四方新材1月26日公告，经公司财务部门初步测算，预计2025年度实现归属于上市公司股东的净利润-3 亿元左右，与上年同期相比，亏损增加。预计2025年度实现营业收入约10亿元。 公司商品混凝土的主要销售市场为重庆市，受房地产行业下滑影响，2025年1-12月，重庆市房地产新开 工施工面积累计下滑29.4%，使得重庆市商品混凝土产品需求大幅减少，进而导致公司整体销量不及预 期。同时，商品混凝土产品的主要原材料成本降幅低于销售价格降幅，导致商品混凝土销售毛利率下 降，影响了公司盈利水平。 ...

Core Viewpoint - The company Sifang New Materials (605122) is expected to report a net loss of approximately 300 million yuan for the fiscal year 2025, indicating an increase in losses compared to the previous year [1] Financial Performance - The projected operating revenue for 2025 is around 1 billion yuan [1] - The decline in the real estate sector has significantly impacted the demand for the company's concrete products, with a reported 29.4% decrease in new construction area in Chongqing from January to December 2025 [1] Market Conditions - The primary market for the company's ready-mixed concrete is Chongqing, where the downturn in the real estate industry has led to a substantial reduction in product demand [1] - The cost of key raw materials for ready-mixed concrete has decreased at a slower rate than the selling prices, resulting in a decline in gross profit margins for the company's concrete sales [1]

Group 1 - The company Sifang New Materials expects a net profit of approximately -300 million yuan for the fiscal year 2025, indicating an increase in losses compared to the previous year [1] - The primary reason for the performance decline is the ongoing downturn in the market, particularly affecting the demand for ready-mixed concrete in Chongqing, where the real estate sector has seen a 29.4% decrease in new construction area from January to December 2025 [1] - The decline in demand for ready-mixed concrete has led to overall sales falling short of expectations, compounded by the fact that the decrease in raw material costs has not kept pace with the decline in sales prices, resulting in a drop in gross profit margins for ready-mixed concrete [1]