Core Viewpoint - Dongwu Cement (00695) experienced a significant stock price increase, reaching a high of 6.38 HKD, the highest since September 2021, with a current increase of 7.01% to 6.11 HKD and a trading volume of 15.81 million HKD [1] Financial Performance - 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 is attributed to the cement industry actively promoting staggered production, which alleviated supply-demand conflicts, despite the market demand remaining weak [1] Market Dynamics - Although traditional peak season demand did not meet expectations, the decline in market demand has narrowed compared to the same period last year, contributing to the recovery in the company's revenue [1] - The company indicated that it will continue to closely monitor the dynamics of the cement sector and explore related business opportunities due to the narrowing trend of demand decline and the industry's anti-involution policy direction [1] Industry Outlook - Guotai Junan pointed out that once the cement industry enters a recovery phase in profitability, the release of industry profitability will be quite significant [1] - The focus on limiting overproduction remains a key concern for improving supply-demand dynamics in the industry under the anti-involution strategy [1]
东吴水泥涨超5% 股价创近年新高 水泥板块收益同比增长28.0%