Recently, five leading cement companies, Tianshan Stock, Conch Cement, Jidong Cement, Huaxin Cement and Huarun Cement, have released their annual reports for 2022, which mention their views and plans for the future of the industry. Collated as follows:
Tianshan Shares
With the deepening of national green development and industrial intelligent manufacturing, the green and intelligent development of the industry has become a general consensus, and it has become a trend to cultivate and create high-tech enterprises and vigorously promote the transformation of digitalization and intellectualization. As the state strengthens the control of energy consumption, carbon emissions and environmental protection, green low-carbon transformation and development is the only way for the transformation and upgrading of cement business. At the same time, increasing the integrated development of "cement plus" business represented by "commercial mixing and aggregate" has become the development trend of cement industry and the new profit growth point of cement enterprises.
Company's development opportunities
2023 is the first year to fully implement the spirit of the 20th National Congress of the Communist Party of China, and also the key year to implement the "14th Five-Year Plan". China's economy has strong resilience, great potential, full vitality and long-term good fundamentals.
With the continuous implementation of various policies, the endogenous driving force of economic growth will continue to accumulate and strengthen, China's economy will improve as a whole in 2023, and the national supply-side reform will continue to deepen. The policy of double carbon and ecological environment protection and the policy of capacity replacement will be further strengthened, which will help the industry to eliminate backward and inefficient production capacity and further improve supply. Promote the healthy and sustainable development of the industry. In
2023, China's economic work will adhere to the principle of "stability first, steady progress", maintain economic operation in a reasonable range, and strive to achieve the main expected goals of economic development.
Deepening reform and opening up, continuously stimulating the vitality of market players, vigorously boosting market confidence, organically combining the implementation of the strategy of expanding domestic demand with deepening the structural reform on the supply side, will focus on supporting rigid and improved housing demand, strengthening infrastructure construction, and supporting infrastructure such as transportation, water conservancy, energy and information. And adopt financial, land and other policies to increase the construction of affordable housing, and further stabilize the cement market demand. Business Plan
for
2023 In 2023, the industry situation is grim and complex, with both opportunities and challenges. The company will continue to adhere to the general tone of steady progress, face difficulties directly, concentrate, goal-oriented, take the initiative, practice hard, lead innovation, deepen reform, accelerate transformation, and make every effort to fight the battle of "improving quality and efficiency, optimizing and upgrading". In
2023, the company plans to keep pace with the market in terms of cement, clinker and commercial mix sales, and maintain a substantial increase in aggregate sales.
We will focus on the following four areas of work:
1. We will upgrade the three-fine management and go all out to stabilize growth
. 2. We will accelerate optimization and upgrading and enhance the ability
of sustainable development. 3. Activate the momentum
of development 4. Strengthen the Party's construction. Enabling Integration Development
Conch Cement
of
real estate, the state will adhere to the orientation of "no speculation in housing", strengthen the expected guidance of the real estate market, speed up the establishment of a housing system with multi-subject supply, multi-channel security and simultaneous rent and purchase, and steadily implement a long-term mechanism for the steady and healthy development of the real estate market. We will do a solid job in ensuring the delivery of buildings, people's livelihood and stability, stabilize land prices, house prices and expectations, meet the reasonable financing needs of the industry, and promote the smooth transition of the real estate industry to a new development model.
In the rural market , the state will comprehensively implement the strategy of rural revitalization and promote rural construction. At present, China's urbanization is still in a relatively rapid development stage, which is expected to provide support for market demand.
At the same time, the state will further promote the prevention and control of environmental pollution, promote the work of carbon peak and carbon neutralization in an orderly manner, and continue the normalization of peak staggering production in the cement industry, which will have a positive effect on the contraction of supply and the elimination of excess capacity. Therefore, it is expected that the supply-demand relationship of the industry may maintain a tight balance. In terms of
investment and development, the Group will comprehensively coordinate the development of the main business and the extension of the upstream and downstream industrial chains, and make every effort to expand the volume and improve efficiency around the company's "14th Five-Year Plan" strategic plan. We
should seize the opportunity to promote domestic development, adhere to the orientation of effective investment, accelerate the merger and acquisition of potential market projects, further enhance the company's market competitiveness, accelerate the layout of aggregate industry, and precisely develop the commercial mixed industry. We will accelerate the development of the new energy industry and further expand and strengthen the environmental protection industry. Promote overseas development and operation management
as a whole, adhere to the same direction of new mergers and acquisitions, adopt diversified development models, steadily promote the landing of incremental projects, and improve the operation quality of stock projects. In
2023, the Group plans to increase its capital expenditure. 19. It is estimated that the production capacity of clinker (overseas) will be increased by 1.8 million tons, cement production capacity by 10.2 million tons, aggregate production capacity by 40.2 million tons and commercial concrete production capacity by 7.8 million cubic meters.
Jidong Cement
With the further opening of investment and financing blockages in infrastructure projects, infrastructure investment is expected to continue to grow rapidly in 2023.
It is expected that the annual cement demand in 2023 will be basically the same as that in 2022, with the demand showing the characteristics of low before and high after, weak before and strong after.
