Jidong Cement Holds 2023 Semi-annual Working Meeting

2023-07-26 09:07:17

In his speech, Kong Qinghui, chairman of the company, fully affirmed the work in the first half of the year from the aspects of Party building, development resilience, development trend and development momentum, pointed out the existing problems and shortcomings, thoroughly analyzed the current situation and tasks, and put forward clear requirements for the work in the second half of the year.

On July 25, Jidong Cement held a semi-annual working meeting in 2023. The meeting conveyed the spirit of the semi-annual working meeting of Jinyu Group, analyzed the development situation of the industry in depth, and deployed the focus of work in the second half of the year. Party Secretary, Chairman Kong Qinghui and other members of the leading group, heads of headquarters departments, Party secretaries of various regions, and leading groups of various enterprises attended the meeting in the main venue and the video sub-venue respectively. In his speech,

Kong Qinghui fully affirmed the work in the first half of the year from the aspects of Party building, development resilience, development trend and development momentum, pointed out the existing problems and shortcomings, thoroughly analyzed the current situation and tasks, and put forward clear requirements for the work in the second half of the year. Emphasize the need to fully implement the spirit of the Group's semi-annual work meeting and the work requirements of "one high, win-win and three overall plans", strengthen confidence, face difficulties, forge ahead, do a good job in all aspects, grow in crisis and develop in change.

First, we should focus on the objectives and tasks, strengthen regional co-ordination, build consensus, work in the same direction, and fight hard battles for economic benefits. Maintain strategic focus, keep a close eye on the task objectives, dynamically grasp the economic situation and industry situation, scientifically grasp the rhythm, and rationally and calmly respond to the challenge. We should adhere to the regional leading strategy, deepen the "customer orientation, energy gathering and upgrading", co-ordinate regional resources and enhance competitiveness. Give full play to the leading role of large enterprises and create a good external environment to promote development. Continuously strengthen internal management, vigorously reduce costs and increase efficiency.

Second, we should focus on the theme of high-quality development, adhere to innovation-driven, promote in-depth dynamic change, and enhance competitiveness in an all-round way. We should adhere to the orientation of value creation, continue to promote the dynamic transformation with digital transformation as the core, realize the improvement of enterprise quality and innovative development, and strive to be a lighthouse enterprise in the transformation and development of traditional manufacturing industry in the new era. Actively implement the "double carbon" strategy, efficiently promote pollution reduction, carbon reduction, quality improvement and efficiency enhancement, and foster new competitive advantages in green development. Insist on product innovation, actively develop and promote special cement to meet the diversified needs of customers. Insist on the innovation of marketing mode and promote service upgrading. Promote the innovation of management mechanism and effectively prevent risks such as safety, environmental protection, quality and project investment.

Third, we should focus on strategic transformation and upgrading, seize opportunities, implement effective investment strategies and achieve precise layout. We should coordinate industrial layout and spatial layout, improve the "1 + 3" strategic framework, improve the foresight and pertinence of strategic management, build an industrial system that meets the requirements of high-quality development, and grasp the initiative of future development. We will continue to optimize the industrial layout around key areas to ensure quality growth. Improve and deepen the layout of the industrial chain and improve the quality of the development of the industrial chain supply chain. Improve the value creation ability of digital economy, new environmental protection, new energy and other businesses.

Fourthly, we should focus on the needs of development, dynamically optimize the organizational system and cadres, and strengthen the construction of modern enterprise culture. Continuously improve the regional management mode, optimize the organizational structure and management process, and match the strategic and management needs. Improve the mechanism of cadres'ability to go up and down, smooth the channels of talent exchange, and stimulate the vitality of cadres and talents. Improve the market-oriented incentive mechanism, clear division of labor, quantitative standards, strict assessment, improve per capita efficiency. In accordance with the principles of international vision, self-centered, conforming to the times and facing the future, we should strengthen the construction of corporate culture and provide spiritual impetus and cultural support for the sustainable development of the company.

