交易所数据显示，11月24日，宁波富达收盘5.16元，上涨1.57%，滚动市盈率PE（当前股价与前四季度 每股收益总和的比值）达到34.08倍，总市值74.57亿元。 从行业市盈率排名来看，公司所处的房地产开发行业市盈率平均43.98倍，行业中值30.55倍，宁波富达 排名第65位。 最新一期业绩显示，2025年三季报，公司实现营业收入11.00亿元，同比减少11.44%；净利润1.69亿 元，同比增加5.63%，销售毛利率28.67%。 截至2025年三季报，共有5家机构持仓宁波富达，其中其他4家、基金1家，合计持股数113490.22万股， 持股市值56.29亿元。 宁波富达股份有限公司的主营业务是商业地产的出租、自营联营及托管业务；水泥及其制品的生产、销 售。公司的主要产品是32.5级水泥、42.5级水泥、海工水泥等。2025年1月，公司选送的国企品牌"天一 的故事"获国务院国资委"地方国资国企优秀品牌故事"。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13宁波富达34.0835.542.6174.57亿行业平均 43.9844.421.54136.15亿行业中值30.5545.541.13 ...

Core Viewpoint - Conch Cement reported a differentiated performance in the first half of the year, with revenue declining while profit increased, indicating strong operational resilience despite challenging market conditions [1][2]. Financial Performance - The company achieved operating revenue of 41.292 billion yuan, a year-on-year decrease of 9.38%, primarily due to an 11.2% decline in real estate investment impacting cement demand [1]. - Net profit attributable to shareholders reached 4.368 billion yuan, a year-on-year increase of 31.34%, with a non-recurring net profit of 4.198 billion yuan, up 31.81% [1]. - The comprehensive gross margin improved by 5.7 percentage points to 28.41%, driven by a 13.76% reduction in fuel and power costs [1]. - Operating cash flow was robust, with a net amount of 8.287 billion yuan, reflecting a year-on-year growth of 20.61% [1]. Business Operations - The core cement business saw a slight decline in self-produced cement clinker sales, totaling 12.6 million tons, down 0.35% year-on-year, but high-margin products like 42.5-grade cement and clinker saw gross margin increases of 6.45 and 11.87 percentage points, respectively [1]. - Revenue from self-produced products in the eastern and western regions grew by 13.55% and 3.88% year-on-year, respectively, while overseas market revenue reached 2.462 billion yuan, up 7.06% [1]. Market Conditions - The real estate sector continued to face challenges, with a reported 11.2% decline in development investment, leading to a nationwide decrease in cement demand [2]. - National cement production in the first half was 815 million tons, down 4.3% year-on-year, although the decline was less severe than the previous year [2]. Growth Drivers - The company invested 309 million yuan in R&D, despite a 40.55% year-on-year decrease, resulting in 162 new authorized patents [2]. - Digitalization and green transformation are identified as new growth engines, with AI technology applied across various operational scenarios [2]. - The company is advancing its green manufacturing initiatives, including the integration of renewable energy projects and achieving ISO50001 certification for energy management [2]. Future Outlook - The company plans to increase the direct supply ratio of raw materials and the use of alternative fuels, aiming to enhance efficiency and leverage procurement advantages [3]. - There is a focus on extending the upstream and downstream industrial chain, accelerating the production of aggregate projects, and expanding the ready-mixed concrete industry in major cities [3]. - The renewable energy sector will concentrate on providing "zero (low) carbon solutions" and expanding green electricity scale [3].

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。 安徽海螺水泥股份有限公司 ANHUI CONCH CEMENT COMPANY LIMITED （在中華人民共和國註冊成立之股份有限公司） （股份代號：00914） 於其他市場發佈的公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第 13.10B 條而作出。 茲載列安徽海螺水泥股份有限公司在上海證券交易所網站刊登的《2025 年半年度報 告》，僅供參閱。 承董事會命 安徽海螺水泥股份有限公司 聯席公司秘書 虞水 中國安徽省蕪湖市 二零二五年八月二十六日 截至此公告日，本公司董事會成員包括 (i) 執行董事楊軍先生、朱勝利先生、李群峰 先生、虞水先生及吳鐵軍先生； (ii) 獨立非執行董事屈文洲先生、何淑懿女士及韓旭 女士； (iii) 職工董事凡展先生 安徽海螺水泥股份有限公司 Anhui Conch Cement CompanyLimited （A股：600585 H股：00914） 2025 ...