水泥上市公司2015年上半年业绩预告

2015-08-05 13:14:37

除了冀东水泥和博闻科技少许预增企业外,大部分企业上半年生产经营状况都相当不景气。以下是部分水泥上市企业上半年生产业绩预告。

  2015年上半年水泥行业因为需求的下降,导致产能利用率走低,水泥新线仍在投产,加剧产能严重过剩,市场竞争日益激烈,价格降幅创下近7年以来同期新低。水泥市场量价齐跌,企业亏损加大,行业发展堪忧。除了冀东水泥和博闻科技少数预增企业外,大部分企业上半年生产经营状况都相当不景气。以下是部分水泥上市企业上半年业绩预告。

  1、台泥(股票代码:01136),预减,由于中国大陆经济增长放缓,导致水泥产品销量下降以及平均售价下跌,台泥指出,应香港联交所规定,持股56.5%的子公司台泥国际(01136-HK),已经发出对今年上半年预期获利较去年同期大幅减少的警告。[详情]

  2、亚泥(股票代码:00743),预减,预期截至2015年6月30日止6个月录得的溢利,将大幅低于去年同期录得的溢利,主要因公司产品之平均售价较去年同期显着下调。[详情]

  3、青松建化(股票代码:600425),预减,预计公司2015年半年度实现归属于上市公司股东的净利润为-15,438.44万元,同比将减少55%左右。[详情]

  4、冀东水泥(股票代码:000401),预增,预计2015年1-6月归属于上市公司股东的净利润18000-21000万元,扭亏。[详情]

  5、四川双马(股票代码:000935),预减,预计上半年净利润亏损6000万元-7000万元。公司表示,由于受市场竞争加剧、水泥价格下降的影响,加之公司本部对生产线技术改造,对需替换的固定资产和不再适用的备件等计提减值准备约2068万元,造成公司盈利状况下降且归属于上市公司股东净利润出现亏损。[详情]

  6、四川金顶(股票代码:600678),预减,预计2015年1-9月归属于上市公司股东的净利润为亏损。[详情]

  7、华新水泥(股票代码:600801),预减,预计公司 2015 年半年度实现归属于上市公司股东的净利润与上年同期相比降幅在 80%--85%之间。[详情]

  8、宁夏建材(股票代码:600449),预减,预计2015年1-6月公司经营业绩将出现亏损,实现归属于上市公司股东的净利润为-4200万元左右。[详情]

  9、万年青(股票代码:000789),预减,公司预计上半年实现归属于上市公司股东的净利润7562 万元–1.26亿元,同比下降50%-70%。公司表示,由于水泥产品销价较上年同期大幅下降导致报告期利润下降。[详情]

  10、东吴水泥(股票代码:00695),东吴水泥发盈警,预计6月止六个月将录得亏损,原因是:受宏观经济增速放缓、水泥行业不景气和华东区域内水泥价格大幅下跌;今年梅雨季节持续一月余,严重影响水泥需求;及公司进行了规模较大的环保节能设备大修。[详情]

  l11、上峰水泥(股票代码000672),预减,预计2015年1-6月归属于上市公司股东的净利润盈利:5200.00万元~5500.00万元,同比下降73.20%~74.66%。[详情]

  12、联合水泥(股票代码:01312),预减,预计公司上半年净利下跌80%-90%。[详情]

  13、天山股份(股票代码:000877),预减,预计公司2015年1-6月净利润约为-16,150万元至-20,000万元,基本每股收益为-0.1347元/股至-0.1668元/股。[详情]

  14、祁连山(股票代码:600720),预减,预计公司1-6月为亏损3500万元左右,较上年同期2.58亿元净利润明显下滑。[详情]

  15、博闻科技(股票代码:600883),预增,预计2015年半年度经营业绩与上年同期相比,将实现扭亏为盈,实现归属于上市公司股东的净利润为11,700万元到12,100万元。[详情]

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Correlation

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

Zhongkai is a group company specializing in vehicle networking, industrial Internet, ecological meteorology, smart city and other system solutions and product development, production and sales. Zhongkai Cement Cargo Flow Intelligent Management and Control System is built for the pain points of the cement industry. "Sharp weapon", the use of Internet of Things, cloud computing, big data and other advanced technologies, to achieve the whole flow of cement goods monitoring, from the source to the terminal, all links are clear and controllable.

