On October 9, BBMG released a record of investor relations activities. Among them, the contribution of infrastructure and real estate to cement demand in the first half of the year, the operation of aggregate business in the first half of the year, whether the merger and acquisition of cement business will be accelerated, and the current storage location of cement and clinker are answered.
The details are as follows:
1. What is the contribution of infrastructure and real estate to cement demand in the first half of the year? In the first half of
this year, there was little change in the composition of cement demand in the company's market, with infrastructure accounting for the largest proportion, accounting for about 50%; real estate and rural markets each accounted for a quarter.
2. How was the aggregate business in the first half of the year?
In the first half of the year, the aggregate sales volume of the Company was 15.95 million tons, representing a year-on-year increase of 15.41%; the sales revenue was RMB589 million, representing a year-on-year increase of 11.81%; the gross profit margin of aggregate was 47.91%, representing a year-on-year decrease of 7.27 percentage points, and the gross profit per ton decreased slightly due to a slight increase in cost.
3. In the first half of the year, the price of coal has fallen. How good is it for the cost of cement? In the first half of
2023, the cost per unit of cement and clinker of the company decreased by 30 yuan, on the one hand, the price of coal decreased year on year, on the other hand, there were factors that increased fuel substitution, which comprehensively affected the cost of fuel decreased by 14 yuan.
4. Will it accelerate the merger and acquisition of cement business? According to the "14th Five-Year" development plan,
the company will focus on the strategic framework of "main cement industry + digital economy, new environmental protection and new energy", coordinate the industrial layout and spatial layout, promote the optimization and adjustment of industrial structure and the extension and development of industrial chain with high quality, so as to further consolidate its dominant position in the core and key regions.
5. What has the company done in terms of double carbon?
Jinyu Group adheres to the guidance of Xi Jinping's ecological civilization thought, implements the new development concept, actively responds to the national strategic goal of "carbon peak, carbon neutralization", and promotes the green transformation of the industry. Specifically, firstly, the Company deeply participated in the research on dual-carbon policies and standards of the cement industry, and accelerated the construction of the dual-carbon management system of the Company; secondly, the Company focused on the promotion of energy-saving and consumption-reducing technological transformation with the upgrading of key equipment as the core, and the comprehensive and step-by-step energy consumption continued to decline; thirdly, the construction of new energy projects made breakthroughs, and the proportion of renewable energy power consumption increased significantly; Fourthly, the low-carbon new products represented by high-activity Belite cement have achieved industrial trial production, and Beishui Company has made important progress in the construction of CO2 capture and utilization project in the complex flue gas environment of 100000 tons/year cement kiln co-disposal waste; Fifth, six enterprises (Bishan, Jiangjin, Hechuan, Zhenxing, Beishui and Liushui) participated in the local carbon markets in Beijing, Tianjin and Chongqing, with a performance rate of 100%.
6. What is the current cement and clinker storage location?
At present, the overall storage location is 6-7%, showing obvious regional imbalance characteristics.
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