深交所新疆资本市场服务周 走进上市公司活动在天山股份成功举办

2023-05-27 09:17:53

由深圳证券交易所、新疆证监局主办,申万宏源证券、中信建投证券、国泰君安证券协办,新疆天山水泥股份有限公司(以下简称“天山股份”、“新天山水泥”、“公司”)承办的走进上市公司活动于5月26日上午在新疆乌鲁木齐成功举办。

由深圳证券交易所、新疆证监局主办,申万宏源证券、中信建投证券、国泰君安证券协办,新疆天山水泥股份有限公司(以下简称“天山股份”、“新天山水泥”、“公司”)承办的走进上市公司活动于5月26日上午在新疆乌鲁木齐成功举办。

为更好的服务投资者,帮助投资者更加全面了解上市公司及相关行业的发展趋势,主办方、协办方和承办方精心筹备了公司情况介绍、资深分析师和研究员专题分享、基金产品介绍、互动交流等环节。

活动期间,来自申万宏源证券、中信建投证券、国泰君安证券的近30名投资者走进天山股份,对话企业高管,直观感受上市公司的经营情况。来自申万宏源证券资深高级分析师王路老师、易方达基金高级研究员张泽峰老师分别就A股投资策略和创新蓝筹的投资价值做了分享介绍,引导投资者通过ETF投资工具进行理性投资。天山股份董事会秘书、总法律顾问李雪芹女士通过公司宣传片和现场介绍的方式,让现场各位投资者领略到重组后新天山水泥的发展进程,高端化、智能化、绿色化的先进水泥生产线场景,以及水泥+互联网的新业态创新模式,让大家看到了和传统认知不一样的水泥企业。在交流互动环节,各位投资者就其关心的公司和行业问题进行提问,通过与公司高管面对面交流,中小投资者可以向公司提出想法和建议,更直观、更深刻地了解公司的经营管理情况。

作为从新疆走出去的A股上市公司,从区域单一企业成长为规模世界第一的行业龙头,离不开投资者的支持和鞭策。新天山水泥重组后即明确了建设世界一流水泥企业的目标,战略定位是建设世界一流水泥公司,引领全球水泥产业发展方向,做到经济技术指标一流、综合竞争力一流、可持续发展能力一流,能够输出管理、输出标准,全方位成为业界标杆。

在以信息披露为核心的全面注册制时代下,走进上市公司活动拉近了中小投资者与上市公司的距离,有效促进了上市公司与投资者的良性沟通,新天山水泥将更加重视并进一步提升公司的投资者关系管理水平,为促进资本市场的良性发展起到积极作用。

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Correlation

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

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

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

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

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

In order to implement the spirit of documents such as "Opinions of the State Council of the Central Committee of the Communist Party of China on Deeply Fighting the Strong Battle of Pollution Prevention and Control" and "Opinions of the Ministry of Ecology and Environment on Promoting the Implementation of Ultra-low Emissions in the Cement Industry" and "Notice on the Assessment and Monitoring of Ultra-low Emissions in Cement and Coking Enterprises", the State Council of the Central Committee of the Communist We will implement the requirements of relevant documents such as the Implementation Plan for the Ultra-low Emission Reform of the Cement Industry in Xinjiang Uygur Autonomous Region (No.117, 2024) and the Plan for the Ultra-low Emission Reform of the Cement Industry in the Corps (No.16, 2024), and accelerate the process of the ultra-low emission work in the cement industry in the autonomous region. September 6, 2024

2024-09-20 09:19:59

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

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

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

Green is the background of high-quality development of cement industry.

2024-06-18 14:36:10

On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province.

2024-06-13 16:36:33

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

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

The annual clinker production capacity of the four enterprises is 4.56 million tons, which has a certain impact on the adjustment of the supply-demand relationship in the regional market after the adjustment of the off-peak shutdown time.

2024-04-15 09:55:07

In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..

2024-04-03 13:45:12

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

According to the cement network market data center news, the leading enterprises in Guanzhong area of Shaanxi Province pushed the cement price up by 30 yuan/ton at the end of February, and the current reports are stable.

2024-03-08 11:34:15

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

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

On January 27, the Xinjiang Cement 2024 Working Conference and the Sixth Session of the Third Workers'Congress were held in Urumqi.

2024-01-30 09:32:08

Jiang Dehong pointed out that cement, as a traditional building material industry, in the current environment of overcapacity in the cement industry, increasing pressure on environmental protection and sharp decline in efficiency, only innovators advance, only innovators are strong, and only innovators win.

2024-01-30 09:15:45

Shandong's cement market seems to be "a mess"; Tianshan's profit is expected to drop by nearly 60% in 2023; CNBM Information and other units are included in the list of intelligent manufacturing projects; the General Administration of Market Supervision has released anti-monopoly cases involving concrete; Holcim plans to split its North American business and go public.

