天山股份：扭亏为盈！预计第一季度净利润8000万元~9000万元

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

What is happening in the cement industry?

2024-10-30 07:02:02

Recently, a number of cement companies have released three quarter performance reports. In the first three quarters, due to the continuous decline in cement demand and intensified competition, their performance declined in varying degrees, and some enterprises suffered serious losses.

2024-10-29 09:26:00

What is happening in the cement industry?

2024-10-29 07:02:02

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

What is happening in the cement industry?

2024-09-14 07:01:41

What is happening in the cement industry?

2024-09-07 07:01:41

What is happening in the cement industry?

2024-09-06 07:02:02

What is happening in the cement industry?

2024-08-31 07:01:24

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

What is happening in the cement industry?

2024-08-29 07:01:59

What is happening in the cement industry?

2024-08-28 07:01:48

On the evening of August 26, Tianshan Stock released the semi-annual report of 2024. In the first half of the year, the company realized operating income of 39.699 billion yuan, down 25.72% year-on-year; net loss of 3.414 billion yuan, profit to loss year-on-year; basic earnings per share of -0.394 yuan. According to the data, among the subsidiaries of Tianshan Stock Company, China United Cement Group Co., Ltd. performed well in the first half of this year, with net profit turning from loss to profit.

2024-08-27 15:32:57

What is happening in the cement industry?

2024-08-27 07:01:30

On August 10, Ningxia Building Materials announced that it would terminate the exchange of shares to absorb and merge China Construction Information and issue shares to no more than 35 specific investors, including China Building Materials, to raise matching funds. At the end of January this year, the Shanghai Stock Exchange issued an audit decision on terminating the absorption and merger of building materials in Ningxia and the sale of major assets and raising matching funds. However, Ningxia Building Materials failed to fully explain the basis for the absence of significant uncertainty in the collection of accounts receivable of China Construction Information and the related favorable impact of the transaction on the company.

2024-08-16 10:15:40

Big guess, what do you think of the first half performance of Conch Cement?

2024-07-10 09:22:34

Affected by the weak market demand and the sharp drop in the prices of cement and commercial concrete, the gross profit of cement clinker and commercial concrete decreased year on year.

2024-07-08 16:58:52

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

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

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

In fact, as the largest cement giant in China with complete industrial chain and national layout, the future development of Tianshan shares is also highly expected by the market. After the seasonal factors are gradually cleared, the company's cost reduction and cost control effect will be further transformed into profit momentum, combined with the performance commitment compensation landing, the company may usher in market value revaluation. With the acceleration of the company's internal optimization of quality and efficiency and the transformation of digital intelligence, the release of profit expectations driven by overseas layout and aggregate business, the growth space of Tianshan shares is worth looking forward to by the market.

2024-04-30 11:04:11

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

In 2023, Jianfeng Group achieved a total of 5.96 million tons of cement and clinker sales, an increase over the same period last year. 1.9%。 In 2023, the cement production was 5.6338 million tons, a year-on-year decrease of 1.22%, and the cement sales volume was 5.6344 million tons, a year-on-year decrease of 1.27%.

2024-04-29 17:47:56

On April 8, 2023, China National Building Material Company Limited held its 2023 annual performance conference in Hong Kong. At the meeting, the company's top management shared the highlights of its performance and future development strategy. In 2023, the company's operating income reached 210.2 billion yuan, and the net profit of the parent company was 3.86 billion yuan. The company will accelerate the transformation and upgrading, continue to promote the development of basic building materials, new materials, engineering and technical services, and emphasize the internationalization strategy and the interests of shareholders. It has implemented the "14th Five-Year" international development plan, promoted green development, improved shareholder returns, and planned to increase the dividend rate to 50%. The company's management communicated with investors and analysts on various aspects, and about 70 well-known investment banks and analysts attended the meeting.

2024-04-09 09:19:56

In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..

2024-04-03 13:45:12

In 2023, the overall operating situation of the cement industry remained grim, with the profits of many listed companies falling sharply year-on-year, the profits of a few enterprises increasing year-on-year, and some regional companies suffering losses.

2024-04-01 09:14:24

According to the data center of China Cement Market, the market in Northeast China has started initially, and the demand for cement has recovered poorly. The price of cement in Heilongjiang is stable for the time being, but the quotation of leading enterprises is different. There are few construction sites in Jilin area, and the price of cement is low. In Liaoning, the demand for cement in central Liaoning is insufficient and the price is running at a low level.

2024-03-30 12:55:26

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

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

2024-03-06 09:27:02

Southwest Xingyi, Guizhou will face difficulties and challenges directly, focus on practicing internal skills, go all out to create pioneers and achievements in a more full state of mind, make steady progress, grasp achievements, and build an iron army to create benefits.

2024-02-27 16:44:15

Sinoma International (600970) released a record of investor relations activities on February 26, and the company was surveyed by seven institutions on February 23, 2024, including insurance companies, fund companies and securities companies.

2024-02-27 13:39:27

Except for the year-on-year increase in net profit of Tapai Group, the rest of the cement enterprises have experienced a sharp decline year-on-year.

2024-02-01 09:34:13

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

2024-01-31 09:04:18

On January 27, the Xinjiang Cement 2024 Working Conference and the Sixth Session of the Third Workers'Congress were held in Urumqi.

2024-01-30 09:32:08

Shandong's cement market seems to be "a mess"; Tianshan's profit is expected to drop by nearly 60% in 2023; CNBM Information and other units are included in the list of intelligent manufacturing projects; the General Administration of Market Supervision has released anti-monopoly cases involving concrete; Holcim plans to split its North American business and go public.

2024-01-29 14:08:30

Tianshan's net profit attributable to shareholders of listed companies in 2023 is estimated to be 1.6 billion yuan to 2.08 billion yuan, down 64.78% to 54.21% from the same period last year, with a profit of 4.542 billion yuan.

2024-01-26 17:40:06

China United Cement Corporation 2024 Working Conference and the Second Session of the Second Workers' Congress was held in Jinan.

2024-01-24 09:10:42

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

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

水泥市场发展已经进入瓶颈期，水泥企业已经开始“另寻出路”，砂石骨料成为水泥企业一个重要的增长极。

2023-11-23 10:20:52

前三季度，全国水泥产量14.95亿吨，全口径同比下降4.32%，产量创下近13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，水泥企业亏损面超一半。

2023-11-10 16:40:41

据中国水泥网行情数据中心消息，甘肃、宁夏部分地区受重点项目施工支撑，主要厂家报价保持稳定，但气温逐渐下降，全省需求呈现下滑趋势。

2023-11-03 16:13:22

行情震荡上行；同质化严重的产业中成本控制是王道；天山股份答投资者问，涉及需求、市场、煤价等问题

2023-11-02 13:29:45

多地错峰停窑，水泥价格继续上涨；天山股份、海螺水泥和中国建材股份三季度业绩下滑；高铁建设加快，低碱水泥助力打通交通“大动脉”。

2023-10-30 13:52:54

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

除塔牌集团、青松建化净利润同比上涨外，其他水泥企业利润均出现下滑，更有不少企业前三季度亏损。

2023-10-30 09:21:55

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