Ge Long Hui A P P·2025-09-03 09:17Core Viewpoint - Ji Dong 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% and a reduction in net loss for the first half of the year by 80.9% to -1.54 billion yuan [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, Ji Dong Cement's net profit was -1.54 billion yuan, which represents an 80.9% reduction in losses compared to the previous year [1] Market Strategy - The company is focusing on stabilizing and improving prices in its core markets, which has led to significant profit recovery in Q2 [1] - Ji Dong Cement is enhancing cost reduction and efficiency internally while promoting industry ecosystem optimization externally [1] - The company is pursuing 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 its performance due to ongoing industry self-discipline, despite facing pressure on overall 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 - Ji Dong Cement has implemented a restricted stock incentive plan to strengthen its long-term incentive mechanism [1]