证券日报网讯1月9日，金隅冀东（000401）在互动平台回答投资者提问时表示，股价受宏观经济环境、 行业周期、市场情绪、概念热点等多方面因素影响，2025年前三季度，公司归母净利润扭亏为盈，经营 业绩稳步向好。较2024年度，公司2025年度的经营亮点主要体现在以下方面：1.产业链进一步延伸及产 能布局持续优化，依托自有矿山资源，持续推进骨料线布局，同时围绕重点区域，推进混凝土生产线建 设，增强产业链竞争优势；继2024年底在黑龙江区域收购双鸭山公司后，2025年初公司在辽宁区域收购 恒威水泥及其关联企业，进一步优化公司东北区域产业布局，提升市场份额及影响力。2.深化精益运营 效果凸显，通过发挥规模采购优势、加强备品备件集约化采购、加强节能降耗技术应用、持续优化配料 成本等措施，持续推动全流程降本增效。3.强化统一大市场建设，市场引领力获得提升，差异化产品市 场竞争力逐渐转化为增长优势，公司细化渠道划分与终端场景渗透，针对重点工程、家装、风电建设等 不同应用场景，推动定制化水泥、特种水泥、复合掺合料等新产品、新材料深入研究与应用，新产品、 新材料的收入占比显著提升。 ...

Core Viewpoint - The company has shown significant improvement in its operational performance despite challenges in the cement industry, including a downturn in the real estate market and increased competition [1] Group 1: Financial Performance - The company achieved a revenue of 11.76 billion yuan, representing a year-on-year growth of 4.82% [1] - The net profit attributable to shareholders was a loss of 154 million yuan, which reflects an 80.94% reduction in losses compared to the previous year [1] - The net cash flow from operating activities increased by 54.59% year-on-year, reaching 1.29 billion yuan [1] Group 2: Market Strategy - The company has focused on market marketing as a core strategy for stable growth, enhancing communication with industry associations and government departments to mitigate competition [2] - The average sales price of products increased by 1.83% year-on-year, helping to stabilize the regional market ecosystem [2] - The company is expanding into specialized cement and customized cement markets, targeting high-value products to optimize its product structure [2] Group 3: Operational Efficiency - The company implemented 69 practical measures aimed at enhancing operational efficiency and cost control [3] - The procurement cost of raw materials decreased by 20.44% year-on-year, while the unit sales cost of cement clinker fell by 9.72% [3] - The overall gross margin improved by 6.67 percentage points year-on-year, with the gross margin for core cement products increasing by 9.28 percentage points [3] Group 4: Strategic Layout - The company accelerated strategic adjustments through acquisitions, including the purchase of shares in Liaoning Hengwei Cement Group, enhancing its market influence in Northeast China [4] - New mining resources totaling 293 million tons were added, ensuring a stable supply of raw materials for long-term development [4] - The company has established new production lines for aggregates and concrete, increasing aggregate capacity by 6.5 million tons and concrete capacity by 1.8 million cubic meters [4] Group 5: Technological Innovation - Technological innovation is a key driver for the company's transformation, focusing on new materials and products for energy security and infrastructure projects [5] - The company has achieved significant advancements in digital transformation, becoming one of the first to receive the "Integrated Interconnected Level" certification in digital supply chain maturity [5] - The company operates five national-level smart factories, leading the industry in digitalization [5] Group 6: Future Outlook - The company anticipates improvements in market order and demand conditions in the cement industry due to government policies and industry initiatives [6] - The company plans to deepen market collaboration and enhance cost management while advancing its "14th Five-Year" plan [6] - The company aims to leverage its core advantages in capacity, technology, and regional layout to solidify its market position during the industry's recovery phase [6]