Fifth, we should focus on leading the guarantee and persevere in strengthening the Party's construction. Efforts should be made to transform the achievements of thematic education into the achievements of reform and development, and to form a number of typical experiences and long-term mechanisms for solving practical problems. Promote the comprehensive and in-depth development of the Party from strict governance, carry out in-depth "three focuses and three promotions" Party building activities, adhere to normalization and precise supervision, and ensure the effectiveness of the work with a strong style of discipline. Leading cadres should take the lead in playing an exemplary role, enhance their sense of struggle and improve their ability to struggle. We should implement the ideological responsibility system, strengthen humanistic care, promote the "five hearts" project, and boost the spirit of tackling key problems. Li Yan, Deputy Secretary of the Party Committee and General Manager of the

company, made a work report entitled "Persist in doing solid work and be brave in taking responsibility and go all out to achieve the tasks and objectives of the whole year with high morale". This paper reviews the production and operation work in the first half of the year, and puts forward the main measures for the second half of the year from four aspects: going all out to stabilize growth, stabilize efficiency and income, going all out to change the mode, adjust the structure and increase the momentum, going all out to reform, improve efficiency and promote development, and going all out to strengthen the foundation, improve the ability and prevent risks. Tian Dachun, Deputy Secretary of the Party Committee, Secretary of the Discipline Inspection Commission and Chairman of the Labor Union of the

Company, presided over the meeting and made a report on Party building work entitled "Promoting Pragmatic Style & nbsp; & nbsp; Improving Practical Ability & nbsp; Promoting the Implementation of Win-win and Overall Planning with High-quality Party Building". This paper summarizes and reviews the Party building work of the Company in the first half of the year, and deploys the Party building work in the second half of the year from the aspects of promoting thematic education, promoting the implementation of Party building responsibilities, promoting the implementation of the strategy of strengthening enterprises by talents, promoting the comprehensive and in-depth development of the Party from strict governance, and promoting ideological and cultural integrity and innovation.

Shijiazhuang Region, Jihei Region and Shaanxi Zhihui Company made exchanges and speeches.

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Correlation

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2026-09-01 08:20:25

Jinyu Jidong semi-annual report shows that in the second half of the year, cement demand is expected to continue downward trend. Faced with the dual pressures of shrinking demand and intensified competition, the company will focus on market cultivation, cost reduction of the whole chain, strategic implementation, green innovation and other key points to promote the system, make every effort to fight for efficiency, and further explore a new path of transformation and upgrading in line with the company's actual situation.

2026-08-31 10:35:17

According to the latest data from the General Administration of Customs, in July 2026, China exported 2.01 million tons of cement and cement clinker, a year-on-year increase of 98.6%; from January to July, China exported 15.52 million tons, a year-on-year increase of 200.5%.

2026-08-24 11:43:46

On August 14, the Ministry of Industry and Information Technology announced the opinions on 247 industry standard projects such as "Digital Twin Technical Requirements for Non-ferrous Metal Mining and Processing Intelligent Factory". The announcement time is from August 14, 2026 to September 12, 2026.

2026-08-14 13:27:15

Let's take a look at the core direction and key work deployment of major cement enterprises in the second half of the year.

2026-08-13 09:40:37

Recently, the intelligent commercial concrete station project of Hebei Jinyu Dingxin Cement Co., Ltd. was officially completed and put into operation. The total investment of the project is 50 million yuan, with a planned annual capacity of 1.2 million cubic meters.

2026-08-10 15:05:12

The lower the trough is, the more strength is tested, and the more the team is tempered. All cadres and workers should abandon their illusions, face the reality directly, keep working hard for progress, tap potential and increase efficiency, win the benefit defense battle in the opening year, revitalize Shaanxi's glory, create regional achievements, and contribute more to the construction of Jinyu Group as a world-class enterprise.

