2. What are the reasons for the increase in the company's R & D investment in the first half of the year compared with the previous period? It is expected that R & D costs will continue to increase in the second half of the year, which will become an important factor driving the company's overall competitiveness in the future.
3. Does the company have any plans for competition and capacity delivery in the southwest region? At present, the total annual production capacity of cement clinker of the Company is nearly 20 million tons, and the annual production capacity is planned to be more than 25 million tons in the medium and long term. In the future, if conditions permit, the Company will carry out strategic layout around the three regions with synergistic advantages and resources, and appropriately increase the production capacity of cement clinker, so as to enhance the overall scale and market competitiveness.
4. What are the reasons for the decline in aggregate volume and price in the first half of the year? Aggregate, as an important business of the company's industrial chain extension wing, still maintains a good level of gross profit margin, reflecting a strong profitability.
5. The sales volume of the company was strong in the first half of the year. Among them, what is the contribution of the new projects in Southwest China and the original business? What are the prospects for the southwest in the future? At present, the southwest region is mainly affected by the industrial cycle and supply-demand relationship, while the industry concentration in the region is relatively low and the market competition is fierce. If some backward production capacity is gradually withdrawn and the concentration is increased in the later period, the whole market ecology is expected to be restored.
6. Does the company have a longer-term investment plan for aggregate projects? Whether the annual investment in the investment wing is not more than 500 million yuan, whether it is sustainable in the long run, whether it is slowly supported by the cash flow of the main industry in the long run, whether it continues to make large-scale investment scale, and how to look forward to a more satisfactory compound rate of return target? For equity investment in new economy, the Company's overall strategy is to strictly control in three aspects: first, strictly control the investment amount: the Company will strictly control the budget of new economy investment according to the asset-liability structure and cash flow, and the annual investment amount will not exceed 500 million; second, strictly control the scope: the scope of the subject matter is limited to the semiconductor, new energy, new materials and other fields that the Company's professional team is familiar with; Third, strictly control risks: make full use of the resources of professional investment institutions and relevant professional intermediaries, establish risk-controllable, rigorous, standardized, professional and efficient cooperative investment project funds, and strictly control investment risks. At the same time, the company will further enrich and enhance its professionalism, and equity investment will become an important business for the company's long-term development. Up to now, the equity investment business of the Company is still supported by the cash flow investment of the main business, but in the future, with the successive application for listing of the invested enterprises, the new economy equity investment business will gradually realize the rolling development of the business itself, and the cash flow after the withdrawal of some subsequent projects can also feed back the development, construction and capital expenditure needs of the main business of cement clinker.
7. The expected proportion of the company's main cement business in revenue in the future? The proportion of the main business of cement building materials in the Company's revenue is affected by various factors, including but not limited to the increase in the contribution of the two wings business, the sales price of the main business products and market factors. In the long run, due to the continuous growth of new business, it is expected that the proportion of the main business of cement building materials in the Company's total revenue will gradually decrease to about 70%, but the specific situation will still change.
8. During the peak shifting period of cement production in summer, how long will the whole industry stop production? Does the company's production line participate in the shutdown activities?
9. Is there any change in the export proportion of clinker in the first half of the year?
10. What advantages does the company have in carbon reduction? In order to respond positively, the company has formulated the Action Roadmap for Low Carbon Development at the Peak with "High Efficiency, Low Consumption, Green and Low Carbon" as the main line, which mainly focuses on reducing fuel consumption, replacing raw materials, optimizing raw materials, applying green power and new energy, improving the efficiency of waste heat power generation, and coordinating the comprehensive utilization of disposal resources. It has a certain first-mover advantage in carbon reduction, and has carried out a series of energy-saving, consumption-reducing and carbon-reducing, ultra-low emission technological renovation and quality-improving and efficiency-increasing technological renovation projects ahead of schedule, actively promoted the construction of cement kiln co-disposal projects, increased the substitution of raw materials and fuels, responded to the construction of green manufacturing system, and promoted the construction of green manufacturing system. Layout of new photovoltaic energy, increase investment in environmental protection to improve the environment of production areas, and adopt greening management of mining slopes, so as to comprehensively enhance the competitiveness of the industry and ensure the sustainable development of enterprises.
11. Q: What are the company's advantages in carbon trading? At the same time, integrating the original EMS system with new energy storage, we are building a digital energy management system to make full preparations for the industry to be included in the carbon trading market. In terms of carbon asset management, the company prepared early and acted quickly, and the measures in the "Peak Low Carbon Action Roadmap" are being implemented one after another.
12. In the downward cycle of the cement industry, how does the company cope with the decline in profits and scale? According to the overall planning of the Company, the annual production capacity of the aggregate business of the Company still has a large room for growth and is planned to increase to 40 million tons in the future; the total annual disposal capacity of the environmental protection business has reached 570,000 tons and is planned to expand to 1 million tons in the future; the new economy equity investment business has also begun to gradually contribute to the investment income . In the long run, the company is expected to truly realize the two-wheel drive in the future, that is, the main cement building materials industry and the non-cement industry including the industrial chain extension wing and the new economic equity investment wing.
13. What is the company's cement clinker shipment rate in the first half of the year? How will the demand side be expected to change in the second half of the year? The company will flexibly adjust the production rhythm according to the seasonal market demand, and the overall inventory pressure is not high. On the demand side, infrastructure and real estate are the main factors. In the first half of the year, the demand side of cement was under great pressure. With the implementation of local special debt funds, the landing of local infrastructure projects and the recovery of real estate at the bottom, the demand is expected to improve.
14. In the future, the total demand of the cement industry may continue to decrease. How does the company view and respond to it? At the same time, we will strengthen the internal management of the company, accelerate transformation and upgrading, increase technological research and development and innovation, and continue to carry out energy-saving and consumption-reducing activities such as equipment and process transformation, so as to reduce production costs and continuously enhance the company's market competitiveness. Question
15: What is the progress of the China-Kyrgyzstan-Uzbekistan Railway? How is the construction of the Belt and Road?
16. What is the progress of the Company's new energy business? Inner Mongolia Shangfeng 800 kW Ground Photovoltaic Project, Yingshang Shangfeng 800 kW Photovoltaic Project and Duyun Shangfeng 1600 kW Photovoltaic Project have been constructed one after another.
In order to actively respond to the national environmental protection policy and implement the concept of green and low-carbon development, on September 12-13, 2023. China Cement Network will hold Conference" in Zhengzhou, Henan Province. At the same time, the medal ceremony of "2023 Advanced Enterprises of Double Carbon in Cement Industry" and the "Double Carbon" Equipment Exhibition will be held. There will also be a visit to Jiyuan < a href = "https://price.ccement.com/brandnewslist-1-1000121.".
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