Group 1 - The announcement details the name change of the subsidiary company from Tangshan Jidong Cement Co., Ltd. to Jinyu Jidong Cement Group Co., Ltd. [1] - The stock abbreviation has also changed from Jidong Cement to Jinyu Jidong [1] - The announcement was made by Beijing Jinyu Group Co., Ltd. and confirms the completion of the business registration change [1][2]

北京金隅集团股份有限公司 关于控股子公司变更公司名称、证券简称暨完成工商变 更登记的提示性公告 证券代码：601992 证券简称：金隅集团 编号：临 2025－043 北京金隅集团股份有限公司 二〇二五年九月五日 本公司董事会及全体董事保证本公告内容不存在虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 1 北京金隅集团股份有限公司（以下简称"本公司"）控股子公司金 隅冀东水泥集团股份有限公司（以下简称"金隅冀东"）于 2025 年 9 月 4 日披露了《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》，主要变更内容如下： | 变更事项 | | | 变更前 | | 变更后 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司名称 | | 唐山冀东水泥股份有限公司 | | | 金隅冀东水泥集团股份有限公司 | | | | | 证券简称 | 冀东水泥 | | | | 金隅冀东 | | | | | 英文名称 | TANGSHAN | | JIDONG | CEM ...

Core Viewpoint - The company announced a change in the name and stock abbreviation of its subsidiary, indicating a rebranding effort to align with its parent company [1] Group 1 - The subsidiary previously known as Tangshan Jidong Cement Co., Ltd. will now be named Jinyu Jidong Cement Group Co., Ltd. [1] - The stock abbreviation will change from Jidong Cement to Jinyu Jidong [1]

该行对金隅今年至2027年每股经常性盈利预沽，由盈利0.01至0.02元人民币，转为亏损0.142至0.19元人 民币，反映建筑材料利润降低，部分被水泥单位毛利上升抵销。该行料短期内地水泥利润率持续低迷， 明年行业对未经授权产能的控制执行力度可见度将提高，预计金隅将受益。该行亦预计建筑材料利润将 因需求疲软持续低迷，房地产开发业务利润趋势将在明年和后年稳定，较今年改善，受低基数影响。 高盛发布研报称，金隅集团（601992）(02009)上半年净亏损15亿元人民币，每股净亏损0.14元人民币， 对比去年同期净亏损8.1亿元人民币。经常性净亏损16.5亿元人民币。该行指，公司业绩差于该行及市场 预期，主要因为房地产开发利润低于预期。该行维持对金隅"中性"评级，目标价0.7港元。 ...

智通财经APP获悉，高盛发布研报称，金隅集团(02009)上半年净亏损15亿元人民币，每股净亏损0.14元 人民币，对比去年同期净亏损8.1亿元人民币。经常性净亏损16.5亿元人民币。该行指，公司业绩差于该 行及市场预期，主要因为房地产开发利润低于预期。该行维持对金隅"中性"评级，目标价0.7港元。 该行对金隅今年至2027年每股经常性盈利预沽，由盈利0.01至0.02元人民币，转为亏损0.142至0.19元人 民币，反映建筑材料利润降低，部分被水泥单位毛利上升抵销。该行料短期内地水泥利润率持续低迷， 明年行业对未经授权产能的控制执行力度可见度将提高，预计金隅将受益。该行亦预计建筑材料利润将 因需求疲软持续低迷，房地产开发业务利润趋势将在明年和后年稳定，较今年改善，受低基数影响。 ...

高盛认为，金隅集团业绩低于该行及市场预期，主要由于房地产开发利润低于预期。该行对金隅集团 2025年至2027年每股经常性盈利预测，由盈利0.01至0.02元，转为亏损0.142至亏损0.19元，反映建筑材 料利润降低，部分被水泥单位毛利上升抵消。高盛预计短期内内地水泥利润率持续低迷，2026年行业对 未经授权产能的控制执行力度可见度将提高，预计金隅集团将受益。该行还预计建筑材料利润将因需求 疲软持续低迷，房地产开发业务利润趋势将在2026年和后年稳定，较2025年改善，受低基数影响。 高盛发布报告预计，金隅集团从2025年起连续三年将录得经常性经营亏损，维持"中性"评级。报告指 出，金隅集团上半年净亏损15亿元，每股净亏损0.14元，较2024年同期净亏损8.1亿元有所增加。经常性 净亏损为16.5亿元。 ...

