胡幼奕:砂石业未来走势和企业应重视的若干问题

2021-07-25 14:38:29

2021年1至5月,国内各大水泥企业布局砂石骨料板块,在建/拟建砂石骨料线共计74条,合计约3.69亿吨产能。

2021年是“十四五”开局之年,作为基础设施建设用量最大的材料,一方面,砂石骨料行业要肩负起行业数字化升级、产业链延伸,助力“双碳”目标实现等新的历史使命;另一方面,要充分认识当前产业发展痛点和瓶颈,认认真真、踏踏实实,携手产业链上下游,围绕砂石骨料4.0+融合发展理念,共同为国家“十四五”经济社会发展贡献行业力量。

部分地区砂石价格高位运行

上世纪80年代河砂仅2元至3元/吨,2000年为10元/吨左右,2010年在15元/吨左右。从2018年开始砂子价格快速上涨,部分地区涨幅近1000%。近年来,部分地区砂石短缺,砂石热度居高不下,价格高位运行,引起各大媒体和相关领域的高度关注。为了保障供给,不少地区大量投放矿权。这些采矿权释放产能后,会缓解紧缺状况,平抑价格。

砂石成本上升的合理原因

近年来采矿权价格上升;现代化生产线建设投资增加;增加收尘、废水处理等环保设施投资;新型清洁能源运输的投资;矿山绿化、生态恢复等投资。由于环保等要求越来越严格,砂石生产成本比早期要高。

全国分区域砂石产量和企业规模

2020年,机制砂石总产量为190亿吨左右,砂石矿山1.7万多座。年产500万吨以上的大型企业约占2%;100万至500万吨的中型企业约占40%;100万吨以下的小型企业约占58%。

区域产量分布:华东约61亿吨,中南约49亿吨,西南约35亿吨,华北约17亿吨,西北约15亿吨,东北约8亿吨。

多家相关企业进入砂石行业

2017年至2019年,全国关闭砂石矿山近3万家,到2020年全国石矿企业约1.7万家。由于砂石紧缺、价格上涨,近年来,国家多部门多次发布文件,推动机制砂石产业发展,使得建材、水利、水电、冶金、工程建设、城建城投集团等相关央企、国企发展砂石骨料业务更加顺利,企业高价竞得开采权,投入巨额资金布局砂石骨料项目。

近期华润水泥、中联水泥、南方水泥取得多座矿山采矿权。华润水泥一个月内先后取得两座建筑用花岩岗矿采矿权,出资近50亿元。华新水泥、西南水泥、尧柏水泥、锦荣水泥、娲石水泥等多家水泥企业也瞄准了砂石矿山。

2021年1至5月,国内各大水泥企业布局砂石骨料板块,在建/拟建砂石骨料线共计74条,合计约3.69亿吨产能。其中广西15条,贵州11条,河南5条,湖北3条,湖南6条,江西2条,辽宁1条,山东3条,山西2条,陕西2条,四川5条,云南5条,浙江1条,重庆5条,安徽4条,甘肃4条,广东1条。

局部地区将出现产能过剩

从目前情况来看,局部地区砂石产能过剩苗头已经出现,会出现供过于求,局部地区砂石价格将会快速下降。近几年,砂石行业将出现进一步整合的趋势。未来将出现采矿权价格上升、砂石价格下降相互叠加的趋势,致使部分企业竞争力不足,退出市场。最终,高品质、合理成本的机制砂石的推广和应用将会迎来更多新的机会,优质企业将脱颖而出。

砂石产品的流向规律

砂石产品的流向:从资源多的地区流向资源少的地区;由经济不发达地区流向经济发达地区。目前砂石区域供需不平衡,其原因是,经济不发达地区,石矿资源多,砂石用量小;经济发达的地区,石矿资源少,砂石用量大。制约砂石长距离流动的因素是运输成本过高。

砂石产业的集中度与其他矿业不同

一般情况下,重量轻、价值高、运输半径大的产品,产业集中度越高越有优势。但不同重量/价格比(新概念)的产品,集中度高低不同。砂石是极特殊的产品,产业集中度也有其特性。长久以来,砂石一直被称为地材。地是人类生长活动所在地;材是一切原料或资料。因此,砂石——地方产的材料,就地取材最经济。

