北 京 金 隅 集 團 股 份 有 限 公 司 BBMG Corporation* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2009） 海外監管公告 關於披露冀東水泥 2025 年半年度報告的提示性公告 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 承董事會命 北京金隅集團股份有限公司 主席 姜英武 中國北京，二零二五年八月二十八日 於本公告日期，本公司執行董事為姜英武、顧昱及鄭寶金；非執行董事為顧鐵民及郝利 煒；以及獨立非執行董事為劉太剛、洪永淼及譚建方。 * 僅供識別 - 1 - 附件： 本公告乃由北京金隅集團股份有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第 13.10B 條而作出。 本公司控股子公司唐山冀東水泥股份有限公司於二零二五年八月二十八日在《中國證券 報》和《證券時報》以及巨潮資訊網(www.cninfo.com.cn )公佈《冀東水泥 2025 年半年度報 告》。 《 冀 東 水 泥 2025 年 ...

Group 1 - The company reported a revenue of 45.566 billion yuan for the first half of the year, reflecting a year-on-year growth of 0.01% [1] - The net loss attributable to shareholders was 1.496 billion yuan, compared to a loss of 0.807 billion yuan in the same period last year [1] - The basic earnings per share were -0.19 yuan [1]

证券日报网讯上峰水泥（000672）8月28日发布公告，在公司回答调研者提问时表示，公司熟料端成本 2025年上半年与2024年上半年同期相比下降了25元，其中有约19元是因煤炭价格下降所致。水泥端成本 今年上半年同比下降了10.67元，其中有约8元是因为熟料端成本降低所致。2025年公司将继续通过精细 化管理，争取实现可控成本方面，熟料成本可比口径比上年下降5.0元/吨，水泥产品成本可比口径比上 年下降3.0元/吨。 ...

Core Viewpoint - Jidong Cement reported a revenue of 11.761 billion yuan for the first half of 2025, showing a year-on-year increase of 4.82%, while the net profit attributable to shareholders improved significantly, reducing losses to 154 million yuan from 806 million yuan in the same period last year [1] Group 1: Financial Performance - The company achieved a net profit margin improvement, with a non-recurring net profit loss of 258 million yuan, a reduction of 71.88% year-on-year [1] - The average selling price increased by 1.83%, contributing to a comprehensive gross margin of 20.42%, which is an increase of 6.67 percentage points year-on-year [1] - The gross margin for cement was 20.42%, up 9.28 percentage points year-on-year, while the gross margin for clinker was 22.77%, an increase of 19.71 percentage points [1] Group 2: Operational Highlights - Jidong Cement has a clinker production capacity of 11 million tons and a cement production capacity of 18.4 million tons, ranking third among domestic cement manufacturers [2] - The company expanded its aggregate production capacity by 6.5 million tons and concrete production capacity by 1.8 million cubic meters during the reporting period [2] - The company reduced sales costs for cement and clinker by 9.72% and raw material procurement costs by 20.44% year-on-year [2] Group 3: Technological and Green Initiatives - The company holds 223 invention patents and 2,050 utility model patents, with 46 subsidiaries recognized as national high-tech enterprises [2] - Jidong Cement has achieved a 57.56% energy efficiency benchmark level for its clinker production capacity [2] - The company has been recognized with 37 national-level "green factories" and 24 national-level green mines [2] Group 4: Digital Transformation - The company has been certified as one of the first national digital supply chain maturity standard enterprises, achieving the highest level L3 "Integrated Interconnection Level" certification [3] - Jidong Cement has five national-level smart factories and two national 5G factories, with 11 scenarios recognized as excellent cases in national smart manufacturing [3] Group 5: Future Outlook - The company anticipates improvements in industry structure and market order in the long term, focusing on problem-oriented and results-oriented strategies to enhance profitability [3]

