卖股权、撤销熟料项目......水泥企业都在如何“自救”?

2023-11-16 09:25:53

除了对水泥市场布局进行战略收缩外,对企业来说,多种手段控制生产、经营成本成为生存下去的关键。

今年以来,新天山、华润水泥等企业发布多个控股水泥和混凝土企业股权转让的消息。

以华润水泥为例:11月,华润水泥(福州)有限公司 100%股权转让,底价为17336万元;同月,华润水泥旗下河源华润辉达混凝土100%股权挂牌转让。

7月,华润水泥(阳江)有限公司100%股权以底价3.45亿进行挂牌转让。

5月,华润水泥(五指山)有限公司挂牌转让100%股权。

与此同时,水泥行业产能置换项目撤销自去年陆续出现以来,近期似乎有增多的势头。其中不乏有大型水泥企业。以海螺水泥为例:

3月,甘肃工信厅发布“关于撤销临夏海螺水泥有限责任公司2500t/d水泥熟料生产线产能出让方案的公告”。内容显示,受广西壮族自治区(产能受让地)“能耗双控”政策影响,兴安海螺水泥有限责任公司(产能受让企业)无法接收出让产能,将临夏海螺水泥有限责任公司2500t/d水泥熟料生产线产能出让方案予以撤销。

10月,安徽省经济和信息化厅发布了《关于撤销萧县海螺水泥有限责任公司日产4000吨水泥熟料生产线建设项目产能置换方案的公告》。该公告显示,因煤耗指标限制,该项目不再继续推进。

水泥企业为何出现这一系列的行为?有业内人士指出,在当前市场下行的背景下,水泥企业面临着重重压力。市场需求的下降导致水泥产量减少,销售额下降,从而对企业的利润和运营状况造成不小冲击。企业剥离低效资产、撤销新项目建设、优化资源配置从而实现降本是主要原因。

值得注意的是,不少水泥企业大佬在与中国水泥网交流中都曾表示,行业低谷时成本控制是王道。除了对水泥市场布局进行战略收缩外,对企业来说,多种手段控制生产、经营成本成为生存下去的关键。

当前,布局光伏等新能源与替代燃料已成为水泥行业节电减煤的重要选择。据了解,海螺水泥、华润水泥、红狮水泥、塔牌集团、万年青水泥等众多水泥企业已抢先布局光伏“新赛道”。

作为替代煤炭较好的生物质燃料近年来也颇受欢迎。枞阳海螺、洛阳中联、永平红狮等已率先建设生物质替代燃料项目。值得注意的是,近日,由华润水泥与航天神舟生物科技集团共同培育的优选芦竹试管苗经空间诱变成功搭乘神舟十六号载人飞船返回。据悉,作为生物质燃料,太空芦竹燃烧发热量比常规生物质高出10-20%,燃烧速度相当于烟煤。

此外,不少水泥企业也在通过智能化、数字化手段进行技术和管理升级、优化人员等,不断压降低成本费用。

如何通过智能化方式缩减用人成本的同时实现产业升级,进一步降低生产成本呢?11月29日由中国水泥网举办的以“数据驱动决策 智能引领未来”为主题的“第五届中国水泥智能化高峰论坛”将在杭州召开!诚邀行业专家学者及相关企业代表,共同探讨和推动水泥行业的智能化进程。


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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

In this case, for cement enterprises, new clinker projects should be carefully considered!

2024-08-07 09:33:39

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

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

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

Sales of cement, clinker, concrete and aggregate in the first quarter of China Resources Building Materials Technology increased. Among them, the total sales volume of cement clinker is about 1303 The sales volume of concrete was 2.3 million cubic meters, representing a year-on-year increase of 50.16%, and the sales volume of aggregate was 14.16 million tons, representing a year-on-year increase of 169.5%.

2024-05-07 14:53:43

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 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

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

Enterprises with strong competitiveness and rapid response to the external environment can win the future.

2024-03-19 15:10:10

Under the industry situation of "more monks and less porridge", it is difficult to achieve win-win situation in the industry. For enterprises, on the basis of stabilizing and expanding market share, seeking a relatively reasonable price is the core of market strategy in the downward period of the market.

2024-03-08 14:22:09

It is expected that new production capacity will be put into operation in 2024. Although the implementation of off-peak production will be strengthened, the weak demand pattern will not change, the high inventory state of the industry is likely to continue, the cement price is likely to continue to show a bottom shock trend, and the overall pressure of enterprises is still high.

