华润建材科技绩后跌超4% 三季度水泥销量降幅略小于行业 水泥主业仍然承压
Zhi Tong Cai Jing·2025-10-27 02:34

Core Viewpoint - China Resources Cement Technology (01313) experienced a decline of over 4% in stock price following the release of its financial results, indicating market concerns about its performance amidst a challenging industry environment [1] Financial Performance - For the nine months ending September 30, 2025, the company reported a revenue of 15.07 billion RMB, a year-on-year decrease of 4.5% [1] - The profit attributable to shareholders was 331 million RMB, reflecting a year-on-year increase of 7.3% [1] - Basic earnings per share were reported at 0.047 RMB [1] Operational Metrics - In Q3 2025, the total sales volume of cement clinker decreased by 5.3% year-on-year to 14.12 million tons, while the overall cement production in the industry fell by 6.6% [1] - The average selling price per ton of cement clinker decreased by 32 RMB to 205 RMB, and the cost per ton also decreased by 32 RMB to 173 RMB [1] - The gross profit per ton remained stable at 32 RMB, indicating persistent low margins due to weak seasonal demand and increasing supply-demand imbalances [1]