海螺水泥:加快分布式光伏等新能源产业发展

2023-06-27 11:27:02

截至2022年底,公司在运行光储发电装机容量475兆瓦,2022年全年光储发电2.72亿千瓦时。公司将继续围绕双碳目标任务,加快分布式光伏等新能源产业发展,减少碳排放,降低用电成本,构建清洁能源体系。

6月26日,海螺集团就公司管理、经营效益、绿色发展、光伏发电等问题进行了回答。

1、公司今年有没有计划大规模裁员?西部水泥的股东海螺国际控股有限公司是海螺水泥的子公司吗?

答:当前公司正在积极推动水泥上下游产业链、节能环保、新能源、数字产业发展,公司将按照用工一体化管理原则,合理进行劳动组合分配,以满足公司经营发展之需求。西部水泥股东海螺国际控股(香港)有限公司为本公司之全资子公司。

2、今年利润预测多少?

答:鉴于上市公司信息披露基本原则和管理规定,公司不便告知,请您理解。公司将密切关注行业供需形势,按照市场化运作原则,因时因势实施差异化营销策略,并深挖降本增效潜力,努力提升经营效益。

3、我关注到贵公司对绿色发展方面非常重视,2022年披露了近两年的环保投入与管理费用中环保费项目,很长一段时间内公布了贵公司的环保投入资金总额。请问能提供一下贵公司自2018年至今的环保投入中资本化与费用化的具体金额吗?

答:公司年报及社会责任报告中披露的环保技改投入,包含资本化支出和费用化支出,符合资本化条件的主要计入固定资产、在建工程科目,符合费用化条件的主要计入研发费用或管理费用科目。详情请参阅公司近年来披露的年报及社会责任报告。

4、光伏发电投产了吗?

答:截至2022年底,公司在运行光储发电装机容量475兆瓦,2022年全年光储发电2.72亿千瓦时。公司将继续围绕双碳目标任务,加快分布式光伏等新能源产业发展,减少碳排放,降低用电成本,构建清洁能源体系。

5、目前股息率远大于资金成本,建议董事会考虑私有化退市。或者完全回购H股注销从港交所退市。

答:公司无该计划。

海螺水泥2023一季报显示,公司主营收入313.68亿元,同比上升23.18%;归母净利润25.51亿元,同比下降48.2%;扣非净利润21.55亿元,同比下降52.87%;负债率18.5%,投资收益8910.64万元,财务费用-2.83亿元,毛利率16.5%。

目前,水泥需求下行趋势凸显,能源价格居高不下,成本长期高企,利润不断压缩成为常态,提高能效水平,降低成本压力成为水泥企业提升综合实力与市场竞争力的关键突破点。

中国水泥网将于2023年7月6-7日,在重庆举行“2023中国水泥节能与新能源发展大会”, 从节能改造,光伏、储能等技术应用,绿电、替代燃料替代传统能源转型等方面出发,共同探讨水泥行业节能降耗新途径。

会后将参观东方希望重庆水泥

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Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-11-02 16:34:25

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

According to the China Cement Network Market Data Center, the Pearl River Delta in central and southern Guangdong is planning to continue to push up cement prices by 30-50 yuan/ton around the end of the month, and the Guangxi region is temporarily stable. Cement prices in Hunan and Hubei continued to rise by 30-50 yuan/ton.

2024-10-25 17:23:23

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Zhu Shengli said that Conch, as a leading enterprise in the industry, has been actively practicing the responsibility of large enterprises in recent years, keeping a close eye on the "double carbon" goal, adhering to the green and low-carbon transformation, continuously increasing pollution control, continuously promoting energy conservation and carbon reduction, and further developing circular economy, so as to ensure that the clean production of factories, the development and application of carbon emission reduction technology and the scale of green industry development are at the leading level in the industry.

2024-10-24 10:47:24

According to the statistics of China Cement Network, the annual carbon emissions of the cement industry exceed 1.2 billion tons of standard coal, second only to the power and steel industries, including more than 100 cement enterprise groups with annual carbon emissions exceeding one million tons. In the next stage, with the establishment of the carbon trading market, the cement industry will face unprecedented opportunities and challenges. The introduction of carbon trading mechanism will encourage enterprises to take the initiative to reduce emissions, transform the cost of carbon emissions into economic benefits, and promote the industry to develop in a more environmentally friendly and efficient direction. "Double carbon" is not only a responsibility, but also a cost and benefit.