2025-02-20 09:14:59

In 2024, the national cement industry continued to show a grim situation of "weak demand, low price and sharp decline in efficiency". According to statistics, the production capacity of the whole industry is less than 53%, the overall profit is cut in half year on year, and most enterprises have issued pre-loss announcements. However, in distress, an enterprise with only 2500 tons of clinker production line per day has grown against the trend and become a bright spot in the cold winter of the industry.

2025-02-17 13:05:31

In his report, he pointed out the problems and shortcomings in the work in 2024, analyzed the industry situation in 2025, clarified the marketing responsibility of "starting is sprinting, pricing is operating", and deployed the key work in 2025.

2025-02-14 09:54:29

China Cement Network will hold the 14th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou on March 13-14, 2025, and the C50 Market Forum at the same time.

2025-02-10 09:15:28

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole.

2025-01-17 17:44:02

According to the data center of China Cement Market, the cement market in southwest China is weak. At present, the market demand in Yunnan has been greatly reduced, most of the clinker production lines have been shut down, and the market activities have entered the off-season.

2025-01-17 17:37:03

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

In 2024, facing the continuous shrinkage of demand, the low price and the sharp decline in efficiency, the cement industry has experienced unprecedented challenges. Tapai Group has thoroughly implemented the "1152" work deployment and the requirements of reducing costs and strengthening the foundation, continuously reduced costs and increased efficiency internally, and strengthened cost control in an all-round way. To promote external development, strengthen marketing, strengthen inter-industry cooperation, accelerate the development of businesses such as environmental protection, new energy and financial investment, and continuously improve the contribution of business to the net profit of enterprises.

2025-01-13 17:01:31

According to the China Cement Market Data Center, the prices of some enterprises in the Pearl River Delta region in the central and southern regions have continued to decline by 10-20 yuan recently, but the leading enterprises plan to try to raise prices around the 12th; cement prices in most parts of Guangxi have fallen. Cement prices in many places in Hunan have begun to drop by about 20-30 yuan/ton, while the market in Hubei has not changed much, mainly to stabilize prices.

2025-01-10 17:15:41

"Although the dream is far away, the pursuit can be achieved; although the wish is difficult, the holding can be realized.". Conch Material Science and Technology will take on the important task of transformation and development of the group, take the listing of the company as a new starting point, give full play to the function of capital enlargement, optimize the allocation of resources, increase R & D investment, improve the market layout at home and abroad, further consolidate and expand its leading position in the field of building materials and chemical materials, and strive to develop other epoxy derivatives. To contribute new and greater strength to the development of "one base and five industries" of the Group.

2025-01-09 16:51:10

On January 8, China Power Construction Qichun China (Shanghai) High-quality Aggregate Production and Application Summit Forum and Hubei Minben Group Shanghai Sand and Gravel Industry Annual Meeting 2025 were held. Hu Youyi, President of China Sandstone Association, Wang Jingchun, Honorary President of Shanghai Stone Industry Association, Yu Enze, Director of Energy-saving Building Materials Department of Shanghai Housing and Construction Commission, Liu Jingjiang, Director of Ministry of Housing and Urban-Rural Development Science and Technology and Industrialization Development Center, Wu Delong, President of Shanghai Sandstone Association, and other leaders attended the meeting.

2025-01-08 17:44:15

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and Guangxi have generally declined this week, and cement prices in the two lakes regions are mainly stable. Recently, the temperature in Henan has dropped significantly, the main core market is affected by heavy pollution weather, the construction progress is limited, the market demand is weak, coupled with the poor implementation of some enterprises, the market competition is intensified.

