亮丽年报增底气 水泥企业蓄势2021年低碳发展

2021-03-30 09:29:56

面向“十四五”开局,2021年发展目标成为各家水泥企业年报的新亮点,头部企业更是立下低碳发展的“军令状”,在提质增效、节能降耗中寻求高质量低碳发展之路。

2020年,水泥企业多从技术升级着手在节能减排上下功夫,相关投入更是成倍增加。各家企业根据自身发展战略及经验积累,通过研发投入等硬核支撑,在细分赛道各显神通,展现出各具特色的转型实力。

面向“十四五”开局,2021年发展目标成为各家水泥企业年报的新亮点,头部企业更是立下低碳发展的“军令状”,在提质增效、节能降耗中寻求高质量低碳发展之路。

市场红红火火、价格开启普涨之际,水泥企业年报披露渐入佳境。数据显示,截至3月28日,海螺水泥、冀东水泥、天山股份、万年青、祁连山等10多家水泥企业交出了年度成绩单――尽管经历了疫情、超长雨季等多重考验,但头部企业多在积极寻求突破中实现了“总体业绩稳健增长”。

与此同时,随着行业绿色转型升级明显提速,各家水泥企业根据自身发展战略及经验积累,通过研发投入等硬核支撑,在细分赛道各显神通,晒出各具特色的转型成果。面向“十四五”开局,2021年发展目标成为各家水泥企业年报的新亮点。在碳达峰、碳中和的背景下,头部企业正在提质增效、节能降耗中寻求高质量低碳发展之路。

龙头做强做优业绩亮丽

日净赚近1亿元、年销水泥4.5亿吨、自产品销售毛利率47.56%……“水泥一哥”海螺水泥2020年实现营收1762.43亿元,同比增长12.23%;净利润351.3亿元,同比增长4.58%。

年报显示,2020年海螺水泥国内外项目建设和并购稳步推进,扩产拓能成效明显。国内方面,西藏八宿海螺水泥一条熟料生产线及两台水泥磨建成投产;并购芜湖南方水泥,增加三条熟料生产线及三台水泥磨;收购海南叉河水泥厂资产,增加两条熟料生产线及两台水泥磨。海外方面,缅甸海螺(曼德勒)水泥一条熟料生产线及两台水泥磨建成投产,东南亚、中亚等地区在建及拟建项目有序推进。

在此基础上,海螺水泥2020年呈现产销两旺态势。产能方面,全年新增熟料产能900万吨,水泥产能1045万吨,骨料产能300万吨,商品混凝土产能120万立方米。销量方面,全年水泥和熟料合计净销量为4.53亿吨,同比增长4.69%。

海螺水泥称,2020年集团紧抓行业供给侧结构性改革主线,加快推进信息化、智能化工厂建设,从而进一步巩固和提升各项竞争优势,保障集团的核心竞争力,推动高质量发展。

翻看海螺水泥截至2020年末的前十大股东榜,除了高瓴资本、马来西亚国家银行继续持股外,正心谷(檀真)价值中国专享私募证券投资基金新进成为第九大股东,持股1837万股。

再看天山股份,2020年全年实现营收86.92亿元,同比下降10.28%;净利润15.16亿元,同比下降7.31%。公司称,受疫情和江苏区域超长雨季的影响,产品销价有所下降,经营业绩略有下降,但公司坚持聚焦主业,在“做强做优”上持续发力,促进水泥销量提升,整体经营状况稳健。数据显示,天山股份2020年全年实现水泥销量1760万吨,同比增长5.77%;商品混凝土销量214万立方米,同比增长4.39%。

冀东水泥年报显示,公司2020年实现营收354.8亿元,同比增长2.82%;净利润28.5亿元,同比增长5.53%。对于业绩增长的原因,公司表示,2020年积极推进生产企业“培优”,运营质量持续提升;提升管理效能,单位产品生产成本及费用同比下降;强化战略营销的实施,市场结构进一步优化,水泥、熟料销量同比提升。

