BNBMPLC(SZ:000786) Huan Qiu Wang·2025-08-20 07:39Core Insights - North New Materials reported a slight decline in revenue for the first half of 2025, with total revenue at 13.558 billion yuan, a decrease of 0.29% year-on-year [1][2] - The company's net profit attributable to shareholders fell by 12.85% to 1.930 billion yuan, indicating a challenging financial environment [1][2] Financial Performance - Revenue: 13.558 billion yuan, down 0.29% from the previous year [2] - Operating profit: 2.188 billion yuan, a decrease of 11.50% year-on-year [1] - Total profit: 2.183 billion yuan, down 10.64% compared to the same period last year [1] - Net profit attributable to shareholders: 1.930 billion yuan, down 12.85% year-on-year [1][2] - Net profit after deducting non-recurring gains and losses: 1.892 billion yuan, a decrease of 12.35% [1][2] - Basic and diluted earnings per share: 1.142 yuan, down 12.82% [2] - Cash flow from operating activities: 961 million yuan, a significant decline of 52.86% [2] - Return on equity: 7.24%, down from 9.04% [2] Segment Performance - Lightweight building materials revenue: 8.901 billion yuan, down 8.67% year-on-year [1] - Waterproof building materials revenue: 2.494 billion yuan, up 5.99% [1] - Coating materials revenue: 2.163 billion yuan, a significant increase of 44.42% [1] Product Performance - Gypsum board revenue: 6.677 billion yuan, down 8.57% [1] - Keel revenue: 1.137 billion yuan, down 10.72% [1] - Waterproof membrane revenue: 1.720 billion yuan, up 0.63% [1] - Waterproof engineering revenue: 205 million yuan, down 1.76% [1] - Coating revenue: 2.511 billion yuan, up 40.82% [1] - Other revenue: 1.310 billion yuan, down 0.87% [1] Asset Position - Total assets: 35.540 billion yuan, an increase of 1.14% from the end of the previous year [2] - Net assets attributable to shareholders: 26.151 billion yuan, up 1.86% [2]