砂石是重量大、价值低、运输半径很小的产品,其应用也比较分散。砂石产业的集中度不能过高,集中度越高,劣势越明显。长距离运输:物流成本过高,增加碳排放量(燃油车辆);增加道路占有率,重载车辆缩短道路使用寿命;任何区域都没有巨量的石矿可供开采。单纯用水泥产业的集中度,来衡量砂石产业的集中度,是不科学的。如果水泥产业的集中度是70%,砂石产业的集中度要低很多,才较为合理。就好比一座城市不能只建一家菜市场的道理,一座城市不可能只建设一家石矿企业。

充分认识砂石产业的复杂性

新进入的企业,要充分认识到做砂石骨料的复杂性:岩石有地质特性,不同的区域,岩石特性不同,母岩的物理、化学性能是多样性的。什么样的岩石适合做砂石骨料?做出来的砂石骨料性能怎样?用不同的岩石制备砂石骨料,其破碎筛分方式也不同;不同岩石制备的砂石骨料,适用于什么样的混凝土……影响因素很多。

做好机制砂石须考虑四个层面

科学层面:机制砂石是大型工业化的产品,是跨领域、跨学科、长链条的产业。

哲学层面:砂石重量大、价值低,利润绝对值小,要用“量变到质变”,才能盈利。

文化层面:砂石是小区域化产品,不同区域,文化不同,运营方式不同。

意识形态:不同的人士,对砂石产业的认知不同,决定了是否支持发展砂石产业。

未来企业要由产品销售转为深度服务

装备厂家定制装备销售给砂石企业,装备厂家认为好用,砂石企业认为不好用,因为是定制产品,没有统一评判标准。砂石厂家生产机制砂石销售给混凝土或施工企业,砂石厂家认为好用,混凝土或施工企业认为不好用,因为不同的机制砂石,使用方法不同,应用领域不同,评判标准不同。

未来企业要提升的核心是深度服务——为用户创造价值。以前是卖产品(装备/机制砂石),以后要转为深度服务,让用户会使用产品,用好产品,让用户做好产品——为用户创造价值。需求供需双方首先要谈的是供方的产品(装备/机制砂石)是否适合需方;其次是使用方会不会用,能不能用好。所以,未来企业销售产品的核心是深度服务,是对所销售产品的服务。未来企业的竞争力,更多要转向以产品为载体向下延伸的服务。

企业要从单一走向系统

装备企业不要只制造装备,要研究机制砂石的生产。砂石企业也不要只生产机制砂石,要研究机制砂石的应用。砂石和装备企业,要研究从单一做装备、制砂、制石,扩展到从矿石到加工,再到机制砂石的应用等一系列问题。只有成为下游产品的专家,才能做好上游产品。

企业扩张、新建生产线要谨慎

砂石企业扩张、新建石矿要谨慎,装备企业扩建、新上加工设备也要谨慎。当前砂石骨料、破碎装备高价位运行。企业扩张、新建生产线投资收益率按现行价位计算,现在对,将来不对。未来砂石、破碎装备的价格是下降趋势,投资收益比现在计算的要小,投资回收期也比现在计算的要长。

国企、央企、民企进军砂石各有优劣

央企、国企做砂石,资金、资源优势明显,融资利率较低;劣势是行业经验不足,效率较低。民企做砂石的优势是经营效率高,技术优势明显;劣势是融资利率较高,市场资源不足。当前这两个角色并存于砂石行业。

石矿企业的经营已发生深刻变化

以前是河道采砂,运输到工地,有需求就行。没有人过多关注,区域竞争有限,企业容易生存。现在是获得石矿,建设生产线,有资金就行。当前,产品涨价、缺货,供不应求,有砂石就能盈利。未来,仅拥有石矿资源、生产线、合格的产品等“硬件”是不能保证盈利的,还要有矿石品位、地理位置、市场容量、产品质量和综合生产成本等重要的影响因素。未来竞争的关键是依靠优秀的运营能力。

