Ningxia Building Materials: In the first half of 2025, the net profit attributable to the parent company was 106 million yuan, an increase of 101.24% over the same period last year.

2025-08-27 11:08:21

On August 26, Ningxia Building Materials released its semi-annual report for 2025.

On August 26, Ningxia Building Materials released its semi-annual report for 2025. During the reporting period, the Company realized operating income of RMB2.555 billion, representing a year-on-year decrease of 40.56%; net profit attributable to shareholders of the listed company was RMB106 million, representing a year-on-year increase of 101.24%; net profit attributable to shareholders of the listed company after deducting non-recurring profit and loss was RMB76.4509 million, representing a year-on-year increase of 168.35%; and basic earnings per share was RMB0.22. During the

reporting period, due to the decrease in the purchase and sales volume of digital logistics business customers and the decrease in the revenue and cost of digital logistics business, the company's operating income and operating cost decreased year on year, while the cost of raw coal purchase and period expenses decreased year on year. As a result, the company's operating profit, total profit and net profit attributable to the shareholders of the parent company increased significantly year on year.

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The AI bubble in the United States is at a high level of volatility, and there is a risk that it will soon burst. The leading semiconductor companies in South Korea and Taiwan, China, have pulled back sharply. The bursting of the bubble is obviously bad for the real estate in the United States, which will bring about the adjustment of housing prices and construction demand; for the real estate in China, which is already at the bottom, it will open up the space for policy easing and bring structural repair opportunities. In the cement industry, China should seize the weak recovery window of real estate to promote joint restructuring and improve the profitability of the industry; overseas investment should not blindly build new projects to avoid the impact of global demand caused by the bursting of the AI bubble, and wait patiently for the bubble to clear and the real application scenarios of AI to erupt before choosing.