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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

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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%。    CHESTER, Pa. -- The Eagles and the NFL might still be the sports favorites at Calvary Baptist Church, just outside Philadelphia. But many here are also rooting for a neighboring team which last year reached the championship game of Major League Soccer.Their new-found fandom is all about location — and revenue from parking. The Philadelphia Union plays at Subaru Park, a stadium beside the Delaware River just a few blocks from Calvary in the economically challenged city of Chester. Its poverty rate is among the highest in the metro area.As the Union continues to attract loyal fans and reach new heights, so have the blessings bestowed on this historic church where Martin Luther King Jr. attended as a seminarian.It has been crucial. Like many other Black Protestant churches, Calvary Baptist struggled financially during the coronavirus pandemic. Attendance fell, and along with it, funding. But the church has transformed its parking lot to accommodate game-day fundraisers, with volunteers from the congregation staffing the lots and selling spaces for $15 per vehicle.These days, the church raises up to $3,000 per game — about half of what goes into the collection plate on Sundays, said its pastor, Keith Dickens. The welcome influx of extra money is being used to pay for utilities, ministries and a new speaker system that will allow Calvary to reach a broader audience by broadcasting its services online.“It’s been a blessing,” said Dickens, who on a recent game day proudly sported a Philadelphia Union hat. "Not only just to generate funding, but also to meet and minister to new people.”Across the nation, houses of worship located near stadiums — from Boston’s Fenway Park to the Green Bay Packers’ Lambeau Field — have opened their parking lots to legions of fans.For churches offering parking near pro-soccer stadiums, their coffers recently received an assist from the world’s best active player, Lionel Messi who joined an MLS roster this year. All 250 parking spaces at the Calvary lot were full when Messi’s Inter Miami played the Union.Jeffrey Scholes, co-author of “Religion and Sports in American Culture,” said churches like Calvary show a growing willingness to use “secular entities like sport for religious purposes” including, “continuing a ministry, feeding the poor, keeping the lights on, things that ideally churches do."In the past, Scholes said clergy might have preferred the “old-fashioned way” of getting churchgoers to donate while shunning the sports-fan parking business as too “worldly."“There’s just much more openness to different kinds of nonreligious tactics to perform the necessary functions of a church or synagogue or mosque,” Scholes said. It also offers an opportunity to share with fans the history of congregations like Calvary, which was founded in 1879 by a group of formerly enslaved Africans seeking freedom to worship.On a recent game day, fans decked in the Union's navy, signal blue and gold colors pulled into parking spots in front of Calvary's colorful mural that pays homage to King. The civil rights leader worshipped at the church from 1948-1951, when he attended Chester’s Crozer Theological Seminary. Chester has a notable cultural and industrial history, but now has economic difficulties that make Calvary's new parking revenue all the more appreciated.“For us, if it gives back to a cause, it makes it all the better,” Abe Gitterman, age 37 and Jewish, said before he paid the parking fee. Next to him, his 6-and 7-year-old sons pointed to the mural and asked parking attendant and church member Lisa Lewis if this was the same man they had learned about in school. “Yes,” she replied, smiling. “It feels good,” she later said, “to tell them the history about the church.”It can also be fun. In Lubbock, Texas, Leslie Cranford, a parishioner at St. John’s United Methodist Church, said Texas Tech football fans have tailgated with RVs — taking up to four spots ($10 each) — in the church parking lot, near the Red Raiders' Jones AT&T Stadium. Sometimes, rival fans park at the church. “We tell them: we got to charge you extra!” Cranford said, laughing. She introduced the parking program at her congregation two decades ago. On a good season, they make up to $2,000 per game. “Dwindling attendance is a problem," Cranford said. "So, this helps us maintain our ministries.” In Boston, the Christian Science Church opened its parking garage to the public in 2014. That includes Red Sox fans who can park for $30 — a lower rate than closer to Fenway Park. Kevin Ness, manager of the Christian Science Committees on Publication, said the revenue helps cover the operating expenses of Christian Science Plaza, a popular tourist attraction which sits on top of the garage in the Fenway neighborhood. “This in turn allows the contributions from members to directly support the worldwide healing mission of the church,” he said. In Green Bay, Wisconsin, Bethany Church began its Packers parking program in 2010.“We thought it would be a great avenue for outreach, and a way to get funds to help support the growing ministries,” Bethany’s administrative assistant, Jill Connerym said via email. The church doesn’t have a set charge, and instead asks for donation, Connery said, adding that “many people are very generous.”Packers parking helps fund programs, including youth ministries, small group learning and building facility upgrades, Connery said. The church parking lot is often full on game days.“We are known for our hospitality,” she said. “We had a volunteer who began giving rides to Lambeau from our parking lot, free of charge to whoever didn’t want to walk the .5 miles to the stadium. So, now we are known for our shuttle service, and friendly volunteers.”Churches also have embraced other fans. Nashville First Church of the Nazarene offered their parking lots for three shows attended by thousands at nearby Nissan Stadium during the Nashville leg of Taylor Swift’s Eras Tour. The parking program ($30 a spot) also is popular during Tennessee Titans games and has helped fund ministries in Nashville and missions in Haiti and Kenya.“Every one of these dollars comes right back in to help people,” said its senior pastor, Kevin Ulmet. “When people hear that, they love that, they say ‘we want to be a part of that.’ And that, to me, is the classic definition of win-win.”__Associated Press religion coverage receives support through the AP’s collaboration with The Conversation US, with funding from Lilly Endowment Inc. The AP is solely responsible for this content.。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。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。

B | 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。

C |   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。

D |   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。

E | 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。

F |   值得关注的是经营活动现金流。

G | 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。在主业量价齐跌的背景下,公司经营“造血”能力正在减弱。(文章来源:深圳商报·读创)。

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