Group 1 - Dongwu Cement (00695) saw a stock price increase of over 5%, reaching a high of 6.38 HKD, the highest since September 2021 [1] - As of the report, the stock was up 7.01%, trading at 6.11 HKD with a transaction volume of 15.8141 million HKD [1] Group 2 - For the interim report of 2025, Dongwu Cement reported revenues of approximately 126 million HKD, with the cement segment contributing about 119 million HKD, reflecting a year-on-year growth of 28.0% [1] - The revenue increase was primarily due to the cement industry actively promoting staggered production, which alleviated supply-demand conflicts, despite overall market demand remaining weak [1] - The company noted that the decline in market demand has narrowed compared to the same period last year, contributing to the recovery in revenue [1] Group 3 - The company plans to closely monitor the dynamics of the cement sector and explore related business opportunities, given the narrowing decline in demand and the industry's anti-involution policy direction [1] - Guotai Junan pointed out that once the cement industry enters a recovery phase in profitability, the potential for profit release is significant [1] - The focus on limiting overproduction remains a key concern for improving supply-demand dynamics in the industry [1]
港股异动 | 东吴水泥(00695)涨超5% 股价创近年新高 水泥板块收益同比增长28.0%