[专题]2013水泥上市公司三季报

According to incomplete statistics, there are about 33 listed companies developing mixed business in A-share motherboard, Hong Kong stock and Taiwan stock, and 4 companies developing mixed business in the new third board. Among them, there are 11 companies with mixed business as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in 2024, the detailed analysis is as follows:

2025-05-16 16:28:05

What is happening in the cement industry?

2025-05-16 07:02:05

What is happening in the cement industry?

2025-05-15 07:02:06

Zhou Yuxian said in his speech that at present, China's cement industry is facing many challenges, such as overcapacity, insufficient demand and declining efficiency. The industry has entered a very critical stage of transformation and development. The total profit of the domestic cement industry in 2024 is less than 30 billion yuan, which is a huge gap compared with the data disclosed in the annual reports of foreign counterparts. Faced with the severe situation of the development of the industry, all members of the new Council will, in accordance with the excellent working style of the previous councils of the association, hold high the banner of the idea that the interests of the industry are higher than those of the enterprise, and that the interests of the enterprise are bred in the interests of the industry, continue to play a leading, coordinating and serving role, and unite the enterprises of the industry to take the initiative.

2025-05-14 18:49:56

Since investing in Hefei Crystal Integration in September 2020, Shangfeng has steadily carried out equity investment in the fields of semiconductor, new energy and new materials, with a cumulative investment of over 1.7 billion yuan.

2025-05-14 13:00:26

The project plans to invest about 120 million US dollars to build a cement clinker production line with a daily output of 2800 tons and a cement grinding production line with an annual output of 1.2 million tons. However, since its launch in 2015, the construction progress has lagged behind due to various factors and has not yet been put into operation.

2025-05-14 10:40:55

The registered capital of Shangfeng ZETH Cement Co., Ltd. established by the company in cooperation with ZETH International is 200 million yuan, of which Shangfeng Building Materials contributes 58%. The project plans to invest about 120 million US dollars to build a cement clinker production line with a daily output of 2800 tons and a cement grinding production line with an annual output of 1.2 million tons. However, since its launch in 2015, the construction progress has lagged behind due to various factors and has not yet been put into operation.

2025-05-13 09:21:15

What is happening in the cement industry?

2025-05-09 07:02:05

What is happening in the cement industry?

2025-05-08 07:03:06

At present, the cement industry is facing severe challenges and changes. Market demand continues to be depressed, the problem of overcapacity is prominent, "price war" rises and falls one after another, and the profit margin of the industry is severely compressed. In this context, the focus of 2025 work of six cement industry giants, Conch, Tianshan, Jidong, Huaxin, Huarun and Shanshui, has attracted much attention. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-05-07 10:05:11

What is happening in the cement industry?

2025-05-07 07:02:03

Huaxin Cement's net profit in the first quarter reached 234 million yuan, an increase of 31.80% over the same period last year, indicating that the company's performance has steadily improved.

2025-05-06 15:13:59

What is happening in the cement industry?

2025-05-06 07:02:04

What is happening in the cement industry?

2025-05-01 07:01:19

The net profit of Conch Cement is 1.81 billion yuan, ranking first in the total profit; the performance of Jianfeng Group increased by 23878. 7%, the growth rate is superior to others; the total loss of 15 listed cement companies is 504 million yuan; Qingsong Jianhua's loss increased by 240.96%, becoming the only one of the 15 enterprises to expand its loss, while the rest of the cement listed companies increased or reduced their losses substantially in the first quarter.

2025-04-30 21:49:28

The price in the north is stable and the south is under pressure, and the disturbance of rainy season intensifies regional differentiation.

2025-04-30 17:14:46

What is happening in the cement industry?

2025-04-30 07:02:03

The main reason is that the profit of Tasly Group, a joint venture accounted for by equity method, increased significantly during the reporting period.

2025-04-29 17:14:51

In 2024, the photovoltaic business became one of the main businesses of Shijing Science and Technology, accounting for more than 31% of the operating income. In 2023, the first phase of the Anhui Xuancheng photovoltaic project invested by the company has been put into operation, and the second phase of the 9GW project, together with Jingke Energy, has invested 10 billion yuan in the construction of silicon wafer and cell projects in Ziyang, Sichuan. Compared with other battery manufacturers, the company's battery conversion efficiency is more than 26.5%, the product index is leading in the world, photovoltaic business has gradually become a new growth point of the new track, optimistic about the long-term development of Shijing Technology.

2025-04-29 16:44:09

On the evening of April 28, Shijing Technologies released its performance report for the first quarter of 2025. In the first quarter of this year, the company achieved a revenue of 735.0742 million yuan and a net profit of 52.8906 million yuan, turning losses into profits in a single quarter; its gross profit margin reached 18.66%. According to the data, Shijing Technology, founded in 2005, is a leading enterprise in comprehensive R & D and manufacturing of environmental pollution control with high technology level. Its products are widely used in power, steel, photovoltaic, semiconductor, cement, automobile and other industries.

2025-04-29 16:41:03

What is happening in the cement industry?

2025-04-29 07:02:03

On April 28, Fujian Cement announced the first quarter report of 2025, the company realized operating income of 360 million yuan, an increase of 5.40% over the same period last year; the net profit attributable to shareholders of listed companies was -19.9188 million yuan, and the loss was reduced by 76.54%. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses is -24.4998 million yuan.

