同比增长40.7%，西部水泥中期业绩收益42.33亿

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

In the first half of 2024, Huaxin Cement achieved good results overseas. Huaxin said that the improvement of aggregate and overseas cement sales and performance has become an important support for stabilizing the company's performance. It is understood that overseas development is one of the four major development strategies of Huaxin Cement. In the second half of the year, Huaxin said it would be aggressive and further expand its overseas market. Li Yeqing said that in the future, Huaxin Cement may have production lines in 25 or more countries.

2024-09-04 10:31:12

What is happening in the cement industry?

2024-09-03 07:01:29

On the evening of August 28, Shangfeng Cement released its semi-annual report for 2024. During the reporting period, the company realized business income of 2.392 billion yuan, down 25.44% from the same period last year. During the reporting period, due to the decrease in market demand for cement building materials, oversupply of production capacity and the decline in product prices, the sales volume and product prices of the company's main products decreased year on year. The asset structure of the Company maintained a good margin of safety. As at the end of the reporting period, the scale of monetary capital of the Company was basically stable, and the actual scale of external financing remained stable.

2024-08-29 09:47:15

The year-on-year decrease in the prices of main products of cement and clinker was the main reason for the decrease in profit during the reporting period.

2024-07-09 17:01:34

"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

2024-07-02 10:27:00

Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

2024-07-01 17:06:15

In 2023, Tianrui Cement realized an operating income of 7.889 billion yuan, a year-on-year decrease of 28.64%; the net profit attributable to shareholders of listed companies was -634 million yuan, a year-on-year decrease of 241.27%..

2024-05-07 16:04:50

Tianshan shares on April 30, the first quarter of 2024 results announcement said, the first quarter of 2024 revenue of about 16.351 billion yuan, a decrease of 26.94%; the net profit loss attributable to shareholders of listed companies is about 1.923 billion yuan.

2024-04-30 08:58:35

The planned future aggregate production capacity of Shangfeng Cement can reach about 30 million tons.

2024-04-29 13:39:12

On the evening of April 24, Shangfeng Cement (stock code: 000672. SZ) released its annual report for 2023. In 2023, Shangfeng Cement achieved an operating income of 6.397 billion yuan and a net profit of 744 million yuan attributable to the shareholders of the listed company; the company flexibly adjusted and continuously optimized the total.

2024-04-24 21:24:47

On 9 April 2024, 133,095,000 Shares (representing approximately 4.53% of the total issued Shares of the Company) held in the margin financing securities account of Yu Kuo were compulsorily sold in the open market due to an unusual drop in share price.

2024-04-18 11:35:04

On the evening of April 9, Li Jiangming, executive director, joint company secretary and authorized representative of China Tianrui Cement, responded exclusively that the company was operating normally and that today's sharp fall might be due to the passive liquidation of some minority shareholders.

2024-04-10 09:13:56

The decrease in gross profit margin was mainly due to the fact that the decrease in cement price in 2023 was greater than the decrease in cost per ton of cement.

2024-04-02 09:10:47

Tianshan Stock (000877) released its annual report in 2023, facing the challenges of overcapacity and declining demand in the cement industry, the company's revenue fell by 19.01% to 107.380 billion yuan, with a net profit of 1.965 billion yuan. Nevertheless, the company's total assets increased to 294 billion 722 million yuan, and the asset-liability ratio decreased slightly. Through lean management and technological innovation, the company promotes high-quality development, reduces costs and increases R & D investment. At the same time, Tianshan Stock Company plans to change its name to "Tianshan Material Co., Ltd." To reflect its national layout and industrial chain advantages. Among the difficulties faced by the industry, the upcoming China Cement Industry Summit will discuss the new development trend of the cement industry.

2024-03-27 10:31:17

Tianshan Stock (000877. SZ) released its annual report for 2023, which showed that the company's operating income was 107.38 billion yuan, a decrease of 19.01% compared with the previous year, and the net profit attributable to shareholders of listed companies was 1.965 billion yuan, a decrease of 56.74% compared with the previous year. Affected by the weakening of market demand and the decline of sales price, the gross profit margin and profit of the company's cement, commercial concrete and aggregate business have declined. Although aggregate sales increased by 23.55% year on year, the overall performance declined sharply. The company's operating conditions are in line with the development trend of the industry, and the sales of cement, clinker and commercial mixing have declined. The company announced a cash dividend of 1.14 yuan per 10 shares.

2024-03-26 22:03:47

Although the company suffered losses in the context of the sharp decline in the operating performance of the whole industry, the operating cash flow in the first three quarters was basically flat compared with the previous year, maintaining financial stability and ensuring the potential for development.

2024-02-05 09:23:30

Opening up a new track has become the same choice for many cement enterprises.

2024-01-31 09:04:18

作为行业龙头，大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局，水泥巨头们又是如何“出招”的呢？

2023-12-29 14:53:53

2023年前三季度，天山股份实现营业收入803.87亿元，同比下降18.5%，归属于母公司股东净利润0.51亿元，同比下降98.75%。

2023-10-30 09:46:41

湖南、河南、江苏水泥价格上调；大佬刘燕：全面打价格战并不可取，因区施策更宜；塔牌、宁夏、天山、上峰发布三季度业绩报

2023-10-26 13:44:27

天山股份2023年前三季度营收803.87亿元，同比减少18.5%；净利润约5085万元，同比减少98.75%。公司销售水泥、熟料、商混、骨料情况各异，成本下降但销售价格下降影响经营效益。公司坚持稳中求进，推进各项工作，保持战略定力。

