海螺水泥开展的主业贸易业务均实现盈利，但整体毛利率不高，受近两年由于水泥市场需求下降，市场行情下行影响，公司对贸易业务结构进行了优化调整，减少了毛利率相对较低的水泥熟料贸易业务。
有投资者在投资者互动平台向海螺水泥提问：我想请问一下原料成本中的煤炭是焦煤还是动力煤。因为公司说2022年下半年毛利被压缩有煤炭价格上涨的因素，但动力煤价格基本还是企稳的。另一方面如果贸易业务会影响公司利润，为什么要在2022年下半年提高贸易业务，而2023年中报后又压缩？
海螺水泥9月25日在投资者互动平台表示，公司生产使用的煤炭是动力煤，2022年动力煤价格整体呈现前高后低走势，全年均价同比上涨，总体维持高位，增加水泥生产成本。公司开展的主业贸易业务均实现盈利，但整体毛利率不高，受近两年由于水泥市场需求下降，市场行情下行影响，公司对贸易业务结构进行了优化调整，减少了毛利率相对较低的水泥熟料贸易业务。
海螺水泥日前公布的2023年半年报显示，2023年上半年，海螺水泥42.5级水泥毛利率同比下降7.11个百分点，32.5级水泥毛利率同比下降2.84个百分点，熟料毛利率同比下降13.86个百分点；其中自产品42.5级水泥毛利率、32.5级水泥毛利率、熟料毛利率同比分别下降6.91 个百分点、2.29个百分点、13.99 个百分点。
What is happening in the cement industry?
2024-12-05 07:01:27
What is happening in the cement industry?
2024-11-02 07:01:22
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
What is happening in the cement industry?
2024-09-27 07:01:23
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
During the reporting period, the total net sales volume of cement and clinker of the Group was 128 million tons, representing a year-on-year decrease of 4.94%; the main business income was RMB34.051 billion, representing a year-on-year decrease of 22.12%; the operating cost The comprehensive gross profit margin of products was 22.71%, representing a decrease of 4.10 percentage points as compared with the same period of last year.
2024-08-27 20:40:13
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
The strategy of Chinese cement enterprises to lay out overseas markets has achieved remarkable results. In the future, with the sustained development of overseas business, it will effectively help Chinese cement enterprises to enhance their influence and competitiveness.
2024-04-23 15:23:09
At present, the demand for cement is declining and the market competition is fierce. In the future, the competition of cement enterprises will eventually be the cost competition. We can reduce the cost and increase the efficiency of standard conch cement, so as to occupy a favorable position in the market competition and avoid being eliminated by the market.
2024-03-22 14:06:21
In 2023, Conch Cement realized operating income of 140.999 billion yuan, an increase of 6.8% over the previous year, and net profit attributable to the parent company of 10.43 billion yuan, a decrease of 33.4% over the previous year.
2024-03-20 11:44:45
In principle, the salary range of the president/vice president of the research Institute is between 500000 and 2 million yuan, and the salary range of high-level talents is between 300000 and 1 million yuan.
2024-02-26 13:45:31
Recruitment of Party discipline inspection, personnel administration, electrical, mechanical and other personnel.
2024-01-21 16:39:58
Mainly due to the significant decline in downstream demand, coupled with the recent impact of foreign cement, in order to increase sales, the local leading cement enterprises in Hainan Province lowered the price of cement.
2024-01-13 16:18:16
Cement enterprises are actively transforming to find a new way out. At present, there is still a large market demand in the "Belt and Road" countries. In addition to expanding the upstream and downstream industrial chains and entering the secondary industry, it is also a feasible way to actively expand overseas markets, which is worth pondering by the industry.
2024-01-10 09:38:14
Over the past ten years, Conch Cement has adhered to the new development concept, constructed a new development pattern, closely followed the pulse of the times, seized strategic opportunities, and firmly sailed to the vast new blue sea as a pioneer, drawing a magnificent picture of the high-quality development of the "one belt and one road".
