9月13日，亚泰集团发布公告称，董事会近日收到公司独立董事王立军先生的书面辞职报告，由于个人原因，中国科学院院士王立军先生申请辞去公司第十三届董事会独立董事职务，同时辞去公司第十三届董事会战略委员会和提名委员会委员职务。辞去上述职务后，王立军先生将不再担任公司任何职务
亚泰集团独立董事王立军辞职
2023-09-13 16:55:04
由于个人原因，中国科学院院士王立军先生申请辞去公司第十三届董事会独立董事职务，同时辞去公司第十三届董事会战略委员会和提名委员会委员职务。
Correlation
What is happening in the cement industry?
2024-10-02 07:01:11
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
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
What is happening in the cement industry?
2024-09-06 07:02:02
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
What is happening in the cement industry?
2024-08-27 07:01:30
In the short term, rigid peak staggering is the only way out for the cement industry. We must accurately stagger the peak and stop at the same time. If it is difficult to start at the same time, we should stop at the same time first. In the long run, further improving the concentration is an effective way to reduce production capacity in the cement industry.
2024-08-23 13:13:52
What is happening in the cement industry?
2024-08-15 07:02:03
Recently, Yatai Group issued the Announcement on the Progress of Planning for the Sale of Major Assets and Related Transactions, saying that the company is planning to sell 20.81% of its shares in Northeast Securities Co., Ltd. to Changchun City Development Investment Holding (Group) Co., Ltd. It intends to sell 9% of its shares in Northeast Securities to Changchun Financial Holding Group Co., Ltd. or its designated subsidiaries.
2024-08-14 09:21:30
On August 7, Yatai Group announced that Liu Xiaofeng, vice chairman of the company, resigned as vice chairman and director of the thirteenth board of directors for personal reasons, and no longer served as a member of the strategic committee of the board of directors, and no longer held any position in the company after his resignation.
2024-08-06 17:32:53
With the risk of face value delisting approaching, Yatai Group is also saving itself.
2024-07-29 11:33:53
According to the data center of China Cement Market, the supply of cement market in Northeast China has eased, the shutdown of kilns in Liaoning has been extended, and the price is stable.
2024-07-19 17:24:20
According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.
2024-07-05 17:21:53
Yatai Group is facing the risk of delisting because its share price falls below 1 yuan. Changchun SASAC designated Changfa Group to increase its holdings by at least 150 million yuan and no more than 300 million yuan to stabilize its share price. The company has accumulated a loss of about 3 billion yuan in 19 years, with an asset-liability ratio of more than 84%, and is under great financial pressure. In addition, shareholder Jinta Investment has promised not to reduce its holdings within 12 months, and the company itself plans to buy back shares. Despite a series of measures, Yatai Group is still in trouble and has been losing money for the past three years.
2024-07-02 16:17:38
According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.
2024-06-28 17:09:41
According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.
2024-06-14 17:27:12
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
Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.
2024-05-23 14:01:48
According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.
2024-05-21 17:09:01
On March 29, Jilin Provincial Department of Industry and Information Technology issued an announcement on the list of cement clinker production lines in the province in 2023.
2024-04-01 10:25:59
According to the data center of China Cement Market, the Northeast market has not yet started, and the construction site has not been resumed.
2024-03-01 16:14:46
In 2023, the comprehensive gross profit rate of Yatai Group's building materials products is expected to be-10.98%, which is 12.04 percentage points lower than the comprehensive gross profit rate of 1.06% in 2022.
2024-02-27 11:46:54
On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!
2024-02-27 09:41:58
According to the data center of China Cement Market, the Northeast market is almost stagnant, manufacturers have holidays, construction sites are shut down, and prices are difficult to change.
2024-02-02 16:11:01
Except for the year-on-year increase in net profit of Tapai Group, the rest of the cement enterprises have experienced a sharp decline year-on-year.
2024-02-01 09:34:13
The whole team is losing money! Jidong, Jinyu, Jianfeng, Yatai and Jinyuan issued performance forecasts for 2023.
2024-01-31 11:41:15
On January 31, Jilin Yatai Group Co., Ltd.
2024-01-31 09:52:50
In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.
2024-01-30 15:32:02
By the end of June 2023, the ending balance of Conch Cement further decreased to 1.074 billion yuan, and the current fair value change profit and loss was-964 million yuan.