不少石矿企业带有“硬伤”和“软伤”

近年来进入砂石领域的企业来自不同行业,对石矿的开采和机制砂石的加工认知不同,导致其套用其他矿业的理念、标准和经验来设计和建设石矿。从全国已建成或正在建设的石矿来看,不少石矿带有明显的“硬伤”和不明显的“软伤”。这些“硬伤”在身体强壮——砂石价格高位运行时,不会发作,但在砂石产品降价时就会显现。这些“软硬伤”在严峻的生存环境下——砂石产能过剩时,关系到石矿企业的生死存亡。

机制砂石矿山与水泥、冶金、煤炭矿山生产经营的区别

水泥开采矿山是单一的石灰石材质,生产的核心是“两磨一烧”,矿山凿岩、爆破、破碎等粉化率越高越好,皮带机输送多为细碎物料。机制砂石开采的矿山有多种,生产的核心是“精破细筛”,矿山凿岩、爆破、破碎等粉化率越低越好,涉及到破碎、筛分、粒形、级配、石粉含量、均化率,等等,皮带机输送多为大块物料。

冶金等行业的矿山开采和破碎、筛分等,与砂石矿山的开采、破碎和筛分等也有本质区别。套用水泥、冶金、煤炭等行业的破碎筛分生产线和经验、模式等来做砂石骨料,未来会出现问题。

水电、公路、铁路砂石生产线的区别

水电工程施工的是点性工程,一个项目由一条或多条砂石生产线供应,工程建成后生产线拆除不再使用。公路、铁路是线性工程,砂石随工程施工的延伸不断就近供应,不断更换供应商。城市建设工程是面性工程,由城市附近的多家砂石企业供应,相对比较稳定。供应不同的工程,砂石生产线的建设和运营方式不同。运用水利、水电和公路、铁路砂石的生产、供应模式和经验,来做城市建设用砂石会出现问题。

装备企业过度竞争初现

近年来国家加大基础设施建设投资力度,砂石需求量增加,各地新建生产线增加,破碎筛分装备呈现持续增长态势。在快速发展的同时,一些企业,没有从装备产品质量、创新、用户服务上下功夫,而是追求市场占有率,把价格竞争作为主要的竞争手段,严重影响到破碎筛分装备市场的健康有序发展。伴随着价格战,风险不断积累,利润支撑不足,售后服务不能保障,陷入不可持续的发展模式,最终会导致用户得不到好的产品,也得不到高质量的服务。

过度竞争的结果是“没有赢家”

短期装备的低价销售,形成的系统性风险或债务危机,需要几年甚至更长时间去消化,已有企业为此付出了惨痛代价。装备企业和代理商,应将产品质量和服务做到极致,营造一个良好的市场环境,在保证合理利润空间的同时,为用户提供高质量产品和优质服务。

智慧矿山建设须培养新型“数字人才”

智慧矿山建设是未来矿山发展的必然方向,智能化是矿山企业从传统生产方式向现代化生产方式转变的主要途径,可提升矿山生产效率,提高安全管控能力,实现高质量发展。智慧矿山的系统架构、基础网络、云数据中心、集成基础类系统、矿山平台和“一矿一图”智慧平台、大数据分析平台等信息系统通用技术都需要新一代“数字人才”。行业高校和企业培训机构,要注重课程调整设置,增加开放实验教学,加大虚拟仿真技术使用,强化前沿科技学习,改善人才成长生态,提供强大的人才保障,为矿山绿色发展、智慧化建设、智能化改造等作贡献。

未来石矿竞争加剧

相关行业和企业进入:近年来水泥、水电企业,道路、桥梁施工等多家企业陆续进入砂石产业,进行布局;多个省市自然资源部门、城建、城投等组建实体对当地资源进行整合,合作建设大型石矿,对原有砂石矿山企业形成明显的竞争态势。

