投资要点■事件:公司发布2025年一季报,报告期公司实现营收71.6亿元,同比+1.1%;归母净利润2.3亿元,同比+31.8%;扣非归母净利润2.4亿元,同比+55.3%;经营活动现金净流量-1.06亿元,上年同期为1.07亿元。■国内水泥复价+煤炭成本下行,盈利水平如期修复。国内水泥方面,据水泥协会数据,25Q1全国水泥产量3.3亿吨,同比-1.4%,我们认为由于国内水泥需求仍偏弱运行,加之...
Source Link投资要点■事件:公司发布2025年一季报,报告期公司实现营收71.6亿元,同比+1.1%;归母净利润2.3亿元,同比+31.8%;扣非归母净利润2.4亿元,同比+55.3%;经营活动现金净流量-1.06亿元,上年同期为1.07亿元。■国内水泥复价+煤炭成本下行,盈利水平如期修复。国内水泥方面,据水泥协会数据,25Q1全国水泥产量3.3亿吨,同比-1.4%,我们认为由于国内水泥需求仍偏弱运行,加之...
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