多家水泥企业2021年度业绩公布,几家欢喜几家愁

2022-03-13 10:32:09

截至目前,已有十多家水泥企业陆续公布了2021年度业绩报告及预告,其中6家企业预计去年净利润增长。

截至目前,已有十多家水泥企业陆续公布了2021年度业绩报告及预告,其中6家企业预计去年净利润增长。  

天山股份  

1月29日,天山股份发布2021年度业绩预告,预计业绩同向上升。报告期内归属于上市公司股东的净利润1,200,000万元—1,380,000万元,与上年同期重组前相比预计增长691.42%—810.13%;基本每股收益1.4991元/股—1.7240元/股。  

宁夏建材  

3月9日,宁夏建材集团发布2021年度业绩快报公告。报告期内实现营业收入57.83亿元,同比增加13.17%;归母净利润8.01亿元,同比减少16.96%。报告期,公司水泥等产品价格上升有效抵补销量下降带来的影响,因网络物流运输业务收入增加使得营业收入同比上升,由于原煤价格上涨带来的成本上升因素,导致公司利润指标同比出现下降。  

金隅集团  

1月18日,金隅集团发布2021年年度业绩预告:预计2021年度实现归属于上市公司股东的净利润为285,000-305,000万元之间,同比增加0.2%-7.3%。  

冀东水泥  

1月14日晚间,冀东水泥公告,预计2021年归属于上市公司股东的净利润27.5–28.5亿元,同比下降0.00%-3.51%。报告期,按照会计核算口径,公司水泥和熟料销量约为9,970万吨,同比下降约7%。  

亚泰集团  

1月29日,亚泰集团发布2021年年度业绩预亏公告,预计2021年实现归属于上市公司股东的净利润为-100,000万元到-130,000万元,上年同期13,719万元,同比由盈转亏。  

 

塔牌集团  

塔牌集团2月24日晚间披露的《2021年度业绩快报》显示:2021年,公司实现水泥产量1,997.37万吨,较上年同期上升了2.31%;实现水泥销量1,978.89万吨,较上年同期上升了2.96%;实现营业收入77.13亿元,较上年同期增长了9.46%;实现归属于上市公司股东的净利润18.36亿元,较上年同期增长了3.04%。  

福建水泥  

福建水泥公布2021年年度业绩预增公告,经财务部门初步测算,预计2021年度实现归属于上市公司股东的净利润为3.53亿元到3.88亿元,与上年同期相比,将增加0.749亿元到1.099亿元,同比增加26.96%到39.56%。  

归属于上市公司股东的扣除非经常性损益的净利润为3.344亿元到3.69亿元,与上年同期相比,将增加4508万元到8008万元,同比增加15.58%到27.68%。  

金圆股份  

1月29日,金圆股份发布2021年度业绩预告称,预计年度归属于上市公司股东的净利润为1亿至1.5亿元,同比减少68.39%至78.92%;扣除非经常性损益后的净利润为0至5000万元,同比减少87.61%至100.00%;每股收益为0.1300至0.1900元。  

尖峰集团  

1月26日,尖峰集团发布2021年年度业绩预增公告,预计2021年度实现归属于上市公司股东的净利润与上年同期相比增加2.92亿元到4.09亿元,同比增加50%到70%;预计扣除非经常性损益的净利润与上年同期相比增加0.67亿元到1.71亿元,同比增加13%到33%。  

西藏天路  

西藏天路发布2021年年度业绩预告:预计2021年年度归属于上市公司股东的净利润为3,350.00万元到5,025.00万元,与上年同期相比,将减少38,652.62万元到40,327.62万元,同比减少88.50%到92.33%。  

此外,据媒体报道,陕煤生态水泥顺利完成全年任务指标,产销量同比提升13.55%,营业收入同比增加25.33%,利润同比增加9.6%  

海外  

海德堡水泥  

2021年,海德堡水泥收入187.2亿欧元,同比增长6.3%;营收增长8%;EBITDA增长6%;营业利润19.02亿欧元,增长12%;折旧和摊销前当期运营利润(RCOBD)38.75亿欧元,同比增长4.5%;当期运营利润(RCO)26.14亿欧元,同比增长10.6%;投资资本回报率(ROIC)创新高,增至9.3%;净负债低于50亿欧元,杠杆率为1.3倍。  

豪瑞  

2021年,豪瑞净销售额为268.34亿瑞士法郎,同比增长11.3%,增长幅度创历史新高,主要得益于销量增长、高定价、成功收购费尔斯通建筑产品公司(FirestoneBuildingProducts)等因素。  

经常性EBIT创新高,达46.12亿瑞士法郎,同比增长25.7%,所有业务板块利润率均显著提高,成功收购费尔斯通建筑产品公司对EBIT产生积极影响。  

净负债率与EBITDA比率稳定在1.4倍,同时完成了费尔斯通建筑产品公司的收购。净负债为99.77亿瑞士法郎。  

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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

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

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

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

According to the research and statistics of the People's Bank of China, according to the issuance plans announced by various places, the issuance scale of new local bonds in the third quarter was as high as 1966.9 billion yuan, an increase of 605.3 billion yuan over the same period last year; plus the maturity scale of 1067.6 billion yuan of local bonds, it is expected that in the third quarter

2024-07-10 14:08:28

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

2024-07-10 09:22:34

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

Listed companies in the cement industry have released quarterly performance reports one after another, and most enterprises have suffered large losses..