冶金、煤炭行业和企业进入:要实现碳达峰、碳中和目标,冶金、煤炭行业二氧化碳排放高,企业发展受限。铁矿、钼矿、钒钛钢等冶金企业的尾矿、废石生产砂石骨料,没有资源费,还可减少堆场和尾矿库的费用,具有很强的竞争力。冶金、煤炭企业有超大型矿山建设和运营管理的优势,部分企业将转型进入石矿产业。这是砂石领域新增加的竞争因素。

未来石矿装备竞争加剧

相关装备企业进入:早期进入砂石铲、运、挖、破碎、筛分装备的有中联重科、徐工、柳工、美卓、克林曼、斗山等大型企业,近年来北方重工、三一、临工、山河智能等企业陆续进入。这些大型企业有大型装备和生产线建设的优势,将快速进入石矿装备和生产线建设领域。

煤炭、冶金行业的装备企业进入:由于“双碳”目标的约束,煤炭用量减少,煤炭装备使用量快速下降,煤炭、冶金装备企业将转型进入砂石装备和石矿生产线的建设。煤炭、冶金装备企业的体量远超石矿装备企业,且有大型装备和生产线建设的优势,将快速进入石矿装备和生产线建设领域。

砂石和装备产业的格局变化很快

当前,各种资金、理念、模式等大规模进入砂石和装备产业,砂石和装备产业的格局变化非常迅速,比以前人们熟悉的砖瓦、水泥、玻璃、陶瓷行业和冶金、煤炭等行业的转型升级和工业化进程要快很多,不能用以前其他产业的发展周期来判断砂石和装备产业的发展周期。

装备和砂石企业陆续上市

目前,已有两家砂石装备企业上市。企业上市可以实现股权增值,融资能力增强,增加知名度,吸引高端优秀人才等,带来发展后劲。长远来看,上市是把双刃剑,利用好资本市场,可以快速成长,实现战略目标;利用不好,可能得不偿失。砂石和装备企业上市经验较少,要高度注意风险。

建筑固废再生利用

建筑固废再生利用,国家鼓励政策陆续出台。固废再生利用,减少环境污染,节约原生资源,是今后的发展趋势。但再生产品的入口和出口,需要进一步畅通。在固废再生利用企业中,各省市城建单位可以直接消纳,具有很大优势。

传播砂石正能量

新形势下,要深刻认识加强砂石传播工作的重要性和必要性。讲好砂石故事,传播好砂石声音,真实、立体、全面展示绿色、生态发展的砂石行业,赋予砂石行业新的发展动能,全力助推砂石与装备行业的绿色高质量、健康有序发展。这是砂石行业和企业的重要任务和使命担当。

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Correlation

Recently, the concrete market demand has weakened, coupled with the cost-side support has not been further strengthened, enterprises are mainly shipping at stable prices, with a slight increase in individual regions. From November 7 to November 13, the national concrete price index closed at 112.50 points, up 0.03% annually and down 10.07% year-on-year.

2024-11-15 17:37:41

According to the China Cement Network Market Data Center, cement prices in central and southern China rose by about 20-30 yuan/ton in a large area this week, while those in Guangxi were temporarily stable after the rise. This week, the price of cement in Hunan was pushed up again, and the price of cement in eastern Hubei was planned to be raised again by about 30 yuan/ton in order to restore the previous target.

2024-11-15 17:36:48

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.

2024-11-08 17:41:17

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

2024-11-05 11:42:36

Recently, the domestic temperature has dropped, local demand has dropped compared with the previous period, and the price of concrete market is mainly in a narrow range. From October 24 to October 30, the national concrete price index closed at 112.12 points, down 0.02% annually and 10.33% year-on-year.

2024-11-01 01:06:33

Recently, the construction in the south is relatively active, the local market demand is warming up, coupled with the increasing pressure on the cost side, the market price trend is stable and small. From October 17 to October 23, the national concrete price index closed at 112.14 points, down 0.02% annually and 10.65% year-on-year.

2024-10-25 17:29:24

With the improvement of weather conditions, the domestic market demand has improved as a whole in the near future, but it is still difficult to reach the peak season level in previous years. Concrete enterprises mainly ship at stable prices, and there are still some downward adjustments. From October 10 to October 16, the national concrete price index closed at 112.16 points, down 0.59% annually and 10.64% year-on-year.