Core Insights - The cumulative profit of industrial enterprises above designated size fell by 1.7% year-on-year from January to July, with a significant narrowing of the decline in July to 1.5%, down 2.8 percentage points from the previous month [1] - The "Two New" policies, focusing on large-scale equipment updates and consumer goods replacement, have significantly contributed to profit growth in new momentum industries, particularly in equipment manufacturing [1][5] - In July, profits in specific sectors such as electronic and electrical machinery manufacturing, general component manufacturing, and food and beverage equipment manufacturing saw substantial year-on-year increases of 87.9%, 15.3%, and 11.3% respectively [1] Industrial Performance - The industrial added value for enterprises above designated size grew by 5.7% year-on-year in July, despite a 1.1 percentage point decline in growth rate compared to previous months, remaining above the average of the past five years [3] - Export growth in July was recorded at 7.2%, surpassing the ten-year average of 3.6% for the same period, driven by "grabbing exports" and "grabbing Two New" initiatives [3] - The "anti-involution" effect has been reflected in the prices of raw materials, with significant reductions in price declines for various industries, contributing to a decrease in the overall impact on the Producer Price Index (PPI) [3] Profit Recovery - From January to July, profits in the raw materials manufacturing sector increased by 10% year-on-year, accelerating by 3.2 percentage points compared to the previous period, with the steel processing industry turning profitable [5] - Small and medium-sized industrial enterprises showed signs of profit recovery in July, with profits turning from declines of 7.8% and 9.7% in June to increases of 1.8% and 0.5% respectively [6] - The overall industrial production maintained rapid growth in July, although challenges such as weak effective demand and low profit levels persist [6] Future Outlook - The "anti-involution" strategy is expected to focus on controlling increments while optimizing existing resources, leading to a gradual support for industrial profit growth [7] - With the expected normalization of supply and demand following extreme weather disruptions, industrial profits are anticipated to continue a mild recovery trend, with monthly year-on-year growth potentially turning positive [7] - Upcoming policies, including a new 500 billion yuan financial tool aimed at supporting infrastructure and strategic emerging industries, are expected to provide stable demand support [7][8]

Core Insights - Algeria has exported 28,000 tons of white cement to the United States, marking a significant milestone for the country's entry into the U.S. market [1] - The export of white cement, a high-value product, is expected to generate substantial foreign exchange income for Algeria, aiding in improving its trade balance and diversifying exports away from oil and gas dependency [1] - Approximately 70% of the business at Annaba port is currently focused on exports, reflecting Algeria's national strategy to modernize ports and enhance international competitiveness [1] - Despite the U.S. increasing import tariffs on certain Algerian goods, the quality and price advantages of Algerian cement have allowed it to successfully penetrate the U.S. market, demonstrating the capability of Algerian industrial products to reach international markets [1]

Group 1 - The company reported a revenue of 45.566 billion yuan for the first half of the year, reflecting a year-on-year growth of 0.01% [1] - The net loss attributable to shareholders was 1.496 billion yuan, compared to a loss of 0.807 billion yuan in the same period last year [1] - The basic earnings per share were -0.19 yuan [1]

金隅集团8月27日披露半年报，公司上半年实现营业收入455.66亿元，同比增长0.01%；归属于上市公司 股东的净亏损14.96亿元，上年同期亏损8.07亿元；基本每股收益-0.19元。 ...

据Algérie360网站报道，阿尔及利亚通过安纳巴港向美国出口 28,000 吨白水泥，创下该港出口纪录，标 志着阿在进入美国市场上迈出重要一步。白水泥作为高附加值产品，国际需求持续增长，为阿带来可观 外汇收入，助力阿改善贸易平衡，推动出口多元化，减少对油气的依赖。目前，安纳巴港约70%的业务 已面向出口，体现了阿国家层面推动港口现代化和提升国际竞争力的战略。尽管美国提高了包括水泥在 内的阿部分商品进口关税，但凭借质量和价格优势，阿水泥仍成功进入美国市场，彰显了阿工业品走向 国际的能力。 ...

Group 1 - The core viewpoint of the news is that Beijing Jinyu Group's stock has experienced fluctuations, with a recent decline of 2.34% and a year-to-date drop of 3.47% [1] - As of August 27, the stock price is reported at 1.67 yuan per share, with a total market capitalization of 17.832 billion yuan [1] - The company has seen a net outflow of main funds amounting to 7.8833 million yuan, with significant selling pressure observed [1] Group 2 - Beijing Jinyu Group, established on December 22, 2005, and listed on March 1, 2011, operates in sectors including cement, ready-mixed concrete, new building materials, and real estate [2] - The company's revenue composition includes 37.15% from bulk commodity trading, 28.83% from product sales, and 26.33% from housing sales [2] - As of March 31, 2025, the company reported a revenue of 16.867 billion yuan, reflecting a year-on-year growth of 31.42%, while the net profit attributable to shareholders was -1.235 billion yuan, a 5.65% increase [2] Group 3 - Since its A-share listing, Jinyu Group has distributed a total of 7.825 billion yuan in dividends, with 1.516 billion yuan distributed over the past three years [3] - As of March 31, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both reducing their holdings [3]