7.15 Cement Morning Post: Taiwan Cement Group Battery Factory Explosion; 2025 Cement Industry Profit Forecast; Huaxin Cement 2025 First Half Net Profit Pre-increase

3. Huaxin Cement expects a net profit of 1.096-1.132 billion yuan in the first half of 2025, an increase of 50% -55%

over the same period last year. It is estimated that the net profit for the first half of 2025 will be 10.96-11. The net profit for the same period last year will be about 7.31-7. The main reason for the expected increase in performance is that the domestic market responds to the "anti-involution" and "steady growth" initiatives, and the company adheres to the concept to increase the average price of cement products; the overseas business will grow steadily. At the same time, the company strengthened internal cost control and improved operational efficiency, and the gross profit margin of sales of leading products such as cement, aggregate and concrete increased year on year.

4. Jidong Cement is expected to lose 120 million to 180 million yuan in the first half of 2025, which is significantly reduced

compared with the same period last year. On July 14, Jidong Cement issued a performance forecast that the net profit attributable to shareholders in the first half of 2025 is expected to lose 120 million to 180 million yuan. This is because during the reporting period, the company paid close attention to lean operation, reduced costs and increased efficiency, resulting in a significant decrease in costs, and focused on marketing to promote the ecological construction of the industry. Cement and 5, Huaxin Cement expects a net profit of 1.096 billion yuan to 1.132 billion yuan in the first half of 2025, an increase of 50% to 55%

over the same period last year. On July 14, Huaxin Cement issued a performance forecast. It is estimated that the net profit attributable to the parent company in the first half of 2025 will be 1.096 billion yuan to 1.132 billion yuan, an increase of 365 million yuan to 4 over the same period last year. This data reflects the expected profit of Huaxin Cement in the first half of 2025, showing a good development trend, with a significant increase compared with the same period last year. It also reflects that the company may have achieved positive results in business operation, market expansion or cost control.

6. Jianfeng Group: It is estimated that the net profit in the first half of the year will be 620 million yuan, an increase of about

1201.86% over the same period last year. On July 14, Jianfeng Group issued a performance pre-increase announcement. It is estimated that the net profit in the first half of 2025 will be 620 million yuan. The significant increase in net profit was due to the large amount of non-recurring gains from the disposal of equity assets by Tasly Group, a joint venture accounted for by equity method. In the first half of 2025, the net profit loss attributable to shareholders after deducting recurring gains and losses was due to the net profit loss of Tianshili Group after deducting the income from equity transfer.

7, Ningxia building materials are expected to be happy! 77% -138.11%

Ningxia Building Materials announced on July 11 that the net profit attributable to shareholders in the first half of 2025 is expected to be 97 million yuan to 125 million yuan. This was mainly attributable to the Company's initiatives: the Company continued to strengthen the ecological construction of the industry, insisted on off-peak production to stabilize the sales volume and price of the main products, strictly controlled the cost to reduce the purchase of raw coal and the expenses during the period, and strengthened the reduction of accounts receivable to achieve results in the collection of long-aged accounts.

8. Achieve loss reduction! 900 million yuan! Net profit after deduction of non-profits amounted to -819.25 million yuan to -9.00 million yuan. Although it still suffered losses, it realized a reduction in losses, mainly due to the following reasons: although the demand in the Northeast cement market declined and the competition intensified, the production and sales volume of products were stable and the selling price increased slightly under the peak-shifting policy, the price of raw materials and fuels declined and the cost control reduced the losses of the building materials industry; the real estate industry still suffered losses; The investment income of Northeast Securities, a shareholding company, increased compared with the same period last year.

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