中建材设立新天山水泥上海分公司 并拟于近期新增业务板块

2023-09-24 09:51:59

预计将成为下一个百亿级的大宗商品贸易平台。

9月22日,浦东新区再次推出针对大宗商品的相关政策与实施方案,大力推进大宗商品贸易的加速发展。浙江铝拓科技有限公司、天山水泥等企业项目落地签约,上海有色金属行业协会、上海有色网金属交易中心、海通证券上海分公司、中信期货有限公司等重量级单位与中国(上海)自贸试验区管委会世博管理局达成战略合作。

政策持续升级,聚焦制度创新

2015年7月31日,上海自贸试验区大宗商品现货市场启动,标志着上海自贸试验区面向国际的大宗商品现货市场正式投入运营。此后,上海自贸试验区在世博片区持续推动大宗商品贸易的发展,先后推出20号胶、低硫燃料油、国际铜期货和原油期权等国际化期货期权品种,占全国国际化品种的一半以上,“上海金”“上海油”“上海铜”等“上海价格”国际影响力日益提升。

《中共中央国务院关于支持浦东新区高水平改革开放打造社会主义现代化建设引领区的意见》发布后,要求浦东“建设国际金融资产交易平台,提升重要大宗商品的价格影响力,更好服务和引领实体经济发展”。为了落实国家战略,提升我国大宗商品的国际定价权,2022年7月7日,“世博地区大宗商品国际贸易生态集成区”揭牌,发布了支持“集成区”建设的一揽子措施,为大宗商品在浦东世博地区的进一步聚集提供切实政策支撑。

短短一年间,世博地区大宗商品企业实现限额以上商品销售额达到5636亿元。截至今年7月,已实现限额以上商品销售额3500亿元,同比增长5%,金属材料类销售额为2700亿元,同比增长11%。上海自贸试验区世博片区已经成为大宗商品贸易的重要枢纽,为浦东新区的大宗商品销售贡献了近20%的份额。

此次再发布《浦东新区推进大宗商品贸易稳增长促创新的实施方案》和相关新政,主要是为了推动大宗商品贸易企业发展成为总部型企业、供应链创新与应用示范企业;引进和培育一批国际化高能级大宗商品贸易主体;帮助企业实现规模增长,鼓励大宗商品贸易企业扩大销售规模。

中国(上海)自贸试验区管委会世博管理局党组副书记、副局长施引华介绍,《方案》着重强调制度创新,将进一步鼓励期现联动发展,加快仓单登记中心建设,提升交易平台功能,同时编制离岸贸易业务指引,帮助企业用好离岸贸易发展相关政策。

“头回客”越来越多,“回头客”持续投资

施引华透露,目前世博地区正在打造的大宗商品国际贸易体系已基本成型。主要表现在“头回客”慕名而来,“回头客”争相加码两个方面。

世博大宗商品国际贸易生态集成区揭牌后,全国多家大宗商品企业慕名而来。世博地区成为了山东通汇资本投资集团有限公司、浙江铝拓科技有限公司、山西大宗商品交易集团有限公司等大宗商品产业链公司拓展业务的首选之地。

此外,世博的“老朋友”也纷纷将相关板块落户世博。如中建材已设立新天山水泥上海分公司,并拟于近期新增业务板块,预计将成为下一个百亿级的大宗商品贸易平台;中黄金将增加业务规模,提高大宗商品交易量。

中铜国际贸易集团有限公司副总经理柴正龙告诉记者,中铜国贸是中铝集团的战略单元,主要经营铜、铅、锌、矿产品,年经营规模已超1800亿元。“在上海自贸试验区支持下 ,目前我们的进口铜、金矿已经大部分使用了人民币跨境结算。税收、融资、人才等方面也得到了相应政策支持。回想2018年刚刚成立时,年经营规模只有400多亿元,现在翻了接近5倍。预计到2025年,我们的规模可以达到2500亿元。”

目前,世博管理局正与中铜国贸及其他集成区企业、上海有色网、有色网交易中心等合作研发“浦东(世博)铜升贴水价格”,待正式发布后,将进一步完善大宗生态体系,使更多的“上海指数”“上海价格”成为世界市场的晴雨表。

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Correlation

Liu Yan said that the situation of overcapacity in the cement industry will exist for a long time, and the control of production and capacity will also exist for a long time. In recent years, the industry has achieved some results in anti-involution and anti-vicious competition, with large enterprises leading and small and medium-sized enterprises working together as the key, but we must also be aware that the current industry ecology is still fragile, which requires long-term efforts of all parties to jointly maintain.

2024-11-15 19:53:46

With the gradual expansion of the national carbon emissions trading market, it has brought higher requirements and greater pressure for carbon management in all walks of life. To establish and improve the carbon management system is to respond to the national dual-carbon strategy, which is also the future development trend; to improve the carbon emission management of enterprises, which can provide comprehensive analysis and decision-making for the future development strategy of enterprises; and to accurately predict the changes in the carbon market, strengthen the enterprise's response to climate change risks in all aspects, and guide the preservation and appreciation of carbon assets.

