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 environmental impact report of the project, the overall relocation and technical transformation project of Fenyi Conch 4500 t/d cement clinker production line from the city to the park is located in the digital building materials industrial park of Fenyi Industrial Park, Xinyu City. It is a relocation project to build a 4500 t/d new dry process cement clinker production line and a 7.5MW waste heat power generation system. Supporting construction of cement grinding production line and material storage and transportation projects.

2024-09-20 10:09:09

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

Since this year, Xizang has actively promoted the transformation and upgrading of traditional industries, such as Julong and Yulong, which have continued to increase production, Huatailong has steadily reached production, Basu Conch, Gaozheng Building Materials, Huaxin Cement, etc., which have reduced costs and increased efficiency, Lhasa Beer, Nuodikang, Qizheng Xizangan Medicine, etc., which have steadily produced, Angel Yeast Plateau probiotics project has been formally put into operation, and accelerated the progress of Nongfu Spring, Langre Wine Village, Kang Wine and other projects.

2024-09-18 16:14:16

Conch Group not only continues to consolidate its leading position in the field of cement manufacturing, but also actively explores and expands in new energy, new materials, environmental protection industry, digital economy, modern service trade and other fields.

2024-09-18 10:20:25

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

In September 13th, some investors asked, what is the company's plan for the next 3 years? Li Qunfeng, executive director and general manager of Conch Cement, said that the company would persist in effective investment, continue to consolidate the competitive advantages of cement and upstream and downstream industries, and foster new energy, environmental protection, digitalization and other emerging industries.

2024-09-13 15:47:40

Faced with the adverse effects of the deep adjustment of real estate and the slowdown of infrastructure investment, the company will adhere to the principle of "market, resources and returns" and enhance market control to promote high-quality M & a projects in areas with low industry concentration and blank markets.

2024-09-13 15:27:16

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

According to daryo. Uz. On August 27, it was reported that Uzbekistan's Competition Development and Consumer Rights Protection Commission announced that it had imposed a fine of 4.9 billion sum on Shangfeng Friendship Bridge for dumping and other violations. In addition, the regulator has issued a mandatory directive requiring Shangfeng Friendship Bridge to eliminate the identified violations and take measures to prevent future occurrences. On April 28, 2024, the completion ceremony of the 6500t/d clinker production line was successfully held.

2024-08-29 13:07:34

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

On August 13, Conch Cement announced that the Articles of Association of the Company stipulated that the board of directors shall consist of eight directors. In view of the resignation of Mr. Wang Jianchao and Mr. Zhou Xiaochuan, the board of directors of the Company currently has only six members, including three executive directors and three independent non-executive directors, and the board of directors needs to add two directors. According to the recommendation of the remuneration and nomination committee of the Board, the Board nominated Mr. Zhu Shengli and Mr. Yu Shui as candidates for executive directors of the ninth session of the Board of the Company, which will be submitted to the first extraordinary general meeting of the Company in 2024 for consideration and approval. The terms of office of Mr. Zhu Shengli and Mr. Yu Shui shall take effect from the date of approval by the shareholders' general meeting.

2024-08-15 14:27:52

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

Market, according to the China Cement Network Market Data Center news: August 12 or so, Hunan cement enterprises generally push up the price of cement 50 yuan/ton; August 13, Shaanxi cement enterprises push up the price of cement 60 yuan/ton. Hubei market has recently spread the rumor of price increases, but whether it can take place remains to be seen.

2024-08-13 11:22:30

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

This week, the Beijing-Tianjin-Hebei building materials market continued to be depressed due to adverse weather and environmental control demand. Cement prices in the Beijing-Tianjin-Tangshan region were generally stable, but some brands showed signs of decline, and the market operation showed a weak and stable trend. The central and southern areas of Hebei tried to raise the price by 30-50 yuan/ton, but the actual implementation effect was not good. At the same time, the market demand in Shanxi and Inner Mongolia is weak and the market remains relatively stable due to the off-peak shutdown.