2024-10-24 09:22:35

Promoted by the "policy combination boxing" of the state adopting mandatory standards to promote the withdrawal of low-quality and low-efficiency production capacity and strengthening the supervision of new and stock projects, cement enterprises are promoting joint restructuring through m & a, equity participation and other forms, curbing new production capacity from the source, reducing and eliminating backward production capacity from the stock, and adjusting the structure. Promote the sustainable development of the industry.

2024-09-26 14:10:42

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

Energy saving and consumption reduction is not only a response to environmental responsibility, but also the only way for the cement industry to break the cocoon and enter high-quality development.

2024-06-20 16:33:57

Recently, Xuancheng Conch Building Photovoltaic Phase II Industrial Park 3.65 MW The successful grid-connection of BIPV power generation project will be the first real zero-carbon or near-zero energy consumption project in Anhui Province, with an annual power generation capacity of 4.5279 million degrees, equivalent to an annual emission reduction of 3749.1 tons of carbon dioxide, saving 1365.16 tons of standard coal, and fully implementing the concept of green, low-carbon and high-quality development of Conch Group.

2024-01-26 13:44:58

水泥行业应认清形势变化,捕捉低碳大势带来的商业模式变革机会。

2023-12-29 15:02:54

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

2023-12-29 14:53:53

难关未过,未来已来。接下来,让我们一起回顾2023年水泥行业热点事件,总结过往,戮力前行。

2023-12-28 11:49:29

此举将进一步推动水泥行业加速新能源化进程。

2023-12-26 15:35:54

新能源在减排方面主要有两个方面可以发力。第一:清洁电力。通过新能源发电,来满足水泥生产过程中用电,间接减排;第二:替代燃料。通过使用新能源燃料替代燃煤,直接减排。从目前技术和商业成熟度看,光伏产业是水泥行业在新能源领域中布局的最重要板块;其次,氢能、生物质能行业方兴未艾,水泥企业亦有涉及,但占比整体较低。

2023-11-03 14:03:46

随着我国“双碳”、“能耗双控”工作的持续推进,水泥行业将加快绿色化、智能化、数字化的转型升级发展。

2023-09-12 09:26:59

海螺、天山、冀东等龙头企业筹备多年,增加相应的刚性投入,加快转型升级,迈入绿色低碳高质量发展阶段。

2023-08-29 08:49:07

小编根据报告内容特整理海螺、天山、华润、华新、天瑞、山水六大企业关于对下半年的工作重点及计划。

2023-08-26 12:45:07

[水泥大数据研究院]水泥产业链指数运行周报(2023.8.11)

2023-08-11 17:17:31

灵活用电、分布式储电是破解风光电消纳难题的重要方式,也是建立稳定可靠的零碳电力系统的关键和重点。

2023-08-10 10:45:01

炎炎夏日,大范围持续高温影响下,全国各省市用电负荷持续走高,对于实体制造业来说,要想在迎峰度夏这一场大“烤”验中取得佳绩。

2023-08-04 16:11:07

目前,水泥行业布局分布式光伏发电、储能等新能源也正处于快速发展阶段,并且越来越多的水泥企业开始入局其中,包括海螺水泥、南方水泥、江西水泥、塔牌水泥等。作为能源消耗大户,水泥行业承担着碳排放的重要使命,正在一步步向着低碳、高效的目标迈进。

2023-07-12 14:47:50

困境之下,寻求水泥行业发展新出路。

2023-07-08 14:37:05

超百家水泥企业已报名前来参会,报名仍在火热持续中

2023-07-03 09:38:39

截至2022年底,公司在运行光储发电装机容量475兆瓦,2022年全年光储发电2.72亿千瓦时。公司将继续围绕双碳目标任务,加快分布式光伏等新能源产业发展,减少碳排放,降低用电成本,构建清洁能源体系。