此外,万年青2020年实现营收125.29亿元,同比增长10%;实现净利润14.81亿元,同比增长8.15%。祁连山2020年实现营收78.12亿元,同比增长12.7%;实现净利润14.37亿元,同比增长16.44%。

工信部数据显示,2020年建材工业增加值同比增长2.8%,与整个工业增速持平,主要建材产品生产保持增长,其中水泥产量23.8亿吨,同比增长1.6%。

绿色转型升级成效丰

我国已经宣布力争2030年前实现碳达峰、2060年前实现碳中和。相关数据显示,中国建筑材料工业2020年二氧化碳排放14.8亿吨,其中水泥、石灰行业分别位居建材行业前两位。在此背景下,水泥行业碳减排的必要性和紧迫性尤为突出。

纵观水泥头部企业2020年年报,多从技术升级着手在节能减排上下功夫,相关投入更是成倍增加。如海螺水泥年报显示,2020年共计立项190多项较大环保技改项目,全年环保技改投入逾18亿元。全年研发费用约6.5亿元,同比增长245%。“主要是公司用于超低排放技术开发及水泥制造绿色能源开发项目费用投入同比增加所致。”

2020年,天山股份协同处置固废、资源高效利用的绿色发展之路亦取得了丰硕成果。年报显示,天山股份在溧阳天山水泥有限公司建成国内首条利用水泥窑协同处置城市生活垃圾和城市污泥示范线,实现了城市垃圾、污泥无害化、减量化处置,2020年协同处置危废近4万吨、生活垃圾10万多吨,环境和社会效益显著;并利用此经验,分别在吐鲁番天山水泥有限公司、溧水天山水泥有限公司建设水泥窑协同处置危废、生活垃圾项目。2020年合计处置固体废弃物677万吨。

同样发挥水泥窑协同处置优势的还有冀东水泥。2020年,冀东水泥依托红树林公司大力发展环保产业,全力推动符合条件的水泥熟料企业转型升级,高速推进京津冀、山西、陕西等13个省份以水泥窑协同处置为主的环保项目建设。截至2020年末,冀东水泥共有14家附属企业开展危险废物处置,处置能力64.63万吨/年;15家附属企业开展生活污泥处置,处置能力108.52万吨/年;6家附属企业开展生活垃圾处置,处置能力80.42万吨/年;2家附属企业开展污染土处置,处置能力19.38万吨/年。

再如万年青,积极推进铜尾矿综合利用,改进尾矿砂脱水工艺和设备,去除有害成分,探索铜尾矿在混凝土掺合料、水泥生产配料、蒸压加气混凝土制品中的资源化应用。2020年公司与江铜集团合作,项目一期脱水车间正进一步完善脱水工艺及设备安装。同时,德安公司、于都公司水泥窑协同固废项目建设有序推进。

2021年低碳发展信心足

“2021年水泥行业预计表现平稳。”面向未来,业内人士对水泥行业表现信心满满。在业内人士看来,环保趋严背景下,错峰限产常态化、加快淘汰落后产能、技术性减排等都折射出水泥行业“去产能”已是大势所趋。碳达峰、碳中和的逐步落实,亦将压缩水泥熟料产量,对稳定和提升水泥行情发挥重要作用。

数据显示,2020年全国共点火26条熟料生产线,产能3800万吨。全国公告产能置换方案46个,拟建产能7000万吨。2021年预计有29条生产线投产,合计产能4880万吨。无论是新线的数量还是产能,都有明显增长。

在展现2020年绿色转型发展成果的同时,水泥企业亦在年报中透露出2021年发展目标,龙头企业更是立下低碳发展的“军令状”。如海螺水泥计划实现水泥熟料净销量3.25亿吨;新增熟料产能180万吨,水泥产能680万吨。同时,公司表示,2021年计划资本性支出150亿元,以自有资金为主,将主要用于项目建设、节能环保技改及并购项目支出。

