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债市基本面高频数据跟踪:2026年1月第2周:水泥价格再创新低
SINOLINK SECURITIES· 2026-01-14 15:18
Group 1: Economic Growth Production - Power plant daily consumption is higher than the same period last year. On January 13, the average daily consumption of 6 major power generation groups was 826,000 tons, a 2.7% decrease from January 6. On January 6, the daily consumption of power plants in eight southern provinces was 2.278 million tons, a 9.6% increase from December 30 [5][12]. - The blast furnace operating rate has generally recovered moderately. On January 9, the national blast furnace operating rate was 79.3%, a 0.4 - percentage - point increase from January 2; the capacity utilization rate was 86.1%, a 0.8 - percentage - point increase from January 2. However, the blast furnace operating rate of Tangshan steel mills decreased by 3.7 percentage points [5][16]. - The tire operating rate has declined for two consecutive weeks. On January 8, the operating rate of all - steel truck tires was 58.0%, a 0.1 - percentage - point decrease from January 1; the operating rate of semi - steel car tires was 65.9%, a 2.4 - percentage - point decrease from January 1 [5][18]. - The operating rate of looms in the Jiangsu and Zhejiang regions has continued to decline. On January 8, the operating rate of polyester filament in the Jiangsu and Zhejiang regions was 90.5%, a 0.4 - percentage - point increase from January 1, while the operating rate of downstream looms was 57.9%, a 1.7 - percentage - point decrease from January 8 [5][18]. Demand - The sales volume of new homes in 30 cities has weakened month - on - month. From January 1 - 13, the average daily sales area of commercial housing in 30 large and medium - sized cities was 152,000 square meters, a 44.9% decrease from the same period in December, a 41.8% decrease from January of last year, and a 40.8% decrease from January 2024 [5][23]. - The retail growth of the auto market is weak. In January, retail sales decreased by 32% year - on - year, and wholesale sales decreased by 40% year - on - year [5][26]. - Steel prices are oscillating strongly. On January 13, the prices of rebar, wire rod, hot - rolled coil, and cold - rolled coil changed by +0.6%, +1.3%, - 0.3%, and +0.1% respectively compared to January 6 [5][33]. - Cement prices have hit a new low. On January 13, the national cement price index decreased by 1.1% compared to January 6. The cement prices in the East China and Yangtze River regions decreased by 0.5% and 0.6% respectively, performing slightly better than the national average [5][34]. - The rebound strength of glass prices has increased. On January 13, the active futures contract price of glass was 1,119 yuan/ton, an 0.8% increase from January 6 [5][39]. - The container shipping freight rate index has shown a pattern of short - term decline and long - term increase. On January 9, the CCFI index increased by 4.2% compared to December 26, while the SCFI index decreased by 0.5% [5][43]. Group 2: Inflation CPI - The rebound strength of pork prices is weakening. On January 13, the average wholesale price of pork was 18.0 yuan/kg, a 0.3% increase from January 6. Since January, the average wholesale price of pork has increased by 2.0% month - on - month [5][47]. - The agricultural product price index has declined moderately. On January 13, the agricultural product wholesale price index decreased by 0.9% compared to January 6. Since January, the index has increased by 4.0% year - on - year but decreased by 0.6% month - on - month [5][52]. PPI - Oil prices have reached the highest level since October. On January 13, the spot prices of Brent and WTI crude oil were 68.8 and 61.2 dollars/barrel respectively, an 8.4% and 7.0% increase from January 6 [5][55]. - Copper and aluminum prices have continued to rise. On January 13, the prices of LME 3 - month copper and aluminum increased by 0.1% and 2.3% respectively compared to January 6. Since January, the prices of LME 3 - month copper and aluminum have increased by 10.4% and 7.0% month - on - month respectively [5][59]. - The domestic commodity index has changed from a decline to an increase month - on - month. On January 13, the Nanhua Industrial Products Index increased by 1.2% compared to January 6, while the CRB index decreased by 1.5% [5][59].
