天山股份举行投资者关系活动,常张利、肖家祥等在线解答

2022-05-27 09:41:50

天山股份2022年5月26日于“天山股份投资者关系”微信小程序举行投资者关系活动。

天山股份2022年5月26日于“天山股份投资者关系”微信小程序举行投资者关系活动,参与的投资者包括线上参与公司天山股份2021年度网上业绩说明会的投资者,接待人员有董事长常张利、独立董事占磊、总裁肖家祥、总会计师赵旭飞、董事会秘书李雪芹。

天山适合价值投资吗?长线一直拿着,但是去年拿到现在看不到稳增长的迹象。

董事长常张利答:尊敬的投资者您好,2021年重组完成后公司的业务规模显著扩大,主营业务及核心竞争优势进一步凸显,公司管理层有信心并一直致力于公司整体价值的提升,结合行业及区域性特点开展降本增效,开源节流,提高经营质量的各项工作,感谢您的关注。  

你好,请问公司定向融资和定向增发的对象具体是哪些,资金来源于哪里?  

总会计师赵旭飞答:尊敬的投资者您好,公司2022年2月募集配套资金以全部有效申购的投资者的报价为依据,最终确定向16名投资者合计发行314,616,887股A股股票,募集资金总额为4,247,327,974.50元。详情请查阅公司《发行股份及支付现金购买资产并募集配套资金暨关联交易之募集配套资金非公开发行股票发行情况报告书》。感谢您的关注。  

业绩怎么样?是否有重组的可能?  

董事会秘书李雪芹答:尊敬的投资者您好!  

公司业绩具体数据请查阅公司在指定媒体披露的定期报告。  

与重组前相比:新天山资产规模和营业收入扩大18倍、净资产扩大6倍,净利润扩大7倍。重组后每股收益为1.57元/股,比重组前相比增厚0.12元/股;重组后净资产收益率16.08%,比重组前14.95%增长1.13个百分点;股息支付率由33.20%提高到50.85%。  

按重组后口径相比:公司2021年实现营业收入1699.79亿元,同比增长4.8%;虽煤炭采购价格上涨55%,但在公司“价本利”经营理念以及内部节能降本等多措施推进下,归母净利润125.30亿元,同比下降3.5%,较2019年102.97亿元增长21.7%,仍处于历史高位。  

相关水泥业务重组事宜请查阅公司相关公告:公司已启动对宁夏建材持有水泥类相关业务子公司的控股权及商标等资产的收购;对祁连山重组置出资产,与中国交建和中国城乡签署了《托管意向协议》。具体内容请查阅公司相关公告。感谢您的关注。  

请问祁连山水泥和宁夏建材的并入对新天山水泥的经营业绩有什么正向影响? 

总裁肖家祥答:尊敬的投资者您好,公司实施和参与水泥板块业务的重组,将有效解决水泥板块相关业务的同业竞争,充分发挥公司的专业管理和运营优势,进一步促进公司高质量发展。感谢您的关注。  

作为忠实粉丝,本人愚见提出以下两点所关心的问题:在并购重组后,面对外部环境的瞬息万变和迫切提高内部科学、统一、有效管理的双重压力,一、我们的管理层针对外部环境制定了哪些可持续发展战略以突破瓶颈,增强、扩大盈利能力和范围;二、我们都知道同行海螺的成本控制做得还不错,面对整合后我们这么大的体量,规模是上去了,成本该如何有效控制并降下来,各所属公司如何统一思想、协调步伐,科学、有效提高企业自身管理水平,修炼好内功,降低企业各项成本并管控好风险?  

总裁肖家祥答:尊敬的投资者您好!  

感谢您对公司的建议。自重组以来公司在整合发展方面的主要工作情况:  

1、整合工作平稳高效。自重组整合即2021年9月30日财务并表以来,公司按照“平稳、有序、高效”的原则积极开展治理结构优化、管理体系优化、压缩管理层级、深入推进内部资源整合、人才整合等工作,目前已完成组织结构、建章立制、区域划分、员工队伍等相关工作。  

2、生产经营稳健向好。一季度经济环境复杂严峻,疫情多点散发,煤炭成本同比大幅度上涨;面对多重压力,公司始终坚持价本利的理念,在稳价保量方面做了大量工作,公司主产品符合预期,部分指标上扬。水泥、商混销价同比上升,骨料销量同比大幅度增长。公司深度推进三精管理,抓好成本竞争力和组织竞争力的提升,一季度实现营业收入282.57亿,同比微降,归母净利润10.23亿,同比下降23%,符合预期且好于行业情况。  