冀东水泥2021年将坚持做优市场、做强企业、做大布局,计划全年实现营业收入358亿元。

万年青2021年则将以智能化、绿色化为导向,确保万年厂搬迁项目建设加快推进,德安项目尽快达标达产,实现零故障;推进水泥资源并购重组,积极拓展外部市场等。

祁连山表示,将做优做强水泥主业,探索多元化发展途径等,如整合、优化存量产能,淘汰、置换落后产能,通过技术改造大幅提升现有生产线装备水平和运行效率等。2021年计划生产水泥2300万吨,熟料1843万吨,商品混凝土140万立方米,骨料230万吨;销售水泥2379万吨,销售商品混凝土140万立方米,销售骨料160万吨,实现营业收入77亿元。

“力争在2030年前碳排放达峰、努力争取2060年前实现碳中和”的目标,为我国实现绿色低碳发展指明方向。水泥行业作为碳排放大户,在碳达峰、碳中和背景下面临哪些的机遇和挑战,又将如何去做?为此,2021年4月20-21日,中国水泥网将在杭州举办 以“同使命·谋创新·共发展”为主题的“2021中国水泥产业峰会暨T0P100颁奖典礼” ,诚邀业内人士前来共同深度探讨当前水泥及相关行业发展态势。

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Correlation

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Eliminating backward and inefficient production capacity is one of the important measures for the structural adjustment, transformation and upgrading of the cement industry, as well as the needs of the enterprise's own development. Generally speaking, this will help the cement industry to promote structural optimization, improve production efficiency, reduce resource consumption and enhance brand image, and will also have a positive impact on the green development and competitiveness of the industry.

2024-10-15 10:17:37

Industry insiders said that the merger and reorganization of the cement industry is the only way to transform and upgrade the industry and achieve high-quality development. At present, the problem of overcapacity in China's cement industry is prominent, which seriously affects the overall efficiency and sustainable development of the industry. Through mergers and reorganizations, we can effectively eliminate backward production capacity, optimize the industrial layout, improve industry concentration, and make room for the healthy development of the industry.

2024-09-29 14:32:32

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

Gathering the wisdom of the four seas, condensing the strength of the heroes, the two-day conference is full of dry goods, which will surely make every guest return with a full load, turn pressure into power, and jointly promote the new journey of ultra-low emission transformation of Zhejiang cement industry towards brilliance!

2024-07-24 15:09:50

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

According to the market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.

2024-07-12 15:53:15

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

Energy saving and consumption reduction is not only a response to environmental responsibility, but also the only way for the cement industry to break the cocoon and enter high-quality development.

2024-06-20 16:33:57

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

A person in the industry said that the main reason for the low comprehensive energy consumption per unit product of Huaxin cement clinker is the use of alternative fuels, which also shows that alternative fuels can indeed save energy and reduce consumption by a large margin.

2024-05-16 09:22:44

If 40% of alternative fuels are used in cement production, about 100,000 tons of carbon dioxide will be saved for every 1 million tons of clinker produced.

2024-05-10 09:27:37

In 2024, with the further decline of cement demand, it remains to be seen how the market share of cement enterprises will change.

2024-04-28 09:07:08

According to the China Cement Network Market Data Center News, Northeast China: Northeast market demand is weak and stable, cement prices have loosened.

2024-04-19 16:57:31

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

The demand for cement in Shanxi market has recovered poorly, and the market demand has declined. Recently, the price of cement in northern Shanxi has dropped by about 10-30 yuan/ton, while the price of cement in other markets in the province is weak.

2024-03-29 17:32:00

Enterprises with strong competitiveness and rapid response to the external environment can win the future.

2024-03-19 15:10:10

According to China Cement Net Market Data Center, the Northeast market is gradually warming up, and the market price dropped to a low level at the end of last year. In order to improve the business situation, the leading enterprises in Harbin notified the implementation of the new ex-factory price on the 14th, releasing the price increase signal, followed by Jilin and Liaoning. At present, the market demand has not yet fully recovered, and the price is stable.

