseas business [1]

转自：证券时报 人民财讯1月14日电，金隅冀东(000401)1月14日发布业绩预告，预计2025年归母净利润1.8亿元—2.6亿 元，上年同期亏损9.91亿元。报告期内，公司多措并举扎实推进降本增效工作，成本与期间费用同比实 现较大幅度下降。同时，公司新并购企业运营情况良好，取得较好的投资回报；海外业务持续保持较高 盈利水平。 ...