2023-06-27 11:27:02

6月15日,以“聚焦双碳攻坚 加快转型升级 推动行业绿色低碳高质量发展”为主题的水泥行业大型企业领导人高质量发展峰会在北京金隅集团召开。

2023-06-19 17:15:45

技术是水泥行业永恒的话题,氢能技术的发展影响着水泥行业的现在与未来。

2023-06-19 09:10:19

水泥价格处于低位,但同时煤炭价格高企,企业成本压力巨大,进一步挤压了利润空间,企业生存艰难。

2023-06-16 09:14:02

采用经济、清洁的光伏发电已成为水泥行业摆脱外购电依赖,减少碳排放过程中的重要选项。

2023-06-14 09:29:35

作为能源消耗大户,水泥行业承担着碳排放的重要使命,水泥企业也正在一步步向着低碳、高效的目标迈进。

2023-06-12 13:31:39

2022已经过去,未来水泥可能面临哪些风险,各大企业又将有哪些应对措施?

2023-04-07 09:15:10

对于水泥行业来说2022注定是难以忘记的一年。

2023-01-03 09:36:41

杨军在致辞中表示,海螺集团在做强主业的同时,紧盯“双碳”目标,坚持创新驱动、数智赋能、绿色转型,加速传统产业高端化转型、新兴产业规模化转接、高新技术产业化转化。

2022-12-16 09:20:15

水泥厂里的智慧温室有何不同?

2022-12-15 09:49:43

近年来我国水泥行业紧跟国家减排政策,不断探索绿色低碳的循环经济生产方式,为降低全国碳排量做出了重要贡献。

2022-11-30 16:58:30

由于今年水泥市场需求疲弱,且煤炭等传统能源原料价格高企,水泥企业正将目光投注到新能源领域,以此实现降本增效。

2022-11-10 09:35:31

难能可贵的是,这十年间,水泥行业面对环保转型,也从过去的被动升级到了今天的主动作为,并且实现了质的飞跃。

2022-10-08 09:18:27

据悉该项目投入使用后,年平均发电量可达1443.12 万 kW·h,与相同发电量的火电厂相比,每年可节约标煤约 4617.97 吨,减少二氧化碳排放量12099吨,有效助力发展绿色新经济,赋能乡村经济实力与科技水平稳步增长。

2022-09-22 10:12:05

未来,中国水泥网也将继续与全行业一起,让技术在交流中传播,让思想在沟通中碰撞,推动水泥行业节能环保进程不断加快!

2022-09-02 17:29:56

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

春江水泥把低碳作为节能减排的“牛鼻子”,推进能源结构清洁低碳化,加大节能环保设备投入,深挖节能低碳潜力和空间,推动低碳发展,让绿色成为新动能。

2022-08-24 10:31:50

“全氧燃烧技术”始终秉持全球技术领先的研究目标,以工艺流程再造技术为研究手段,实现水泥行业低碳减碳发展的颠覆性突破。

2022-08-18 16:57:11

科技支撑碳达峰碳中和如何实现?《实施方案》提出了10大行动。

2022-08-18 11:26:49

统筹提出支撑2030年前实现碳达峰目标的科技创新行动和保障举措,并为2060年前实现碳中和目标做好技术研发储备。

2022-08-18 11:10:38

在“限电”、“双碳”政策和煤电价上涨的情况下,采用经济、清洁的光伏发电已成为水泥行业摆脱外购电依赖,减少碳排放过程中的重要选项,为水泥企业提供了开源节流、节能降碳的新发展模式。

2022-08-16 09:31:24

笔者谨对我国水泥工业实现碳中和的战略部署提出五大减碳技术路径,并对其各自可能达到的减碳效果与权重进行了科学推演和测算。

2022-08-15 09:14:24

我国现有水泥熟料生产线近2千条,产能约为20亿吨,2021年实际产量也达到15多亿吨,由煤炭消费产生的直接CO2排放约为3.5亿吨。

2022-08-05 14:17:44

在需求下降、市场态势不甚明朗的当下,水泥行业正在加速洗牌,可以预见只有提升企业综合能力才能在未来的市场竞争中站稳脚跟。

2022-06-24 10:40:50

当下水泥行业头部企业已“冲锋在前”,提高光伏等新能源使用占比,推进低碳绿色循环发展已然是水泥行业的必经之路。

2022-06-23 15:07:45