Sinoma Energy Conservation Unit Signs 1.25 Billion Yuan Contract With CNBM Subsidiary for Uzbekistan Fertilizer Plant
【Broker Focus】CITIC SEC points out that cement companies are currently undervalued, and profit elasticity is expected.
Jinwu Financial News | CITIC SEC stated that in 2024, the demand for Cement Industry will be impacted by the real estate sector, showing a decline of 9.5% year-on-year, and down 26.3% from the peak in 2014. In Q1 2025, due to the influence of the Spring Festival holiday, the seasonal demand for Cement is weak, and the national Cement price per ton dropped by 21 yuan month-on-month, but still increased by 33 yuan year-on-year. The report mentioned that the total profit of the Cement Industry in 2024 is expected to be around 26.7 billion yuan, a year-on-year decrease of 17%. In the first half of 2024, Xinjiang Tianshan Cement has already suffered cash flow losses, which is a solid profitability bottom in the industry. In the second half of the year, with good synergy among enterprises, the profitability of Cement companies is expected to improve significantly.
Hong Kong stocks movement | CNBM (03323) is currently down over 3%. Citibank stated that this year's profit margin is expected to expand, but some of this is offset by downward adjustments in sales forecasts.
CNBM (03323) is currently down over 3%, as of the time of writing, down 3.01%, priced at 3.54 Hong Kong dollars, with a trading volume of 68.8503 million Hong Kong dollars.
CNBM: FIRST QUARTERLY REPORT OF 2025
CNBM: VOTING RESULTS OF THE ANNUAL GENERAL MEETING,THE H SHAREHOLDERS' CLASS MEETING, ANDTHE DOMESTIC SHAREHOLDERS' CLASS MEETINGANDPAYMENT OF FINAL DIVIDEND
CNBM: ANNOUNCEMENTPRINCIPAL ACCOUNTING DATA ANDFINANCIAL INDICATORS OF BNBMFOR THE THREE MONTHS ENDED 31 MARCH 2025
CNBM: Sinoma Science & Technology's net income attributable to the parent company in the first quarter was 0.362 billion yuan, an increase of 68.34% year-on-year.
CNBM (03323) announced the performance of Sinoma Science & Technology (002080.SZ) for the three months ending March 31, 2025, with revenue of 5.506 billion yuan (RMB, the same below), an increase of 24.26% year-on-year; the net income attributable to shareholders of the listed company was 0.362 billion yuan, a year-on-year increase of 68.34%. The net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was 0.251 billion yuan, a year-on-year increase of 132.35%. The basic EPS is 0.2158 yuan.
CNBM: ANNOUNCEMENTPRINCIPAL ACCOUNTING DATA AND FINANCIAL INDICATORSOF TIANSHAN MATERIALFOR THE THREE MONTHS ENDED 31 MARCH 2025
CNBM (03323): Sinoma Science & Technology (002080.SZ) reported a net income of 0.362 billion yuan in the first quarter, an increase of 68.34% year-on-year.
CNBM (03323) announced Sinoma Science & Technology (002080.SZ) as of March 31, 2025 ...
CNBM: ANNOUNCEMENTPRINCIPAL ACCOUNTING DATA AND FINANCIAL INDICATORSOF SINOMA SCIENCE & TECHNOLOGYFOR THE THREE MONTHS ENDED 31 MARCH 2025
Express News | China National Building Material - Qtrly Operating Revenue RMB10.15 Bln for Sinoma International Engineering
CNBM: ANNOUNCEMENTPRINCIPAL ACCOUNTING DATA ANDFINANCIAL INDICATORS OF SINOMA INTERNATIONALFOR THE THREE MONTHS ENDED 31 MARCH 2025
A wave of buybacks in Hong Kong stocks, with 172 listed companies repurchasing 53.7 billion, and the buybacks have been continually increasing in recent years.
① A wave of stock buybacks has been sparked in the Hong Kong stock market, with 172 listed companies having implemented buybacks totaling 53.708 billion HKD; ② The main players in Hong Kong stock buybacks remain leading companies in the Internet and financial sectors, but some pharmaceutical and Consumer firms have also increased their buyback efforts.
CHINA NATIONAL BUI To Go Ex-Dividend On May 2nd, 2025 With 1.08215 USD Dividend Per Share
Guotai Junan Securities: The decline in Cement demand has slowed in March, and Industry profitability is expected to improve.
Guotai Junan recommends leading companies in the Cement Industry.
Hong Kong stock morning report | The total amount of stock buybacks in Hong Kong this year has surpassed 50 billion Hong Kong dollars, while spot Gold has reached a new high, breaking through 3,300 US dollars.
① The total amount of stock repurchases this year has exceeded 50 billion Hong Kong dollars. ② Spot Gold has reached a new high, breaking through 3,300 US dollars. ③ Kingsoft Cloud plans to issue additional ADS to expand investment. ④ Giant Biological intends to finance approximately 2.3 billion Hong Kong dollars through discounted private placement.
Gelonghui Announcement Highlights (Hong Kong Stocks) | Zijin Mining Group (02899.HK): The Akyem gold mine project in Ghana has completed the handover.
[Today's Focus] Zijin Mining Group (02899.HK): Completion of the Delivery of Akyem Gold Mine Project in Ghana. Zijin Mining Group (02899.HK) announced that the acquisition of 100% equity in Akyem Gold Mine in Ghana, a subsidiary of Newmont Corporation, has been completed as of April 16, 2025, Beijing time, since all the conditions precedent specified in the agreement have been fulfilled or waived. Akyem Gold Mine is located on a major global gold mineralization belt, with thick ore bodies and good continuity of mineralization. The project is currently an open-pit mining operation, and both the mine and the processing plant are running stably.
Selected announcements from the Hong Kong stock market|SINO-OCEAN GP's sales in the first three months increased by more than 20% year-on-year, and CNBM incurred a loss of over 0.5 billion yuan in the first quarter.
① SINO-OCEAN GP's sales in the first three months increased by over 20% year-on-year, how did Other real estate companies perform? ② CNBM's loss exceeded 0.5 billion yuan in the first quarter, how significant is the reduction in losses?
CNBM (03323.HK) expects a net loss attributable to equity holders of approximately 0.52 billion yuan in the first quarter, compared to a loss of 1.35 billion yuan in the same period last year.
On April 16, GLORY announced that CNBM (03323.HK) expects the group's unaudited loss attributable to equity holders for the three months ending March 31, 2025, to be approximately RMB 0.52 billion, compared to a loss of approximately RMB 1.35 billion for the three months ending March 31, 2024. The decrease in expected loss attributable to equity holders is mainly due to the increase in sales prices and decrease in sales costs of the group's main products, Cement and Fiberglass, as well as the increase in sales volume of wind power Blades and coatings, although this was partially offset by the decrease in Cement sales volume.
Express News | China National Building Material - Reduction in Loss Due to Increased Sales Prices and Decreased Costs in Group's Major Products, Other