2025-04-28 17:04:34

Conch Cement: It is estimated that the net profit attributable to the owners of the parent company in the first quarter of 2025 will be about 1.808 billion yuan, an increase of about 20% over the same period last year.

2025-04-28 10:17:25

What is happening in the cement industry?

2025-04-28 07:02:13

Performance of Taiwan cement leaped in fiscal year 2024. The main financial indicators are the double growth of revenue and profit, and the benefit has been significantly improved. Performance growth is due to the stable recovery of the domestic market and the synergy effect of overseas mergers and acquisitions, which completed the mergers and acquisitions of Turkish and Portuguese enterprises, diversified market layout and reduced risks. In addition, as a pioneer in green transformation and technological innovation, low-carbon cement is a pioneer in technological innovation, showing comprehensive strength in many aspects, and is expected to continue to maintain its leading position in the industry.

2025-04-27 15:48:31

The Company will continue to consolidate the foundation of governance, continue to standardize the governance mechanism, standardize the interests of the Company and its shareholders, guide small and medium investors to actively participate in the general meeting of shareholders, create convenient conditions for various investors to participate in the decision-making of major issues, and enhance the right of participation and sense of gain of investors.

2025-04-27 14:18:48

Sichuan Jinding released its annual performance report on April 26, saying that its operating income in 2024 was about 357 million yuan, an increase of 8.86% over the same period last year; the net profit loss attributable to shareholders of listed companies was about 19.19 million yuan; and the basic earnings per share loss was 0.055 yuan.

2025-04-27 10:20:18

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

On April 25, the National Cement Price Index (CEMPI) closed at 125.55 points, down 0.22% month-on-month and up 16.52% year-on-year..

2025-04-25 16:56:49

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

Jinyuan announced that its operating income in 2024 was 6.734 billion yuan, an increase of 136.79% over the same period last year. Net profit attributable to shareholders of listed companies was 39.7145 million yuan, an increase of 105.85% over the previous year. Basic earnings per share is 0.05 yuan per share. The company plans not to distribute cash dividends, not to distribute bonus shares, and not to increase capital stock with reserve funds.

2025-04-25 10:42:03

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

The average selling price of the company's cement products was higher than that of the same period last year, and the total operating income increased year on year. At the same time, through the work of "increasing income, reducing cost, controlling cost and increasing efficiency", the cost of cement manufacturing decreased by 2.16% year on year, and the comprehensive gross profit rate increased.

2025-04-25 10:14:17

As at the end of the reporting period, the total annual production capacity of cement clinker of the Company was approximately 18 million tons, the total annual production capacity of cement was approximately 20 million tons, the annual waste heat power generation capacity was approximately 86 MW, the total annual production capacity of commercial concrete was approximately 600,000 cubic meters, and the total annual production capacity of aggregate was approximately 18 million tons.

2025-04-25 10:04:31

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

On the evening of April 24, Shangfeng Cement released its annual report and quarterly report, while highlighting a new five-year development plan and a dividend scheme with a dividend rate of up to 7.5%. In the case that the scale of production capacity has not entered the top ten of the industry, the company's annual net return to the parent company ranks third among the listed companies in the industry, the comprehensive gross profit rate ranks first among the listed companies in the industry, and the net return to the parent company in a single quarter increases by 447.6%. While maintaining the high efficiency of the main business, the company's equity investment performance is outstanding, and a number of invested semiconductor science and technology enterprises have started to declare for listing one after another, and the newly released five-year planning report also clearly shows that the accumulation of its series of new economic equity investment will help the company to improve its quality and transformation.

2025-04-25 10:00:21

On the evening of April 23, Tianshan Stock Company issued a quarterly performance announcement, saying that the revenue in the first quarter of 2025 was about 14.947 billion yuan, a decrease of 8.64% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 1.494 billion yuan. The basic earnings per share loss was 0.2101 yuan. The revenue in the same period last year was about 16.359 billion yuan; The net profit loss attributable to shareholders of the listed company was approximately RMB1.923 billion, and the basic earnings per share loss was RMB0.222.

2025-04-24 10:03:28

What is happening in the cement industry?

2025-04-24 07:01:18

What is happening in the cement industry?

2025-04-23 07:03:10

On April 21, Jianfeng Group announced its annual report for 2024. The company's operating income was 2.88 billion yuan, down 0.6% year-on-year; the net profit attributable to parent company was 108 million yuan, up 15.2% year-on-year; the net profit deducted from non-parent company was 96.62 million yuan, up 48.8% year-on-year; the net operating cash flow was 412 million yuan, up 871.3% year-on-year; EPS (fully diluted) is 0.3138 yuan.

2025-04-22 14:39:02

Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".

2025-04-22 13:34:08

What is happening in the cement industry?

2025-04-22 07:02:03

During the reporting period, the cement industry ecology gradually improved, the company's cement sales price increased slightly, but decreased by 9.57% year-on-year. Benefiting from the impact of the decline in coal purchase price, the average cost of cement sales decreased year-on-year, but the decline in cost was less than decline in price, and the comprehensive gross profit rate decreased slightly year-on-year; Thanks to the impact of the capital market recovery, the company's financial investment income has increased substantially, which has increased the company's performance.

2025-04-21 17:25:14

What is happening in the cement industry?

2025-04-20 07:01:17

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

The Board considers that the above expected increase in profit is mainly due to the increase in the selling price of the Group's cement products and the decrease in the cost of sales during this period as compared to the corresponding period in 2024.

2025-04-17 14:03:15

What is happening in the cement industry?

2025-04-17 07:02:06