2026-08-06 10:39:11

The successful selection of the national green mine is the full affirmation of the competent department of natural resources for the company's years of deep cultivation of green mine construction and adherence to the ecological priority development path, which marks that the green, intelligent and standardized construction of the mine has entered the national advanced echelon. In the next step, Luanzhou Company will take the successful establishment of national green mines as a new starting point, strictly follow the national construction standards, continue to deepen the key work of green mining, intelligent management and control, ecological restoration and comprehensive utilization of resources, constantly improve the coordinated development mode of mine development and ecology, give full play to the leading effect of demonstration, and strive to build a green intelligent mine benchmark for cement limestone in the building materials industry.

2026-08-05 10:09:27

Recently, Liu Yu, Party Secretary and Chairman of BBMG Jidong Cement Group Co., Ltd., and his delegation visited China Cement Network and were warmly received by Shao Jun, Chairman of China Cement Network. The two sides had in-depth exchanges on current hot issues in the cement industry.

2026-07-25 13:05:39

On July 17, Jinyu Jidong announced that the company had repurchased and cancelled the restricted shares granted but not yet lifted, totaling 2070300 shares, accounting for about 0.08% of the company's total equity before the repurchase and cancellation, involving 23 incentive targets.

2026-07-20 09:50:25

Jinyu Jidong Cement focuses on the five view of political achievement of "benefit, transformation, reform, compliance and responsibility", and strives to achieve a good start of the "Fifteenth Five-Year Plan" by taking unconventional measures to tackle the annual target.

2026-07-20 09:35:29

In July 2026, the State Council issued the "Fifteenth Five-Year Plan for Carbon Peak Action", proposing to build about 100 national zero-carbon parks and 500 zero-carbon factories during the "Fifteenth Five-Year Plan", strengthen the standardized management of cement production capacity, and comprehe nsively implement energy-saving and carbon-reducing transformation of traditional industries. During the same period, the National Development and Reform Commission and other departments jointly issued the Notice on the Three-year Action of Energy Conservation and Carbon Reduction in Key Industries, requiring that by the end of 2028, the proportion of energy efficiency benchmarking capacity in cement and other industries should be increased by an average of 20 percentage points, and the capacity below the benchmark level should be basically cleared.

2026-07-17 15:46:51

Jinyu Jidong Cement and Tangshan High Speed Group have reached strategic cooperation, focusing on resource synergy and green development in the field of transportation infrastructure construction.

2026-07-15 16:20:56

During the reporting period, the overall demand of the industry continued to decline, the company's cement and clinker prices decreased year-on-year, and the sales volume decreased year-on-year.

2026-07-15 09:32:48

Recently, China Cement Network released the "Top 10 List of Total Sales of Cement Clinker in China in 2025", and Red Lion Group ranked third with a total sales of 92.89 million tons, ranking ahead of Jinyu Jidong, Huaxin Building Materials, Huarun Building Materials Technology, Taiwan Cement, Asia Cement and other enterprises.

2026-07-14 16:42:32

The Company acquired 6% equity interest in BBMG Concrete Group Co., Ltd. from BBMG Group Co., Ltd. and 15% equity interest in Concrete Group from Jidong Development Group Co., Ltd. The relevant pricing is subject to the asset valuation results after filing.

2026-07-03 14:06:48

On June 5, 2026, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development and the Ministry of Transport jointly issued the Measures for the Implementation of the Minimum Proportion Target of Renewable Energy Consumption and the Weight System of Renewable Energy Power Consumption Responsibility (Decree No.42 of the National Development and Reform Commission), which will come into effect on August 1, 2026.

2026-07-03 13:15:50

The digitalization of the cement industry is not a trend prediction, but an industrial direction written in the national documents; it is not an improvement item that can be fast or slow, but an entry threshold that determines whether the cement enterprises can stay on the table in the next decade.

