On September 19, Xinjiang Tianshan Cement Co., Ltd. issued a record of investor relations activities to answer questions of concern to participating investors.
1. What is the overall situation of the cement market in Xinjiang this year?
Answer: This year, the overall demand of the cement market in Xinjiang increased on a year-on-year basis. From January to August, the sales volume of cement in Xinjiang increased by about 14% on a year-on-year basis.
2. Demand structure in Xinjiang?
Answer: The demand for cement in Xinjiang is closely related to the investment in fixed assets. The demand structure is roughly as follows: about 50% for infrastructure, about 35% for real estate, and about 15% for the rural market.
3. Coal price in Xinjiang?
Answer: Xinjiang has a vast territory, and there is a big gap in the price of coal in different regions. The origin of coal is basically concentrated in the northern Xinjiang region. Generally speaking, the price of coal in the southern Xinjiang region is higher than that in the northern Xinjiang region. At present, the price in the northern Xinjiang region is about 400 yuan/ton, and the price in the southern Xinjiang region is between 700-800 yuan/ton.
4. Export of cement from Xinjiang to neighboring countries in Central Asia?
Answer: As the price of exported cement in recent years is higher than that of local cement in neighboring countries, the Xinjiang regional subsidiary has not directly exported cement this year.
5. The pull of China-Kyrgyzstan-Uzbekistan Railway on the demand for cement in Xinjiang?
Answer: The China-Kyrgyzstan-Uzbekistan Railway starts from Kashgar and ends in Uzbekistan, with a total length of more than 500 kilometers and a domestic section of nearly 200 kilometers. The overall demand for cement for the project is about 900,000 tons.
6. What are your advantages and business plan in Xinjiang?
Answer: The cement market in Xinjiang as a whole has walked out of the past predicament, the current market confidence is more sufficient, and the future economic development momentum is getting better. Our regional company , Xinjiang Cement , is the cement enterprise with the largest production capacity in Xinjiang. It is in the leading position in product brand, technology level, equipment capability and other aspects. The company has always actively advocated that "the interests of the industry are higher than those of the enterprise, and the interests of the enterprise are bred in the interests of the industry", adhered to the implementation of various national industrial development policies, adhered to the management concept of "price, cost and profit", and promoted the return of industry benefits to a reasonable range. Focusing on the transformation of "high-end, intelligent and green", focusing on the three factors of "double carbon, cement + and internationalization", the company continued to improve and strengthen the industrial chain, promote integrated operation according to local conditions, and strive to increase profits and return shareholders through the coordinated development of the industrial chain.
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