Group 1 - Jinju Group's stock price increased by over 7% in early trading, currently up 4.71% at HKD 0.89, with a trading volume of HKD 62.8 million [1] - The company is actively promoting high value-added market applications and international expansion of its new building materials business, aiming for implementation by the first half of 2025 [1] - The company has developed a new product, "Yumian," for ecological restoration, successfully applied in the Zhaikou mine project, covering an area of 50,000 square meters, with a gross profit margin of 45.6%, which is 40% higher than typical rock wool products [1] Group 2 - In the first half of 2025, the cement sector achieved revenue of CNY 118.1 billion, a year-on-year decrease of 7.7%, while net profit attributable to shareholders increased by 1487% to CNY 5.2 billion [1] - The return on equity (ROE) for the cement sector was 1.4%, up 1.3 percentage points year-on-year, benefiting from improvements in pricing and cost [1] - The supply-side production restrictions and demand-side infrastructure support are expected to lead to a gradual improvement in the cement sector in the second half of the year [1]

消息面上，近日，金隅集团发布投资者关系活动记录表，公司在回复投资者关切时表示，新型建材业务 经营方面，2025年上半年，公司新型建材业务积极推动高附加值市场应用落地和新型建材"出海"。在高 附加值市场应用落地上，节能保温公司开发出应用于生态修复的"隅棉"产品，成功应用于寨口矿项目修 复，修复面积5万平米，产品毛利率45.6%，较一般岩棉产品提升40%。在新型建材"出海"上，上半年， 矿棉板产品出口额5700万元，新增印度、香港、新加坡重大工程项目20万㎡。 天风证券指出，25H1水泥板块实现收入1181亿元，yoy-7.7%，实现归母净利润52亿元，yoy+1487%， ROE为1.4%，同比+1.3pct，主要受益于价格和成本端改善。该行认为水泥基本面底部拐点或已出现， 在供应端限产控产+需求端基建托底的双重发力下，下半年有望呈现逐季改善趋势。从投资端来看，疆 藏地区供需格局相对较优，利润端存优化空间，出海方面继续看好非洲，业绩有望进入兑现期。 智通财经APP获悉，金隅集团(02009)早盘涨超7%，截至发稿，涨4.71%，报0.89港元，成交额6279.61万 港元。 ...