3、战略发展扎实推进。公司目前正在编制十四五战略规划以及双碳发展规划;同时公司已启动水泥板块第二步整合事宜,区域公司整合的股权梳理工作也在稳步推进中。  

公司在三精管理方面持续深入,保持定力推进,深度对标,找差距,补短板,力求将量的优势转换到质的提升,同时抓住“水泥+”、国际化、“双碳”三大翘尾因素研究,在技术创新、双碳、水泥+、国际化等均在制定近期计划和远景目标及措施。公司管理层有信心并一直致力于公司整体价值的提升,开展降本增效、开源节流,提高经营质量的各项工作,为全体股东带来更稳健的投资回报。  

感谢您的关注。  

你好请问贵公司一直收购同行业水泥相关公司股份,是否力争做到A股最大水泥公司龙头?  

董事长常张利答:尊敬的投资者您好,2021年重大资产重组完成后,公司市场范围涵盖全国25个省、自治区、直辖市,是中国规模最大、产业链完整、全国性布局的水泥公司公司市场份额、品牌地位均处于行业头部。感谢您的关注。  

新天山的核心竞争力?行业地位?  

董事长常张利答:尊敬的投资者您好,公司是中国规模最大、产业链完整、全国性布局的水泥公司,公司的市场份额、品牌地位均处于行业头部,市场范围涵盖全国25个省、自治区、直辖市,产业的区域化布局和产业链的一体化布局构成核心利润区的独特竞争优势。公司多元化地域业务分布可降低由于地区需求变化、竞争态势差异造成的经营波动,同时,公司深入推进“价本利”经营理念和“三精管理”的管理模式,在技术创新、绿色低碳、智能化管理、高端化产品及营销管理方面均均有优势。感谢您的关注。  

请问新疆天山股份的战略发展目标是什么?  

董事长常张利答:尊敬的投资者您好,公司将聚焦在水泥、商混、骨料产业链,持续做强水泥,做优商混,做大骨料。产业层面推动高端化、智能化、绿色化“三化”转型。经营管理层面强化经营精益化、管理精细化和组织精健化“三精管理”,通过内外兼修持续提升经营管理水平,内部各区域运营指标比学赶帮努力降本提质增效,外部倡导“价本利”提升行业价值维护行业生态。发展层面抓住“水泥+”、国际化、“双碳”三大翘尾因素研究,业务深度整合、价值持续提升,打造世界一流的水泥公司。感谢您的关注。  

特种水泥的优势?市场空间如何?  

总裁肖家祥答:尊敬的投资者您好,公司开发生产8大类116种特性水泥产品,包括油井水泥、水工水泥、硫铝水泥、海工水泥、热工水泥、核工水泥、道路水泥、制品水泥,是国内生产特性水泥最多的水泥企业。公司开发生产10余种特种水泥,产品服务多项国家重点工程。  

公司下属子公司嘉华特种水泥股份有限公司是国内最大的特种水泥生产企业,公司拥有国家认定企业技术中心和建材行业材料重点实验室。公司是油井水泥、水工水泥、道路水泥、装饰水泥等多项国家标准起草单位之一。2019年被工信部评为53家技术创新示范企业之一,是唯一上榜水泥企业。  

2020年中国特种水泥产量约占水泥总产量的1.3%,产量约为3100万吨;与欧美发达国家占比6%-10%相比,仍有较大差距,预计“十四五”期间,中国特种水泥有望加速发展。感谢您的关注。  

根据之前发布的公告,我关注到新疆天山股份有2个整合事项,请介绍下下一步整合祁连山和宁夏建材的时间表?  

总裁肖家祥答:尊敬的投资者您好,相关事宜的进展情况,公司会依法依规履行决策和信息披露义务,感谢您的关注。  

三大翘尾中的国际化,规划?对哪些海外市场有所研究或侧重?未来海外产能目标?  

总裁肖家祥答:尊敬的投资者您好,公司牢牢抓住“水泥+”“国际化”“双碳”三大翘尾因素,加快水泥和商混业务优化升级,加快骨料业务发展,推进“高端化、智能化、绿色化”转型。  

目前,中国建材海外水泥业务产能100万吨,年销售收入4.5亿元,利润1亿元。十四五期间,海外发展规划尚在编制过程中,同时在技术创新、双碳、水泥+、国际化等均在制定近期计划和远景目标及措施。感谢您的关注。  

贵公司在新能源方面有什么投资计划吗?光伏发电、风能之类的...  

总裁肖家祥答:尊敬的投资者您好!公司2022年光伏、风电计划投资19个项目,分布河南、中南、上海、新疆等区域公司。感谢您的关注。  

2022年的市场判断?十四五期间的市场供给、需求判断?  

