[Today's Hot Review] War! Profit decline, look at Conch, Huaxin, Red Lion, China Resources to break the situation!

In the last video, we combed the performance forecast of the major cement listed companies in 2022, and the profit decline was very serious. One sentence describes the situation of the cement industry last year, probably that "the demand is low throughout the year, the peak season is not prosperous, and the off-season is weaker".

We should know that making money is the ultimate goal of enterprises. After all, enterprises that do not make money can only be abandoned by the times. Under the

dark clouds, what are the ways for cement enterprises to break the situation?

Conch Cement : expand the main cement industry and vigorously develop the new energy industry. In 2022, Conch Cement completed 69 photovoltaic projects and other energy storage pilot projects, with an additional installed capacity of 272.3MW, and built the industry's first "zero purchased electricity" and "all green electricity" cement plant. With the orderly progress of these capacity projects, a number of new industrial clusters are rapidly forming.

Hongshi Group: Construct the dual main business pattern of "cement + polysilicon": based on the main business of cement, enter the photovoltaic polysilicon industry.

Shangfeng Cement : Steady development of "one main body and two wings". Deeply cultivate the main cement industry, focus on environmental protection business, optimize and extend the aggregate industry chain, and vigorously develop the new energy sector of optical storage.

Huaxin Cement : Layout of industrial chain projects such as sand and aggregate.

China Resources Cement: Vigorously develop high-end aggregate business and break through silicon-based new material projects.

BBMG Group: Vigorously develop the new material industry and achieve the goal of "10 billion" new materials.

Generally speaking, while steadily developing the main cement industry, we should actively lay out new industries, open up new business tracks and seize new opportunities for development. In 2023, the leading cement enterprises are full of energy.

So, what kind of performance breakthroughs can these innovative tracks bring to leading enterprises?

Let's wait and see!