2024-12-27 17:17:01

In this context, the 26th International Cement Technology and Equipment Exhibition will become an important platform to promote industry innovation, bringing together the world's top suppliers, displaying cutting-edge technology and equipment, and many conference activities will be carried out simultaneously during the exhibition, building a one-stop communication bridge for exhibitors and professional audiences, not only promoting domestic brands. It also helps overseas brands to enter China, thus building a more diversified and specialized global cement industry exchange platform.

2024-12-27 09:27:20

Due to the continuing downturn in the downstream construction industry, some Korean cement companies predict that domestic cement demand will fall below 40 million tons in 2025.

2024-12-25 14:32:26

According to the data center of China Cement Market, the price of cement market in Northeast China is stable in the off-season.

2024-12-20 17:48:30

Next, the construction of the western part of China will take this meeting as an opportunity, relying on the construction of a unified national market and the development strategy of regional integration in the Yangtze River Delta, and under the guidance of the association, work with concrete enterprises, sand and gravel aggregate enterprises and port and wharf enterprises in the middle and lower reaches of the Yangtze River to jointly build the supply and demand of sand and gravel aggregates in the middle and lower reaches of the Yangtze River. To achieve resource integration, channel development, price management, financial services, logistics and distribution, risk management, brand maintenance, industrial investment and other integrated services, promote the efficient coordination and chain symbiosis of concrete and aggregate enterprises in the region, and promote the high-quality development of the industry and regional economy.

2024-12-20 08:44:45

According to the data center of China Cement Market, the overall cement price in Northwest China is mainly stable. At the beginning of the month, some major enterprises in Ningxia notified an increase of 100 yuan/ton in cement price. At present, most enterprises have not followed up. In addition, the market is in the traditional off-season, and there are basically no new orders, so there is no actual transaction.

2024-12-13 18:31:41

According to the China Cement Network Market Data Center, the price increase in the Pearl River Delta market in central and southern Guangdong has not been implemented, and the market in Guangxi has fallen steadily. Cement prices in some core markets in Hunan and Hubei have been adjusted back in the early stage, and are brewing to push up again in recent days.

2024-12-13 18:28:28

According to the China Cement Market Data Center, the southwest region of Sichuan is mixed; the demand performance in Chongqing is not good; the cement price in Kunming, Yunnan is pushed up by 50 yuan/ton, and the implementation remains to be observed.

2024-12-13 18:22:00

At present, China's economy is in a critical period of the transformation of new and old kinetic energy, and the concrete industry is facing a series of challenges, such as changes in market demand, increasing pressure on environmental protection, and accelerated technological innovation. Nevertheless, a number of outstanding concrete enterprises still adhere to the concept of technological innovation and green development as a guide, relying on high-quality products and services, providing solid support for economic construction, and showing a strong core of development in the downturn of the industry.

2024-12-06 17:51:17

According to the data center of China Cement Market, the price of cement in the Yangtze River Delta in East China has declined, and the price in Fujian has continued to rise. Cement prices in Jiangxi have not changed significantly this week, temporarily stable operation, and terminal demand in some areas has weakened slightly. In recent days, the weather in Shandong is mostly fine, but the temperature is low, the construction site projects are reduced, and the market demand is not ideal.

2024-12-06 17:41:49

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. At present, the area south of Guanzhong in Shaanxi Province still maintains a relatively suitable construction environment, but the upcoming cooling weather has prompted an urgent need for rush work in this area. Some manufacturers in Ningxia have entered the holiday mode, and the cement sales of each manufacturer are light.

2024-12-06 17:37:48

According to the data center of China Cement Market, under the influence of the arrival of winter and the decrease of temperature, the construction activities in the Northeast market are reduced and the market demand is low.

2024-12-06 17:33:46

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.