2024-03-15 16:24:31

It is understood that a number of recent cement clinker production line construction projects ushered in the latest progress.

2024-03-14 09:46:52

After years of efforts, a large number of garden-style factories and orchard-style factories have emerged in the cement industry. The proportion of cement industry in the list of "green factories" evaluated by the Ministry of Industry and Information Technology every year has been very high. The cement industry has been reborn as a whole, taking off the hat of traditional polluters, digesting a large number of industrial waste residues and becoming a society. It has become an important chain in the circular economy.

2024-02-04 16:36:24

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

"The sales volume, price and benefit of our enterprises in 2023 are all lower than those in 2022." Recently, a cement enterprise in Lanzhou said that the average price of cement dropped by 100 yuan/ton compared with the same period last year.

2024-01-15 13:46:05

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

新年第一天,水泥行业万众期待的“2023中国水泥熟料产能百强榜”震撼发布,这是中国水泥网连续第20年发布该榜单。

2023-12-31 13:25:20

水泥行业应认清形势变化,捕捉低碳大势带来的商业模式变革机会。

2023-12-29 15:02:54

精选|2024年混凝土需求预计下滑;超3.5亿元!国家给水泥厂“发钱”;国务院印发《空气质量持续改善行动计划》

2023-12-21 13:29:50

近日,重庆市财政局提前下达2024年中央大气污染防治资金预算,多家水泥企业获得资金支持。

2023-12-21 09:00:00

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

煤炭是水泥生产过程中的主要燃料,其成本占到水泥熟料成本的50%~55%,煤价的波动对水泥成本有着直接的影响,特别是在需求走低的情况下,成本的控制尤为重要。

2023-12-15 09:16:08

邵俊:以“智”取胜正成为改变行业命运的利器;多家水泥企业被裁定破产;未来不懂碳的公司无法生存;海螺、华新、冀东、西南等28家重庆水泥企业纳入碳排放核查名单

2023-11-29 13:43:39

当前,工业机器人在水泥厂日渐普及,用人工智能、技术创新引领工业生产方式的变革,拉动水泥工业的发展正在成为不可逆转的潮流趋势。

2023-11-06 09:31:01

数字化、智能化转型已成为水泥行业的必修课,利用5G、大数据、人工智能等技术为水泥企业赋能。当前已有多家水泥企业迈入数字化、信息化、智能化的新赛道,实现高效节能、质量稳定提升等目标。

2023-11-04 12:46:59

按六大区域划分,上市公司在华北、华东以及中南地区水泥营收总体降幅较大。其中,华东和中南地区价格竞争充分,降价风险已基本释放,后续价格存在回升空间,但节奏仍有待观察……

2023-10-30 19:14:58

湖北、广东、云南水泥价格上调;工信部公布2023年智能制造示范工厂名单;四川计划到2025年水泥熟料单位能耗下降1%;福建31家水泥企业不实行阶梯电价加价政策。

2023-10-27 14:48:11

与2021年相比,水泥行业各家上市公司的碳排放总量呈现下降趋势,但是营收碳效略有下降。水泥行业在2022年总体稳定,但面临多重挑战,如疫情影响、房地产低迷、国内外形势变化等。这些因素导致水泥需求大幅减少,全年处于低位,水泥产量创近十年新低。

2023-10-24 09:49:54

展望下半年,尽管需求有向好预期,但地产尚未企稳、基建增速放缓背景下需求好转程度较为有限。

2023-09-21 09:42:44

上半年,全国水泥产量9.53亿吨,全口径同比下降2.4%,产量创下2012年来新低。效益方面,受水泥价格跌幅较深和需求下滑影响,行业效益大幅萎缩,2023年全行业利润总额164.7亿元,同比下降59.8%。

2023-09-20 13:52:49

随着我国“双碳”、“能耗双控”工作的持续推进,水泥行业将加快绿色化、智能化、数字化的转型升级发展。

2023-09-12 09:26:59

Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.