2024-04-30 11:30:16

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

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

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

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

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

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

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

据中国水泥网行情数据中心消息,近期华东地区市场需求较前期有所好转,出货量有所提高,江浙皖沿江地区基本完成第二轮普涨。周内福建、山东等地涨后价格暂稳运行。

2023-10-27 17:49:04

“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

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

四川成都及周边市场水泥价格再次下调; 1.纳入全国碳排放市场在即!海螺、天山、冀东等水泥企业超前部署 2.[评论]提高政治站位 建材稳增长 水泥行业应打头阵! 3.海螺水泥拟接手管理台泥两家公司! 4.[中报点评]华新水泥:海外市场拉动水泥需求,“水泥+”业务持续发力

2023-08-29 13:30:29

据中国水泥网行情数据中心消息,近期西咸、铜川等关中地区一些主要企业下调水泥价格30-40元/吨不等。此外,受周边市场降价影响,近日汉中地区水泥价格下滑20-30元/吨左右。

2023-08-25 16:47:08

下半年,由于内生动力不足,房地产市场短期内难以有大的改观,水泥市场需求仍将低位徘徊。

2023-08-22 09:12:02

面对当前严峻的市场态势,节能降碳、控制成本成为各大企业的重点工作任务。

2023-08-09 09:46:15

塔牌集团(002233)8月7日晚披露2023年半年度报告,公司实现营业收入28.71亿元,较上年同期增长了10.72%;实现净利润4.86亿元,较上年同期大幅增长了178.03%;基本每股收益0.42元。

2023-08-08 10:13:17

近日,新天山、冀东、葛洲坝水泥等企业相继发布2023年下半年工作计划。

2023-08-07 09:26:38

7月28日晚间,塔牌集团披露的业绩快报显示,上半年,公司实现的归属于上市公司股东的净利润(以下简称“净利润”)4.86亿元,比上年同期增加3亿元。

2023-08-01 09:24:29

所有的猜测和疑问,都有待上述企业公布中报预告来揭开谜底,中国水泥网也将实时跟踪关注。

2023-07-19 16:02:31

综合各企业业绩预报来看,需求释放不足、水泥价格下行是导致水泥行业上半年业绩下滑的最主要原因。

2023-07-19 09:07:38

江苏、河南市场面临巨大压力,天山股份、祁连山业绩报告,中国建材、海螺等6家上榜2023年《财富》中国500强;多地发节电倡议!水泥“限电行情”能否再起?载运6000吨水泥外籍货轮突发故障 紧急入境三亚维修

2023-07-13 10:11:34

面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

随着我国水泥行业的发展逐渐步入瓶颈期,企业盈利能力开始承压。水泥企业都在积极适应市场变化,不断调整经营策略,积极行动,培育新的利润增长点,提高企业的盈利能力和业绩表现。

2023-06-07 09:21:35

水泥价格的持续下降虽然对于水泥公司有很大冲击,但同时也会让整个行业的收购兼并及整合加速进行。

2023-05-31 09:11:37

2022年全国水泥产量21.3亿吨,同比下降10.5%,需求不振下水泥价格高开低走,同时煤炭价格上涨导致水泥企业生产成本高企,行业利润惨遭“膝盖斩”,全年利润降幅近60%,水泥行业发展经历了较为困难的一年。

2023-05-26 09:33:35

水泥大数据研究院分析师李坤明表示,当前水泥市场整体呈现“弱需求、高库存”特点,水泥价格阴跌不止,淡季特征明显。下半年,随着地产的逐步企稳和基建持续发力,预计水泥需求将有明显好转。

2023-05-20 13:22:33

近日,多地水泥产业协会纷纷表示,落实错峰生产,坚持水泥错峰生产常态化。

2023-05-09 09:18:22

对标智能化发展,水泥行业任重道远。”在江源看来,水泥企业当前正处于转型升级的关键期,迫切需要以数字化引领制造变革,引导创新资源向数字化、智能化领域汇聚,加速推进水泥全行业的数字化转型

2023-04-26 09:42:00

2022年,冀东水泥实现营业收入345.44亿元,同比下降4.94%,归属于上市公司股东净利润13.58亿元,同比下降51.69%。

2023-04-25 15:52:22

当前,我国水泥产能仍然过剩是不争的事实,能源成本高企也同样是企业无法立刻解决的难题。那么,在此背景之下,水泥行业将驶向何方?

2023-04-15 10:42:40

近期,水泥行业龙头企业密集发布2022年财报,业绩表现不佳、净利润大幅下滑成为普遍现象。

2023-04-07 10:30:30

2022已经过去,未来水泥可能面临哪些风险,各大企业又将有哪些应对措施?

2023-04-07 09:15:10

业内观点认为,尽管一系列措施压减了水泥的部分产量,但水泥行业产能过剩的矛盾仍未得到根本性改变。

2023-04-06 16:37:52

报告称,2022年,全国原煤产量45.6亿吨,创历史新高;全国规模以上煤炭企业营业收入4.02万亿元,同比增长 19.5%;利润总额1.02万亿元,同比增长44.3%,再创历史新高。

2023-04-04 09:07:41

2023年预计:需求总体持平、略有改善。

2023-04-03 09:52:18

近期,全国水泥市场行情偏暖运行,水泥价格整体上行,多地水泥价格上调,水泥企业出货量逐步企稳上扬。

2023-03-15 09:07:16

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.