福建水泥：上半年预亏8800万元

2022-07-14 17:18:20

福建水泥7月14日公告，公司预计2022上半年实现归属于母公司所有者的净利润为-8800万元左右，与上年同期相比，将出现亏损。

福建水泥7月14日公告，公司预计2022上半年实现归属于母公司所有者的净利润为-8800万元左右，与上年同期相比，将出现亏损。预计归属于母公司所有者的扣除非经常性损益后的净利润为-9500万元左右。

公告提到，2022年上半年，受市场需求下滑影响，公司水泥销量较上年同期减少12.93%，水泥平均售价同比下降9.23%；受煤炭价格高位影响，公司煤炭采购均价较上年同期上升46.65%，吨水泥销售成本同比上升16.36%，导致本期经营业绩出现亏损。

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Correlation

The situation is grim! Many cement enterprises have huge losses! Can it be reversed in the second half of the year?

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

Evergreen: First half net profit of 1.5092 million yuan, down 99.43% year-on-year

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

Tapai Group: Cement Demand Will Continue to Decrease in 2024

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

[中报点评]福建水泥：水泥量价齐降，亏损幅度扩大！

2023年上半年，福建水泥实现营业收入10.26亿元，同比下降13.96%，归属于母公司净利润-1.33亿元，同比减少50.01%。

2023-08-30 11:33:35

[中报点评]华润水泥：价格以跌为主，销量显著下滑

2023年上半年，华润水泥实现营业收入121.73亿港元，同比减少24.5%，归属于母公司净利润6.21亿港元，同比下降65.6%，毛利率15.63%，比去年同期下降4.86个百分点。

2023-08-23 11:35:40

形势严峻！多家企业亏损！水泥下半年能否翻盘

近日，新天山、冀东、葛洲坝水泥等企业相继发布2023年下半年工作计划。

2023-08-07 09:26:38

1增1亏5减少！多家水泥企业半年度业绩发布

近日，中国建材股份、天山、祁连山、宁夏建材、华润水泥、福建水泥、塔牌集团企业相继发布2023上半年业绩预告，其中塔牌集团净利同比预增，福建水泥亏损，其余5家同比减少。

2023-07-14 09:19:00

[年报点评]华润水泥：水泥量价齐跌，利润大幅下滑！

2022年，华润水泥实现总营业收入322.19亿港币，同比下降26.7%，归属于上市公司股东净利润19.36亿港元，同比下滑75.1%。

2023-04-04 15:39:23

海螺、天山、华润、华新等十几家业绩汇总

近期多家水泥上市公司发布2022年业绩预告，大部分企业净利润较同期减少50%以上。

2023-02-01 09:10:49

水泥行业“旺季不旺”，华润水泥寻找第二增长曲线

日前，华南地区水泥龙头企业华润水泥披露了今年前三季度业绩报。今年前三季度，华润水泥实现营业额约241.96亿港元，同比减少21.5%；公司拥有人应占盈利18.38亿港元，同比大幅下降65.4%。单计今年三季度，公司营收为80.8 亿港元，同比降24.0%，归母净利润0.33 亿港元，同比大降98.0%。

2022-10-28 10:55:08