A few days ago, a number of listed companies in the cement sector have disclosed the Zhongbao forecast. Overall, the net profit of listed companies in cement enterprises generally fell year-on-year, and many of them suffered losses. Performance forecast of
certain cement enterprises for the first half of the year:
The net profit attributable to the shareholders of the listed company of Tianshan Cement for the first half of 2023 is expected to be RMB100 million to RMB150 million, representing a decrease of 97.13% to 95.69% as compared with the same period of last year.
Qilian Mountain expects that the net profit attributable to shareholders of listed companies will be about 222 million yuan to 242 million yuan in the first half of 2023, which is expected to decrease by 260 million yuan to 280 million yuan compared with the same period last year, a decrease of 51.76% to 55.74% compared with the same period last year. The net profit of
Ningxia building materials in the first half of 2023 is expected to be 115 million yuan to 173 million yuan, a decrease of 55% to 70% compared with the same period last year.
Jidong Cement announced a net profit loss of 300 million yuan to 400 million yuan in the first half of the year, compared with a profit of 1.141 billion yuan in the same period last year.
China Resources Cement expects that the profit attributable to owners of the company will decrease by 63% to 68% in the first half of 2023 compared with the same period last year. It is reported that the profit attributable to the owners of China Resources Cement in the first half of 2022 is HK $1.8045 billion.
Shanshui Cement expects that the profit attributable to equity holders of the Company for the first half of the year will decrease by approximately 145% to 150% (loss of RMB215 million to RMB239 million) as compared with approximately RMB477 million for the same period in 2022.
Asia Cement expects the Group's unaudited profit attributable to equity holders for the six months ended 30 June 2023 to decrease by approximately 37% as compared to the same period in 2022. In the first half of 2022, the profit attributable to the owners of the company was 312 million yuan.
Yatai Group expects to increase losses from January to June 2023, with net profit attributable to shareholders of listed companies ranging from-1 billion to 850 million, and net profit falling by 78.22% to 51.49% year on year.
Tapai Group is expected to achieve net profit of 454 million yuan to 507 million yuan in the first half of the year, an increase of 160% to 190% over the same period last year.
Fujian Cement is expected to achieve a net loss of about 133 million yuan attributable to the owner of the parent company in the first half of 2023, with a year-on-year loss expansion. The net profit of shareholders of listed companies in the first half of
Xizang Tianlu 2023 is expected to lose 230 million yuan to 250 million yuan.
According to the performance forecast of various enterprises, insufficient demand release and downward cement price are the main reasons for the decline of cement industry performance in the first half of the year.
However, according to the statistics of China Cement Network, up to now . Conch Cement, Huaxin Cement, Tianrui Cement , Taiwan Cement, Shangfeng Cement , Jianfeng Group and other cement listed companies have not yet announced the mid-report forecast. Most of these cement enterprises, which have not yet published the forecast, are competitive and powerful enterprises, and the business situation of these enterprises in the first half of the year has really attracted the attention of the industry.
For example, "How much is the net profit of Conch Cement in the first half of the year?" It has aroused great speculation in the industry. Organizations speculate that the profit of Conch Cement in the first half of the year is about 8 billion, and some insiders believe that the overall situation of the industry this year is grim, and the net profit of Conch Cement in the first half of the year is less than 5 billion. However, some people speculate that Conch Cement, as the "gold-sucking elder brother" of the cement industry, will still outperform the market by a large margin in the first half of the year, approaching 10 billion yuan. In terms
of Huaxin Cement, Huaxin Cement achieved a net profit of 1.683 billion yuan in the first half of 2022. According to the industry's general level of 60% -70% year-on-year decline, the net profit of Huaxin Cement in the first half of this year is estimated to be about 50-670 million yuan. But at the same time, some people pointed out that the operating indicators of Huaxin Cement are relatively excellent, and the situation in the first half of the year will be better than that of most enterprises in the industry, with net profit expected to be 8-10 billion yuan.
At the same time, Tianrui Cement, Taiwan Cement, Shangfeng Cement and other enterprises are also looking forward to the industry, everyone is concerned about which enterprise's operating indicators can win the first prize.
All guesses and questions are waiting for the above-mentioned enterprises to announce the announcement of Zhongbao to reveal the mystery, and China Cement Network will also track and report in real time. How much
do you think the profits of Conch Cement, Huaxin Cement, Tianrui Cement and other cement enterprises will be in the first half of the year? Feel free to leave a comment in the comments section.
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