Shangfeng Cement: This year, the output of cement and clinker has increased to a certain extent compared with the same period last year

Shangfeng Cement (000672) recently received an institutional survey and said that the company's newly built Duan New Dry Cement Clinker Production Line with a daily output of 5000 tons in Guangxi had been ignited and put into operation in the second half of last year. The new dry process cement clinker production line with a daily output of 4000 tons in Duyun, Guizhou is expected to be completed and put into operation in the first half of this year, and the output of cement and clinker this year will increase to a certain extent compared with last year. At present, the company still exports some clinker, and continuing to optimize the product structure and solve the problems of kiln and mill matching will also be one of the company's priorities in recent years.

In addition, Shangfeng Cement also said that the company's overall expectations for market recovery this year are relatively cautious and optimistic. On the policy side, the epidemic situation of Class B has ended, and with the gradual implementation of planned investment and special debt, infrastructure projects will form a physical workload; on the demand side, combined with the steady increase of the company's recent shipments in East China, the prices of cement and clinker have increased slightly, and the prosperity is gradually warming up; On the supply side, in addition to the policy of capacity reduction and replacement, the policies of energy consumption control and environmental protection emission under the background of double carbon are still being strengthened. Since last year, the implementation of peak staggering production policies in various regions has been in place.