2023-10-26 09:21:51

2023年前三季度营收约48.77亿元，同比减少5.54%；归属于上市公司股东的净利润约7.01亿元，同比减少17.21%。

2023-10-26 09:11:40

9月6日，在海螺水泥上半年业绩说明会上，海螺水泥执行董事、总经理李群峰表示，市场份额是企业可持续发展的基础。接下来，海螺将坚持“份额是基础，盈利是目的”的思路，维持合理的市场份额，努力提升经营效益。

2023-09-08 09:10:25

李群峰表示，市场份额是企业可持续发展的基础。接下来，海螺将坚持“份额是基础，盈利是目的”的思路，维持合理的市场份额，努力提升经营效益。

2023-09-07 23:15:51

近两年水泥需求下降，相关上市公司业绩不振。据海螺水泥日前披露的半年报显示，今年1月份至6月份公司实现营业收入654.36亿元，同比增长16.28%；实现净利润64.68亿元，同比下降34.26%。产品综合毛利率为26.81%，较上年同期下降6.3个百分点。

2023-09-07 09:35:30

今年上半年，上峰水泥主业规模平稳增长，新项目都匀上峰熟料水泥生产线顺利投产，参股项目乌兹别克斯坦水泥生产线下半年分步投运；各项资源配套建设项目有序进行。今年上半年，公司水泥和熟料累计销售997万吨，同比增长18.69%。

2023-08-30 13:35:50

2023年上半年，冀东水泥主营业务销售量同比增长14%，但由于市场价格跌至低位，营业收入不升反降，归母净利润较去年同期下降132%……

2023-08-29 15:34:47

上峰水泥、天瑞水泥、万年青中报点评；金隅集团高层人事变动！顾昱出任总经理

2023-08-25 13:33:21

冀东水泥公布2023年半年度报告，报告期营业收入144.86亿元，同比下降14.01%；归属于上市公司股东的净利润为-3.69亿元，同比盈转亏。

2023-08-25 09:53:52

2023年上半年，由于水泥行业景气度下行，天瑞水泥主营业务中的水泥和熟料销量及售价均出现下滑，仅有骨料业务实现增长。在营收下滑、毛利走低等因素影响下，天瑞水泥利润降幅出现大幅回撤……

2023-08-24 17:20:37

在建材行业受地产需求下滑等因素影响导致市场疲弱、产品售价下跌、收入效益普降的形势下，上峰主产品产销仍保持稳定坚韧增长，经营毛利率等效率指标持续领先，尤其产业链延伸翼及新经济股权投资翼的稳健发力及投资收益贡献为对冲建材主业景气下行、实现高质量均衡成长起到重要支撑作用。

2023-08-23 17:13:23

中国的水泥产能存在结构性、区域性过剩问题。即便是行业龙头，海螺水泥的经营压力也很大。

2023-08-23 10:59:03

下半年水泥市场主要看市场需求复苏情况、错峰生产执行情况及各企业成本管控水平。

2023-08-09 14:02:52

近日，新天山、冀东、葛洲坝水泥等企业相继发布2023年下半年工作计划。

2023-08-07 09:26:38

[水泥大数据研究院]水泥产业链指数运行周报（2023.8.4）

2023-08-04 18:02:26

华新水泥8月1日披露业绩快报，公告显示，公司上半年实现营业收入158.3亿元，同比增长10.2%；净利润11.9亿元，同比下降24.85%；基本每股收益0.85元。

2023-08-01 16:51:34

[水泥大数据研究院]水泥产业链指数运行周报（2023.7.14）

2023-07-14 17:36:17

中国建材发布公告，预期集团截至2023年6月30日止6个月未经审核的权益持有人应占利润将较2022年同期下降80%左右。

2023-07-13 09:43:17

祁连山7月12日晚间发布业绩预告，预计公司2023年半年度实现归属于上市公司股东的净利润约2.22亿元到约2.42亿元，与上年同期相比预计减少2.6亿元到2.8亿元，同比减少51.76%~55.74%。

2023-07-12 19:19:19

煤炭价格下降能降低公司的成本，但是难以全部弥补水泥价格下降对公司利润的影响。

2023-06-01 09:46:27

[水泥大数据研究院]水泥产业链指数运行周报（2023.4.28）

2023-04-28 17:22:29

2022年，冀东水泥实现营业收入345.44亿元，同比下降4.94%，归属于上市公司股东净利润13.58亿元，同比下降51.69%。

2023-04-25 15:52:22

2022年，天瑞水泥共实现营业收入110.55亿元，同比下降13.06%。归属于上市公司股东的净利润为4.49亿元，同比下降62.63%。

2023-04-25 15:08:11

2022年，山水水泥共实现营业收入214.89亿元，同比下降12.86%。归属于上市公司股东的净利润为7.49亿元，同比下降73.04%。

2023-04-25 14:55:49

2022年，中国建材共实现营业收入2301.68亿元，同比下降16.49%。归属于上市公司股东的净利润为79.62亿元，同比下降51.16%。

2023-04-24 16:08:03

2022年，华新水泥共实现营业收入304.7亿元，同比下降6.14%；归属于上市公司股东的净利润为26.99亿元，同比下降49.68%。

2023-04-21 09:26:14

当前，我国水泥产能仍然过剩是不争的事实，能源成本高企也同样是企业无法立刻解决的难题。那么，在此背景之下，水泥行业将驶向何方？

2023-04-15 10:42:40

截至4月12日，A股共有14家水泥行业上市公司披露了2022年年报，业绩整体表现不佳。对于2023年市场展望，水泥企业普遍认为，随着下游地产、基建逐步企稳，水泥的需求有望得到提振。

2023-04-13 09:18:31

4月7日，华新水泥在上证路演中心举办2022年度业绩说明会。

2023-04-10 10:12:56