According to incomplete statistics of China Cement Network, 12 listed cement companies issued performance reports/forecasts for the first quarter of 2023 in the first quarter of this year, of which 5 were in a loss state. In 2022, the annual profit of the cement industry was 68.6 billion yuan, down 59.5% from the same period last year. Zheng Jianhui, a senior analyst and director of Cement Big Data Research Institute, predicted that in the short term, the industry demand platform will be broken in three years; in the medium and long term, the cement market demand will continue to shrink.
At present, the situation of the cement industry is becoming more and more severe, the profit has been cut in half, the development of the industry has gradually entered a bottleneck period, and enterprises have begun to cultivate new profit growth points. Sand and gravel aggregate, commercial mixing, new materials, environmental protection and other industries have become breakthroughs for cement enterprises. Recently, Shangfeng Cement has also made frequent moves in business expansion, especially in the fields of semiconductors, new energy and new materials.
On May 15, the Shenzhen Stock Exchange issued the listing audit information, which showed that Jiangsu Zhongrun Solar Energy Technology Co., Ltd. Shangfeng invested 50 million yuan in Suzhou Puda Venture Capital Partnership (the company holds 99.70% of its investment share ), a private equity investment fund established in cooperation with professional institutions, to hold 0.63% of the equity of Zhongrun Solar Energy before the issuance. This is also another company that has been accepted to apply for IPO in Shangfeng Equity Investment after Hefei Jinghe Integration.
On the same day, Shangfeng Cement announced that the company invested 42.6 million yuan to establish a private equity fund, Suzhou Puhong Venture Capital Partnership (Limited Partnership) , with professional institutions. At present, Suzhou Puhong has completed the investment in two projects of Anhui Ruidi Microelectronics Co., Ltd. and Xinying Technology Co., Ltd. with an investment amount of 20 million yuan. After the investment, Suzhou Puhong holds 1.7196% and 1.4104% of the shares of Reddiwei and Xinying Technologies respectively.
On April 6, Shangfeng Cement announced that the company invested 150 million yuan to establish a private equity fund, Suzhou Puyun Venture Capital Partnership (Limited Partnership) , which is dedicated to investing in Shenghe Crystal Micro Semiconductor (Jiangyin) Co., Ltd. This investment is also another layout of Shangfeng New Economic Equity Investment Wing in the semiconductor field.
At present, the new economic equity investment of Shangfeng Cement has been carried out in an orderly manner, the construction of new projects has been accelerated, and the new energy sector has begun to take shape. Photovoltaic projects in Tongling, Huaining, Taizhou and other factories have been connected to the grid for power generation.
Since the release of the "one main and two wings" strategy, Shangfeng Cement has been based on cement and "cement plus", continuously extending and expanding the industrial chain, investing in new economic equity, focusing on the fields of chip semiconductor, new energy for optical storage and new materials. It has invested about 1.3 billion yuan in Hefei Jinghe Integration, Changxin Storage (Ruili Integration), Guangzhou Yuexin, Kunyu Power Supply, Zhongrun Light Energy, Pilot Materials and Shenghe Jingwei. & nbsp; & nbsp;
Previously, Shangfeng Cement disclosed the project investment plan for 2023. The plan shows that in 2023, Shangfeng Cement's wholly-owned and holding subsidiaries and shareholding companies will continue to expand the company's main business scale and develop environmental protection and new energy industries through a series of investment methods such as new construction, technological transformation and expansion. The investment plan
of Shangfeng Cement will mainly focus on the operation and development of the company's main business, so as to further increase the company's profitability and enhance the company's comprehensive strength. It is predicted that the total investment of related projects is about 5.898 billion yuan, of which the planned investment amount in 2023 is 2.996 billion yuan.
In addition to Shangfeng Cement, leading cement enterprises such as Conch Cement , Tianshan Stock, China Resources Cement and Red Lion are also playing "cross-border". Moreover, the pace of investment is accelerated and the amount of investment is huge. At the beginning of
this year, Hongshi Group said that 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, and accelerate the layout of the polysilicon industry to form a scale. Create the "second growth curve" and build the "cement + polysilicon" dual main business pattern. & nbsp; & nbsp;
China Resources Cement began to lay out calcium-based materials at the beginning of the 14th Five-Year Plan. It has successively invested in the construction of calcium-based materials and other projects in Guangxi, Jiangxi, Chongqing, Fujian and Guangdong. & nbsp; & nbsp;
Tianshan said it would actively develop the "cement +" business. The commercial mixing business continued to optimize the layout, the aggregate business developed rapidly, the resource reserve was increased, and the collaborative disposal of solid waste, hazardous waste, domestic waste and other businesses were accelerated. & nbsp; & nbsp;
Conch Cement acquired Conch Environmental Protection, laid out the emerging industries related to the main cement industry, and realized the integration of resources..& nbsp; & nbsp; At present, the cement industry is in the doldrums, and the situation of overcapacity is still grim. Under the imbalance of supply and demand, a single industrial structure has been unable to support enterprises based on the current complex market situation. Only by transforming and upgrading, optimizing asset allocation and enhancing core competitiveness can cement enterprises maintain healthy and long-term development. "Cross-border" has become one of the main directions of innovation and development of cement enterprises, and before the new starting point, cement enterprises are also starting again.
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