媳妇的美好时代

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

A | K图 000672_0 　　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%。 OKLAHOMA CITY -- An Oklahoma judge on Tuesday exonerated a man who spent 30 years in prison for a 1987 rape and burglary, after post-conviction DNA testing from a rape kit showed he did not commit the crime.Pontotoc County District Judge Steven Kessinger issued a final order that vacates Perry Lott's conviction and permanently dismisses the case. “I have never lost hope that this day would come,” Lott, 61, said in a statement. "I had faith that the truth would prevail, even after 35 long years.“I can finally shut this door and move on with my life.”Lott was released from prison in 2018 after the DNA results first came to light, but only after agreeing to a deal with former District Attorney Paul Smith to modify his sentence. The agreement allowed Lott to leave prison and remain free while his motion to vacate was litigated. At the time, Smith said the DNA evidence did not exclude Lott as a suspect.But earlier this year, the Innocence Project, which helped to free Lott, approached newly elected District Attorney Erik Johnson, who reviewed the case and agreed the conviction should be vacated.“Five years ago, all evidence pointed to his innocence, but he was denied justice,” Innocence Project Senior Staff Attorney Adnan Sultan said in a statement. "We are grateful to District Attorney Erik Johnson for his commitment to righting this wrong.”Oklahoma state law requires a conviction to be vacated in order for a wrongfully convicted person to be able to seek up to $175,000 in compensation from the state.Lott's case occurred around the same time and in the same county as the convictions of Tommy Ward and Karl Fontenot, whose cases have come under intense scrutiny and have been the subject of numerous books, including John Grisham's “The Innocent Man,” which he produced into a six-part documentary on Netflix. A federal judge ordered Fontenot released, but Ward remains in prison.The books and documentary also feature the high-profile exoneration of Ron Williamson and Dennis Fritz, who both were convicted in the same county for the 1982 killing of Ada waitress Debra Sue Carter. That case featured the same cast of investigators and prosecutors, along with the same jailhouse informant who testified against Ward and Fontenot. Williamson at one point came within days of being executed. Both were later freed.。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）。　　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。

B | 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。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。

C | 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。

D | 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。