海螺水泥、天山股份、塔牌等上市企业对市场最新判断

2023-02-04 13:23:44

针对2023年未来市场走势,近期海螺水泥、天山股份、塔牌集团等在回答投资者提问时给出了回复。

过去一年,水泥行业的日子并不好过。

从价格走势来看,2022年全国水泥价格指数走势整体不断下行,价格重心逐步下移,水泥价格跌跌不止。

据中国水泥网了解,近日披露业绩预告的上市公司大都表现欠佳,已公布业绩预告的水泥企业,几乎均出现净利润同比大幅下滑的状况,甚至出现企业亏损的情况。

数据来源:上市公司公告整理

在2022年业绩不佳的原因上,水泥企业们给出了类似的回答。

1月30日,海螺水泥发布2022年度业绩预告,预计2022年度实现归属于母公司所有者的净利润为139.73亿元到166.33亿元,与上年同期(法定披露数据)相比,将减少166.34亿元到192.94 亿元,同比减少50%到58%。

公告称业绩预减的主要原因为:2022 年,受房地产市场下行、疫情反复等因素影响,水泥市场需求下滑,公司水泥产品销价及销量同比下降;同时受煤炭价格及电价上涨影响,公司产品成本同比上升。

同样预计净利下滑一半以上的天山股份公告表示,业绩变动主要原因系本报告期内,受新冠疫情反复及房地产开发投资增速下滑等因素影响,市场需求减少,导致天山水泥主要产品水泥熟料和商品混凝土的销量和价格同比有不同程度下降。受煤炭等主要原燃材料价格上涨影响,水泥熟料成本同比上升。

除此之外,冀东水泥、华新水泥等多家净利腰斩的企业均表示,2022年业绩下滑的主要原因是受到疫情反复影响和地产下行的拖累,加之煤炭等能源价格上涨导致成本上升。

受上述因素影响,预计2022年水泥行业利润降同比下滑50%以上。

针对2023年未来市场走势,近期海螺水泥、天山股份、塔牌集团等在回答投资者提问时这样表示:

塔牌集团:水泥下游主要分为基建、地产和新农村建设三部分,其中房地产市场为重要变量,随着 2022 年 12 月疫情防控措施调整,“金融 16 条”及“三支箭”政策出台支持房地产行业发展,房地产市场有望在 2023 年企稳回暖。

2023 年 1 月广东省十四届人大一次会议期间,广东省发展改革委公布了 2023 年广东 1530 个重点项目情况,2023 年度计划投资约 1 万亿元。重点项目作为稳增长重要部分,预计将在一定程度上给水泥需求带来提振。

2023 年,广东、广西、福建秉持水泥行业绿色低碳高质量发展原则,继续开展力度较强的错峰生产行动;同时,煤炭价格预计稳中有降,对成本亦会有积极影响,行业盈利水平有望迎来复苏。

海螺水泥:随着国内煤炭产能稳步释放,进口通道预期改善,下游消费需求弱势增长,预计今年国内煤炭供求关系将得到明显改善。

在政策和市场的双重引导下,煤炭价格将逐步回归至合理区间。同时,得益于社会面储煤能力和储煤设施条件不断完善,突发事件、极端天气等不确定性因素对供求关系影响的边际效应不断减弱,预计2023年煤价波动幅度将有所收窄。

天山股份:随着地产端支持政策的逐步落实,“保交楼”的有效推进,地产端的循环链路有望好转,地产新开工及施工需求降幅有望收窄;之前因疫情扰动、项目资金不足等影响而未能落地的基建项目有望逐步在未来形成实物工作量,将会支撑拉动水泥需求。

上峰水泥:公司对2023年水泥行业景气度恢复保持乐观信心。

需求方面,地产行业将步入复苏通道,同时基建工程重点项目将拉动需求;供给方面,产能减量置换和错峰生产政策的严格落实执行,将使供给端得到一定程度的控制。另外,一系列政策出台,对能耗、碳排放等方面进行了更多约束,对水泥供给会形成影响。

此外,业内人士也表示,2023年,基建投资将继续保持较快增长,房地产行业也有望触底企稳,水泥需求总体持平或略有下降,需求再次大幅下滑的概率低。预计2023年行业效益水平比2022年将有改善。

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Correlation

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, 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 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. 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 Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

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

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2024-09-03 09:43:58

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

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

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2024-07-12 15:50:01

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2024-07-12 15:40:36

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.

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2024-05-28 16:59:57

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2024-05-23 14:01:48

Sales of cement, clinker, concrete and aggregate in the first quarter of China Resources Building Materials Technology increased. Among them, the total sales volume of cement clinker is about 1303 The sales volume of concrete was 2.3 million cubic meters, representing a year-on-year increase of 50.16%, and the sales volume of aggregate was 14.16 million tons, representing a year-on-year increase of 169.5%.

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2024-05-07 09:20:19

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

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

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2024-03-28 21:39:54

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2024-03-06 09:27:02

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2024-03-01 10:13:56

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2024-02-21 09:05:11

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2024-01-03 11:33:34

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2023-12-29 15:02:54

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

2023-12-29 14:53:53

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

[水泥大数据研究院]水泥产业链指数运行周报(2023.12.15)

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2023-12-05 15:44:14

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2023-12-01 10:39:25

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2023-12-01 09:16:40

水泥企业聚焦数字化、智能化转型,练好内功、提升自身综合竞争力的同时,亦对外部市场环境颇为关注。

2023-12-01 09:16:04

11月29日,由中国水泥网主办的“第五届中国水泥智能化高峰论坛”在浙江杭州隆重召开。

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云南水泥价格上调;第三轮第一批中央生态环境保护督察全面启动;海螺水泥北方市场拓展之路;中国建材附属公司华东材料将向德邦资管出售并转让基础资产;海螺水泥首次回购公司A股股份。

2023-11-21 14:27:09

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2023-11-10 16:40:41

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.