HK Stock Market Move | WESTCHINACEMENT (02233) rose more than 10% during the session, expecting a net profit of up to 412 million yuan in the first half of the year, with overseas earnings growing against the trend.

WESTCHINACEMENT (02233) rose over 10% during trading, and as of the time of writing, it increased by 7.29% to HKD 1.84, with a transaction volume of HKD 85.99 million. According to news reports, WESTCHINACEMENT announced that it expects to achieve a profit attributable to owners of the company of approximately RMB 374 million to 412 million for the six months ending June 30, 2026, a decrease of 45% to 50% compared to RMB 748 million in the same period in 2025. Notably, based on the full-year profit of RMB 880 million for 2025, the profit for the second half of 2025 is estimated at around RMB 131 million, representing a quarter-on-quarter growth of approximately 185% to 213%. The announcement indicated that the year-on-year decline in profit is primarily due to the average selling price and sales volume of cement products in China falling, leading to reduced profits; conversely, increased overseas cement sales and revenue have resulted in higher overseas profits. According to the 2025 annual report, total overseas cement sales reached 8.8 million tons, up 120% year-on-year. The significant growth in overseas sales has allowed the average selling price to remain at a more sustainable level, reaching RMB 470 per ton, thereby driving an average gross profit per ton of RMB 171.