冀东水泥:北方市场年初至今销量较好售价不高的原因

2023-03-31 15:05:52

公司预判今年行业自律会向好,2季度开始行业市场秩序将进一步好转,行业良好的生态将重建。

关于北方市场年初至今销量较好售价不高的原因?冀东水泥近日在投资者关系活动中表示,南、北方市场启动的时间具有很明显的差异,北方的市场一般于3月中下旬启动,南方的市场基本过完春节就启动。目前销量明显增长但是价格不高的原因主要有两个方面,一是去年第4季度的价格较低,其低位价格一直延续至今年1季度;二是北方企业在市场启动时大多在消耗之前的库存,市场上供过于求,涨价基础较弱。

公司于年初便提前谋划,目前山西区域已经完成两轮复价工作,冀中南区域也在推动复价,预计4月初将有所显现。公司预判今年行业自律会向好,2季度开始行业市场秩序将进一步好转,行业良好的生态将重建。

为进一步推动水泥行业绿色化、数字化、智能化发展,中国水泥网将于2023年4月24-25日,在湖南长沙举办“中国水泥行业绿色发展高峰论坛暨超洁净排放技术交流大会”和“第四届中国水泥智能化高峰论坛”,诚邀行业专家、水泥及相关企业,共同助力水泥行业高质量发展!会后将参观中材株洲水泥有限责任公司和国际首套“尘硝一箱化SCR脱硝项目”。



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Correlation

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

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 China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

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

After the completion of the transaction, Jidong Cement holds 100% equity interest in China-Africa Building Materials.

2024-04-28 17:33:55

According to the recent record of investor relations activities released by Jidong Cement, the sales volume of cement and clinker in the first quarter of 2024 is expected to reach 12 million tons, but due to the impact of the Spring Festival holidays, the sales volume is not fully comparable with the same period last year. Cement sales prices are relatively stable in the north, while in the south, they have declined due to intensified market competition. The company is trying to take advantage of the special national debt policy for post-disaster reconstruction and the opportunity of the construction of Xiongan New Area to raise prices during the peak season. At present, trillions of national debt funds have been implemented into specific projects, of which more than 200 billion yuan has been used for post-disaster reconstruction in Beijing and Tianjin, and the share of Jidong Cement in the post-disaster reconstruction market has exceeded 70%.

2024-04-08 09:23:39

According to the data center of China Cement Market, the Northeast market has not yet started, and the construction site has not been resumed.

2024-03-01 16:14:46

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

近日,新疆建材行业协会率新疆电石渣制水泥企业相关负责人赴宁夏和内蒙古自治区水泥协会、重点电石渣制水泥企业考察学习。

2023-11-09 16:40:21

按六大区域划分,上市公司在华北、华东以及中南地区水泥营收总体降幅较大。其中,华东和中南地区价格竞争充分,降价风险已基本释放,后续价格存在回升空间,但节奏仍有待观察……

2023-10-30 19:14:58

水泥或将是建材行业纳入全国碳市场的首个领域。水泥行业绿色、低碳的高质量可持续发展之路,究竟该怎么走?

2023-09-13 09:28:45

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

水泥价格创五年新低;中国建材、冀东水泥、福建水泥中报点评;《山东省建材行业碳达峰工作方案》印发

2023-08-30 13:29:38

2023年上半年,冀东水泥主营业务销售量同比增长14%,但由于市场价格跌至低位,营业收入不升反降,归母净利润较去年同期下降132%……

2023-08-29 15:34:47

2023年上半年,国内经济呈现弱复苏态势,恢复乏力。基建投资为水泥需求提供了重要支撑但增长空间有限,房地产主要经济指标均较上年同期出现大幅下降,水泥市场呈现“需求疲软、市场收缩、库存高企、存量竞争加剧、效益下滑”的运行特征。

2023-08-29 15:04:00

冀东水泥公布2023年半年度报告,报告期营业收入144.86亿元,同比下降14.01%;归属于上市公司股东的净利润为-3.69亿元,同比盈转亏。

2023-08-25 09:53:52

“旺季不旺,淡季更淡,导致当前水泥均价已经处于近五年以来的低点。”

2023-07-27 09:36:49

据中国水泥网行情数据中心消息,黑龙江、吉林地区水泥需求低迷态势依然持续,本周区域内多地水泥报价较前期有所下滑。

2023-07-21 16:28:06

煤炭价格下降能降低公司的成本,但是难以全部弥补水泥价格下降对公司利润的影响。

2023-06-01 09:46:27

生存都变得异常艰难,水泥企业该如何立足当前市场环境,提高自身的竞争力?

