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。 ...

每经AI快讯，金隅冀东1月14日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.8亿元 ~2.6亿元，同比扭亏为盈。业绩变动主要原因是，报告期内，面对整体偏弱的市场有效需求，公司持续 深耕精益运营管理，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， 公司推动市场化整合，不断优化战略布局，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。2025年度，公司经营业绩稳步改善，同比实现扭亏为盈。 （记者 曾健辉） 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… ...

Group 1 - The core viewpoint of the article highlights that Jinyu Jidong has a competitive advantage in the industry regarding the water resource allocation project in the Liaodong Peninsula, which involves significant cement usage [2] - The project primarily includes the Shihu Reservoir, Heiyu Ting Dam, and a pressurization pump station, all located in Xiuyan County, Anshan City, Liaoning Province [2] - The project falls within the sales radius of both Anshan Jidong and Liaoning Hengwei companies, indicating potential market opportunities for these firms [2]

Core Viewpoint - The company, Jinyu Jidong, anticipates a turnaround in net profit by the third quarter of 2025, driven by improvements in operational performance and strategic initiatives in response to various market factors [1] Group 1: Operational Improvements - The company plans to extend its industrial chain and optimize capacity layout by leveraging its own mining resources and advancing aggregate line construction, particularly in key regions [1] - Following the acquisition of Shuangyashan Company in Heilongjiang at the end of 2024, the company has also acquired Hengwei Cement and its affiliates in Liaoning to enhance its market share and influence in Northeast China [1] Group 2: Cost Efficiency - The company is focusing on lean operations, utilizing scale procurement advantages, centralized procurement of spare parts, energy-saving technologies, and continuous optimization of material costs to drive cost reduction and efficiency [1] Group 3: Market Strategy - The company is enhancing its market leadership by refining channel segmentation and penetrating end-user scenarios, promoting customized cement, special cement, and composite materials for various applications such as key projects, home decoration, and wind power construction [1] - The revenue share from new products and materials is significantly increasing, reflecting the company's competitive edge in differentiated products [1]

Core Viewpoint - The announcement details the status and adjustments of the convertible bonds issued by Jinyu Jidong Cement Group Co., Ltd., including changes in conversion prices and the bond's buyback conditions. Group 1: Convertible Bond Issuance and Terms - The company issued 28.2 million convertible bonds with a total value of 282 million yuan, approved by the China Securities Regulatory Commission on November 5, 2020 [2] - The bonds are listed on the Shenzhen Stock Exchange under the name "Jidong Convertible Bonds" with a code of 127025, and the conversion period is from May 11, 2021, to November 4, 2026 [2] Group 2: Conversion Price Adjustments - The conversion price of the bonds was adjusted multiple times due to equity distributions: from 15.78 yuan to 15.28 yuan on June 2, 2021, and further adjustments to 14.21 yuan on December 16, 2021, 14.01 yuan on January 14, 2022, and 13.26 yuan on May 27, 2022 [3][4] - The latest adjustment occurred on May 31, 2023, reducing the conversion price to 13.11 yuan [4] Group 3: Buyback Conditions and Results - The bonds are subject to conditional buyback clauses, with the first buyback period occurring from December 20 to December 26, 2024, and the second from December 22 to December 26, 2025 [5][6] - The buyback results indicated minimal participation, with only 10 bonds submitted for buyback in 2024 and 22 bonds in 2025 [5][6] Group 4: Conversion and Share Changes - In the fourth quarter of 2025, the company reported a reduction of 2,000 yuan (20 bonds) due to conversions, totaling 152 shares [6] - Cumulatively, by December 31, 2025, the total reduction from conversions amounted to 1,043.59 million yuan (10,435,893 bonds), resulting in 66,134,393 shares converted [6]

| 证券代码：000401 | 证券简称：金隅冀东 | 公告编号：2026-004 | | --- | --- | --- | | 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 2025 年第四季度可转换公司债券转股情况公告 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： | 证券代码：000401 | | | | | | | 证券简称：金隅冀东 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127025 | | | | | | | 证券简称：冀东转债 | | | | | 转股价格：13.01 | 元/股 | | | | | | | | | | | 转股期限：2021 年 | 5 | 月 | 11 | 日至 | 2026 | 年 | 11 | 月 | 4 | 日 | 根据《深圳证券交易所股票上市规则》的有关规定，金隅冀东水泥集 团股份有限公司（以下简称公司）现将 2025 年第四季度可转换公 ...

Group 1 - The core viewpoint of the article highlights a decline in China's cement production, with a reported output of 150 million tons in November 2025, representing a year-on-year decrease of 8.2% [1] - Cumulatively, from January to November 2025, China's total cement production reached 1.55 billion tons, marking a decline of 6.9% compared to the previous year [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating a significant trend in the cement industry [1] Group 2 - The article lists several publicly listed companies in the cement sector, including Qingsong Jianhua, Jinyu Group, Sichuan Jinding, Fujian Cement, and others, which are relevant to the industry analysis [1] - Zhiyan Consulting is identified as a leading industry consulting firm in China, specializing in in-depth industry research reports and providing comprehensive consulting services for investment decisions [1]