2026-07-03 10:50:48

Deepen the main industry of building materials and concentrate on innovation. Jinyu Jidong Cement Enterprises closely adhere to the main line of "stable operation, promoting transformation and strengthening management", deeply cultivate the whole chain of production and operation, and make efforts through a series of practical measures such as technological innovation, equipment transformation, lean management of the whole process, and industrialization of new products, so as to break through production blockages through technological fortification and tap the potential of operation through multiple paths. It has achieved breakthroughs in cost reduction, carbon reduction, stable production and efficiency enhancement, product structure optimization, special supply guarantee and other fields, and steadily promoted the company's high-quality development to a new level.

2026-06-29 17:07:44

The continuous growth of concrete sales effectively led to the coordinated development of the internal industrial chain, and the consumption of raw materials such as cement, aggregates and admixtures increased significantly.

2026-06-22 16:01:24

Eight cement clinker production lines in Shijiazhuang region have all been incorporated into the national carbon market, and the effect of carbon reduction directly determines the long-term viability of the supply chain.

2026-06-22 10:08:30

Morgan's core benefits after integration: controlling the total output, actively regulating supply and demand, and grasping the dominant power of pricing, which is also the most urgent breakthrough point for the cement industry at present.

2026-06-07 09:45:05

Jinyu Jidong Tongchuan Company's sand and gravel aggregate "public transit railway" green logistics special train was launched, marking the transformation of transportation mode to low-carbon, efficient and intensive railway, and helping the industry to develop green and low-carbon.

2026-05-20 10:19:22

In 2026, the company will further stabilize its operation, promote transformation and strengthen its management, accelerate the construction of an integrated industrial system of "cement plus" around the main industry of "cement", promote the coordinated layout of related industries such as aggregate, commercial mix and mortar, shape its core advantages and improve its operating efficiency.

2026-05-20 10:02:41

The mining area is located in Xinglong Town, Jingyang County, Xianyang City, Shaanxi Province, with a resource reserve of 37.2767 million tons. The mining minerals are limestone for building stones, and the proposed transfer period is 9.3 years.

2026-05-18 13:49:20

In terms of net return to the parent company, only 6 of the 19 companies were profitable, including Conch Cement (1.468 billion yuan), Huaxin Building Materials (630 million yuan), Tapai Group (147 million yuan), Shangfeng Cement (0.32 billion yuan), Ningbo Fidelity (0.60 billion yuan) and Sichuan Shuangma (0.59 billion yuan), while the remaining 13 companies suffered losses.

2026-05-12 11:20:42

Recently, in response to questions from investors on the interactive platform, Jinyu Jidong said that in the first quarter of 2026, the traditional off-season characteristics of the northern cement market intensified, the market demand was sluggish, and the prices of the company's main products fell year on year, which was consistent with the overall trend of the industry.

2026-05-11 13:51:32

In terms of revenue, 5 of the 21 listed companies achieved revenue growth and 16 declined. From the net return to the mother, 14 companies realized profits and 7 companies suffered losses.

2026-05-09 15:49:55

On April 29, Jinyu Jidong disclosed a quarterly report that the company achieved an operating income of 3.014 billion yuan in the first quarter of 2026, down 22.76% from the same period last year; the net loss attributable to the parent company was 994 million yuan, while the net loss attributable to the parent company in the same period last year was 873 million yuan, an increase of 13.9%.

2026-04-30 11:10:07

On the evening of April 29, Jinyu Jidong disclosed a quarterly report that the company achieved operating income of 3.014 billion yuan in the first quarter of 2026, down 22.76% year-on-year; the net profit loss of the parent company was 994 million yuan, an increase of 13.9% year-on-year.

2026-04-30 09:36:31

As the first state-owned enterprise in the capital to implement restructuring, the future of Jinyu Group is full of uncertainties, and people in the industry are also waiting to see whether such restructuring is really effective? Can two enterprises, which were in a loss state at that time, really "come back to life" through reorganization?

