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

2025-07-15 07:02:03

What is happening in the cement industry?

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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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Correlation

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

On October 23, the National Concrete Price Index (CEMPI) closed at 86.76 points, down 0.13% annually and 4.88% year-on-year.