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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The total investment of the technical transformation project is 59.16 million yuan. After the completion of the project, 1.2 million tons of high-end aggregate products will be added annually to improve the utilization rate of raw materials and the added value of products. The annual sales income will be 50 million yuan, the tax revenue will be 7.2 million yuan, and the net profit will be 13 million yuan.

2024-11-12 15:25:24

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Equity penetration shows that the company is co-owned by Anhui Conch Haitong Industrial Internet Parent Fund Partnership (Limited Partnership), which is co-owned by Haitong Kaiyuan Investment Co., Ltd., a wholly-owned subsidiary of Haitong Securities, and Conch Cement.

2024-10-12 10:38:26

Recently, Anhui Chengtang Shuzhi Creative Equity Investment Fund Partnership (Limited Partnership) was established. The executive partner is Beijing Chengtang Consulting Management Co., Ltd., with a capital contribution of 1 billion yuan. Its business scope includes equity investment, investment management, asset management and other activities with private equity funds.

2024-10-11 10:55:37

Heidelberg Materials entered the Indian market in 2006 through a number of acquisitions. It currently operates four cement plants in India with a capacity of 12.5 million tonnes. Indian cement plants accounted for 7% of the total capacity of the building materials company last year, which also produces sand, gravel and additives such as concrete. In the cement industry, Heidelberg Materials ranks fourth in the world, behind two Chinese manufacturers (Conch Cement and CNBM) and the Holcim Group of Switzerland.

2024-10-11 09:12:31

The ultra-low emission transformation of cement industry should be carried out from the perspective of the whole process. According to the characteristics of production and pollutant emission, enterprises should carry out all-factor and all-round upgrading and transformation of organized emission, unorganized emission, material and product transportation, monitoring and control, environmental management, pollution reduction and carbon reduction, each of which is very important.

2024-10-09 10:17:40

Industry insiders said that the merger and reorganization of the cement industry is the only way to transform and upgrade the industry and achieve high-quality development. At present, the problem of overcapacity in China's cement industry is prominent, which seriously affects the overall efficiency and sustainable development of the industry. Through mergers and reorganizations, we can effectively eliminate backward production capacity, optimize the industrial layout, improve industry concentration, and make room for the healthy development of the industry.

2024-09-29 14:32:32

It is understood that the Conch Cement Gulishan Green Building Material Project is located in Fengkai County, Zhaoqing, under the jurisdiction of Xinghua Town and Luodong Town, with a total investment of 10.27 billion yuan and a resource reserve of about 310 million cubic meters in the mining area, with an annual output of 3.18 million cubic meters of granite blocks, 20 million tons of building aggregates and 2.15 million tons of washed sand, with a transfer period of 26 years.

2024-09-29 10:59:46

At present, there are nine regional carbon emission trading markets and corresponding exchanges in China. These exchanges are located in different regions, covering a wide geographical range from north to south, aiming to promote the development of carbon emissions trading and green finance throughout the country.

2024-09-27 11:11:58

Although the road of carbon emission reduction in the cement industry is full of challenges, through continuous technological innovation and industry practice such as "steel slag phase-separated clinker", we have reason to believe that the cement industry can surpass the "face-saving project", realize the real green transformation, explore a sustainable road of cement concrete development, and leave a cleaner and sustainable earth for future generations.

2024-09-24 14:31:59

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

During the exchange, both sides expressed the hope that they could further explore cooperation opportunities in the future and work together for the high-quality development of the cement industry.