Group 1 - China National Building Material (03323) shares rose over 6%, currently up 6.02% at HKD 5.99, with a trading volume of HKD 136 million [1] - The company issued a profit warning, expecting a profit of approximately RMB 2.95 billion for the nine months ending September 30, 2025, compared to a loss of approximately RMB 684 million in the same period last year [1] - The expected profit increase is primarily due to lower sales costs of cement and ready-mixed concrete, higher sales prices and lower costs of fiberglass, increased sales of wind turbine blades and coatings, higher profits from joint ventures, and increased net income from changes in the fair value of financial assets recognized in profit or loss, partially offset by a decline in cement sales [1] Group 2 - The Ministry of Industry and Information Technology held a meeting to discuss growth stability in the cement industry, emphasizing the role of leading enterprises in implementing capacity replacement and regulation policies [1] - By the end of 2025, companies are required to develop capacity replacement plans for excess registered capacity, promoting alignment between actual and registered capacity [1] - Industry associations are encouraged to enhance self-regulation, conduct supply-demand balance research, organize staggered production in the cement industry, and provide average cost research to assist operators in reasonable pricing, preventing unfair competition such as selling below cost [1]
港股异动 | 中国建材(03323)涨超6% 预计前三季度扭亏为盈 水泥行业稳增长座谈会召开