海螺水泥2023年半年度报告

(A股: 600585H股: 00914) 3 10 20233.8%7.2%7.9%9.531.3%122.4%2,400 32.542.552.5 500 1997 2023 1 2023 654.3616.28%64.6834.26%1.220.64654.3616.28%67.5632.24%1.270.61 2,16078038MW2.693.881.303,330513MW 2 142.542.542.52345 1.343.00%437.217.08%319.981.68%26.81%6.30 1.301.78%424.098.12%306.900.36%27.63%6.11 38174.07%13.1246.37%13.0847.09% 42.57.1132.52.8413.8642.532.56.912.2913.9957.55%1.7812.62%9.73 7.22%9.47%8.485.05 8.44%13.52%4.857.62 90.82%102.11%4.93%14.29% 6.78%7.46%1.49%1.90%5.727.08 7.08%34.30%34.46%34.26% (3) 4.75% 15.75%13.29%13.26% 10.96%2.07 70.83%28.62%33.14%75.89%2,411.821.15%466.062.87%323.988.92%142.0814.47%19.32%0.35 1,818.840.96%126.922.73%34.320.33 993.88323.983.07:12.98:1997.44323.980.0550.034 186.147.72% 21.76 237.3817.49 50.776.09 25.06 6.72 3 97.34 4 2023 1 (1)2023141,00020,50050%(2)2023141,00020,09049%20,91051%(3)2023310,000100%(4)202352,000100%(5)202353,000100%(6)20236428100%(7) 2 (1)202212100%2,50020231 (2)2023315%70%30%20234 29,24080,00064,77287.22% (3)202274,0002,60065%1,00025%40010% 202364803,08077%52013% 3 (1)2,0001,00050%40020%20010%40020% 13,0008,84065.6%2,60020%1,30010%2604.4%15,000 (2)4,0005,000 (3)5,00070%30%7003006,000 4 (1) (2) 202112 211,760,112,039251,444,577A202112 22A2021-48 2022920212022-0637.006.905280,016,005214,845,838251,444,577192,924,047 202211 5 10%2023115 6 479118210% 7 (1)2021150165,000380.95247.62% 20224501,5001,500450 11.22021262937472023115 (2)5015+5G 20236 6202362620236 720236275 8 10 2022 20235 3120222022202212315,299,302,5791.487,842,967,816.92 2023 19972002 20235 31202220235 31202361 2023 20234 27 13.51B1 1 91 3 10SCR74SCR2404050mg/m3124910mg/m31A12A17 84515119,870 4 20233202211 120 2023 5010050 1 (1) 19979 23CONCH20183221,50020% 2,614 (2) 202212 2920231 1202312 318.5 2023413 4.46 100%50.72%14A202212 290.5% (3) 20221 120221 120227 315,950 20228 2520228 25202312 314.7720228 25202212 311.4202311202312 313.37 2022825202312 311% 3,672 100%100%14A20228 2520229 20.5% (4) 202212 2920231 1202312 3110 2023202232022(a)(b)2023 6.85 50%20%10%20%14A202212 29 (5) 20225 3020225 3020235 305,40920231 120235 302,253.75 10%10%10% 420 14A202253020227 620225 300.5% 2 20225 3023,8313,200 10%10%10% <>[2013]44GB50500-2013 5,8476,262116253 14A20225 3020227 620225 300.5% 3SCR (1) 20224 29202219,368 20222002[1999]128320224 29 20221,3807,961 20237 17202312,870 202320237 17 2023 (2) 20232 33,2006,400 (i)10%(ii)12 2,240 (3)SCR 20231 16SCR(EP)SCR6,400 SCR(EP)SCR SCR(EP)3,446SCR6,858 14ASCR(EP)2022202320237 172023120.5% 4 20236 67 95%5%14A 1 2 32,735 1100% 22023 26,7356,000 457,463153,90142,011332,078789,5414.34%701,06788,474 70%22,400 335,034H111 (1)(2)H1,298,256,61024.50%H99.90%(3)2007A2022123116,531,300A(4)(5)(6) 336 (1)51%49% (2)3,999,702,579A (4)Taiwan Cement Corporation200812 12200812 11Taiwan Cement Corporation38,856,000H20102011Taiwan CementCorporation116,568,000H (5)BlackRock, Inc.2023 6 1520236 13BlackRock, Inc. (6)Artisan Partners Asset Management Inc.APAMArtisan Partners Holdings LPAP HoldingsArtisan Partners Limited PartnershipAPLP20223 32022228APLPAPLPAP HoldingsAPHoldingsAPAMAP HoldingsAPAMAPLP 336 352XV XVXV352 51,43342.07 2022100100202210100202210 1422022616713101920226 1771410202022-252022-302022-38 1 34 2 34 2 •17•8•12•12 3 20236 30 202363012,108,000574,000 4 (a) (b) 4 4 4 5 6 6 *5,022,115,0004,420,161,0006(b) 7 7 25% 7 7 (i)15% (i)20204 232315% 2815% (ii) 201520212021202315% 201920222022202415% (iii)[2022]1320223 1410030030075%20%[2023]62023202410075%20% (iv)50% (v)[2020]3120201 1202412 3115% 7 7 (i)201649620182024 (ii) 8 (a) 6,755,607,0009,970,554,0005,299,303,0005,299,303,000 (b) 9 (a) 14,953,000 (b) 10 (a) 123,923,000262,476,000 (b) 6,803,165,0007,963,129,000 224,949,000126,646,00060,466,00042,158,000 11 12 (i)202363020221231 (ii)20236 30 (i)20236 303,000,000,000(202210,400,000,0002023630 (ii)20236 30 14 15 (a) 1 (b) 20236 303,365,988,00020225,202,801,00020236 303,365,988,00020225,202,801,000 20236 30711,185,0002022837,722,000 20236 302,630,659,00020221,988,195,000 (c) 2,626,896,00020222,762,318,000 19 20 (a) (b) 20232022 20 (b) 21 (a) (i) 13 ••• 21 (a) 21 (a) (ii) (b) 22 23 (i)20223 30 23 23 (a) (b) 23 (b) 23 (c) (d) 23 (d) 24 167,376,000162,421,000 122,441,000884,736,000122,438,000852,737,000884,736,000852,737,000 20238 21