福建水泥：一季度归母净利同比减少45.73%

Rereading an old article is not as good as smoke.

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

9.14 Cement Morning Post: "Three-year Plan of Conch Cement"; difficulties in cement carbon neutralization; merger and acquisition strategy of Conch Cement

What is happening in the cement industry?

2024-09-14 07:01:41

9.7 Cement Morning Post: Conch Cement is in the lead in sales volume; Conch Cement is in the lead in sales volume for half a year; the net profit of construction of central enterprises exceeds 80 billion

What is happening in the cement industry?

2024-09-07 07:01:41

9.6 Cement Morning Post: Sichuan Cement Price Rise; Cement Enterprises Involved in Competition; Conch Group Visits Shanghai Electric

What is happening in the cement industry?

2024-09-06 07:02:02

8.31 Cement Morning Post: Huge Losses of Cement Enterprises; "Interesting Talk on Supplementing Production Capacity"; Conch Cement Share Increases and Profit Decreases

What is happening in the cement industry?

2024-08-31 07:01:24

The situation is grim! Many cement enterprises have huge losses! Can it be reversed in the second half of the year?

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

Evergreen: First half net profit of 1.5092 million yuan, down 99.43% year-on-year

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

Fujian Cement's net loss in the first half of the year was 105 million yuan, a year-on-year reduction in losses.

During the reporting period, real estate investment continued to decline and infrastructure investment slowed down, which directly affected the demand for cement, and this trend became more obvious after the Spring Festival, resulting in a continuous decline in the demand for cement. During the reporting period, the company's cement sales decreased by 577900 tons, and the average price of cement decreased by 45.03 yuan, or 17.26%. During the reporting period, the company suspended the production of high-cost Strait Cement and reduced the marketing scale of Jinyinhu Cement, which had a positive impact on the year-on-year loss reduction.

2024-08-26 10:40:10

Cement Net Exclusive: "Share Snatching" Strategy Achieves Results, China Resources Building Materials Technology Cement Clinker Sales Bright

Cement output in the first half of the year was 85047 million tons, compared with 953 million tons in the same period last year, a decrease of 103 million tons or 10.76%. Sales of China Resources Building Materials Cement fell by only 2.9%, which has outperformed the market. Not to mention the sales volume of clinker, which rose against the trend, increased by 24.7%. In the downturn of the industry as a whole, China Resources Building Materials Technology has made such a brilliant achievement, perhaps with the "grab share, keep the bottom line, optimize the structure, improve the status" set at the beginning of this year. "Related to the core market strategy.".

2024-08-19 11:12:51

China Building Materials Co., Ltd., Shangfeng, Jianfeng and other cement enterprises released their first half performance forecasts.

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

2024-07-10 09:22:34

[Special Topic] Comprehensive Review on the First Quarterly Report of Listed Companies in Cement Industry in 2024

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

[Special Topic] Review of Annual Reports of Listed Companies in Cement Industry in 2023

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

Cement enterprises suffered large losses in the first quarter! How does the follow-up market go?

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

Fujian Cement: The net profit loss attributable to the shareholders of the listed company in 2023 is about 323 million yuan.

Operating revenue was approximately RMB2.051 billion, representing a decrease of 20.83% as compared with the previous year.

2024-04-26 10:07:55

Tapai Group: There is still room for cement cost reduction in the future

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

Cement Net Weekly Report: Cement Prices of Enterprises in East China Decline (3.18-3.22)

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Tapai Group: Shipment Rate Increases Inventory Level by About 70% Day by Day

Tapai Group mentioned in Guotai Junan's research and exchange that the cement market demand recovered slowly after the Spring Festival this year, and the shipment rate did not reach the same period last year, but it is increasing day by day. The company has set a net profit target of more than 600 million yuan in 2024, and will strive to meet the challenges of declining demand for cement and intensified competition.

2024-03-22 09:50:12

Tapai Group: Cement Demand Will Continue to Decrease in 2024

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

2023 results are released! Tianshan, Jidong and Shanshui announced the reasons for the decline in profits!

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

Selected | Anhui, Zhejiang cement index prices rise on a month-on-month basis; cement enterprises lose money! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

2024-01-31 13:03:23

[Video] All Losses! Jidong, Yatai and Jinyuan issued performance forecasts for 2023.

The whole team is losing money! Jidong, Jinyu, Jianfeng, Yatai and Jinyuan issued performance forecasts for 2023.

2024-01-31 11:41:15

Fujian Cement: Expected Annual Loss of 290 Million to 380 Million in 2023

Affected by the decline in market demand, the company's cement sales in 2023 decreased by 5.66% compared with the same period last year, and the average price of cement decreased by 15.87%. As the decrease in the selling price of cement was greater than the decrease in the cost, the gross profit margin of cement sales decreased year on year, resulting in a large loss in the main business during the period.

2024-01-31 10:01:07

The profitability of the main business has improved significantly, and the net profit of Tapai Group in 2023 is expected to increase by more than 150%.

For the cement market in 2024, Tapai Group said that from the relevant data, the inflection point of cement demand has been downward, the demand for cement in 2024 mainly depends on the pace of recovery of real estate, and the competition in the regional cement market also depends on the off-peak production of cement industry in various regions this year.

2024-01-24 09:50:06

Featured | Cement prices in Yunnan and Zhejiang are mixed; Asia Cement (China) and China Resources Building Materials Technology forecast lower profits; the State Council approves big projects in 18 provinces

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33