Tianshan Stock Co., Ltd.: We hope to continue to surpass the platform period by carefully developing new businesses

2023-05-31 11:09:42

After the reorganization, Xintianshan has clearly defined the strategic goal of building a world-class cement enterprise, and firmly grasped the three tail-warping factors of "cement +, internationalization and double carbon", hoping to surpass the platform period by carefully developing new business.

Tianshan Stock (000877) issued a record of investor relations activities on May 29, and the company was surveyed by five institutions on May 26, 2023, including other institutions, fund companies and securities companies.

Question: 1. Please brief us on the "air corridor"?

Answer: The company continues to build green mines, green factories and intelligent factories, and owns a number of world-leading second-generation emerging dry-process cement benchmarking enterprises such as Huaikan Nanfang, Taian Zhonglian and Zunyi Saide. At the same time, a number of "cement plus" intelligent logistics bases, such as Haiyan and Huzhou clinker "air corridor", have been built and operated, which have both economic value and social value of energy saving and emission reduction. The main raw materials of cement enterprises can be transported through the "air corridor" to reduce transportation costs, realize 24-hour uninterrupted transportation, improve efficiency, and reduce pollution to the surrounding environment by closed transportation mode.

Question: 2. What is the recent industrial layout of the Company in Xinjiang? What are the measures for key projects?

Answer: The company has set up a regional company in Xinjiang, Xinjiang Tianshan Cement Co., Ltd., which is the cement enterprise with the largest production capacity in Xinjiang. The cement production plants are located in 12 prefectures and core cities in Xinjiang. It is in the leading position in product brand, technology level, equipment capability and other aspects. The Company attaches great importance to key projects, including railways, highways, water conservancy, airports and other key projects, which have always been the core customers and core concerns of the Company. From the beginning of project planning to the whole process of material bidding and supply, every stage and link of the Company's product design and development, production and sales, and supply services will be continuously followed up by professionals to provide quality products and services.

Q: 3. How does the company plan and contribute to the construction and development of the Belt and Road?

Answer: After the reorganization, Xintianshan has clearly defined the strategic goal of building a world-class cement enterprise, and firmly grasped the three tail-warping factors of "cement +, internationalization and double carbon", hoping to continuously surpass the platform period through careful development of new business. The company actively pays attention to the opportunities and challenges brought by "the Belt and Road", responds to the national "going out" policy, grasps market opportunities, steadily promotes international development, and contributes to the Belt and Road.

Q: 4. What is the international development path of the company?

Answer: The company has cement production lines in Zambia and Mongolia. The company maintains strategic rationality and economic rationality to carry out international development, including mergers and acquisitions and construction, and jointly promotes international development with the help of the group's overseas experience and resources. At present, Sinoma Cement , a subordinate regional company , has completed the divestiture of domestic cement assets, focusing on international business expansion. In 2023, it will actively carry out market research, simultaneously build an international investment and operation management system, and accelerate the layout of international business.

Ask: 5. How does the company view "energy saving and carbon reduction"?

Answer: With the implementation of dual-carbon policy, off-peak production and energy consumption control policy, it will help to accelerate the withdrawal of inefficient production capacity, further alleviate the situation of overcapacity, and promote the healthy and sustainable development of the industry.

At present, the downward trend of cement demand is prominent, energy prices remain high, costs remain high for a long time, and profit compression has become the norm. Improving energy efficiency and reducing cost pressure have become the key breakthrough points for cement enterprises to enhance their comprehensive strength and market competitiveness.

To this end, China Cement Network will hold the "2023 China Cement Energy Conservation and New Energy Development Conference" in Chongqing on July 6-7, 2023, to jointly explore new ways of energy conservation and consumption reduction in the cement industry from the aspects of energy-saving transformation, photovoltaic, energy storage and other technology applications, green electricity, alternative fuels to replace traditional energy transformation.

After the meeting, we will visit Oriental Hope Chongqing Cement .

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After the reorganization, Xintianshan has clearly defined the strategic goal of building a world-class cement enterprise, and firmly grasped the three tail-warping factors of "cement +, internationalization and double carbon", hoping to surpass the platform period by carefully developing new business.

2023-05-31 11:09:42

The title is "Statistics of Highway Construction Investment from January to June 2025". This is about the statistics of highway construction investment in the first half of 2025, including the data of the whole country and provincial administrative regions, including the cumulative value since the beginning of the year and the cumulative year-on-year situation. In the cumulative year-on-year data, the value of Hainan is more prominent, the values of Liaoning and Shanghai are relatively high, and the value of Jilin is relatively flat. Local data reflect different trends of highway construction investment in different regions.