As the "gold-sucking king" of the cement industry, the annual performance of Conch Cement in 2025 has become the focus of the industry. Recently, Conch Cement announced that it will hold a board meeting on March 24 to review the 2025 annual performance report. In the context of the deep adjustment of the industry, this performance answer affects the expectations and conjectures of the market.
In recent years, the cement industry has been affected by multiple factors such as weak demand, price fluctuations and overcapacity, and has entered a downward cycle as a whole. Most enterprises in the industry are under pressure. Although the profit data of Conch Cement fluctuates significantly with the industry cycle, it has always maintained a leading level of profitability and financial stability by virtue of its leading strength. It shows its super ability to resist risks.
From the data trend, the company's net profit has entered a continuous downward channel since 2021, and the net return to the mother in 2024 has dropped to 7.696 billion yuan, which is much smaller than high point in 2020. Compared with the loss situation of many enterprises in the industry, Conch Cement still achieved stable profits. This resilience to cross the industry cycle is due to the company's T-shaped strategic layout for many years, as well as the ultimate cost control ability, which is also the core of its ability to stand firm in the industry trough.
In 2025, the operating pressure of the cement industry is still continuing, showing a trend of "weak price reduction and pressure on efficiency" as a whole. The national cement output of 1.693 billion tons has reached a new low since 2010, and the national cement price index has dropped by more than 20% year on year. The development of the industry is still facing challenges.
However, in this context, Conch Cement achieved adverse performance by virtue of its core advantages, and delivered brilliant results in the first three quarters, laying an important foreshadowing for the recovery of its performance throughout the year.
Data show that in the first three quarters of 2025, Conch Cement realized operating income of 61.298 billion yuan, down 10.06% from the previous year, and the net profit attributable to the shareholders of the parent company was 6.305 billion yuan, up 21.28% from the previous year. In the industry as a whole "volume and price fall" environment, the company can achieve net profit growth against the trend, the core reason is to continue to strengthen cost control, promote raw materials and production costs significantly reduced, the advantages of the cost moat further highlighted, but also laid a solid foundation for the annual performance growth.
Based on the company's outstanding performance in the first three quarters, combined with its own cost advantages and the underpinning effect of industry policies, the market has formed a general guess about the annual performance of Conch Cement in 2025, and profit repair has become the consensus of the market.
The market believes that the annual net profit of Conch Cement in 2025 is expected to stabilize at 8 billion yuan, reaching 8-8.5 billion yuan, achieving a growth of 4% -10% year-on-year, the company's net profit will usher in a positive growth year-on-year, and the turning point of performance recove ry is preliminarily confirmed.
What's more, in view of the release of industry policy dividends, the continuous optimization of company cost control and the incremental contribution of emerging businesses, it is predicted that its net profit will exceed 10 billion yuan and achieve an unexpected rebound. The board meeting on
March 24 will also officially reveal the answer to this high-profile performance. What
do you think the net profit of Conch Cement will be in 2025? Welcome to leave a message.
On April 9-10, China Cement Network will hold the 15th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou. At the same time, the " Cement Economy Fifty People Forum (C50) " was held. The Summit will build a platform for the docking of supply and demand and the collision of ideas, explore the path of green transformation and intelligent upgrading from the dimensions of macroeconomic insight, industrial chain synergy and technological innovation breakthroughs, plan a layout for the "15th Five-Year Plan" green development of the industry, and work together to create a new chapter of high-quality development!
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