Tianshan Shares: The Worst Moment of Real Estate Has Passed! Cement demand is expected to improve slightly in 2023

On March 30, Tianshan Stock (000877) issued a record of investor relationship activities.

The details are as follows:

1. How is the demand situation this year compared with previous years? Forecast for 2023: Overall demand is flat with slight improvement.

2.

3. Production capacity of cement clinker, commercial concrete and aggregate , and future production capacity guidance? Company capacity advantage? Production capacity of clinker and commercial mix will remain stable, and the focus will be on the optimization of the layout based on the core profit areas and advantageous areas of the Company. Aggregate is the profit growth point, and the production capacity will be gradually increased during the 14th Five-Year Plan period. The company is a cement company with the largest business scale, complete industrial chain and all-round layout in China, and is the leading enterprise in many regional markets.

4、 Measures for " companies in 2023 : 1.2.3.4.5

, The company's work in photovoltaic and wind power?

6. Recovery of infrastructure and real estate? This year's sales forecast? The overall forecast demand declined slightly in the first quarter compared with the same period last year, and the second half of the year was better than same period last year.

7. Green intelligent cement manufacturing of the Company? Through the pilot construction of some intelligent factories, the company improves the fineness of management, realizes the cost control of production side by means of digitalization, process and standardization, effectively reduces energy consumption, equipment failure and maintenance cost. At present, there are already some successful cases of saving expenditure and reducing consumption, improving quality and increasing efficiency. With the expansion of the pilot project, the best plan will be formed, and more intelligent factories will be gradually built where conditions are ripe.

8. Consideration of establishing a joint venture company with Jidong Cement?

9. Internationalization planning and layout? At present, Sinoma Cement, a subordinate regional company, has completed the divestiture of domestic cement assets, focusing on international business expansion. In 2023, it will actively carry out market research, simultaneously build an international investment and operation management system, and accelerate the layout of international business.

10. Development plan of the Company? At the level of

operation and management, we should strengthen the "three fine management" of lean operation, fine management and fine organization, continuously improve the level of operation and management through internal and external training, catch up with the internal regional operation indicators, strive to reduce costs, improve quality and efficiency, advocate "cost and profit" externally, enhance the value of the industry and maintain the industry ecology. At the

development level, we should focus on the study of the three tail-warping factors of "cement +", "internationalization" and "double carbon", deeply integrate our business and continuously improve our value, so as to build a world-class cement company. During

the 14th Five-Year Plan period, we will focus on promoting the green, low-carbon, digital and intelligent transformation of cement business, accelerating the optimization of the layout of special cement, and taking substantial steps towards internationalization.

Strive to achieve significant improvement in organizational efficiency and cost competitiveness, consolidate the leading position in comprehensive strength, sustainable competitiveness and internationalization, and improve business performance to bring good returns to shareholders.

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.