随着2025年宏观政策积极导向延续，以及财政发力、地产“止跌企稳”政策组合拳落地，将有效支撑基建及水泥行业复苏。公司将抓住提质增效、改革创新的关键窗口期，在减量发展的新常态下实现价值增量，向内挖潜增效，坚定推进“高端化、智能化、绿色化”三化升级和“水泥+、国际化、双碳”三大转型，不断培育发展新动能新优势，全面夯实核心竞争力，以更好的业绩表现回报广大投资者。

2025-04-03

面对国内水泥行业发展新态势，公司加快结构调整、转型升级步伐，积极响应国家“走出去”号召，加快国际化发展步伐。公司规划在十四五末通过联合重组和轻资产等方式实现控制产能1,000万吨的目标。2024年公司签约突尼斯并购项目，正在加快推进交割事宜，请以后续公告时间为准。

2025-04-03

水泥行业纳入全国碳市场，短期对成本影响小，中长期看对水泥企业在生产运营、数据管控、交易成本、节能减碳投资等方面都将造成重大影响，随着碳配额从基本满足到从紧降低，政策更严标准更高，将有效促进行业去产能，进而影响竞争力和供需格局。

2025-04-03

2024年前三季度行业经营情况大幅下滑，降价抢量不利于行业转型升级走向高质量发展，下半年以来逐渐转变观念，贯彻落实“强化行业自律、防止‘内卷式’恶性竞争”的政治局会议精神，价格逐渐修复，头部企业的销量降幅有所扩大，但行业和企业利润得到改善。当前，行业反对“内卷式”竞争的共识更强，错峰生产等机制和办法日趋成熟，行业生态建设的基础更加牢固。

2025-04-03

Affected by the impact of off-season demand, the price of cement in January-February this year dropped compared with the end of 2024, but in March, many places began to carry out re-pricing, the price of cement maintained overall stability in periodic and regional fluctuations, and the price level of cement in the first quarter of the country was slightly higher than that of last year. The company will earnestly implement the relevant policy requirements against the industry volume, earnestly implement the peak staggering scheme of local regulators and industry associations, and inject confidence into the recovery of the industry.

2025-04-03

At the end of the meeting, President Gong Leihai once again called on the whole industry to be "highly self-disciplined" in behavior and "rapidly changing" in concept. In such a fragile environment of the whole cement market, it is necessary to establish a "anti-involution" normalization working mechanism of "associations set up platforms, large enterprises take the lead, and small enterprises cooperate".

2025-04-03

On April 1, 2025, the Second Session of the Fifth Council of Sichuan Cement Association and the 2025 Working Conference were successfully held in Chengdu. The meeting was presided over by Du Yunlong, Secretary-General of Sichuan Cement Association, and invited Qing Jiasheng, Director of Material Industry Department of Sichuan Economic and Information Department, Chen Qiang, Head of Atmospheric Department of Sichuan Ecological Environment Department, Yan Songlin, a first-level researcher, to give guidance. Heads and key personnel of the Party Branch, Secretariat, Board of Supervisors, Executive Group and Supervisory Group of Sichuan Cement Association, heads of major cement enterprises in Sichuan Province and their sales leaders,

2025-04-03

In order to cope with global climate change, contribute to global carbon emission reduction, promote the implementation of the national strategy of achieving carbon peak in 2030 and carbon neutral "double carbon" in 2060, and fulfill the social responsibility of central enterprises, Sinoma Cement Zambia Company will increase investment in capital and technology in the field of green energy, enable enterprises to develop low-carbon with "green engine", and build a green energy low-carbon plant with zero purchase of electricity overseas.

2025-04-03