华润建材科技(01313)盈喜后涨超4%，截至发稿，涨4.47%，报1.87港元，成交额1464.1万港元。 消息面上，2月4日，华润建材科技发布公告，截至2025年12月31日止年度本公司拥有人应占盈利预期将 较截至2024年12月31日止年度人民币2.11亿上升大约115%至135%，主要原因为2025年内本集团成本降 低及减值亏损减少所致。 中金此前指出，水泥价格表现较为坚挺，根据数字水泥网，12月全国水泥含税均价354元/吨，环比+5 元，同时受益于煤炭价格下行，行业盈利有所回升，测算12月水泥企业吨毛利63元/吨，环比+11元。 2026年行业补产能工作持续推进，后续产能置换政策有望带动供给持续出清。 ...

Group 1 - The core viewpoint of the article is that China Resources Cement Technology (01313) has announced a significant increase in profit expectations for the fiscal year ending December 31, 2025, with an anticipated rise of approximately 115% to 135% compared to the previous year [1] - The expected profit for the year ending December 31, 2024, is projected to be RMB 211 million, indicating a strong growth trajectory for the company [1] - The increase in profit is primarily attributed to reduced costs and a decrease in impairment losses within the company [1] Group 2 - The cement industry is experiencing stable pricing, with the national average cement price in December reported at RMB 354 per ton, reflecting a month-on-month increase of RMB 5 [1] - The industry is benefiting from a decline in coal prices, which has contributed to a recovery in profitability, with estimated gross profit per ton for cement companies at RMB 63, up by RMB 11 month-on-month [1] - The ongoing capacity replacement policies in 2026 are expected to facilitate continuous supply clearance in the industry [1]

Group 1 - The core viewpoint of the article is that China Resources Cement Technology (01313) expects a significant increase in profit attributable to shareholders for the year ending December 31, 2025, with an anticipated rise of approximately 115% to 135% compared to the profit of RMB 211 million for the year ending December 31, 2024 [1] Group 2 - The primary reasons for the expected profit increase are the reduction in costs and a decrease in impairment losses during 2025 [1]

Core Viewpoint - China Resources Cement Technology (01313) expects a significant increase in profit attributable to shareholders for the year ending December 31, 2025, projecting a rise of approximately 115% to 135% compared to the profit of RMB 211 million for the year ending December 31, 2024, primarily due to reduced costs and decreased impairment losses [1] Financial Performance - The expected profit for 2025 is projected to be between RMB 452.65 million and RMB 494.35 million, reflecting a strong growth trajectory [1] - The increase in profitability is attributed to cost reductions and a decrease in impairment losses, indicating improved operational efficiency [1]

格隆汇2月4日丨华润建材科技(01313.HK)公告，截至2025年12月31日止年度公司拥有人应占盈利预期将 较截至2024年12月31日止年度人民币2.1亿上升大约115%至135%，主要原因为2025年内集团成本降低及 减值亏损减少所致。 ...

Core Viewpoint - China Resources Cement Technology (01313.HK) announced the signing of five artificial stone supply contracts with Runfeng New Materials and Runzhai E-commerce, indicating a strategic partnership in the artificial stone supply chain [1] Group 1 - Runfeng New Materials will supply artificial stone and related processing to Runzhai E-commerce [1] - On February 3, 2026, Runfeng New Materials and Runzhai E-commerce further signed four additional artificial stone supply contracts [1]

Core Viewpoint - China Resources Cement Technology (01313) has announced the signing of multiple artificial stone supply contracts with Runfeng New Materials and Runzhai E-commerce, indicating a strategic move to enhance its supply chain and revenue potential in the artificial stone market [1] Group 1: Contract Details - Runfeng New Materials has entered into five artificial stone supply contracts with Runzhai E-commerce, with an additional four contracts signed on February 3, 2026 [1] - The proposed annual total cap for each year is set at RMB 50 million (excluding tax) for the years ending December 31, 2026, and December 31, 2027, which will remain unchanged [1] Group 2: Financial Projections - The annual cap for transactions under the two batches of artificial stone supply contracts is based on the expected receivables (excluding VAT) for each year [1] - The reserved limit for potential artificial stone supply contracts to be signed within the year is determined based on the anticipated sales volume of artificial stones [1]

Core Viewpoint - China Resources Cement Technology (01313) has announced the signing of multiple artificial stone supply contracts with Runfeng New Materials and Runmai E-commerce, indicating a strategic move to enhance its supply chain and revenue potential in the artificial stone market [1] Group 1: Contract Details - Runfeng New Materials has entered into five artificial stone supply contracts with Runmai E-commerce, with an additional four contracts signed shortly thereafter [1] - The proposed annual total cap for each year, ending December 31, 2026, and December 31, 2027, is set at RMB 50 million (excluding tax), which will remain unchanged [1] - The total cap includes the expected receivables from the two batches of supply contracts and a reserved limit for potential contracts based on anticipated sales volume [1]

（於開曼群島註冊成立之有限公司） （股份代號：1313） 持續關連交易 增值服務框架協議 茲題述本公司日期為二零二三年十二月二十九日的公告，有關（其中包括）本公司與 華潤萬象生活（連同其附屬公司作為服務提供方）就增值服務採購訂立二零二三年框 架協議。由於二零二三年框架協議及其全年上限已於二零二五年十二月三十一日屆滿， 於二零二六年二月三日，本公司與華潤萬象生活訂立二零二六年框架協議，以更新全 年上限。 建議全年上限每年人民幣50,000,000元（不含稅）乃經參考（其中包括）以下因素後 釐定：(i)華潤萬象生活集團擬提供的增值服務品類、品質及服務水準；(ii) 本集團因 應業務發展對於增值服務的需求；以及(iii)歷史交易金額。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 由於上市規則第14.07條所載有關二零二六年框架協議的全年上限之適用百分比率超 過0.1%但低於5%，故二零二六年框架協議項下擬進行的持續關連交易僅須遵守上市 規則第14A章的 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號：1313） 持續關連交易 人造石供應合同 茲題述本公司日期為二零二六年一月三十日的公告，潤豐新材料與潤材電商訂立五份 人造石供應合同，據此，潤豐新材料向潤材電商供應人造石及相關加工。於二零二六 年二月三日，潤豐新材料與潤材電商進一步訂立四份人造石供應合同。 截至二零二六年十二月三十一日止及二零二七年十二月三十一日止各年度的建議全 年總上限每年人民幣50,000,000元（不含税）將維持不變，為所有項目（包括潛在項 目）的建議全年上限的總和：(i)兩批人造石供應合同項下交易的全年上限為各年度預 計應收代價（不含增值稅）；及(ii)可能於年內訂立的潛在人造石供應合同之預留限 額，乃根據預期人造石供應銷售數量而釐定，預期採用以訂約各方按公平原則磋商的 銷售單價及相關加工費。 由於上市規則第14.07條所載有關上述持續關連交易的全年總上限之適用百分比率超 過0.1% ...