2024-10-18 17:28:46

It is understood that the project is jointly constructed by Jiangxi Yadong Cement Co., Ltd. and Ruichang Mining Investment Industry Development Co., Ltd. and utilizes the limestone resources of Xiazhang Mining Area of Jiangxi Yadong Cement Co., Ltd. for overall planning and layout to build a large-scale green and environmental protection intelligent aggregate production base with an annual output of 12 million tons (of which 16-26 mm aggregate is about 4). 4.2 million tons of 5-16 mm aggregate, 2.64 million tons of 0-5mm machine-made sand and 360,000 tons of 0-0.075 mm stone powder).

2024-10-15 10:58:58

It is understood that the total investment of the project is 10 billion yuan, including limestone ore for building stone, limestone ore for symbiotic flux and limestone ore for symbiotic cement, which provides sufficient resources for large-scale production of building stone, flux and cement. High-quality ore in the mining area helps to improve the performance and quality of related products in downstream industries and enhance the market competitiveness of products. It can meet the long-term and stable production requirements.

2024-10-14 11:16:31

The second phase plans to invest 1.4 billion yuan to build the first cement clinker production line with a daily output of 5000 tons, and the third phase plans to invest 1.7 billion yuan to build the second cement clinker production line with a daily output of 5000 tons, a lime production line with a daily output of 1200 tons, a light calcium carbonate production line with an annual output of 100000 tons and an ALC plate production line with an annual output of 500000 cubic meters.

2024-10-14 10:29:55

After the National Day, the domestic concrete market demand rebounded slightly, but the total amount is still relatively weak, concrete enterprises are mainly shipping at stable prices, and have not yet followed the rise of raw materials. From October 3 to October 9, the national concrete price index closed at 112.82 points, in line with the National Day holiday, with a year-on-year decline of 10.21%.

2024-10-12 17:25:54

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14 19:27:38

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06 17:22:16

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

Domestic construction conditions have not been significantly improved, coupled with insufficient new projects in most regions, the concrete market is still flat. From July 25th to July 31st, the national concrete price index closed at 115.36 points, down 0.59% from the previous month.

2024-08-02 17:29:53

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

Rainfall continued in many parts of the country, local typhoons invaded, downstream construction was slow, and concrete prices fell steadily. From July 18th to July 24th, the national concrete price index closed at 116.05 points, down 0.58%.

2024-07-26 20:17:51

Some regions in China are affected by high temperature and rain weather, coupled with insufficient new projects, the price of concrete is weakening. From July 11th to July 17th, the national concrete price index closed at 116.73 points, down 0.47% from the previous month.

2024-07-19 17:35:12

Recently, the domestic rain belt has moved northward, the market demand in most regions is still weak, and the price of concrete is stable and weak. From July 4th to July 10th, the national concrete price index closed at 117.28 points, down 0.54% from the previous month.

2024-07-12 17:29:18

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

According to the list of China's top 100 cement clinker production capacity in 2023, Shaanxi Building Material Science and Technology Group Co., Ltd. ranks 70th in the list with an annual production capacity of 2.79 million tons.

2024-07-01 11:08:31

In the future, China Cement Network will continue to build cement index, market information, big data platform, cement big data platform building materials library and other services to help cement building materials and upstream and downstream industries achieve digital transformation in an all-round way.

2024-06-26 15:20:29

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-06-25 16:50:21

Many places in China reported that the rain weather increased, the market demand was weak, and the price of concrete was weak. From June 13th to June 19th, the national concrete price index closed at 118.15 points, down 0.20% from the previous month.

2024-06-21 17:53:57

After the festival, the market demand in most regions tends to be weak, and the focus of concrete transactions is mainly stable. As of June 12, the national concrete price index closed at 118.39 points, down 0.03% annually and 12.69% year-on-year.

2024-06-14 17:35:49

Recently, domestic demand is still relatively flat, the cost pressure of mixing stations is increasing, and the Northeast continues to rise. As of June 7, the national concrete price index closed at 118.42 points, down 0.11% annually and 13.07% year-on-year.