2024-11-13 11:19:44

He stressed that Southern Cement should resolutely implement the spirit of the mobilization meeting of Tianshan Materials in the fourth quarter of the decisive battle, firmly implement the "three fine management", take various measures to reduce costs and increase efficiency, and make every effort to accomplish the annual target task.

2024-11-07 09:50:11

On November 1, 2024, Sichuan Cement Association held a review meeting on the Guidelines for the Identification of Differentiated Peak-Staggered Production in Sichuan Cement Industry in Chengdu. The meeting was chaired by Zhang Kui, Deputy Secretary-General of Sichuan Cement Association and Director of Technical Information Center, and attended by Du Yunlong, Secretary-General of Sichuan Cement Association, experts of Sichuan Cement Industry and relevant staff of Sichuan Cement Association.

2024-11-05 10:57:13

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

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

Faced with the current difficult situation faced by the basic building materials industry and the foreseeable development trend in the future, Liu Yan pointed out that the company should not only base itself on the present, withstand the pressure, reverse the target and sprint with all its strength, but also adhere to the concept of system, do a good job in strategic planning, reform and innovation, especially in upgrading the three modernizations and talent team construction, so as to lay a solid foundation for the development of the next ten years or even longer.

2024-09-24 10:59:20

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

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

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

On August 10, Ningxia Building Materials announced that it would terminate the exchange of shares to absorb and merge China Construction Information and issue shares to no more than 35 specific investors, including China Building Materials, to raise matching funds. At the end of January this year, the Shanghai Stock Exchange issued an audit decision on terminating the absorption and merger of building materials in Ningxia and the sale of major assets and raising matching funds. However, Ningxia Building Materials failed to fully explain the basis for the absence of significant uncertainty in the collection of accounts receivable of China Construction Information and the related favorable impact of the transaction on the company.

2024-08-16 10:15:40

Tianshan shares announced in the evening of August 9 that due to the long duration of the transaction and certain fluctuations and changes in the macro-environment and the industrial environment, the company decided to terminate the transaction of acquiring the controlling rights of the cement and other related business subsidiaries held by the related party Ningxia Building Materials and the trademarks and other assets involved in the cement and other related businesses.

2024-08-12 09:46:54

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

Chizhou Municipal Party Committee and Chizhou Municipal Government will continue to support the construction of East China Material Chizhou Project, provide all necessary support, work together to promote the early completion and commissioning of the project, and build the project into a first-class green mine production base.

2024-08-06 16:12:02

Actively respond to the call of the state to "strengthen industry self-discipline and prevent" involution "vicious competition", and spare no effort to maintain the industry ecology and maintain reasonable profits.

2024-08-06 13:06:52

According to the announcement, the cancellation of Shanxi Jintou Xiagong Cement Co., Ltd. was due to the expiration of the validity period, while the cancellation of Yangquan Shitou Special Cement Co., Ltd. and Quwo Weidun Cement Co., Ltd. was due to the renewal of provincial certificates.

2024-07-25 13:29:19

In the first half of 2024, affected by multiple factors such as the slowdown of national macroeconomic growth, the deep adjustment of real estate and the slowdown of capital construction, the company's operation was under deep pressure, and the three major businesses were facing an unprecedentedly severe and complex situation.

2024-07-19 13:19:57

According to the market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.

2024-07-12 15:53:15

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

Big guess, what do you think of the first half performance of Conch Cement?

2024-07-10 09:22:34

The two sides should further deepen cooperation, work together to do a good job in innovation, and jointly export new productivity for the high-quality development of the industry.

2024-06-21 09:17:46

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

After listening carefully to the production and operation of Zhejiang Cement and its future development plan, Liu Yan spoke highly of the company's outstanding achievements in three fine management, optimization and upgrading.

2024-06-07 15:15:55

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

Liu Yan fully affirmed the achievements of the company's scientific and technological innovation work in 2023, emphasized the importance of scientific and technological innovation to Tianshan Materials at the present stage, and put forward clear requirements for the work in 2024.

2024-05-29 10:07:33

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

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

Promote win-win development and build a more sustainable future for the industry.

2024-05-16 20:15:03

In fact, as the largest cement giant in China with complete industrial chain and national layout, the future development of Tianshan shares is also highly expected by the market. After the seasonal factors are gradually cleared, the company's cost reduction and cost control effect will be further transformed into profit momentum, combined with the performance commitment compensation landing, the company may usher in market value revaluation. With the acceleration of the company's internal optimization of quality and efficiency and the transformation of digital intelligence, the release of profit expectations driven by overseas layout and aggregate business, the growth space of Tianshan shares is worth looking forward to by the market.