总裁肖家祥答:尊敬的投资者您好,2022年市场需求下半年市场逐渐复苏。十四五期间水泥供需仍处于平台期,基于当前总体经济形势以及基础设施建设产业链在“十四五”期间的支撑地位,对总体基础设施领域产业链下游需求具有较乐观的预期和信心。感谢您的支持!  

目前垃圾/固废/危废/污泥等协同处置能力?生产线条数?2021年处置情况,量?累计处置情况,量?(含电石渣循环经济处理消化量)  

总裁肖家祥答:尊敬的投资者您好,公司已建成水泥窑协同处置生产线43条,年处置能力达364万吨,2021年累计处置147万吨。感谢您的关注。  

2022年,及十四五的资本开支指引以及拆分?  

总裁肖家祥答:尊敬的投资者您好,公司的资本开支主要方向是骨料资源获取、优化升级生产线的建设、技改、双碳投入等。感谢您的关注。  

重组后对行业的影响?市场效果?  

总裁肖家祥答:尊敬的投资者您好,重组后,公司明确发展方向:1、推动高端化、智能化、绿色化“三化”转型,通过优化升级努力打造环境友好型产业、现代城市标配;2、强化“三精管理”,通过内外兼修持续提升经营管理水平;3、抓住“水泥+”、国际化、“双碳”三大翘尾因素,通过精心发展新业务不断超越平台期。公司管理层有信心并一直致力于公司整体价值的提升,开展降本增效、开源节流,提高经营质量的各项工作,为全体股东带来更稳健的投资回报。公司将继续积极倡导“行业利益高于企业利益、企业利益孕于行业利益之中”的价值理念和“价本利”经营理念,持续推进行业供给侧结构性改革。2022年各区域总体错峰力度较大,错峰生产执行较好,在疫情多发需求下行的情况下,缓解了供需矛盾,有利于稳定市场行情。感谢您的关注。  

预计2022年我们减债的规模在多少?及十四五降债的目标?目前新天山的债务负担还是比较重,未来有什么样的规划进一步大幅度降低债务?降债举措?  

总会计师赵旭飞答:尊敬的投资者您好,公司总的经营发展原则是稳中求进,防控风险,提质增效。公司立足于降本增效,规模优势使公司的融资成本较低,使经营和投资得到平衡。目前公司长短期债务结构合理,财务成本同比下降,公司将平衡好资产负债率和经营发展的关系,同时努力逐渐降低资产负债率。未来公司将继续提高权益性融资规模,使债务性融资得到控制。感谢您的关注。  

公司2020年分配是10配4.8元,2021年分配是10配3.3元,股权扩大了是不是利润相对下滑了?2022年如何确保每股利润?  

董事会秘书李雪芹答:尊敬的投资者您好,重组过渡期间(2020年7月1日至2021年9月30日)因盈利、亏损或其他原因导致归属于母公司所有者权益的增加/减少由重组前标的公司的原股东享有/承担。2021年度的利润本次分配预案为以8,663,422,814股为基数,向全体股东每10股派发现金红利3.30(含税),派现比例占经审计合并报表中剔除重组过渡期标的公司原股东享有的部分后归属于母公司股东净利润的50.85%。感谢您的关注。  

2022年煤价的判断?对成本的影响?解决措施?  

总会计师赵旭飞答:尊敬的投资者您好,煤炭限价政策的实施落地有利于促进煤炭价格回归合理区间,或将一定程度化减煤价连续上涨对成本上升的影响。受市场煤炭价格上涨影响有所上升,煤炭价格波动对成本有一定影响。公司采取积极措施,通过集中招标,战略合作等措施降低燃料市场价格上涨对采购成本的影响。公司一直致力于开展精益管理,降本增效,提高经营质量的各项工作,公司将以高质量的产品、高质量的服务、良好的业绩回报股东。感谢您的关注。  

1季度来看目前的销量,煤炭成本,吨毛利的情况如何?  

总会计师赵旭飞答:尊敬的投资者您好,2022年一季度,市场主要受区域供需关系的影响,销量同比略降,销价同比上涨,煤炭成本同比上升,水泥吨毛利与去年同期持平。感谢您的关注。  

10股派发3.3元分红什么时间实施,除权日是那一天?  

董事会秘书李雪芹答:尊敬的投资者您好,2021年度分红派息事宜,近期请关注公司分红派息的相关公告,感谢您的关注。  

尊敬的领导,咱们天山的沙石骨料板块,一季度的情况和今年的经营预期能不能讲解一下,骨料规模和毛利率还有提高的空间吗。谢谢!  

