赌神

水泥主业下滑 炒股赚翻了！上峰材料上半年净利暴增452% 扣非利润却下滑近五成_我的网站

一 |     　　上峰材料(000672)8月23日披露2026年半年报，公司上半年实现营业收入18.39亿元，同比下降19.09%；归母净利润13.64亿元，同比暴增452.54%；扣非归母净利润1.51亿元，同比下降46.54%；基本每股收益1.44元/股，同比增长453.85%。公司拟向全体股东每10股派发现金红利1.57元（含税），合计派发现金红利约1.50亿元（含税）。    

    Illustration: Liu Rui/GT
China strongly deplores Japan's negative moves related to the Yasukuni war shrine, and has lodged serious protests against Japan, a Chinese Foreign Ministry (FM) spokesperson said in a statement on Saturday, in response to Japanese politicians paying respects to the Yasukuni war shrine, which honors Class-A war criminals, on the 81st anniversary of Japan's unconditional surrender in World War II.
On such a sensitive day, Japanese Prime Minister Sanae Takaichi sent a ritual offering to the notorious Yasukuni shrine, while Defense Minister Shinjiro Koizumi and several senior executives of the ruling Liberal Democratic Party (LDP) visited in person, prompting Chinese experts to warn that Japan's increasingly brazen moves signal a dangerous shift toward neo-militarism.
Takaichi made a "tamagushi" ritual offering to the notorious shrine using her private funds in her capacity as LDP president, Japan's Kyodo News reported Saturday, citing LDP Secretary-General Shunichi Suzuki. Takaichi did not visit the shrine in person. Koizumi, however, visited the notorious shrine Saturday morning. Hitoshi Kikawada, a member of Takaichi's Cabinet, also visited the shrine.
Meanwhile, Suzuki, LDP General Council Chairperson Haruko Arimura and Election Strategy Committee Chairperson Yasutoshi Nishimura visited the shrine together on Saturday, according to Kyodo News and the Xinhua News Agency. 
Japan's Mainichi Shimbun on Saturday described the collective August 15 visit by senior LDP executives as "unusual."
Chinese media including state broadcaster CCTV reported that it marked the first collective visit to the shrine by senior LDP executives.
Yasukuni Shrine, located in central Tokyo's Chiyoda Ward, honors 14 convicted Japanese Class-A war criminals from World War II. It has long been a source of diplomatic friction between Japan and its neighbors. For a long time, visits and ritual offerings made by Japanese officials to the controversial shrine have consistently sparked criticism and opposition both at home and abroad, hurting the feelings of the people of China, South Korea, and other countries and regions victimized by Japan's wartime aggression, according to Xinhua.
An affront to historical justice
"No pretext whatsoever can hide the Japanese politicians' true intention which is to change the verdict on the war criminals, cover up Japan's war crimes, distort the historical facts, and pave the way for accelerating remilitarization. This is an affront to historical justice, a challenge to the foundational norms of civilization, and a provocation against the postwar international order. Such behaviors have been firmly rejected by the overwhelming majority of the international community," the Chinese FM spokesperson's statement said on Saturday.
This year marks the 80th anniversary of the opening of the Tokyo Trials. To view and treat history correctly is an important prerequisite for Japan's postwar return to the international community, the political foundation for Japan's ties with neighboring countries, and more importantly, a key measure for Japan's commitment to peaceful development, the statement noted.  
"We urge the Japanese side to do serious soul-searching on its history of aggression, make a clean break with militarism, and earn trust from its Asian neighbors and the rest of the world with concrete actions," the spokesperson said.
Lü Chao, an expert on East Asian studies and a professor at the Liaoning Academy of Social Sciences, told the Global Times on Saturday that attitudes toward the notorious Yasukuni shrine on this very day have long served as an important "touchstone" for the international community to judge whether Japanese political forces genuinely recognize the country's wartime aggression and responsibility. 
"What is particularly alarming this year is how openly these political signals are being sent," Lü said. "The combination of an offering by the prime minister, a visit by the sitting defense minister and a coordinated appearance by senior ruling-party executives means the issue can hardly be dismissed merely as individual acts of mourning."
Although Takaichi stayed away in person, Lü said the offering still clearly demonstrated her political attitude. "Not visiting personally does not fundamentally change the political nature of the gesture," Lü said, noting that diplomatic and domestic pressure may have affected the form Takaichi chose, but not necessarily her underlying position.
Particular attention required
"The collective actions of senior figures in the ruling party deserve particular attention," he said. "They raise the question of whether Japan's political establishment has truly developed a correct understanding of its aggression and wartime crimes."
Chinese military affairs expert Song Zhongping told the Global Times on Saturday that visits by Japanese conservative lawmakers and government officials to the notorious shrine are not new and should not be treated as an isolated development unique to the Takaichi administration.
Former prime minister Junichiro Koizumi repeatedly visited the shrine and went there as prime minister on August 15, 2006. Shinzo Abe visited as sitting prime minister in December 2013. Shinjiro Koizumi himself visited on August 15, 2025, when he was agriculture minister.  
"The important point is that this tendency has persisted within Japanese right-wing politics for decades," Song said. "What we are seeing now is not its sudden emergence, but its increasingly overt expression." 
Song further noted that the political significance of Koizumi's visit is amplified by his current position as defense minister. "A defense minister's understanding of wartime history cannot simply be regarded as a private attitude," he said. "It inevitably leads people to ask what kind of direction Japan's defense policy and Self-Defense Forces may take."
Such concern comes as the Takaichi government pushes to strengthen Japan's military capabilities and pursue constitutional revision.
Song stressed that Japan has already expanded defense spending, developed so-called counterstrike capabilities and eased restrictions on defense equipment transfers under the existing Constitution, meaning constitutional revision should not inaccurately be portrayed as a legal prerequisite for all such measures.
What deserves greater scrutiny, he said, is whether historical revisionism, constitutional revision and military expansion are increasingly reinforcing one another.
"The issue surrounding the notorious Yasukuni Shrine is not simply one of mourning," Song said. "When political forces refuse to squarely confront the history of aggression while simultaneously seeking greater military capabilities and fewer postwar restraints, neighboring countries have every reason to remain vigilant."
。　　上峰材料主要专注于从事水泥熟料、水泥、混凝土等建材产品的生产制造和销售并向骨料、环保、新能源、物流等相关产业延伸。近年来，公司正在向半导体封装基板等新质材料业务转型升级。

