海螺回答投资者问 涉及股票、煤炭、营收等问题

What is happening in the cement industry?

2024-09-03 07:01:29

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

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

What is happening in the cement industry?

2024-08-30 07:02:02

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

What is happening in the cement industry?

2024-08-28 07:01:48

In the first half of the year, Tianshan's revenue was 39.699 billion yuan, down 25.72%, with a net loss of 3.414 billion yuan. The main reason for the decline in performance was the sharp drop in cement demand and the decline in gross profit margin caused by the price drop exceeding the cost drop.

2024-08-27 11:52:21

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Tianshan shares in the evening of August 26th issued 2024 semi-annual report, the company achieved operating income of 39.699 billion yuan in the first half of the year, down 25.72%; net loss of 3.414 billion yuan, profit to loss; basic earnings per share -0.394 yuan. During the reporting period, due to the continuous decline in real estate investment and insufficient funds for infrastructure projects, the demand for cement declined significantly. Although the year-on-year decline in coal prices led to a significant reduction in costs, due to the continued low price, the year-on-year decline was greater than cost decline, the gross profit margin declined year-on-year, and the benefits declined significantly year-on-year.

2024-08-27 09:14:28

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

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

On July 10, Tibet Tianlu issued a performance forecast for the half year of 2024. The company expects that the net profit attributable to shareholders of listed companies in the half year of 2024 will be -99 million yuan to -60 million yuan.

2024-07-10 16:34:45

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

Affected by the weak market demand and the sharp drop in the prices of cement and commercial concrete, the gross profit of cement clinker and commercial concrete decreased year on year.

2024-07-08 16:58:52

"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

2024-07-02 10:27:00

Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

2024-07-01 17:06:15

According to the cement network market data center news, cement production costs continue to rise, the southwest part of the market cement price notice increased by 30-50 yuan/ton, the implementation remains to be observed.

2024-06-21 16:16:33

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

According to the data center of China Cement Market, the implementation of the new national standard has increased the cost of cement production. Leading enterprises in most areas have notified to raise the price of cement by 30-50 yuan/ton. Enterprises in Chongqing plan to raise 100-130 yuan/ton on the 8th.

2024-06-07 16:54:53

Accelerate the strategic integration of key markets, focus on Beijing-Tianjin-Hebei, Northeast and Shanxi regions, accelerate the efficiency of regional mergers and reorganizations, enhance market control and voice, and build a new pattern of coordinated development of "Beijing-Tianjin-Hebei + Northeast + Northwest".

2024-06-06 10:00:30

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 2023, Shanshui Cement realized business income of 18.116 billion yuan, down 15.69% year on year, and the net profit attributable to shareholders of listed companies was-884 million yuan, down 217.02% year on year.

2024-05-14 09:59:23

If 40% of alternative fuels are used in cement production, about 100,000 tons of carbon dioxide will be saved for every 1 million tons of clinker produced.

2024-05-10 09:27:37

In 2023, Tianrui Cement realized an operating income of 7.889 billion yuan, a year-on-year decrease of 28.64%; the net profit attributable to shareholders of listed companies was -634 million yuan, a year-on-year decrease of 241.27%..

2024-05-07 16:04:50

According to the market data of China Cement Network, the market demand in Beijing and Inner Mongolia has increased slightly, and the quotation of enterprises is temporarily stable.

2024-04-12 17:16:37

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

2024-04-03 13:58:22

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

Tianshan Stock (000877. SZ) released its annual report for 2023, which showed that the company's operating income was 107.38 billion yuan, a decrease of 19.01% compared with the previous year, and the net profit attributable to shareholders of listed companies was 1.965 billion yuan, a decrease of 56.74% compared with the previous year. Affected by the weakening of market demand and the decline of sales price, the gross profit margin and profit of the company's cement, commercial concrete and aggregate business have declined. Although aggregate sales increased by 23.55% year on year, the overall performance declined sharply. The company's operating conditions are in line with the development trend of the industry, and the sales of cement, clinker and commercial mixing have declined. The company announced a cash dividend of 1.14 yuan per 10 shares.

2024-03-26 22:03:47

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

In 2023, the Company achieved a 1,763 cement sales volume of 0.16 million tons, a decrease of 3.46% compared with the same period last year; achieved a clinker sales volume of 888,000 tons, basically the same as the same period last year; achieved an operating income of 5.535 billion yuan, a decrease of 8.29% compared with the same period last year; The total profit and net profit attributable to shareholders of listed companies were 976 million yuan and 742 million yuan respectively, up 155.95% and 178.55% respectively from the same period last year.

2024-02-29 08:57:35

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

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

For the cement market in 2024, Tapai Group said that from the relevant data, the inflection point of cement demand has been downward, the demand for cement in 2024 mainly depends on the pace of recovery of real estate, and the competition in the regional cement market also depends on the off-peak production of cement industry in various regions this year.

2024-01-24 09:50:06

Tapai Group issued a performance forecast on January 23, predicting that the net profit attributable to shareholders of listed companies in 2023 will be 666 million yuan to 799 million yuan, an increase of 150% to 200% over the same period last year.

2024-01-23 16:38:01

The Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Education, the Ministry of Finance, the People's Bank of China, the General Administration of Taxation, the General Administration of Financial Supervision and the China Securities Regulatory Commission recently jointly issued the Guiding Opinions on Accelerating the Transformation and Upgrading of Traditional Manufacturing Industries.

2024-01-03 11:28:39

煤炭是水泥生产过程中的主要燃料，其成本占到水泥熟料成本的50%~55%，煤价的波动对水泥成本有着直接的影响，特别是在需求走低的情况下，成本的控制尤为重要。

2023-12-15 09:16:08

据中国水泥网行情数据中心消息，1日起陕西地区熟料生产线企业开始执行错峰停窑，预计持续到2024年3月。此外，据悉近期新疆克州、喀什、塔城地区水泥价格松动下滑20-40元/吨，具体情况有待跟踪。

2023-12-08 16:24:09

广东、江西水泥价格上涨；中材建设海外新签一熟料生产线项目；阎晓峰：水泥行业已实现碳达峰，进入碳中和阶段

2023-12-08 13:44:15

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。

2023-11-29 18:41:40

11月3日，广西壮族自治区工业和信息化厅发布了《关于印发广西壮族自治区工业领域碳达峰实施方案的通知》。

2023-11-21 10:22:49

除了对水泥市场布局进行战略收缩外，对企业来说，多种手段控制生产、经营成本成为生存下去的关键。

2023-11-16 09:25:53

公司回答表示，目前有多个项目正在推进中。公司坚持做强做优水泥主业，实施有效的投资策略。按照可优化产业布局和产能结构、协同价值突出等基本原则进行并购，构建公司高质量发展产业体系。

2023-11-14 10:35:05

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，近期华东地区市场需求弱稳运行，企业出货量一般。山东地区再次推涨水泥价格20元/吨，受此影响江苏徐州地区也尝试上调10元/吨。浙江金衢地区受江西涨价带动上调水泥价格20元/吨。此外周内安徽、福建等地涨后价格暂稳运行。

2023-11-03 16:42:45

错峰停窑时间太长，各企业库存本来就不多，现在的需求又比较好，销量比较好的企业现在可能已经出现供不应求的情况。

2023-11-03 15:49:12