董事会秘书李雪芹答:尊敬的投资者您好!一季度骨料销售1700万吨,同比大幅增长。公司目前骨料产能1.9亿吨,2022年公司在江西、河南、河南、安徽区域将有新的骨料线投产,预计22年骨料销量同比大幅增加。由于骨料产业的关注度提高,矿权获取价格同比增高,骨料产品售价处于高位震荡,毛利继续提高需行业健康良性发展环境支撑。公司重视并将进一步做好骨料业务规划布局,以规划为指引,加强产业链协同,提高项目核心竞争力。感谢您的关注。  

1.煤炭价格对水泥成本控制至关重要,面对煤价高企可能成为长期现实的预期,贵公司如何应对?

2.开展“水泥+”业务,其中混凝土应收账款高,资金回款不好,如何应对?

3.板块公司重组进展,未来如何管理?

4.2022年需求不振,导致维持市场价格困难。公司如何应对成本冲击和需求减弱两大困难?

5.关于公司大额商誉,资产减值未来处理的计划,是继续维持大额减值压实资产,还是减少减值保证利润? 

总裁肖家祥答:尊敬的投资者您好,1、不同区域的煤炭价格不同,对成本的影响也不同,公司积极举措,通过集中招标、战略合作等方式加强长协煤渠道开拓,结合优化储存结构,开展开源节流降本增效工作,努力降低燃料市场价格上涨对成本的影响。2、商品混凝土的应收账款情况属于行业特性,主要受供求关系、经销模式、产品特性、及市场环境变化等因素影响。公司从客户选择、授信管理、全过程风险管控等多方面优化应收账款管理,积极提高回款额和收款质量。3、自重组整合以来,公司按照“平稳、有序、高效”的原则积极开展治理结构优化、管理体系优化、压缩管理层级、深入推进内部资源整合、人才整合等工作;根据市场优先,效益优先的原则,公司搭建了由“上市公司-区域公司-成员企业”组成的扁平化管理,划分了14个区域公司,其中10个水泥、商混及骨料业务一体化公司,4个商混骨料和特种水泥业务专业化公司,旨在提高管控效率和效果。公司后续也会从标准化、一体化、信息化、规范化的角度进一步深耕细作,做强水泥,做优商混,做大骨料,努力打造世界一流的水泥公司。4、公司保持战略定力,积极举措克服能源成本上升、疫情多发等影响,统筹做好经营管理。成本管理方面,进一步加强长协煤渠道开拓和兑现提升,开展开源节流降本增效工作,努力降低成本费用。需求方面,坚定不移地推进行业生态建设,发挥行业引领作用,严格执行错峰生产,稳定市场行情。5、公司本着稳健的原则,根据会计政策的要求实施减值。目前公司分红率达到50%以上,在降债、资本开支、分红和现金流等几个方面整体的原则是稳中求进,控风险,提速增效。重组后,公司具有显著的规模优势,良好的市场信誉,融资成本比较低,在债务和投资可实现平衡。感谢您的关注。  

感谢各位领导提供交流机会。我想请问下近期华东疫情对公司经营影响有多大?近期是否有所恢复?各位领导预计物流和需求全面恢复需要到什么时候?  

总裁肖家祥答:尊敬的投资者您好!受华东疫情影响,4月5月该区域销量下滑,近期未有明显恢复,物流和需求预计自6月上旬将逐步恢复。感谢您的关注。  

贵司是否有近期是否有资本运作的计划?发行可转债?定向增发配股?  

董事会秘书李雪芹答:尊敬的投资者您好!感谢您的建议,公司正在积极研究资本市场融资工具,并将结合经营发展需要开展相关事项。如实施将依法依规履行信息披露义务,请关注公司公告。感谢您的关注。

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Correlation

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

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

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Tianshan shares in the evening of August 26th issued 2024 semi-annual report, the company achieved operating income of 39.699 billion yuan in the first half of the year, down 25.72%; net loss of 3.414 billion yuan, profit to loss; basic earnings per share -0.394 yuan. During the reporting period, due to the continuous decline in real estate investment and insufficient funds for infrastructure projects, the demand for cement declined significantly. Although the year-on-year decline in coal prices led to a significant reduction in costs, due to the continued low price, the year-on-year decline was greater than cost decline, the gross profit margin declined year-on-year, and the benefits declined significantly year-on-year.

2024-08-27 09:14:28

In the first half of 2024, affected by multiple factors such as the slowdown of national macroeconomic growth, the deep adjustment of real estate and the slowdown of capital construction, the company's operation was under deep pressure, and the three major businesses were facing an unprecedentedly severe and complex situation.

