水泥上市公司2015年三季度业绩预告

2015-10-15 09:34:15

2015年前三季度,水泥行业因需求下降导致产能利用率走低,产能严重过剩,市场竞争日益激烈,水泥市场量价齐跌,企业亏损加大,行业发展堪忧,大部分企业前三生产经营状况都相当不景气。以下是部分水泥上市企业前三季度的业绩预告。

  2015年前三季度,水泥行业因需求下降导致产能利用率走低,产能严重过剩,市场竞争日益激烈,水泥市场量价齐跌,企业亏损加大,行业发展堪忧,大部分企业前三生产经营状况都相当不景气。以下是部分水泥上市企业前三季度的业绩预告。

  1.金圆水泥,预减,10月15日金圆水泥发布2015年三季度业绩预告公告。公告称,前三季度金圆水泥预计盈利1.5-1.8亿元,比上年同期下降17.93-31.61%。[详情]

  2.冀东水泥,预减,10月14日晚间,冀东水泥发布业绩预告,公司预计前三季度亏损5.9亿元-6.3亿元,同比由盈转亏。[详情]

  3.上峰水泥,预减,10月14日晚间,上峰水泥发布2015年第三季度业绩预告,预计前三季度实现归属于上市公司股东的净利润3500万元至4000万元,较上年同期下降86%以上。[详情]

  4.万年青水泥,预减,10月12日,江西万年青水泥股份有限公司公布2015年度前三季度业绩预告,前三季度净利润18,750-11,250万元,同比下降50%-70%;其中第三季度净利润预计为6,140-3,690万元,同比下降50%-70%。[详情]

  5.四川双马,预减,10月13日盘后,四川双马发布业绩预告,公司预计前三季度亏损8000万元至9000万元,同比由盈转亏。去年同期盈利2606.16万元。[详情]

  6.中联重科,预减,10月13日晚间,中联重科发布公告,预计2015年前三季度净利润亏损50000万元–60000万元。[情]

  7.亚洲水泥,预减,发盈警,预计9月止止九个月将录得亏损净额,相比2014年同期则录得纯利。预期亏损主要归因公司产品平均售价下降及美元计值之银行借贷因人民币贬值产生汇兑亏损所致。[详情]

  8.龙泉股份,预减,8月19日,龙泉股份发布业绩预告,公司预计2015年1-9月份归属于上市公司股东的净利润2373.16万至4746.32万元,同比下降80.00%至60.00%,对公司股价构成利空。[详情]

  9.四川金顶,预减,四川金顶预计2015年1-9月归属于上市公司股东的净利润为亏损。[详情]

  10.华润水泥,10月7日消息,华润水泥(1313)6日发盈警,预期截至今年9月底止9个月,纯利将较去年同期的32.56亿元录得显著减少。[详情]

  11.宁夏建材,预减,10月15日晚间披露2015年三季报快报,称公司2015年1-9月实现营业收入24.22亿元,较上年同期减少22.15%;实现归于母公司股东的净利润2130万元,较上年同期减少92.34%。[详情]

  12.塔牌集团,预减,21日晚间发布三季报,公司2015年1-9月实现净利润2.09亿元,同比下降57.64%,每股收益0.2338元。2015年前三季度公司实现营业收入27.36亿元,同比下降13.15%。[详情]

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Correlation

Tianrui Cement said that as a shareholder of the joint venture, the group has the right to consult the financial reports, accounting books and accounting vouchers of the joint venture, which does not constitute the "improper purpose" alleged by the joint venture. The Company has sent a legal letter to the Associate in early November but has not received any response from the Associate.

2024-11-07 09:52:26

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

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

Since the end of the third quarter, the price of cement products in East China has risen, and the prosperity of building materials has recovered. With its strong competitive efficiency advantage, Shangfeng is expected to take the lead in benefiting, while its unique new economy equity investment business will further help the company maintain steady growth in performance with the upward cycle of semiconductor, new materials and other technology industries.