2024-06-07 00:41:49

What impact will the new standard bring to the production of cement industry? What changes should cement enterprises focus on?

2024-06-01 10:12:06

Recently, there is still too much rain in some regions of China, and the demand for concrete market is running at a low level, but the overall price decline has narrowed due to the impact of cost support. From May 27 to May 31, the national concrete price index closed at 118.55 points, down 0.31% annually and 13.61% year-on-year.

2024-05-31 17:14:10

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

Illegal Sand Mining Incident in Dongting Lake Reserve Caused More than 2000 Mu of Mengjiang Beach to Be Hollowed Out..

2024-05-28 13:41:21

Recently, the price of natural sand along the Yangtze River has dropped slightly, and the Cement Big Data Research Institute of China Cement Network has conducted online research on some sand and gravel enterprises..

2024-05-14 16:18:11

By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..

2024-05-08 16:53:52

In 2023, the aggregate sales volume of China Resources Building Materials Technology was 45.583 million tons, an increase of 201.5% over 2022. Gross profit margin of aggregates was 54.3%.

2024-05-07 09:28:38

Rainwater in some regions of China is still on the high side, coupled with tight market funds, limited actual demand increment, coupled with weak cost-side support, concrete prices continue to fall. By the end of April, the National Concrete Price Index (CONCPI) had closed at 120.21 points, down 1.77% from the end of March and 13.35% from the same period last year.

2024-05-06 18:10:56

In the first quarter of 2024, the demand for infrastructure fell short of expectations, housing projects continued to shrink, and the concrete industry continued to weaken. By the end of March, the National Concrete Price Index (CONCPI) closed at 122.38 points, down 1.8% from the beginning of the year. Compared with the same period in 2023, the concrete price index fell by 12.8%.

2024-04-22 10:18:23

We will make every effort to promote the development of aggregate industry and the development of production capacity, promote the layout of commercial and mixed industries, and create new profit growth points.

2024-04-16 17:29:01

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

The first phase of the commercial mixing project is the first project of Gezhouba Cement Yicheng Green Building Material Industrial Park, covering 52 mu, with a total investment of about 120 million yuan.

2024-03-26 09:39:21

The building materials industry is required to speed up the optimization and upgrading of the industrial structure, vigorously promote energy conservation and carbon reduction, and comprehensively improve the utilization rate of resources.

2024-03-25 14:07:30

It is understood that in order to accelerate the development of the whole industry chain, Conch Cement has been focusing on promoting the construction of aggregate projects and developing large-scale and intensive aggregate bases in recent years.

2024-03-19 09:30:36

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

The resource reserve of the project is about 310 million cubic meters, with an annual output of 3.18 million cubic meters of granite blocks, 20 million tons of aggregate for construction and 2.15 million tons of washed sand.

2024-03-05 16:36:04

Eight industrial projects, including the technical transformation of the 4000t/d new dry process cement clinker production line of Shandong Lianhe Wangqi Cement Co., Ltd., have been started and implemented, with a total investment of 2.6 billion yuan and an annual output value of 4 billion yuan.

2024-02-28 08:59:35

The green environmental protection material project of Yangxinwa Stone Mine is expected to be put into operation in May 2024, with an annual output of 10 million tons of aggregate. With a total investment of 2 billion yuan and two phases of construction, it aims to achieve resource recycling and zero emission, with an estimated annual sales of 1.58 billion yuan and more than 500 jobs.

2024-02-27 09:41:13

Sand and gravel aggregate plate business has become the fastest growing high-margin business area of enterprises.

2024-02-23 09:13:53

[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2024.01.19)

2024-01-19 17:19:56

On January 10, 2024 China (Shanghai) Urban Wasteless-Summit Forum on Wasteless Application Technology and Practice in Construction Industry and Annual Meeting of Shanghai Sandstone Industry were held in Shanghai.

2024-01-10 17:47:56

CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

2024-01-03 11:33:34

国家发展改革委今日发布《产业结构调整指导目录(2024年本)》,自2024年2月1日起施行。《产业结构调整指导目录(2019年本)》同时废止。

2023-12-30 08:44:57

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.