事件描述公司披露3 季报:实现收入1334 亿,同比下降1%;归属净利润29.6 亿,同比大幅改善(同期-6.8 亿)。测算25Q3 公司归属净利润16 亿,同期为13.3 亿;同比增长20%。事件评论分板块来看:25Q3 水泥减亏,北新石膏板短期承压;工程业务基本持平;新材料有增长。1、水泥板块:天山股份25Q3 业绩小幅减亏。需求承压,公司销量降幅大于行业,积极挺价,单季度业绩减亏。从水泥行业...
Source Link事件描述公司披露3 季报:实现收入1334 亿,同比下降1%;归属净利润29.6 亿,同比大幅改善(同期-6.8 亿)。测算25Q3 公司归属净利润16 亿,同期为13.3 亿;同比增长20%。事件评论分板块来看:25Q3 水泥减亏,北新石膏板短期承压;工程业务基本持平;新材料有增长。1、水泥板块:天山股份25Q3 业绩小幅减亏。需求承压,公司销量降幅大于行业,积极挺价,单季度业绩减亏。从水泥行业...
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