Core Viewpoint - Strategic emerging industries are becoming the core engine for promoting high-quality economic development under the national "dual carbon" goals, with Beijing Jinyu Group Co., Ltd. leading the way in low-carbon cement research and industrialization [1] Group 1: Company Initiatives - Beijing Jinyu Group is focusing on low-carbon cement development as a key measure to achieve the "dual carbon" goals, leveraging its technological accumulation and industrial foundation [1] - The company is increasing investment in scientific research to upgrade cement products towards low energy consumption, low emissions, and high performance [1] - As the largest green building materials supplier in the Beijing-Tianjin-Hebei region, Jinyu Group's low-carbon cement products support major national projects such as the Beijing-Xiong'an High-Speed Railway and the Beijing Urban Sub-center [1] Group 2: Financial Support and Collaboration - China Export-Import Bank's Beijing branch is providing targeted working capital loans to support Jinyu Group's low-carbon cement sector, facilitating the integration of finance and industry [1] - The bank plans to deepen cooperation with Jinyu Group to promote the cement industry towards high-end, intelligent, and green development, contributing to the national "dual carbon" goals [1]

Group 1: Yuanjie Technology - The company experienced significant revenue growth in the data communication sector, particularly for 400G/800G optical modules, with a positive quarterly trend expected to continue in the second half of 2025 [1] - The company achieved core technological breakthroughs in high-power CW light sources and high-speed EML, with ongoing factory renovations and equipment procurement in the U.S. [1] - The company is committed to R&D investment and process optimization to maintain a high gross margin level [1] Group 2: Jinyu Group - Cement prices in various regions are expected to rise nationally starting September, following a recovery initiated in mid-August [1] - The company reported solid waste disposal revenue of 365 million yuan in the first half of 2025, with a gross margin of approximately 28% and significant increases in waste collection and disposal volumes [1] - The real estate segment saw a revenue decline of 2.8% year-on-year, with a gross margin of 53.8%, while the company is actively managing its market value and has initiated a dividend distribution plan [1] Group 3: Dekoli - The company faced challenges in meeting order deliveries due to rapid growth in computing power demand and insufficient capacity and supply chain resources [2] - The revenue share of data communication products has increased to nearly 40%, while telecom business revenue declined by about 8% [2] - A new factory is expected to improve conditions in the second half of 2025, with significant orders for OCS products already in place [2] Group 4: Jinfa Technology - The modified plastics segment has seen nearly 20% sales growth over the past two years, with new projects in production expected to enhance capacity [3] - The company is exploring new opportunities in overseas markets, anticipating a nearly 30% sales increase in 2024, driven by sectors like new energy vehicles and robotics [3] - The new management has focused on reducing financing costs and debt ratios while enhancing cash flow and market value [3] Group 5: Sileck - The company's battery shell business is expected to improve margins in the second half of the year due to scale effects [4] - The company is collaborating with Dongwon Systems Corporation to establish a joint venture in Europe and the U.S. for battery shell production [4] - A strategic partnership with Aori Jin involves approximately 500 million yuan in collaboration across various manufacturing and innovation areas [4] Group 6: HSBC Jinxin Fund - The fund has an asset management scale of 56.855 billion yuan, ranking 82nd among 210 in total public funds [4] - The fund's non-monetary public fund management scale is 33.548 billion yuan, ranking 88th among 210 [4] - The best-performing public fund product in the past year is the HSBC Jinxin Technology Pioneer Stock, with a net value increase of 111.03% [4]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 本月底法定/註冊股本總額： RMB 10,677,771,134 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京金隅集團股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601992 | 說明 | A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8,339,006,264 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 8,339,006,264 | RMB | | 1 RMB | | 8 ...

Group 1 - The stock price of Beijing Jinyu Group increased by 2.45% on September 1, reaching 1.67 CNY per share, with a total market capitalization of 17.832 billion CNY [1] - Year-to-date, the stock price has decreased by 3.47%, with a recent 5-day decline of 1.18%, a 20-day increase of 4.37%, and a 60-day increase of 10.60% [1] - The company has appeared on the trading leaderboard once this year, with the most recent occurrence on July 21, where it recorded a net buy of -22.7325 million CNY [1] Group 2 - Beijing Jinyu Group was established on December 22, 2005, and listed on March 1, 2011, with its main business activities including cement and concrete production, new building materials, real estate development, and property management [2] - The revenue composition of the company includes bulk commodity trading (52.18%), product sales (31.69%), housing sales (7.68%), and other income sources [2] - As of June 30, 2025, the company reported a revenue of 45.566 billion CNY, with a year-on-year growth of 0.01%, and a net profit attributable to shareholders of -1.496 billion CNY, a decrease of 85.40% [2] Group 3 - Since its A-share listing, Beijing Jinyu Group has distributed a total of 7.825 billion CNY in dividends, with 1.516 billion CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 86.9094 million shares, an increase of 5.2339 million shares from the previous period [3]