2024-01-03 13:08:45
一着“稳稳落子”，一路“渐渐成势”，一盘“未来可期”，新时代的“驼铃”声清脆悠远，海螺人留在中亚古丝绸之路上的足迹也越来越深。未来，海螺水泥将继续坚定践行共建“一带一路”倡议，当好赓续中乌传统友谊的“使者”，以更高质量发展助力美好“新乌兹”建设。
2023-12-19 09:15:54
据中国水泥网行情数据中心消息，中秋国庆小长假在即，加之浙江地区重要赛事召开，区域一些工地及搅拌站等处于停工状态，市场需求较前期略有下滑。水泥价格方面，上周江浙皖沪等大面积地区水泥价格推涨15-20元/吨，周内局部市场跟进上调20元/吨，华东整体市场报价涨后趋稳运行。
2023-09-28 13:54:12
混凝土企业最新调研纪要；宜城南方7000t/d熟料生产线项目竣工；海螺水泥：减少毛利率相对较低的水泥熟料贸易业务
2023-09-26 13:32:04
海螺水泥开展的主业贸易业务均实现盈利，但整体毛利率不高，受近两年由于水泥市场需求下降，市场行情下行影响，公司对贸易业务结构进行了优化调整，减少了毛利率相对较低的水泥熟料贸易业务。
2023-09-25 11:25:34
据中国水泥网行情数据中心消息，川渝市场水泥价格仍在下跌，贵州铜仁、黔东南主导企业通知复价上调水泥价格20-30元/吨，落实情况待跟踪。
2023-09-22 18:09:33
上半年，全国水泥产量9.53亿吨，全口径同比下降2.4%，产量创下2012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，2023年全行业利润总额164.7亿元，同比下降59.8%。
2023-09-20 13:52:49
公司计划在灵山陆屋临港产业园投资建设年产220万吨绿色建材及配套项目，计划总投资约5亿元，规划厂区用地约150亩，项目一次规划，分两期实施。项目全部达产后，年新增工业产值约8亿元，新增税收约2800万元，新增和带动就业约500人，年消纳工业废渣约60万吨。
2023-09-20 11:50:24
据中国水泥网行情数据消息，受重庆方向低价水泥冲击，四川地区水泥价格继续下调30-50元/吨。云南局部市场周内尝试复价上调30-60元/吨，执行情况有待跟进。
2023-09-01 17:57:44
我国水泥企业加大走出去力度既是实现自身可持续发展的良好契机，又是化解行业产能严重过剩、深度融入国际市场继而引领全球水泥工业的必然选择。
2023-08-31 17:04:49
2023年上半年，海螺水泥实现营业收入654.36亿元，同比增长16.28%，归属于母公司净利润64.68亿元，同比下降34.26%。
2023-08-22 16:39:45
河北省建筑材料工业协会发布全省水泥熟料生产企业开展行业自律错峰生产的工作通知，时间为8月10日到24日，错峰停窑15天。
2023-08-11 17:18:25
《孟子·告子上》云：鱼，我所欲也，熊掌，亦我所欲也，二者不可得兼。海螺水泥要追求稳定的市场份额，同时要提升经营效益，此两者可否兼得？
2023-07-24 16:39:50
在水泥市场疲软的环境下，各大水泥企业纷纷采取行动，加强与上下游的联系，并积极寻找新的合作机会以应对市场的下行压力。
2023-07-17 09:46:58
2022年全国水泥产量21.3亿吨，同比下降10.5%，需求不振下水泥价格高开低走，同时煤炭价格上涨导致水泥企业生产成本高企，行业利润惨遭“膝盖斩”，全年利润降幅近60%，水泥行业发展经历了较为困难的一年。
2023-05-26 09:33:35
他表示，海螺集团将进一步为中铁一局提供优质的产品和服务。希望双方在现有合作的基础上发挥各自优势，不断提升合作层次，拓宽合作领域，实现互惠共赢。
2023-05-23 10:32:40
在一个持续萎缩的市场，任何价格的下行对企业而言意味着短期利润和长期利润均萎缩。当前，企业应在市场份额相对合理的情况下实现效益最大化。
2023-05-18 11:01:41
上周，我们对外发布了2022年中国水泥企业水泥及熟料销量十强榜单。这次榜单，如果扣除贸易部分，十强企业的水泥及熟料总销量是10.8亿吨左右，同比下滑12%，海螺水泥、红狮集团和亚洲水泥降幅在5%~7%，明显低于其他七家企业，华新水泥降幅最大。
2023-05-17 16:23:32
一季度，海螺水泥实现营业收入313.68亿元，同比增长23.18%，而归母净利润仅为25.51亿元，同比大降48.2%，接近腰斩，是什么原因导致二者走势出现背离？
2023-04-27 16:32:43
2023年，本集团计划资本性支出193.18亿元，以自有资金为主，将主要用于项目建设、节能环保技改、并购项目支出等。
2023-04-04 15:24:29
2022年，海螺水泥共实现营业收入1320.22亿元，同比下降21.4%。归属于上市公司股东的净利润为156.61亿元，同比下降52.92%。
2023-03-28 14:16:00
3月27日晚间，海螺水泥公告，报告期内，本集团按中国会计准则编制的营业收入为 1,320.22亿元，较上年同期下降21.40%；归属于上市公司股东的净利润为 156.61亿元，较上年同期下降 52.92%；每股盈利 2.96 元，较上年同期下降 3.32 元/股。
2023-03-27 20:30:03
走出高盈利期后，行业近年面临盈利水平持续下滑，竞争力较弱的水泥产能开始逐步退出市场，多家水泥企业纷纷挂牌出售旗下水泥资产。
2023-03-02 09:16:00
“双碳目标的提出，为我们重新定义了低碳的数字化转型路径与可持续发展的使命愿景。今年1月，集团最新编制的 23 项科技创新重点课题，其中有16项涵盖了节能减排技术、二氧化碳转化应用及低碳技术、绿色新能源技术，海螺正在加速构建绿色低碳循环发展体系。”杨军表示。
2023-02-15 11:45:17
安徽海螺集团有限责任公司围绕水泥生产核心业务， 利用自身长期生产经营过程中积累的生产制造、设备运维和经营管理知识， 基于移动通信网络、数据传感监测、信息交互集成及自适应控制等关键技术， 创新应用了数字化矿山管理系统、专家自动操作系统和智能质量控制系统等涵盖水泥生产全过程的智能化控制及管理系统， 实现了工厂运行自动化、管理可视化、故障预控化、全要素协同化和决策智慧化， 形成了“ 以智能生产为核心” “ 以运行维护做保障” “ 以智慧管理促经营” 的水泥生产智能化模式。
2022-11-12 19:56:18
近日，天山股份、海螺水泥等水泥企业相继发布2022年上半年业绩公告，大部分企业利润出现下滑，甚至有企业出现亏损。
2022-08-30 09:16:48
CEMPI
131.35
-0.11 -0.08%
CONCPI
111.39
-0.90 -0.80%
CLKPI
138.04
-0.10 -0.07%
SPPI
50.90
-0.27 -0.53%
MORPI
80.62
+0.02 +0.02%
Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.
