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西部水泥(02233.HK)預期中期溢利將增加約80%至100%
格隆匯 07-23 18:37

格隆匯7月23日丨西部水泥(02233.HK)公吿,集團預期截至2025年6月30日止六個月的公司擁有人應占溢利將增加介於約人民幣696,400,000元至人民幣773,800,000元,相較2024年同期錄得的公司擁有人應占溢利約人民幣386,900,000元,增幅約為80%至100%。

溢利預期增加,乃主要歸因於以下因素:1.集團的海外水泥銷量由上年同期的約1,160,000噸增加約230%至期間的約3,800,000噸,帶動集團期間錄得海外水泥收益約人民幣1,880,900,000元,大大超出了集團上年同期的海外水泥收益人民幣922,500,000元。

2.集團期間於中國的水泥平均售價約為每噸人民幣281元(上年同期:每噸人民幣270元),而集團期間於中國的水泥銷售成本約為每噸人民幣217元(上年同期:每噸人民幣230元)。由於平均售價增加及銷售成本減少,中國的水泥銷售毛利由上年同期的約人民幣283,600,000元增加約48%至期間的約人民幣419,800,000元。

3.期間,集團因銷售物業而錄得溢利約人民幣97,700,000元(上年同期:無)。4.期間,公司就商譽及其他非流動資產確認減值虧損撥回約人民幣114,600,000元,而上年同期並無錄得有關撥回。

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