2024-07-19 13:19:57

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

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

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 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

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

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

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

The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?

2024-03-06 15:32:49

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

2024-03-06 09:27:02

China Resources Building Materials Technology Co., Ltd. held the 2024 Working Conference of "Opening the New Situation" in Guangzhou, Guangdong Province.

2024-03-01 10:13:56

Under the support of the "one belt and one way" initiative, Chinese enterprises are still facing great opportunities to go out.

2024-02-21 09:05:11

On January 22, 2024, the annual output of 40 million tons of aggregate project of Chizhou China Building Material New Material Company entered the stage of equipment entry. The successful entry of the equipment indicates that the project will enter the equipment installation stage from the civil engineering stage, which lays a good foundation for the project to be put into operation in the first half of this year as planned.

2024-02-20 09:19:19

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

2024-01-31 09:04:18

On the morning of January 17, the Central South Cement 2024 Working Conference was held in Changsha.

2024-01-23 14:40:28

2023 is an extremely difficult and difficult year for New Tianshan Cement. Influenced by multiple factors such as weak social expectations, slowing investment growth and deep adjustment of real estate, the company's three main businesses are facing a severe and complex situation, the contradiction between supply and demand is more acute, and the industry ecology has experienced unprecedented impact.

2024-01-17 13:31:09

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

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

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

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

增资完成后,中材水泥注册资本将增至100亿元,中材国际、天山股份将分别持有中材水泥40%、60%股权。

2023-12-05 09:16:33

对于未来发展,多家水泥企业明确表示,商混仍是布局的重点之一。

2023-12-01 09:16:40

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

公司回答表示,目前有多个项目正在推进中。公司坚持做强做优水泥主业,实施有效的投资策略。按照可优化产业布局和产能结构、协同价值突出等基本原则进行并购,构建公司高质量发展产业体系。

2023-11-14 10:35:05

作为充分竞争的行业,经营者都看重市场份额,公司倡导以“价本利”经营理念,保持整个行业合理的利润水平,使得员工能共享企业发展成果,企业的盈利能更好回报股东和回馈社会,投入升级改造,实现行业的可持续发展、高质量发展。

2023-11-07 16:54:57

公司深耕和聚焦主营业务,围绕“高端化、智能化、绿色化”转型,紧抓“双碳、水泥+、国际化”三大翘尾因素,持续做优做强产业链,因地制宜推进一体化经营,努力通过产业链协同发展增收增利,回报股东。

2023-11-02 10:12:19

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

总的来看,市场涨价氛围浓厚。至于此次价格上涨原因,上述市场人士均表示,进入传统旺季,尽管下游需求仍显疲软,但受原燃材料价格上涨影响,叠加错峰生产,全国水泥价格保持上行。

2023-10-10 09:17:16

9月26日,新天山水泥整合两周年总结暨决战四季度动员会在新疆乌鲁木齐召开。

2023-09-27 15:46:40

天山股份:副董事长肖家祥辞职;黄冈亚东水泥年处置100万吨磷石膏综合利用项目开工;福建万亿投资登场 水泥需求获支撑;孔祥忠、姚颐辞任冀东水泥独立董事

2023-09-27 13:36:16

“本轮价格推涨落实情况有待观察。”中国水泥网分析认为,目前水泥终端需求有所好转,加之煤价上涨,企业成本增加,预计本周水泥价格或将小幅上涨。

2023-09-27 10:09:47

据中国水泥网行情数据中心消息,

2023-09-22 17:50:12

华东地区水泥价格大面积通知上调! 1.肖家祥出任中国水泥协会执行会长! 2.中国水泥协会主要领导名单更新 3.新建3条熟料线!亚东水泥计划将武汉生产基地搬至黄冈 4.天山股份:尚有部分骨料产能在建 将成为利润增长点

2023-09-19 14:28:45

天山股份表示,骨料行业现已进入转型升级、大规模生产、绿色环保发展的阶段,具备资金、技术和管理优势的大型砂石骨料投资企业将主导行业的发展方向,预计未来骨料供给或将稳中有升。

2023-09-18 17:02:25

8月31日,中国建材股份有限公司(HK.03323,以下简称“中国建材股份”或“公司”)2023年中期业绩发布会在香港顺利召开。

2023-09-01 09:21:24

2023年上半年,中国建材实现营业收入1023.74亿元,同比下降8.5%,归属于母公司净利润14.04亿元,同比减少74.9%。

2023-08-29 16:08:17

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.