Core Viewpoint - Dongwu Cement (00695) experienced a significant stock price increase of over 25% during trading, with a cumulative rise of more than 100% in the month, reflecting positive market sentiment and expectations for improved financial performance [1] Financial Performance - The company anticipates a reduction in losses to approximately HKD 12.966 million in the first half of 2025, representing a year-on-year decrease of about 67.6% [1] - The expected decrease in losses is attributed to the "anti-involution" policy in the domestic cement industry, which has led to a stabilization and recovery in performance, as well as a slowdown in the overall market demand decline [1] Operational Factors - The company has benefited from the sale of cement clinker production capacity indicators, which generated revenue. These capacity indicators will continue to be replaced by externally purchased clinker supply [1]
东吴水泥盘中拉升逾25% 月内累涨超1倍 预期上半年亏损同比减少约67.6%