Xin Lang Cai Jing·2025-09-03 09:11Core Viewpoint - Jidong Cement reported a significant improvement in its financial performance, with a net profit of 7.19 billion yuan in Q2, marking a year-on-year increase of 153.3%, while the overall net profit for the first half was a loss of 1.54 billion yuan, reducing losses by 80.9% [1] Financial Performance - The company achieved a net profit of 7.19 billion yuan in Q2, reflecting a year-on-year growth of 153.3% [1] - For the first half of the year, the net profit attributable to shareholders was a loss of 1.54 billion yuan, which represents an 80.9% reduction in losses compared to the previous year [1] Market Strategy - Jidong Cement is focusing on cost reduction and efficiency improvement internally, while externally promoting industry ecosystem optimization [1] - The company is implementing strategic integration in key markets, increasing mineral reserves, and expanding its "Cement+" industry layout, along with overseas capacity expansion [1] Industry Outlook - The company anticipates continued improvement in performance due to the ongoing industry self-discipline, despite facing pressure on industry demand [1] - The profit forecasts for 2025 and 2026 have been revised down to 2.7 billion yuan and 5.9 billion yuan, respectively, from previous estimates of 3.6 billion yuan and 6.9 billion yuan [1] - A new profit forecast for 2027 has been introduced at 8.8 billion yuan [1] Incentive Mechanism - Jidong Cement has implemented a restricted stock incentive plan to enhance its long-term incentive mechanism [1]