海螺集团:向绿而行 “碳”寻未来
Xin Hua Cai Jing· 2026-01-14 14:40
绿色是高质量发展的底色。"十四五"以来,海螺集团践行"两山"理念,落实"双碳"行动,协同推进降碳、减污、扩绿、增长,引领行业向资源节约型、环境 友好型绿色循环产业转型发展。 海螺集团以打赢蓝天保卫战为己任,"十四五"累计投入节能环保技改资金200多亿元,超前谋划实施超低排放技术改造,大力推广应用SCR脱硝、湿法脱 硫、"电收尘"改"袋收尘"等深度减排技术,氮氧化物、二氧化硫、颗粒物平均排放浓度远优于国家及地方排放标准,较"十三五"末大幅优化。集团26家公司 通过重污染天气绩效分级A级企业评审,25家公司通过引领性企业评审,位居行业第一。 海螺集团在超过90%的基地公司推广使用替代燃料,加大生物质燃料、生活垃圾、RDF等资源综合利用,充分利用热值的同时为社会消纳有害废弃物,替代 燃料使用比例达30%以上。在甘肃平凉海螺水泥有限责任公司建成行业首个绿电制氢项目,在安徽荻港海螺水泥股份有限公司试点掺氢燃烧技术,在宁国水 泥厂建成生物质碳项目,大力建设光伏、风力发电项目,多途径开发利用清洁能源,深入推动用能结构转型。 海螺集团广泛推行"水泥+协同处置"模式,实现环境效益与经济效益的双赢,建成76个协同处置环保项目,累 ...
公告精选 | 19天14板嘉美包装净利最高降五成 天地在线子公司遭诈骗
Xin Lang Cai Jing· 2026-01-14 13:25
Group 1 - CITIC Securities is projected to achieve revenue of 74.83 billion yuan and a net profit of 30.05 billion yuan in 2025, reflecting a year-on-year growth of 28.75% and 38.46% respectively [4] - Yipin Hong expects a net loss of 313 million to 442 million yuan in 2025, an improvement from a loss of 540 million yuan in the previous year, due to a decline in product sales and gross margin [2] - Jiamai Packaging anticipates a net profit of 85.44 million to 104 million yuan in 2025, a decrease of 43.02% to 53.38% compared to the previous year, attributed to fewer days in the peak season for the beverage industry [3] Group 2 - Jin Haitong forecasts a net profit of 160 million to 210 million yuan in 2025, representing a significant increase of 103.87% to 167.58% year-on-year, driven by growing demand in the semiconductor packaging and testing equipment sector [3] - Jinyu Group expects a net loss of 900 million to 1.2 billion yuan in 2025, widening from a loss of 555 million yuan in the previous year, as both its building materials and real estate businesses are in a downturn [3] - Beichen Real Estate anticipates a net loss of 2.68 billion to 3.31 billion yuan in 2025, primarily due to underperformance in real estate project sales [4]
金隅冀东(000401.SZ):预计2025年净利润1.8亿元–2.6亿元 同比扭亏
Ge Long Hui A P P· 2026-01-14 13:00
Core Viewpoint - Jinyu Jidong (000401.SZ) expects a net profit attributable to shareholders of 180 million to 260 million yuan in 2025, marking a turnaround from losses, while the non-recurring loss is projected to be between 170 million and 270 million yuan [1] Group 1: Financial Performance - The company anticipates a significant improvement in operating performance for 2025, achieving profitability compared to previous losses [1] - The expected net profit range indicates a positive shift in financial health, with a focus on cost reduction and efficiency improvements [1] Group 2: Operational Strategy - The company has been actively engaged in lean operational management and has implemented various measures to reduce costs and enhance efficiency, resulting in a substantial decrease in costs and period expenses year-on-year [1] - Market-oriented integration efforts are ongoing, with strategic optimization and successful operations of newly acquired companies contributing to favorable investment returns [1] Group 3: Market Conditions - Despite facing overall weak market demand, the company has managed to maintain a high level of profitability in its overseas business [1]
金隅冀东:2025年预盈1.8亿元—2.6亿元 同比扭亏
转自:证券时报 人民财讯1月14日电,金隅冀东(000401)1月14日发布业绩预告,预计2025年归母净利润1.8亿元—2.6亿 元,上年同期亏损9.91亿元。报告期内,公司多措并举扎实推进降本增效工作,成本与期间费用同比实 现较大幅度下降。同时,公司新并购企业运营情况良好,取得较好的投资回报;海外业务持续保持较高 盈利水平。 ...
