投资20亿!“海螺系”又出手了!聚焦新领域

2023-09-03 10:18:33

日前,皖通高速(600012.SH)公告,公司拟与金石投资有限公司(简称“金石投资”)及其他合伙人共同出资设立安徽海螺金石创新发展投资基金(有限合伙)(暂定名,以注册登记为准)。

日前,皖通高速(600012.SH)公告,公司拟与金石投资有限公司(简称“金石投资”)及其他合伙人共同出资设立安徽海螺金石创新发展投资基金(有限合伙)(暂定名,以注册登记为准)。

标的基金目标总规模为人民币50亿元,其中:金石投资有限公司及其关联方合计拟认缴出资30%,安徽海螺资本管理有限公司及其关联方合计拟认缴出资40%,芜湖产业投资基金有限公司拟认缴出资20%,公司作为有限合伙人,拟以自有资金认缴出资人民币5亿元,占合伙企业出资额的10%。由金石投资担任普通合伙人、执行事务合伙人和基金管理人,中信私募基金管理有限公司(简称“中信私募”)担任普通合伙人。

标的基金重点投向新能源、新材料、碳科技、数字产业、绿色环保和智慧交通等战略新兴产业、高科技产业。本次公司认购标的基金份额,可基于基金战略合作平台,在智慧交通、新材料、新能源等战略性新兴产业发掘业务机会,提高资金使用效率,进一步提升公司综合盈利能力。

值得关注的是,股东名单里出现了 安徽海螺资本管理有限公司(简称“海螺资本”),认缴出资20亿元。这是海螺水泥的“同门”,该公司由海螺水泥控股股东海螺集团持股95%,海螺集团全资子公司海螺科创持股5%,拟认缴出资额为5亿元。

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Correlation

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

"The formal incorporation of the cement industry into the national carbon market is of great positive significance for speeding up the removal of inefficient production capacity and promoting the high-quality development of the industry." Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, said bluntly.

2025-04-17 09:58:52

It is understood that in November 2023, the Jiangxi Office of Industry and Information Technology issued the announcement on the production capacity of Fenyi Conch Cement Co., Ltd. with a daily output of 4500 tons of cement clinker, saying that Fenyi Conch Cement Co., Ltd. intends to implement the overall relocation and technical renovation project of cement clinker production line from the city to the park, and will build a 4500t/d clinker production line, which will be built in the city. Withdraw from the company's original 2500t/d and 2000t/d clinker production lines.

2025-04-14 09:53:23

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

After the earthquake, Conch Cement said that the subsidiary is actively counting the disaster data, and will further clarify the impact of the earthquake on the company's business in Myanmar based on the statistical results.

2025-03-28 22:56:29

In the future, the company will continue to tap the key scenarios of production and operation in the cement industry, and use AI technology to continuously optimize the operation system of intelligent factories to help the industry develop with high quality.

2025-03-18 10:27:45

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

In 2025, the overall weak pattern of the industry will continue. Under the environment of coexistence of opportunities and challenges, overseas market development will continue to be an important direction for cement enterprises in the new year.

2025-02-25 09:52:43

Western Construction and Conch Cement will further expand the scope and deepen the content of cooperation in the fields of product supply and service, new industry cultivation, information construction, industrial investment and overseas market development.

2025-02-24 09:53:09

According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

The long-term cooperation practice between China Construction Western Construction and Conch Cement has proved that only win-win cooperation is the only way to cope with the downward pressure of the industry. This strategic cooperation will give full play to the resource advantages of both sides, deepen cooperation and exchanges in product supply and service, information construction and industrial investment, consolidate the cooperation system of coordinated development and mutual benefit, and work hand in hand to seek the future.

2025-02-18 13:22:31

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

Conch, Tianshan, Jidong, Huaxin, Hongshi and other giants in the cement industry have attracted much attention in 2025. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-02-17 09:39:54

This project will not increase the production capacity. After the implementation of the technical transformation, the comprehensive coal consumption per ton of clinker will be reduced by 5.5kgce/t compared with that before the technical transformation, the annual 28644 of raw coal will be saved by tons, the electricity will be saved by 1.86 million degrees, and the annual cost will be saved by about 32.5 million yuan. At the same time, the emission of CO2 and other pollutants will be effectively reduced, which will have good social and ecological benefits.

2025-02-17 09:27:25

According to China Cement Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.

2025-02-14 17:11:15

In 2025, the company will focus on emerging countries and regions and adopt diversified development methods for overseas market layout and planning. Give full play to the bridgehead role of overseas representative offices, and strengthen their capabilities in information collection and analysis, trade opportunity capture and acquisition, business liaison and negotiation, etc. At the same time, we should coordinate the industry to go to sea, coordinate the "going out" of the industrial sector of the whole group, and promote the integration and development. Consolidate the development system and development capacity, and constantly improve the quality of overseas operations.

2025-02-12 09:31:55

More than 300 people, including Cambodian partners, cadres and employees of Conch Phnom Penh, and participating units, attended the ignition and production ceremony.

2025-02-11 11:36:08

China Cement Network will hold the "14th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou on March 13-14, 2025, and the "Cement Economy 50 Forum" at the same time.

2025-02-10 09:15:28

In the process of promoting the high-quality development of regional economy, the cooperation between Conch and Wuhu City has become increasingly close. The two sides are not only important partners, but also "one family" working together. It is hoped that the two sides will deepen communication and docking, continue to strengthen cooperation in various fields, jointly build a model of government-enterprise cooperation, and inject strong impetus into local economic and social development.

2025-01-22 13:54:11

According to China Cement Market Data Center, The cement market in southwest China is weak. The cement market in Chongqing is weak, and the current demand shows a weakening trend. However, the policy of staggering peak and stopping kilns is implemented in the region, the inventory of manufacturers is not high, and most enterprises mainly stabilize prices.

2025-01-10 17:13:20

"Although the dream is far away, the pursuit can be achieved; although the wish is difficult, the holding can be realized.". Conch Material Science and Technology will take on the important task of transformation and development of the group, take the listing of the company as a new starting point, give full play to the function of capital enlargement, optimize the allocation of resources, increase R & D investment, improve the market layout at home and abroad, further consolidate and expand its leading position in the field of building materials and chemical materials, and strive to develop other epoxy derivatives. To contribute new and greater strength to the development of "one base and five industries" of the Group.

2025-01-09 16:51:10

In 2024, Taiwan Cement has shown great determination and action in overseas expansion, and actively promoted its internationalization strategy.

2025-01-03 15:35:57

The much-anticipated "2024 Top 100 List of China's Cement Clinker Production Capacity" was released!

2025-01-01 00:08:52

Since the first overseas clinker production line was put into operation in 2014, Conch Cement has put 11 clinker production lines into operation overseas in the past ten years, with a total clinker production capacity of 16.5 million tons per year, one overseas clinker production line under construction, with a clinker production capacity of 1.8 million tons per year, and it is expected that the clinker production line will be put into operation in 2025. In addition, the overseas cement production capacity of Conch Cement is 22.95 million tons per year by 2023.

2024-12-30 09:54:21

According to the announcement, the capacity of 1,000t/d in the capacity index of the 2,000t/d clinker production line of Henan Tongli Cement Co., Ltd. is used for the 4,500t/d cement clinker production line of Luoyang Huanghe Tongli Cement Co., Ltd., and the replacement ratio is 2:1. After the replacement, the capacity of the 4,500t/d production line of Luoyang Huanghe Tongli is changed to 5,000 t/d.