2024-01-29 14:08:30

Tianshan's net profit attributable to shareholders of listed companies in 2023 is estimated to be 1.6 billion yuan to 2.08 billion yuan, down 64.78% to 54.21% from the same period last year, with a profit of 4.542 billion yuan.

2024-01-26 17:40:06

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

2024-01-23 14:30:40

According to the cement network market data center news, affected by the cooling and rain and snow weather, coupled with the approaching Spring Festival, some construction sites have been on holiday, enterprise shipments have decreased, and the market demand in Shaanxi has further weakened. At present, the leading enterprises have no news of raising prices, mostly to stabilize prices.

2024-01-19 14:19:35

2023 is an extremely difficult and difficult year for New Tianshan Cement. Influenced by multiple factors such as weak social expectations, slowing investment growth and deep adjustment of real estate, the company's three main businesses are facing a severe and complex situation, the contradiction between supply and demand is more acute, and the industry ecology has experienced unprecedented impact.

2024-01-17 13:31:09

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

In accordance with the requirements of the Notice, Xinjiang Building Materials Industry Association organized carbide slag cement clinker production enterprises to communicate and coordinate with non-carbide slag cement clinker production enterprises, and relevant enterprises signed the Framework Agreement on Replacement of Carbide Slag Clinker in Wuchang Shitu Region from 2023 to 2024.

2024-01-12 09:10:57

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

水泥行业应认清形势变化,捕捉低碳大势带来的商业模式变革机会。

2023-12-29 15:02:54

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

根据中国建材股份党委安排,王鲁岩任祁连山水泥董事长。

2023-12-22 10:03:41

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

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

2023-12-15 17:18:06

上海、四川水泥市场价格下跌;机制砂石价格弱稳运行。海螺、华润等水泥企业拟入选2023年5G工厂名录。冀东水泥有多个项目正在推进中。天山水泥以4413.2万元竞得新疆叶城县水泥用石灰岩矿采矿权。推行机器人清库技术杜绝安全事故。

2023-11-14 14:44:23

据中国水泥网行情数据中心消息,陕甘市场需求偏弱运行,局部地区有赶工情况,本周主要厂家对外报价以稳为主。新疆企业涨价意愿强烈。近日区域内一些主要企业通知上调水泥价格20-50元/吨不等,具体落实待观察。

2023-11-10 17:04:00

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

近日,新疆建材行业协会率新疆电石渣制水泥企业相关负责人赴宁夏和内蒙古自治区水泥协会、重点电石渣制水泥企业考察学习。

2023-11-09 16:40:21

作为充分竞争的行业,经营者都看重市场份额,公司倡导以“价本利”经营理念,保持整个行业合理的利润水平,使得员工能共享企业发展成果,企业的盈利能更好回报股东和回馈社会,投入升级改造,实现行业的可持续发展、高质量发展。

2023-11-07 16:54:57

据中国水泥网行情数据中心消息,甘肃、宁夏部分地区受重点项目施工支撑,主要厂家报价保持稳定,但气温逐渐下降,全省需求呈现下滑趋势。

2023-11-03 16:13:22

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

据中国水泥网行情数据中心消息,陕西关中地区主要企业曾于12日通知上调水泥价格20元/吨,实际落实不佳。甘肃、宁夏地区市场需求变化不大,部分企业出货量在4成上下。

2023-10-27 17:47:58

据了解,该公司确定了8项提标改造措施,计划在3年内投资2.112亿元进行水泥行业超低排放改造等项目。

2023-10-26 10:18:37

《中国上市公司共建“一带一路”十年百篇最佳实践案例》发布,天山股份的《中国建材赞比亚工业园助力“一带一路”行稳致远》成功入选。该案例展示了天山股份在赞比亚投资建设的综合性基础建材产业园,坚持合作共赢,将生态环保、绿色发展先进理念引入当地经济建设中,为中赞友谊谱写新篇章。

2023-10-26 10:13:41

面对不断加强的信息披露要求,天山股份一如既往地勤勉履行证券监管各项职责,完善内部控制制度,加强规范运作管理,以信息披露为核心,以投资者需求为导向,持续优化制度规则,多措并举推动公司提升信息披露质量和规范运作水平。

2023-10-26 09:38:41

据中国水泥网行情数据中心消息,前期水泥价格长期低位运行,企业涨价意愿强烈。周内湖南、湖北、河南等地区企业推涨水泥价格20-30元/吨。其中部分市场连续推涨两轮,累计通知涨幅40-50元/吨,执行待观察。两广市场竞争激烈,局部区域水泥价格仍在走低。

2023-09-28 16:13:06

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.