2024-10-29 20:15:23

Recently, a number of cement companies have released three quarter performance reports. In the first three quarters, due to the continuous decline in cement demand and intensified competition, their performance declined in varying degrees, and some enterprises suffered serious losses.

2024-10-29 09:26:00

The reason for the change in performance was that the sales volume and price of cement, the main product, declined year-on-year, and the decline in unit cost failed to compensate for the adverse impact of the price decline, resulting in a year-on-year decline in profit indicators.

2024-10-25 10:58:33

Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.

2024-10-25 10:56:53

On the evening of October 18, Asia Cement (China) announced that it expected the Group's unaudited loss attributable to equity holders (net profit attributable to parent company) for the nine months ended September 30, 2024 to be approximately RMB459 million.

2024-10-21 10:08:37

Recently, Jinghe Integration announced its performance forecast for the first three quarters of 2024, which is expected to achieve business income of 6.7 billion yuan to 6.8 billion yuan, an increase of 33.55% to 35.54% over the same period last year. The net profit attributable to the owner of the parent company is expected to be 270 million yuan to 300 million yuan, a substantial increase of 240 million yuan to 270 million yuan, an increase of 744.01% to 837.79%.

2024-10-18 10:53:49

The above expected decrease is mainly attributable to the decrease in the selling prices of the Group's major products, namely cement, ready-mixed concrete and glass fibre, the decrease in the sales volume of cement, and the decrease in the share of results of associates, but partially offset by the decrease in the cost of sales of cement and ready-mixed concrete, and the decrease in the net loss from the change in the fair value of the Group's financial assets at fair value through profit or loss.

2024-10-16 10:12:19

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

According to China Cement Market Data Center, cement prices in central and southern Guangdong, western Guangdong and the Pearl River Delta region will be raised by 20-30 yuan/ton this week, and cement prices in Guangxi will also be raised. The Hubei region continued to push up 30-50 yuan/ton, the overall market in Hunan was stable and small, and the Yueyang region was notified to rise.

2024-10-12 17:23:19

Tianrui Cement said that as the financial information of major associates has not yet been determined, more time is needed to prepare the interim results, so the company will delay the publication of the interim results for the six months ended 30 June 2024.

2024-10-10 10:36:24

Peak shifting range: all cement clinker production lines in Chongqing. Peak-shifting time: the peak-shifting task base of a single cement clinker production line in 2024 is 180 days, and the peak-shifting task base of a single cement clinker production line in 2025 is 190 days, of which the peak-shifting task from October 2024 to March 2025 is 110 days.

2024-09-29 10:49:56

To promote the real estate market to stop falling and stabilize, we should strictly control the increment, optimize the stock, improve the quality of commercial housing construction, increase the "white list" project loans, and support the revitalization of idle land stock. We should respond to the concerns of the masses, adjust the housing purchase restriction policy, reduce the interest rate of the stock mortgage, improve the land, fiscal, taxation and financial policies, and promote the construction of a new real estate development model. Efforts should be made to boost the capital market, vigorously guide medium and long-term funds to enter the market, and break through the blockages of social security, insurance, financial management and other funds entering the market. We should support mergers and acquisitions of listed companies, steadily promote the reform of public funds, and study and promulgate policies and measures to protect small and medium-sized investors.

2024-09-26 13:36:15

From January to August 2024, facing the severe and complicated economic situation and the deteriorating industry ecology, China United Cement, under the strong leadership of China Building Materials and Tianshan Materials, strives hard, advances bravely, repairs both inside and outside, pays attention to the ecological construction of the industry, improves the internal management, deepens the cost control continuously, and optimizes the regional layout. The effect of centralized procurement cost reduction is prominent, the work of Party building and discipline inspection is solid and orderly, and the situation of safety and environmental protection remains stable. However, the operating results are still lower than expected.

2024-09-25 10:42:59

Faced with the current difficult situation faced by the basic building materials industry and the foreseeable development trend in the future, Liu Yan pointed out that the company should not only base itself on the present, withstand the pressure, reverse the target and sprint with all its strength, but also adhere to the concept of system, do a good job in strategic planning, reform and innovation, especially in upgrading the three modernizations and talent team construction, so as to lay a solid foundation for the development of the next ten years or even longer.