2024-01-29 14:56:44
贵州水泥价格大幅上调60-100元/吨；亚泰集团拟以近10亿收购公司；四川计划2024年一季度每条熟料生产线错峰生产50-60天
2023-12-18 13:14:07
煤炭是水泥生产过程中的主要燃料，其成本占到水泥熟料成本的50%~55%，煤价的波动对水泥成本有着直接的影响，特别是在需求走低的情况下，成本的控制尤为重要。
2023-12-15 09:16:08
据中国水泥网行情数据中心消息，当前辽宁沈阳的水泥价格大概在220-250元/吨，黑龙江哈尔滨和吉林长春的水泥价格大概在330元/吨。
2023-12-08 16:57:32
据中国水泥网行情数据中心消息，进入11月后东北气温下降更加明显，尤其黑吉地区雨雪天气，加速了水泥需求的下滑。
2023-11-17 11:56:54
前三季度，全国水泥产量14.95亿吨，全口径同比下降4.32%，产量创下近13年来新低。效益方面，受水泥价格跌幅较深和需求下滑影响，行业效益大幅萎缩，水泥企业亏损面超一半。
2023-11-10 16:40:41
1. 贵州、浙江、湖北武汉等地水泥价格上调。 2. 陈文胜表示，水泥行业应保持合理利润，转型升级是“必修课”。 3. 山东省发布2023-2024年度水泥常态化错峰生产工作通知，采暖季错峰生产共计120天。 4. 贵州省多家水泥企业获得大气污染防治资金，主要用于大气污染物超低排放改造。 5. 吉林省3家水泥企业入选省级节水型企业名单。
2023-11-03 14:31:42
各水泥企业为了应对市场弱势运行，确保企业稳定发展，不断积极寻找新的合作机会，并与外界进行更紧密的协作和合作，水泥企业领导人及高层也纷纷踏上签约/拜访重要客户的征程。
2023-11-02 10:04:41
西藏水泥产量创新高；湖南地区水泥价格再次推涨；利润大幅下滑！水泥企业如何“自救”；从上市公司报告看水泥区域性行情差异
2023-10-31 15:26:39
按六大区域划分，上市公司在华北、华东以及中南地区水泥营收总体降幅较大。其中，华东和中南地区价格竞争充分，降价风险已基本释放，后续价格存在回升空间，但节奏仍有待观察……
2023-10-30 19:14:58
除塔牌集团、青松建化净利润同比上涨外，其他水泥企业利润均出现下滑，更有不少企业前三季度亏损。
2023-10-30 09:21:55
2023年10月11日下午，亚泰建材集团与中交第一航务工程局有限公司在长春亚泰新城饭店成功签署了战略合作协议。
2023-10-14 10:21:47
上半年，全国水泥产量9.53亿吨，全口径同比下降2.4%，产量创下2012年来新低。效益方面，受水泥价格跌幅较深和需求下滑影响，行业效益大幅萎缩，2023年全行业利润总额164.7亿元，同比下降59.8%。
2023-09-20 13:52:49
由于个人原因，中国科学院院士王立军先生申请辞去公司第十三届董事会独立董事职务，同时辞去公司第十三届董事会战略委员会和提名委员会委员职务。
2023-09-13 16:55:04
据不完全统计，目前在A股主板、港股以及台股中发展商混业务的上市公司约有31家，其中以商混作为主营业务的公司有9家。2023年半年报披露出具体商混收入的上市公司共有27家，而金隅集团、青松建化、中国能建以及亚泰集团未披露商混业务收入数据。关于上市公司2023年上半年商混的销量、售价、毛利率以及回款情况表现如何，具体分析详见下文：
2023-09-13 15:47:33
据中国水泥网行情数据中心消息，黑龙江、吉林地区市场需求表现一般，辽宁地区水泥需求依旧疲软，本地价格继续低位维稳运行。
2023-09-01 18:04:12
CEMPI
132.79
+0.18 +0.14%
CONCPI
112.47
+0.35 +0.31%
CLKPI
140.75
+0.81 +0.58%
SPPI
50.39
+0.10 +0.20%
MORPI
80.43
+0.04 +0.05%
Recently, the Bureau of Industry and Information Technology of the Corps issued the Notice on the Demolition of the Production Line of Capacity Replacement Cement Clinker of Tumushuke Qianhai Building Material Co., Ltd., the Notice on the Demolition of the Production Line of Capacity Replacement Cement Clinker of Huocheng Cement Plant of Yili Qingsong Nangang Building Material Co., Ltd., and the Notice on the Demolition of the Production Line of Capacity Replacement Cement Clinker of Xinjiang Jinta Cement Co., Ltd. According to the requirements of the Notice of the Ministry of Industry and Information Technology on Issuing the Implementation Measures for Capacity Replacement in the Cement and Glass Industry (the original [2021] No.80 of the Ministry of Industry and Information Technology), the production line used for capacity replacement must be shut down and dismantled before the construction project is put into operation.