2024-03-07 10:32:04

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

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

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

2024-01-31 09:04:18

Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

2024-01-11 15:08:22

With the decline of demand, the increase of new production capacity and the overall decline of the average price of cement, where is the bright future of the cement industry?

2024-01-02 15:58:24

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

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

水泥价格持续走低;水泥企业多个光伏项目迎新进展;天瑞集团“水泥生产工业大脑”入选2023年先进计算典型应用案例名单

2023-12-25 14:17:13

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

水泥企业聚焦数字化、智能化转型,练好内功、提升自身综合竞争力的同时,亦对外部市场环境颇为关注。

2023-12-01 09:16:04

11月29日,由中国水泥网主办的“第五届中国水泥智能化高峰论坛”在浙江杭州隆重召开。

2023-11-29 18:41:40

河南、海南水泥价格迎涨,内蒙古部分水泥企业停产。2023年前三季度,全国水泥产量同比下降4.32%,行业效益大幅萎缩。水泥行业产能过剩问题并非只因为“产能过剩”,大企业之间的恶性竞争才是更大原因。水泥企业通过卖股权、撤销熟料项目等方式寻求“自救”。河北发布2023-2024年水泥行业错峰安排。

2023-11-16 13:20:42

除了对水泥市场布局进行战略收缩外,对企业来说,多种手段控制生产、经营成本成为生存下去的关键。

2023-11-16 09:25:53

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

相关数据显示,钢铁和水泥生产的碳排放占全国建材生产碳排放量的95%以上,其中钢铁占52%,水泥占44%。

2023-09-30 08:35:17

海螺水泥哪怕每吨水泥只赚20块钱,国内很多水泥企业就要陷入严重亏损,而海螺水泥的水泥产能是3.88亿吨,意味着即便行业大面积亏损,海螺水泥也能盈利接近80亿。

2023-09-26 14:45:11

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

据不完全统计,目前在A股主板、港股以及台股中发展商混业务的上市公司约有31家,其中以商混作为主营业务的公司有9家。2023年半年报披露出具体商混收入的上市公司共有27家,而金隅集团、青松建化、中国能建以及亚泰集团未披露商混业务收入数据。关于上市公司2023年上半年商混的销量、售价、毛利率以及回款情况表现如何,具体分析详见下文:

2023-09-13 15:47:33

中材国际上半年利润稳步提升;尖峰集团净利润同比下降22.74%;重庆一4960t/d水泥熟料生产线搬迁项目完成

2023-08-31 13:11:21

小编根据报告内容特整理海螺、天山、华润、华新、天瑞、山水六大企业关于对下半年的工作重点及计划。

2023-08-26 12:45:07

海螺水泥、华润水泥、西部水泥中报点评;降价700万!康定跑马山水泥12%股权再次拍卖。

2023-08-23 13:46:56

2023年上半年,华润水泥实现营业收入121.73亿港元,同比减少24.5%,归属于母公司净利润6.21亿港元,同比下降65.6%,毛利率15.63%,比去年同期下降4.86个百分点。

2023-08-23 11:35:40

2023年上半年水泥市场运行分析与后市展望;中国建材、海螺上榜2023《财富》世界500强;华新水泥:上半年营收同比增长10.02% 净利润同比降24.85%;水泥产业链力争达到1600亿!江西对水泥行业提出多项要求;山西一130万吨产能水泥厂资产拍卖

2023-08-02 13:49:05

在当前市场下行的背景下,水泥企业面临着重重压力。市场需求的下降导致水泥产量减少,销售额下降,从而对企业的利润和运营状况造成冲击。

2023-07-28 09:09:59

在水泥市场疲软的环境下,各大水泥企业纷纷采取行动,加强与上下游的联系,并积极寻找新的合作机会以应对市场的下行压力。

2023-07-17 09:46:58

“新老企业矛盾将加剧,未来市场竞争不可避免。”

2023-07-14 16:46:16

虽有基建需求托底,但今年上半年房地产建设需求仍然承压下行,建材市场整体低迷。

2023-07-14 09:30:05

水泥企业如何在生存和发展中找到平衡点?寻找新的机遇和利润增长点?

2023-07-08 14:38:57

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

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.