In 2023, due to the insufficient momentum of macroeconomic recovery, the downturn of the real estate market and other factors, the demand for cement has weakened significantly, the contradiction between production and demand has become increasingly prominent, the market competition is fierce, Reflected in the output, from January to November 2023, the national cement output was 186735 10000 tons, down 0. From January to November 2022, the national cement output was 1950.1 million tons, a total decrease of 82.75 million tons. Nowadays, the blind expansion of production capacity has become a "loss-making business", and major cement enterprises have also focused on areas other than new production lines. In addition to consolidating and strengthening the main business, opening up new tracks has become the same choice for many cement enterprises. As the industry leader, large cement enterprises shoulder the responsibility of leading the direction of the industry and promoting the progress of the industry. Faced with the dilemma of "declining demand, shrinking efficiency, overcapacity" and other industries, how did the cement giants "recruit"? In this context, the direct layout of the photovoltaic industry and the development of a major industry and the application of photovoltaic technology to the cement industry to achieve carbon reduction have become the mainstream of cement enterprises. The Red Lion is typical of the first approach. With the implementation of the national "double carbon" strategy, new energy has entered a period of rapid development. Hongshi Group has determined its future development strategy: based on the main cement industry, enter the polysilicon industry, strengthen and refine the main cement industry, accelerate the layout of the polysilicon industry to form a scale, and create the "second growth curve". Construct "cement + polysilicon" dual main business pattern. Compared with Red Lion's large-scale entry into the photovoltaic field, the application of new energy technologies such as photovoltaic and energy storage in cement production is more popular with most cement enterprises. For example, photovoltaic power plants have the characteristics of high industry maturity and low entry threshold. Cement enterprises reduce the purchase of electricity through photovoltaic power generation to achieve the goal of "zero purchase of electricity", and then reduce carbon emissions to achieve green development. The layout of photovoltaic power plants is an important development direction for cement enterprises to reduce carbon emissions, and Conch has taken the lead in this regard. According to the Cement Big Data Research Institute of China Cement Network, from the perspective of the installed capacity of photovoltaic power plants, the total installed capacity of the cement industry is about 1GW, accounting for about 0% of the national total. As of June 2023, the installed capacity of Conch Cement photovoltaic power generation has reached 513 MW, which is far ahead in the cement industry. In 2023, Conch will further accelerate the integrated development of wind, solar and water storage in the new energy industry, actively extend to the upstream industry, and steadily lay out photovoltaic glass, modules and other photovoltaic midstream areas. As early as May 23, Yang Jun, chairman of Conch Group, demanded that "new energy companies should grasp the period of industrial transformation and accelerate the pace of development" when investigating Conch New Energy. On December 1, Conch Group signed a strategic cooperation agreement with Longji Green Energy to carry out in-depth cooperation in photovoltaic business, power plant projects, hydrogen energy applications and other fields. As cement enterprises speed up the layout of silicon and photovoltaic projects, China Cement Network also timely launched the "Digital New Energy DNE", aiming to build a large data platform covering photovoltaic, hydrogen energy, energy storage and other new energy industries, to help the healthy and high-quality development of the industry. Extending the industrial chain to build a "moat" is not a new thing for cement enterprises to extend the industrial chain and create a new industrial growth pole by expanding the upstream and downstream businesses such as aggregates and concrete, but it is a "magic trick" for "everlasting prosperity". Having a complete integrated layout of the cement industry chain can effectively resist market risks and improve the competitiveness and profitability of enterprises; the layout of aggregate and concrete business can play a strong supporting role when the cement price falls. In the first half of 2023, the aggregate and concrete sales of Huaxin Cement increased by 103.30% and 82% respectively. Affected by this, the company's non-cement business steadily increased, achieving revenue of 5.836 billion yuan, an increase of 49. The steady improvement of aggregate and concrete business has built a "moat" for the development of