Company Summary - Asia Cement (China) reported a revenue of 2.496 billion RMB for the six months ending June 30, 2025, representing a year-on-year decline of 7.2% [1] - The company recorded a profit attributable to shareholders of 114 million RMB, a significant improvement from a loss of 405 million RMB in the same period last year [1] - Basic earnings per share were reported at 0.073 RMB [1] Industry Insights - The cement industry is expected to see a shift away from overproduction, with stricter policies on daily and annual production limits for companies [1] - If these policies are fully implemented, the average capacity utilization rate in the national cement industry could increase from 50% to 70% [1] - Recent demand from hydropower projects is anticipated to catalyze a recovery in key engineering demand within the industry, leading to a potential resonance between supply and demand expectations [1]
亚洲水泥(中国)涨超5% 中期股东应占溢利1.14亿元 机构称限制超产或为行业反内卷核心