2026-04-29 11:27:26

In 2025, BBMG Jidong achieved an operating income of RMB 24.501 billion, a year-on-year decrease of 3.11%; the net profit attributable to the parent company was RMB 219 million, turning losses into profits (a loss of RMB 991 million in 2024).

2026-04-16 11:16:34

Recently, the dry-mixed mortar project has been put into operation smoothly. The implementation of the project is a deep excavation of the value of the industrial chain. Through high integration, a new industrial ecological chain of "cement + aggregate (machine-made sand) + mortar + commercial mixing" has been successfully constructed, which enriches the product matrix and extends the business to the fields of home decoration, civil decoration and high-end architectural decoration. Continuously change to "green building materials integrated service provider" to enhance customer satisfaction and brand influence.

2026-04-13 16:25:12

The two-day industry event has come to a successful conclusion. I sincerely thank all the guests for their full participation and support.

2026-04-10 11:22:20

Faced with the current complex and severe situation of the cement industry, how to reshape the industrial structure in the stock competition has become the core topic of heated discussion among the participants.

2026-04-09 22:53:09

On April 9, the 15th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou, with the theme of "Reconstruction of Stock Game Competition and Elimination Pattern".

2026-04-09 17:40:37

As of the first quarter of 2026, the company has completed the replacement announcement of 34 production lines in accordance with the new regulations on capacity replacement, involving 16 production lines and 18 production lines.

2026-04-02 10:09:37

Recently, Jinyu Jidong mentioned in the information of investor relations management that the company's Mamba Company in northern South Africa has an annual clinker production capacity of 870000 tons and a cement production capacity of 1 million tons. At present, it is fully produced and sold, with a total profit of over 100 million yuan and a good profitability. The company is steadily promoting the second-line construction of Mamba Company and has made some progress.

2026-04-01 14:03:31

The report shows that the company's business plan for 2026: the company will stabilize its operation, promote transformation, strengthen management, continuously improve its operating efficiency, improve its industrial system, shape its core advantages, and spare no effort to promote the company's development to a new level. It plans to achieve an annual operating income of 30 billion yuan.

2026-03-31 10:39:10

Jinyu Group said that in 2026, the company will operate steadily, promote transformation, strengthen management, continuously improve operating efficiency, improve the industrial system, shape core advantages, and make every effort to promote the company's development to a new level, with a plan to achieve business income of 30 billion yuan throughout the year:

2026-03-30 10:58:36

To sum up, as far as the cement industry is concerned, the total contraction cannot be changed, but the structural mechanism exists: the policy guidance continues to be strengthened, which opens up a new development space for green low-carbon and digital transformation; the market competition is becoming increasingly fierce, but the improvement of industry concentration and the change of competition order provide a historical opportunity for leading enterprises to become bigger and stronger.

2026-03-30 10:30:44

Jinyu Group (601992) disclosed its annual report for 2025 on March 28. In 2025, the Company will achieve a total operating income of RMB 24.501 billion, a year-on-year decrease of 3.11%; a net profit attributable to parent company of RMB 219 million, a year-on-year turnaround; a net profit loss after deduction of non-profits of RMB 227 million, a loss of RMB 1.102 billion in the same period last year; a net cash flow from operating activities of RMB 3.351 billion, a year-on-year increase of 5.34%; During the reporting period, the basic earnings per share of Jinyu Group was 0.082 yuan, and the weighted average return on equity was 0.79%.

2026-03-30 10:21:06

The pricing of this transaction is based on the results of professional evaluation. After evaluation, the evaluation value of 100% shareholders'equity of Concrete Group is 1.603 billion yuan, which has been put on record for the evaluation of state-owned assets. Accordingly, the price of 6% equity is 96.1521 million yuan and the price of 15% equity is 240 million yuan.

2026-03-30 09:51:14

Mid-September 2026, Kaiyang, Guizhou. Shengwei Group's 500000 tons/year phosphogypsum resource comprehensive utilization project for sulphuric acid co-production of new materials will officially start trial production.