金隅冀东:预计2025年度净利润为1.8亿元~2.6亿元
Mei Ri Jing Ji Xin Wen· 2026-01-14 12:48
每经AI快讯,金隅冀东1月14日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润1.8亿元 ~2.6亿元,同比扭亏为盈。业绩变动主要原因是,报告期内,面对整体偏弱的市场有效需求,公司持续 深耕精益运营管理,多措并举扎实推进降本增效工作,成本与期间费用同比实现较大幅度下降。同时, 公司推动市场化整合,不断优化战略布局,新并购企业运营情况良好,取得较好的投资回报;海外业务 持续保持较高盈利水平。2025年度,公司经营业绩稳步改善,同比实现扭亏为盈。 (记者 曾健辉) 每经头条(nbdtoutiao)——海利生物增值9倍并购的企业,估值8个月"腰斩",其第一大客户竟是尚未 成立的公司,离奇的事还不少…… ...
上峰水泥:第十一届董事会第十一次会议决议
Zheng Quan Ri Bao Wang· 2026-01-14 11:40
Group 1 - The company, Shangfeng Cement, announced the approval of the election of the vice chairman of the board and the supplementary election of members of the specialized committees of the board during its 11th board meeting [1]
金隅集团发盈警,预期2025年归母净亏损为9-12亿元
Zhi Tong Cai Jing· 2026-01-14 10:35
公告称,报告期内,公司建材及房地产业务均处于行业下行周期。水泥业务,持续优化战略布局,扎实 推进降本增效工作,经营业绩同比实现扭亏为盈;房地产业务受市场影响,需求减弱,销售价格承压, 影响公司房地产业务经营利润。 智通财经APP讯,金隅集团(02009)发布公告,经公司财务部门初步测算,预计2025年度实现归属于上市 公司股东的净亏损为9-12亿元之间;预计2025年度实现归属于上市公司股东的扣除非经常性损益的净亏 损为34.5-37.5亿元之间。而2024年归属于上市公司股东的净亏损约5.55亿元,归属于上市公司股东的扣 除非经常性损益的净亏损约28.59亿元。 ...
金隅集团(02009)发盈警,预期2025年归母净亏损为9-12亿元
智通财经网· 2026-01-14 10:35
Core Viewpoint - The company, Jinyu Group, anticipates significant net losses for the fiscal year 2025, with projections indicating a loss between 900 million to 1.2 billion yuan, and a loss excluding non-recurring items between 3.45 billion to 3.75 billion yuan [1] Group 1: Financial Projections - For the year 2024, the company expects a net loss of approximately 555 million yuan, with a net loss excluding non-recurring items around 2.859 billion yuan [1] - The anticipated losses for 2025 reflect ongoing challenges in the construction materials and real estate sectors, which are currently experiencing a downturn [1] Group 2: Business Performance - The cement business has managed to turn a profit year-on-year due to strategic optimization and cost reduction efforts [1] - Conversely, the real estate sector is facing weakened demand and pressured sales prices, negatively impacting its operating profits [1]
金隅集团(02009) - 2025年度业绩预亏公告
2026-01-14 10:16
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,概不會就本公告全部或任何部分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 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 本公告乃北京金隅集團股份有限公司(「本公司」)按香港聯合交易所有限公司證券上市規則 第13.10B條發出。 茲載列本公司於二零二六年一月十四日在中華人民共和國上海證券交易所網站刊登之2025 年度業績預虧公告,僅供參閱。 北京金隅集团股份有限公司 2025 年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 承董事會命 北京金隅集團股份有限公司 主席 姜英武 中國北京,二零二六年一月十四日 於本公告日期,本公司執行董事為姜英武、顧昱及鄭寶金;非執行董事為孔慶輝、顧鐵民及 趙新軍;以及獨立非執行董事為劉太剛、洪永淼、譚建方及尹援平。 * 僅供識 ...