2024-08-09 16:21:01

Due to the continuous high temperature weather in Jiangsu and Zhejiang, the demand of construction industry has weakened, resulting in a general decline in cement sales, and the price of cement in some areas has dropped by 20-35 yuan/ton, among which Yangzhou, Taizhou, Huaian, Nanjing, Zhenjiang and other places in Jiangsu have been greatly affected. Due to the high temperature weather in Anhui, the construction site slowed down, the demand was weak, and the cement price in Ma'anshan, Chuzhou, Hefei and other areas was reduced by 10-20 yuan/ton. Cement prices in Zaozhuang, Linyi, Jining, Tai'an and other places fell by 10-30 yuan/ton due to cloudy weather and the resumption of clinker production in Shandong.

2024-08-09 16:18:24

Face more political, economic and security risks.

2024-08-02 14:23:44

Myanmar Conch (Mandalay) Cement Co., Ltd. is a joint venture between China Conch Cement Co., Ltd. and MYINT Investment Group Co., Ltd.

2024-08-02 09:20:15

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

Yang Dan led a team to visit Anhui Conch Group to explore deepening strategic cooperation, focusing on smart factories, new energy, new materials and digital technology, and jointly promote the healthy and high-quality development of the cement industry.

2024-07-24 23:11:27

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

With effect from 12 July 2024, Mr. Wang Jianchao resigned as the Vice Chairman and Executive Director.

2024-07-15 09:29:10

According to the market data of China Cement Network, the cement industry in Beijing-Tianjin-Tangshan region is facing double pressures of raw material contraction and off-season demand.

2024-07-05 16:18:06

According to the cement network market data center news, the overall market is stable and weak, some enterprises in Hanzhong area of Shaanxi Province notified an increase in cement prices by 50 yuan/ton, the implementation remains to be observed.

2024-07-05 16:15:11

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-05 16:08:54

In the future, Conch Cement will continue to increase the use of clean energy such as photovoltaic power generation and wind power generation, reduce fossil energy consumption, continuously optimize the energy structure, and practice the concept of green and low-carbon development.

2024-07-02 09:46:15

Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.

2024-06-26 10:23:37

How can the cement industry solve the problem and step out of the deep mud?

2024-06-26 10:19:01

On June 21, the opening ceremony and keynote report of the 2024 RCEP Local Government and Friendship City Cooperation (Huangshan) Forum were held in Huangshan City, Anhui Province. Yang Jun, chairman of Conch Group, said in his introductory speech at the meeting that RCEP is a smooth trade channel for enterprises.

2024-06-24 10:59:10

According to the cement network market data center news, this week, the price of cement in Northeast China is stable, the peak is over, and the kiln lines resume operation.

2024-06-21 16:28:46

Chongqing Conch Cement Company uses biodegradation technology to treat kitchen waste and convert it into oil and organic fertilizer raw materials, thus realizing waste recycling. This first cement kiln co-processing system in China helps to reduce carbon dioxide and other harmful gas emissions and promote green development. Zhongxian County cooperated with Chongqing Conch to invest in the construction of kitchen waste treatment projects, which solved the problem of kitchen waste treatment in the local and surrounding districts and counties. At the same time, the company itself is also transforming to digitalization and greening, reducing carbon emissions and winning a number of national green titles.

2024-06-19 12:19:34

The project covers an area of 30 mu, with a total planned investment of 106 million yuan. The project plans to build a production line with an annual output of 30,000 tons of cement admixture, 30,000 tons of concrete admixture mother liquor and 20,000 tons of concrete admixture.

2024-06-17 11:39:24

According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.

2024-06-14 19:47:39

It is reported that the project is located in Yinping Town, Chaohu City, Hefei City, Anhui Province, with a total investment of nearly 140 million yuan, all of which are fixed assets investment.

2024-06-04 09:43:52

Conch Cement management said that the next step would be to look for opportunities in Africa, Latin America and the Middle East, hoping to hedge the reduction of domestic demand through further overseas distribution.

2024-06-03 10:00:09

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19