The company's development opportunities are
to promote a new development pattern with domestic circulation as the main body and domestic and international circulation as the mutual promotion, to coordinate the effective improvement of economic quality and the rational growth of quantity, to Co ordinate the structural reform of supply side and expand domestic demand, and to create effective demand through high-quality supply. Supporting the expansion of domestic demand in various ways and channels, taking "expanding domestic demand" as the first of the five key tasks to boost confidence in development, and continuously releasing the potential of economic growth will further stimulate the market demand of cement and other building materials and related industries.
At the same time, the company continued to promote the implementation of the "14th Five-Year Plan" projects, continuously optimized the strategic layout, steadily increased the scale and proportion of superior cement production capacity, and further enhanced the advantages of the cement industry chain through the layout of upstream and downstream industries such as aggregates and the construction of building materials parks.
In addition, as the cement industry enters a platform period, market integration opportunities increase, which is conducive to leading enterprises to enhance industrial concentration.As the leading enterprise in the northern cement industry,
the company has the advantages of scale, layout, resources, technology, equipment, management and talents, and will play a leading role in the process of structural reform on the supply side in the future, actively promoting the integration of m & a, capacity replacement, extension of industrial chain, green industrial park and intelligent factory construction. To lay a solid foundation for the company to continue to be better, stronger and bigger. In 2023
, the company will focus on the strategic orientation of building an "international first-class scientific, technological, environmentally friendly and service-oriented building materials industry group", adhere to the development direction of "low-carbon, intelligent, integrated and service-oriented", and focus on the primary task of high-quality development. Correctly grasp the new requirements of the new stage of development, adhere to the principle of stability, steady progress, scientific response, active change, overall promotion of management improvement, dynamic change, industrial quality improvement and other work, and strive to create a new situation of high-quality development. It plans to achieve business income of 36 billion yuan in the whole year.
Huaxin Cement
3. Energy saving, carbon reduction and industrial chain expansion have become a new "battlefield" for industry competition and development. With the continuous promotion of "double carbon" and "double control of energy consumption" in China, the cement industry will accelerate the transformation and upgrading of green, intelligent and digital development. Leading enterprises in the cement industry will continue to expand the industrial chain, increase investment in scientific and technological innovation, promote the industry's collaborative disposal and utilization of solid waste, digitalized transformation and development, and layout of new energy, significantly improve the level of energy efficiency utilization and comprehensive utilization of resources, while inefficient cement production capacity that does not meet the energy efficiency indicators will gradually withdraw.
4. The production cost is high, the cement price is under pressure, and the industry efficiency is still under pressure. The uncertainty of the energy market leads to the high production cost of cement enterprises; In addition, the continuous improvement of compliance requirements such as energy consumption, carbon emission reduction, safety, environmental protection and mine renovation has brought about an increase in investment in technological transformation, resulting in a continuous increase in the cost of various production factors of enterprises. Under the environment of weakening demand expectations, it may pose a challenge to the steady growth of the cement industry's efficiency, and the industry's efficiency is still under pressure.
5. "Double control of energy consumption" will become an important measure for the supply-side reform of the cement industry in the new era. Under the current double-carbon background and the objective reality of declining demand, we must find more effective new measures for supply-side reform in the new era. The "double control" of comprehensive energy consumption intensity and total energy consumption not only meets the national policy requirements of "strict energy consumption intensity control" and "reasonable control of total energy consumption", but also promotes the implementation of supply-side reform, and achieves the balance of supply and demand in the industry and effective carbon reduction. Business Plan
for
2023 In 2023, the Company plans to sell approximately 57 million tons of cement and clinker and aggregate.
In 2023, the Company plans to spend approximately RMB11 billion on capital expenditure. It focuses on the construction of aggregate and concrete production capacity, the expansion of environmental protection and new materials business, and the layout of overseas cement business.
China Resources Cement
Practice the development model of "resources + R & D + industry", focus on the combination of 4 + 1 business (cement, aggregate, concrete, artificial stone, new material business), optimize the allocation of resources, invest accurately and effectively, and vigorously enhance the market position of stock business. The Company will accelerate its transformation towards intelligent, digital and green business, and focus on promoting the transformation of new materials business.
The Company will adhere to world-class standards, continue to improve operational efficiency and quality, improve the level of environmental protection, safety and health management, and accelerate the realization of the goal of carbon peak.
In addition, the Group will actively seize the regional development opportunities in the Greater Bay Area and other countries, accelerate the pace of transformation and innovation, fulfill its corporate social responsibility, and promote the green and sustainable development of China's cement industry.
In order to further promote the green, digital and intelligent development of the cement industry, China Cement Network will be launched on April 24-25, 2023. The "China Cement Industry Green Development Summit Forum and Ultra-clean Emission Technology Exchange Conference" and the "Fourth China Cement Intelligent Summit Forum" were held in Changsha, Hunan Province, inviting industry experts, cement and related enterprises. Jointly promote the high-quality development of the cement industry! ccement.com/pricenewslist-1-430000-430200.
浙公网安备33010802003254号