二 | 公司确立“建材基石、股权投资、新质材料”三驾马车协同发展规划，主动摆脱建材单一产业周期依赖。　　值得关注的是，公司在股权投资业务上取得显著进展。报告期内，公司出资1.4320亿元通过苏州睿存创业投资合伙企业（有限合伙）、苏州元析创业投资合伙企业（有限合伙）新增投资苏州威孚、汉京半导体、以心医疗等项目，同时多个被投项目进入IPO申报、辅导阶段。

三 | 截至2026年6月末，公司新经济股权投资累计规模达21.70亿元。　　财报显示，2026年1-6月业绩比上年同期大幅增长的主要原因是来自投资收益，其中本期公司通过基金持有的盛合晶微等标的股权确认公允价值变动收益等因素，形成非经常性损益12.13 亿元，占公司本期归属于上市公司股东的净利润的比例约为88.93%；建材业务受下游需求走弱影响，水泥销量及均价同比下滑，使得扣除非经常性损益后的净利润同比下降。　　上峰材料表示，报告期内公司投资的盛合晶微成功上市发行，给公司带来大额非经常性收益，有效对冲了水泥主业的盈利下滑，成为平滑行业下行周期的重要缓冲工具。　　读创财经注意到，2026年半年报未计入上峰材料持有的9115.31万股长鑫科技股权的上市浮盈收益。长鑫科技已于2026年7月份登陆科创板，将为公司带来可观的后续利润增量。　　据国家统计局、数字水泥网统计数据，2026年上半年，全国水泥产量7.36亿吨，同比下降8.0%，创17年同期新低，整个行业呈现需求大幅萎缩、产能供给过剩、产品售价持续走低的困境，上半年全行业预计亏损20亿至30亿元，行业亏损面约60%。上峰材料身处其中，未能幸免。　　上半年，水泥市场需求下降，公司水泥产品销量与售价同比下降，影响营业收入同比下降。上半年，上峰材料销售水泥637.08万吨，同比下降10.54%；水泥平均售价214.60元/吨，每吨较去年同期下跌40.09元。　　报告期内，公司综合毛利率25.84%，销售净利率、净资产收益率在行业中处于较高水平。　　值得关注的是经营活动现金流。上半年经营活动产生的现金流量净额为3.11亿元，同比下降34.50%，主要是因报告期建材业务经营效益下降。

四 | 在主业量价齐跌的背景下，公司经营“造血”能力正在减弱。

五 | （文章来源：深圳商报·读创）。

Current article:http://oo6.gamajionghuanmuniuzhuanguchu.cyou/list_g4r/j4dyw0.html

Published on:19:27:13