enterprises. Coincidentally, in the first half of 2023, Tianshan shares sold 63.42 million tons of aggregate, an increase of 25.53% over the previous year, with a gross aggregate interest rate of 37. Tianshan shares have 320 million tons of clinker production capacity, 390 million square meters of commercial mixing capacity, and 2. Tianshan shares said that they would actively develop the "cement plus" business. The commercial mixing business continued to optimize the layout, the aggregate business developed rapidly, and the resource reserve was increased. This year, Cement enterprises have also made frequent moves in the direction of sand and gravel aggregate and concrete business: the construction of 20 million tons/year machine-made sand project of green environmental protection materials in Washi Mine, the completion and commissioning of 30 million tons machine-made sand project in Huaxin, the signing of strategic cooperation agreement between Yufeng Group and China Construction Western Construction, focusing on concrete and other industrial cooperation.. In the first half of 2023, the overseas market revenue of western cement increased significantly, reaching 1.209 billion yuan, an increase of 157.44% over the previous year, and the sales volume of overseas cement clinker reached 1.79 million tons, an increase of 145% over the previous year. Overseas cement production capacity has accounted for 14% of the company's total production capacity. Western Cement, which has tasted the sweetness, also plans to build a new cement clinker production line with an annual output of 5 million tons in Lemi Town, Amhara State, Ethiopia, which is expected to be put into operation in 2024. In 2023, the overseas layout of Red Lion Group will meet another big move. On 23 August, Red Lion Group Indonesia Tonga 100% equity transfer agreement for Balikpapan Cement Transfer Depot in Jakarta. Balikpapan Cement Transit Depot is about 30 kilometers away from the new capital of Indonesia. Apart from building new production lines overseas, there are many other actions of China's cement enterprises. On June 28, Huaxin Cement announced on the Hong Kong Stock Exchange that Huaxin (Hong Kong) International Holdings Limited, a wholly-owned subsidiary, had signed a share sale agreement with the INTERCEMENT TRADING INVERSIONES. It intends to acquire 100% of Natal Portland Cement Company (Pty) Ltd. The total consideration is approximately US $2. Natal Portland Cement Company (Pty) Ltd. The equity delivery of this transaction was completed on December 26, 2023. Through this transaction, Huaxin Cement has laid out the 10th and 11th countries overseas, with the number of overseas factories reaching 19. At present, the layout of China's cement giants in overseas countries is accelerating, and overseas has become a "gold rush" place for cement enterprises. At the Fifth China Cement Intelligence Summit Forum held by China Cement Network, Xiao Jiaxiang, Executive Chairman of China Cement Association, said frankly that digital and intelligent transformation is an inevitable choice to promote new industrialization and achieve high-quality development of the industry. At present, major leading cement enterprises have taken the lead in exploring intelligent transformation. The application of intelligent logistics, driverless, digital mine, AI kiln grinding experts and robots in cement plants has been gradually popularized, and good results have been achieved. More and more cement plants have been selected as intelligent factory cases of the Ministry of Industry and Information Technology. On December 22, 2023, Guangdong Qingxin Cement Company, a wholly-owned subsidiary of Conch Cement, held an ignition ceremony for the construction project of 5000t/d clinker + 2 million t/a cement grinding + supporting 9 MW waste heat power generation project. This project is the first full-process intelligent , energy-saving and environment-friendly cement demonstration production line in Guangdong Province. On December 28, Huarun Cement (Tianyang) Co., Ltd., a subsidiary of Huarun Building Materials Technology, held the unveiling ceremony of "Lighthouse Factory", marking the first "Lighthouse Factory" in the global building materials industry officially settled in Huarun Building Materials Technology. Ji Youhong emphasized that Huarun Building Materials Science and Technology should take this opportunity to strengthen the pace of digital transformation, promote high-end, intelligent , green and sustainable development of enterprises, and explore a new road to industrialization of building materials industry. Make greater contributions to the innovation and development of the industry. large enterprises often represents the development direction of the industry. With the development of China's cement industry entering a plateau period, photovoltaic energy storage, sand and gravel aggregates, and overseas markets have become new breakthroughs for cement enterprises.
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