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北新建材(000786) - 2025年8月22日投资者关系活动记录表
2025-08-22 14:02
6.请问一下国企的效率是否不如民企,在如今快速发展的资 本市场里,北新未来是否有竞争优势走出发展加速度,给股东坚 定持有的信心? 答:尊敬的投资者您好,公司所在石膏板、防水材料、涂料 行业为充分竞争行业,面对激烈的市场竞争,公司坚持深化改革 攻坚,完善公司治理体系,厘清不同治理机构权责,提高决策效 率和治理效能;推进中长期激励,通过股权激励和超额利润分享 等进一步激发组织活力;坚持业绩导向,对全级次企业经理层成 2 露义务。感谢您的关注。 | | 员开展考核;实施管理人员竞争上岗和全员考核,市场化经营机 | | | | | --- | --- | --- | --- | --- | | | 制改革向纵深发展。未来,公司将进一步聚焦核心主业,提高经 | | | | | | 营质量,继续推进"一体两翼 全球布局"发展战略落地实施,力 | | | | | | 争为投资者创造更大价值。感谢您的关注! | | | | | 附件清单(如有) | 无 | | | | | 日期 | 2025 8 22 | 年 | 月 | 日 | 证券代码:000786 证券简称:北新建材 北新集团建材股份有限公司投资者关系活动记录表 编号: ...
北新建材(000786):营收承压回落,Q3提价盈利改善可期
Shenwan Hongyuan Securities· 2025-08-20 07:44
Investment Rating - The report maintains an "Outperform" rating for the company [2] Core Views - The company experienced a revenue decline in Q2, with a 0.3% year-on-year decrease in total revenue for H1 2025, amounting to 13.56 billion yuan, and a 12.9% drop in net profit attributable to shareholders, totaling 1.93 billion yuan [7] - The company has implemented price increases for its gypsum boards and waterproof materials, indicating potential for profit improvement in Q3 [7] - The company is progressing with its long-term development strategy, including new production projects in various locations [7] - The profit forecast for 2025-2027 has been adjusted downwards, with expected net profits of 4.018 billion yuan, 4.761 billion yuan, and 5.518 billion yuan respectively [7] Financial Data and Profit Forecast - Total revenue is projected to reach 26.605 billion yuan in 2025, with a year-on-year growth rate of 3.0% [6] - The net profit attributable to shareholders is expected to be 4.018 billion yuan in 2025, reflecting a 10.2% year-on-year growth [6] - The company's gross margin is forecasted to be 29.8% in 2025, with a return on equity (ROE) of 14.3% [6] - The earnings per share (EPS) is projected to be 2.38 yuan in 2025 [6]