2023-05-29 09:28:02

2023年一季度,全国砂石价格先抑后扬。截至3月底,全国碎石价格指数(CSPI)报收87.85点,同比下跌7.83%,较1月初上涨0.08%;全国机制砂价格指数(MSPI)报收94.26点,同比下跌5.78%,较1月初上涨0.24%。

2023-04-27 15:50:13

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

在水泥行业利润普遍下滑的背景下,金隅冀东水泥是如何巩固核心区域市场份额、经营业绩跑赢市场大盘?采取了哪些应对措施和办法?有哪些亮点?

2023-04-24 10:24:09

公司预判今年行业自律会向好,2季度开始行业市场秩序将进一步好转,行业良好的生态将重建。

2023-03-31 15:05:52

天山股份、海螺水泥、冀东水泥、华新水泥、华润水泥5家水泥龙头企业相继发布2022年公司年度报告

2023-03-30 09:36:08

[水泥大数据研究院]水泥产业链指数运行周报(2022.12.9)

2022-12-09 17:20:04

水泥市场需求仍然呈现旺季不旺特征,价格的修复幅度较往年更显温和。在疫情管控优化、政府致力于扩大内需的情况下,预计2023 年需求的逐步企稳有望实现。

2022-12-09 09:41:29

只要市场有需求,就存在利润空间,资本就有可能涌入淘金。新的进入者自信凭借竞争优势能挤压原有参与者的市场空间,但市场需求不能一直保持增长,市场在过剩之下,可在竞争中实现供需的动态平衡,包括淘汰出局。

2022-10-27 10:31:07

过去的十年,伴随着经济结构调整的深化,水泥行业经历过低谷也创造过辉煌。历经十年磨炼,在供给侧结构性改革持续推动下,国内水泥行业无论是在产业结构优化,还是落后产能淘汰,又或是海外市场拓展等方面都取得了令人瞩目的发展成就。

2022-10-08 09:17:54

2022年上半年,冀东水泥实现营业收入168.45亿元,同比增长3.24%;归属于上市公司股东净利润11.41亿元,同比下降7.08%。

2022-09-20 01:43:05

2022年上半年,行业中营收出现下滑的企业近7成,平均变动幅度超过23%,归属净利润同比下降的企业数量达到22家。

2022-09-09 09:23:42

水泥价格小幅上涨,2022年多地水泥厂产量较弱。

2022-09-08 09:39:45

从二季度看,25家水泥行业上市公司中有18家净利润环比增长。

2022-09-03 11:47:19

8月以来,水泥企业逐步尝试调高价格,预计后续会延续上涨趋势,但上涨幅度需要观察出货情况。

2022-08-16 09:13:23

内人士表示,水泥企业普遍对未来市场较为看好,因此执行错峰生产的态度较为积极。

2022-08-13 15:40:33

随着上市公司中报预披露的出炉,上半年水泥企业的经营状况逐渐揭晓。

2022-07-28 09:43:29

经过重组后的冀东水泥,近5年来无论是营收还是净利润的增幅,都呈现出大幅下滑趋势。

2022-07-12 09:52:16

海螺水泥为国内最大的水泥生产商,被称为“水泥茅”。

2022-07-12 09:40:10

据统计,目前已披露一季报的水泥企业中,多家企业出现营收和净利润下滑。

2022-04-27 09:20:52

短时间内中国建材进行两起大型资产运作意欲何为?向市场传递哪些信号?

2022-04-26 19:39:46

[水泥大数据研究院]水泥产业链指数运行周报(2022.4.22)

2022-04-22 17:32:37

一季度受疫情等因素压抑的需求,或将在二季度集中释放,同时基建、地产的利好信号,有望拉动全年市场回温。

2022-04-21 09:10:48

唐山冀东水泥股份有限公司发布 2022 年第一季度报告。

2022-04-20 11:01:05

冀东水泥:公司主要产能及市场处于北方区域,一季度属销售淡季加之疫情多发影响,公司水泥及熟料销量下降,是第一季度亏损的主要原因。

2022-04-20 09:52:42

2022年冀东水泥计划全年实现营业收入380亿元。

2022-04-07 11:40:59

3月30日,或受近期房地产回暖等消息提振,沉寂已久的A股水泥板块全线飘红。

2022-03-31 09:32:49

2022年拉动市场需求的最大动力是来自房地产还是基建,抑或是其他?

2022-03-28 15:24:05

3月21日,华润水泥举行2021年度业绩发布会。

2022-03-22 14:46:47

冀东水泥预计公司2022年Q1水泥销量同比预计会有所下降,这跟行业的整体走势一致。

2022-03-22 09:51:56