2024-04-30 11:04:11

On the afternoon of April 24, the research team visited Shanya South, visited the industrial Internet digital platform, safety experience hall, intelligent central control building and fully automatic laboratory, and got a detailed understanding of the achievements of Zhejiang Cement and Shanya South in greening, digitalization and characteristic safety management. It also conducted in-depth exchanges with the management of Zhejiang Cement and Shanya South on industry development, three fine management, transformation and upgrading.

2024-04-29 17:27:49

While doing a good job of peak staggering production in the industry, we should change our strategies, optimize the production structure, balance the relationship between quantity and price, stabilize market share, resist vicious competition and maintain the industry ecology.

2024-04-24 09:10:06

He said that the incorporation of carbon indicators into carbon trading and the promotion of supply-side structural reform through carbon emission reduction are conducive to the improvement of industry value and efficiency. In the medium term, the demand for cement will continue to decline, and the promotion of carbon trading is expected to accelerate the clearance of rich production capacity in the long run.

2024-04-18 11:11:03

At the annual collective performance presentation meeting in 2023, China Building Materials Group emphasized the importance of high-quality growth, standardized governance, deepening reform and market value recognition. Wei Rushan indicated that the Group will continue to optimize the industrial layout, deepen reform, improve the efficiency of corporate governance, and strengthen investor communication to create a dynamic modern corporate governance mechanism. The conference aims to improve the quality of listed companies controlled by central enterprises, deepen investors'understanding and help build a better capital market.

2024-04-17 09:18:24

On April 8, 2023, China National Building Material Company Limited held its 2023 annual performance conference in Hong Kong. At the meeting, the company's top management shared the highlights of its performance and future development strategy. In 2023, the company's operating income reached 210.2 billion yuan, and the net profit of the parent company was 3.86 billion yuan. The company will accelerate the transformation and upgrading, continue to promote the development of basic building materials, new materials, engineering and technical services, and emphasize the internationalization strategy and the interests of shareholders. It has implemented the "14th Five-Year" international development plan, promoted green development, improved shareholder returns, and planned to increase the dividend rate to 50%. The company's management communicated with investors and analysts on various aspects, and about 70 well-known investment banks and analysts attended the meeting.

2024-04-09 09:19:56

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

In 2023, the overall operating situation of the cement industry remained grim, with the profits of many listed companies falling sharply year-on-year, the profits of a few enterprises increasing year-on-year, and some regional companies suffering losses.

2024-04-01 09:14:24

According to China Cement Market Data Center, the market demand in Chengdu, Sichuan Province has recovered recently, and some leading enterprises in Chengdu and its surrounding markets have raised the price of bulk cement by 30 yuan/ton in the week, and the actual implementation remains to be observed. Cement prices in some markets in Chongqing and Yunnan are about 20-30 yuan/ton lower.

2024-03-30 00:57:03

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

Liu Yan, Deputy Secretary of the Party Committee of China National Building Material Co., Ltd. and Chairman of New Tianshan Cement, and his delegation went to Guizhou Cement for investigation, affirmed its achievements in management, upgrading and team building, and proposed that we should adhere to the concept of "price, cost and profit", meet market challenges, optimize product structure, promote the sale of "Jucaitong", deepen material substitution and "double carbon" work, and revitalize idle assets.

2024-03-27 10:38:33

Liu Yan, Deputy Secretary of the Party Committee of China National Building Material Corporation and Chairman of New Tianshan Cement, and his team went to Jiahuateshui for investigation, appreciated its scientific and technological innovation work, and put forward four requirements: adjusting the development plan to expand the special cement business, optimizing the layout of production capacity, saving the construction of headquarters base, and improving the ability of scientific research personnel. At the same time, it emphasizes the implementation of the spirit of the Eight Provisions of the Central Committee and the focus on the objectives and tasks.

2024-03-26 11:05:56

Chang Zhangli, Deputy Secretary of the Party Committee of China Building Materials Group, and Cai Guobin, Vice President of China Building Materials Co., Ltd., investigated Southern Cement, affirmed its achievements, and stressed that we should adhere to the leadership of Party building, deepen the three fine management, promote digital transformation, strengthen safety and environmental protection, play a leading role in the industry, and contribute to the high-quality development of the group.

2024-03-22 13:18:38

On March 8, Zhou Yuxian, Party Secretary and Chairman of China National Building Material Group, Party Secretary and Chairman of China National Building Material Co., Ltd., visited China National Coal Group and held talks with Wang Shudong, Party Secretary and Chairman of China National Coal Group.

2024-03-13 10:59:49

According to the announcement of the State Intellectual Property Office, PetroChina Company Limited has applied for a project entitled "a Method for Enriching and Separating Arsenic, a Harmful Component in Waste Drilling Mud", with the publication number CN117658397a, and the application date is August 2022.

2024-03-11 09:39:34

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.