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

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

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2024-12-20 17:48:30

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2024-12-20 08:44:45

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2024-12-13 18:31:41

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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

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2024-12-06 17:51:17

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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

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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

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2024-11-22 17:32:34

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According to China Cement Network Market Data Center news, Fujian cement prices in East China once again pushed up, while the rest of the region was mainly stable in the week. This week, the Yangtze River Delta region is dominated by rainy weather, and the overall market demand is relatively stable, but some leading enterprises in the region still insist on selling at high prices, resulting in sales hovering at a low level.

2024-11-15 17:43:44

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The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

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2024-10-12 09:57:52

Heidelberg Materials entered the Indian market in 2006 through a number of acquisitions. It currently operates four cement plants in India with a capacity of 12.5 million tonnes. Indian cement plants accounted for 7% of the total capacity of the building materials company last year, which also produces sand, gravel and additives such as concrete. In the cement industry, Heidelberg Materials ranks fourth in the world, behind two Chinese manufacturers (Conch Cement and CNBM) and the Holcim Group of Switzerland.

2024-10-11 09:12:31

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

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As of September 2024, the proportion of healthy enterprises in the ready-mixed concrete industry has decreased by 1.3 percentage points to 92.9% compared with 2022; the proportion of dishonest enterprises has increased from 5.0% to 6.1%; the proportion of bankruptcy reorganization enterprises has increased from 0.8% to 1.0%..

2024-09-25 09:21:01

Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.