According to the Dongwu Securities Research Report, Jidong Cement achieved net profit of 154 million yuan in the first half of the year, a year-on-year loss reduction of 80.9%; of these, Q2 achieved net profit to mother of 719 million yuan, +153.3% over the same period last year. The results of price stabilization and price recovery in the core market were good, and Q2 profits improved significantly. As a cement leader in the northern region, the company has strengthened cost reduction and efficiency internally, promoted the optimization of industry ecology, promoted strategic integration of key markets, mine storage, “cement +” industry layout, and overseas production capacity layout. Combined with the continuous strengthening of industry self-discipline, the company's performance is expected to continue to improve. The company has also implemented a restricted stock incentive plan and improved the long-term incentive mechanism. Based on the company's core regional industry self-regulation maintaining good self-discipline, industry demand is still under pressure. The bank lowered its 2025-2026 net profit forecast to 2.7/590 million yuan, and added the 2027 forecast value to 880 million yuan, maintaining the “gain” rating.

According to the Dongwu Securities Research Report, Jidong Cement achieved net profit of 154 million yuan in the first half of the year, a year-on-year loss reduction of 80.9%; of these, Q2 achieved net profit to mother of 719 million yuan, +153.3% over the same period last year. The results of price stabilization and price recovery in the core market were good, and Q2 profits improved significantly. As a cement leader in the northern region, the company has strengthened cost reduction and efficiency internally, promoted the optimization of industry ecology, promoted strategic integration of key markets, mine storage, “cement +” industry layout, and overseas production capacity layout. Combined with the continuous strengthening of industry self-discipline, the company's performance is expected to continue to improve. The company has also implemented a restricted stock incentive plan and improved the long-term incentive mechanism. Based on the company's core regional industry self-regulation maintaining good self-discipline, industry demand is still under pressure. The bank lowered its 2025-2026 net profit forecast to 2.7/590 million yuan, and added the 2027 forecast value to 880 million yuan, maintaining the “gain” rating.