Recently, an investor asked on the investor interaction platform: How much coal
does a ton of cement need to consume? Conch Cement said on the investor interaction platform on January 4 that the clinker consumption of different kinds of cement is different. The standard coal consumption per ton of cement is about 82kg/t.
In response to the question "Will the company issue corporate bonds linked to low-carbon transformation?" Reply of
the Company: In recent years, the Company has closely focused on the development idea of "innovation-led, digital empowerment and green transformation" to accelerate the development of green low-carbon transformation, so as to meet the capital needs of green low-carbon transformation development projects and reduce capital costs. On October 14, 2022, the company successfully registered 10 billion yuan of medium-term bills with the China Association of Interbank Market Traders. Within the
prescribed registration period, the company will issue green medium-term notes in stages according to needs and market conditions. The first issue will be issued at an appropriate time to raise funds for green bond support projects such as comprehensive energy efficiency improvement of cement kilns and photovoltaic power generation.
"Conch should expand against the trend, make full use of its capital reserves and regional advantages, and acquire cement production capacity and limestone mines for the next demand." Reply of
the Company: At present, there is still some room for urbanization in China. With the support of the supporting financial policies of "guaranteeing the delivery of buildings" and "stabilizing the economy", the demand for cement will be supported in the short term. In 2022, the company made every effort to expand the market, stabilize customer channels, dispatch resources globally, and steadily increase its market share. The company will continue to focus on the market and maintain a reasonable level of volume, price and profit on the basis of stable share. In terms of
investment development, during the 14th Five-Year Plan period, the company will focus on the main cement industry, steadily promote domestic project mergers and acquisitions and overseas project construction, build a green low-carbon intelligent chemical plant, accelerate the development of upstream and downstream industrial chains such as aggregates and commercial mixing, actively develop new energy industries such as photovoltaic power generation and energy storage, and promote the development of new energy industries. Strive to return shareholders with better business performance. In
view of "in the later stage of urbanization in the future, the infrastructure is becoming more and more perfect, after the peak demand for cement, combined with the analysis of domestic and foreign demand, what level can annual demand for cement be maintained in the future?"? Does it have a greater impact on the company? Reply of
the Company: Considering the promotion of the construction of transportation, municipal and industrial park infrastructure under the background of stabilizing the economy and people's livelihood, and the recovery of real estate business brought by the easing of financial pressure of real estate enterprises after the opening of real estate financing channels, it is expected that the demand for cement will be relatively stable in the short term. In the long run, with the peak of urbanization rate and the gradual improvement of infrastructure in China, the per capita cement consumption will decline. The company will make every effort to protect market share, grasp the rhythm of sales, dispatch resources globally, and maximize the company's benefits. Is the price of coal purchased by
the company in the fourth quarter of this year lower than that in the third quarter? Reply of
the Company: Influenced by macro factors at home and abroad, the coal price has soared and remained at a high level since the second half of 2021. In 2022, the domestic coal market is still in a state of tight supply balance, and the market coal price rose slightly in the fourth quarter. In the face of high coal prices, the Company has deepened the direct supply cooperation between coal enterprises, increased the proportion of direct supply between coal enterprises, promoted the optimization of coal variety structure, reasonably controlled the procurement rhythm, and strived to do a good job in coal cost control.
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