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]

证券日报网讯1月4日，金隅冀东（000401）发布公告称，公司第十届董事会第二十二次会议审议通过 《关于聘任副总经理的议案》《关于聘任董事会秘书的议案》。 ...

证券日报网讯1月4日，金隅冀东（000401）发布公告称，公司董事会近日收到任前进先生和许利先生递 交的书面辞职报告。任前进先生因工作调整，申请辞去公司副总经理、董事会秘书职务，许利先生因工 作调整，申请辞去公司副总经理职务。2025年12月31日董事会审议通过了《关于聘任副总经理的议案》 《关于聘任董事会秘书的议案》，董事会同意聘任李晶先生、胡斌先生为公司副总经理，聘任薛峥先生 为公司董事会秘书，上述人员的任期与第十届董事会的任期一致。 ...

金隅冀东1月4日公告，公司董事会近日收到任前进和许利的书面辞职报告。任前进因工作调整，申请辞 去公司副总经理、董事会秘书职务；许利因工作调整，申请辞去公司副总经理职务。上述辞职申请自书 面辞职报告送达公司董事会之日起生效。辞职后，任前进在公司担任资深专家职务，许利在公司所属企 业担任其他职务。公司董事会同意聘任李晶、胡斌为公司副总经理，聘任薛峥为公司董事会秘书。 ...

（记者 曾健辉） 每经AI快讯，金隅冀东1月4日晚间发布公告称，公司董事会于近日收到任前进先生和许利先生递交的 书面辞职报告。任前进先生因工作调整，申请辞去公司副总经理、董事会秘书职务，许利先生因工作调 整，申请辞去公司副总经理职务。辞职后，任前进先生在公司担任资深专家职务，从事专项项目工作； 许利先生在公司所属企业担任其他职务。公司审议通过了《关于聘任副总经理的议案》《关于聘任董事 会秘书的议案》，董事会同意聘任李晶先生、胡斌先生为公司副总经理，聘任薛峥先生为公司董事会秘 书，上述人员的任期与第十届董事会的任期一致。 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 ...