2024-09-24 10:59:20

It is reported that Conch Material Technology is a fine chemical material supplier that produces and sells cement admixtures, concrete admixtures and related upstream raw materials. Conch Kechuang is the largest shareholder of Conch Material Technology, holding 48.62% of the shares, while Conch Kechuang is 100% controlled by Anhui Conch Group.

2024-09-23 10:00:08

In order to implement the spirit of documents such as "Opinions of the State Council of the Central Committee of the Communist Party of China on Deeply Fighting the Strong Battle of Pollution Prevention and Control" and "Opinions of the Ministry of Ecology and Environment on Promoting the Implementation of Ultra-low Emissions in the Cement Industry" and "Notice on the Assessment and Monitoring of Ultra-low Emissions in Cement and Coking Enterprises", the State Council of the Central Committee of the Communist We will implement the requirements of relevant documents such as the Implementation Plan for the Ultra-low Emission Reform of the Cement Industry in Xinjiang Uygur Autonomous Region (No.117, 2024) and the Plan for the Ultra-low Emission Reform of the Cement Industry in the Corps (No.16, 2024), and accelerate the process of the ultra-low emission work in the cement industry in the autonomous region. September 6, 2024

2024-09-20 09:19:59

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

2023 is the first year to fully implement the spirit of the 20th National Congress of the Communist Party of China, and also the key year for the 14th Five-Year Plan. Faced with the unfavorable operating environment such as weak social expectations, insufficient effective demand and overcapacity in the industry, CNBM Group faced difficulties and challenges, withstood downward pressure, firmly grasped the implementation of steady growth measures, and achieved operating income of 347.5 billion yuan in the whole year.

2024-09-14 09:43:08

Faced with the adverse effects of the deep adjustment of real estate and the slowdown of infrastructure investment, the company will adhere to the principle of "market, resources and returns" and enhance market control to promote high-quality M & a projects in areas with low industry concentration and blank markets.

2024-09-13 15:27:16

In the first half of 2024, Huaxin Cement achieved good results overseas. Huaxin said that the improvement of aggregate and overseas cement sales and performance has become an important support for stabilizing the company's performance. It is understood that overseas development is one of the four major development strategies of Huaxin Cement. In the second half of the year, Huaxin said it would be aggressive and further expand its overseas market. Li Yeqing said that in the future, Huaxin Cement may have production lines in 25 or more countries.

2024-09-04 10:31:12

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

Sichuan Shuangma's private equity fund management business mainly refers to the management and investment of funds, providing management services to private equity funds, collecting management fees and performance sharing. Sichuan Shuangma currently manages a total fund of nearly 28 billion yuan, and has achieved good results in new energy, semiconductor, advanced manufacturing and other investment fields.

2024-09-02 15:33:05

On the evening of August 30, Jidong Cement released its semi-annual report for 2024. In the first half of 2024, it realized operating income of 11.22 billion yuan, down 22.55% year-on-year; realized net profit of -806 million yuan, down 120.18% year-on-year; basic earnings per share of -0.3033 yuan; weighted average return on equity ROE of -2.85%. The main sources of the company's performance are the production and sale of cement and clinker, the production and sale of aggregates and the disposal of hazardous waste and solid waste.

2024-09-02 10:36:06

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

On the evening of August 28, Shangfeng Cement released its semi-annual report for 2024. During the reporting period, the company realized business income of 2.392 billion yuan, down 25.44% from the same period last year. During the reporting period, due to the decrease in market demand for cement building materials, oversupply of production capacity and the decline in product prices, the sales volume and product prices of the company's main products decreased year on year. The asset structure of the Company maintained a good margin of safety. As at the end of the reporting period, the scale of monetary capital of the Company was basically stable, and the actual scale of external financing remained stable.

2024-08-29 09:47:15

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.