新天山、海螺、华新又有大动作!

2023-06-29 10:19:18

在如此严峻的市场背景下,水泥企业纷纷采取积极行动,扩展海外市场、整合内部资源、发展新业务等成为水泥企业应对市场下行的重要手段。此外,加强与上下游的联系,不断寻找新的合作机会,也是目前水泥企业正在做的事。

近期,国内水泥市场持续低迷。

受需求疲软、库存高企以及市场竞争加剧等多方面因素的影响,水泥价格持续下跌,甚至在部分地区跌破成本线。

6月即将收官,市场淡季特征比较明显,需求仍在走弱。在如此严峻的市场背景下,水泥企业纷纷采取积极行动,扩展海外市场、整合内部资源、发展新业务等成为水泥企业应对市场下行的重要手段。此外,加强与上下游的联系,不断寻找新的合作机会,也是目前水泥企业正在做的事。

据不完全统计,近1个月内水泥企业动作不断,其中包含新天山水泥、海螺集团、华新水泥、山水集团等头部企业。

这些措施将有助于企业降低风险、提升竞争力,并为水泥行业的可持续发展注入新的活力。

华新水泥拟2.3亿美元收购南非水泥生产制造商

华新水泥6月28日发布公告称,全资子公司华新(香港)国际控股有限公司与INTERCEMENT TRADING INVERSIONES签署股份买卖协定,拟收购Natal Portland Cement Company(Pty)Ltd.100%股权,基于企业价值为2.650亿美元,总代价约为2.316亿美元。

Natal Portland Cement Company(Pty)Ltd.,系南非当地注册的水泥生产制造商,同时持有南非及莫桑比克业务板块。其中南非业务板块拥有Simuma,Durban和Newcastle三家水泥工厂,为南非KwaZulu-Natal省第一大水泥生产商,主要产品包括水泥、混凝土和骨料,水泥产能约180万吨/年。

据了解,这已是华新水泥在海外布局的第10个和第11个国家,至此,华新水泥的海外工厂数量达到19个。

天山股份拟以增资方式收购宁夏赛马51%控股权

天山股份6月27日晚间公告,公司拟以现金27.18亿元增资方式收购宁夏建材集团股份有限公司旗下整合了水泥等相关业务子公司控股权及商标等资产的宁夏赛马水泥有限公司51%的控股权。

此次收购若成功实施,将有效解决公司与宁夏建材在水泥板块相关业务的同业竞争问题,公司产能规模进一步增加,优化在西部的区域布局,有利于进一步促进公司高质量发展。

芜湖市政府、海螺集团与海通证券签署战略合作协议

6月27日,安徽省芜湖市人民政府、海螺集团与海通证券战略合作协议签约暨安徽海螺海通工业互联网母基金合伙协议签约活动举行。

此外,海螺资本、海螺水泥、海通开元、芜湖建投、芜湖新马、芜湖振业、宁波商毅七家企业共同签署工业互联网母基金合伙协议。

该母基金是安徽省国资委主导并推动相关省属企业发起设立的“6+1”基金体系中的一支,将聚焦工业互联网领域相关子基金和项目,推动工业互联网创新发展,促进数字经济与实体经济深度融合,赋能各行业数字化转型。

中国西部水泥与中铁二十局签订框架合作协议

6月27日,在中铁二十局董事长、党委书记雷位冰,中国西部水泥有限公司董事局主席张继民的共同见证下,中铁二十局与西部水泥签订了框架合作协议。

张继民表示,西部水泥愿与中铁二十局携手在“一带一路”建设中加深合作,实现与中非基金公司、中信保陕西分公司等多方的互利共赢、长远发展。

中联水泥与中建八局签署战略合作协议

6月26日,中建八局与中国联合水泥集团战略合作协议签约仪式在上海举行。

中联水泥总裁王克东表示,中建八局与中国联合水泥集团合作已久,合作业务量及市场范围从无到有、从小到大,逐步形成战略层级的合作关系。中国联合水泥集团希望与中建八局本着互惠互利的原则,进一步拓展各方面的交流合作,促进双方经营工作的同时,为国家经济社会发展发挥央企作用。

峨胜水泥与眉山市城交建公司签约战略合作协议

近日,四川眉山市城交建公司与峨胜水泥集团战略合作签约仪式在峨胜水泥集团会议室举行。

峨胜水泥集团董事长、总经理熊建华表示,市城交建公司作为眉山市属国投集团旗下的骨干企业,业务涵盖城市开发与建设、交通基础设施建设、城市运营与服务、教育体育服务和产业投资等多个领域,希望峨胜水泥集团与市城交建公司加强双方优势互补,在互利共赢的基础上,积极构建合作发展的新平台、新机制,进一步拓展更多领域的产业契合点和效益增长点,以实际行动构建现代产业体系,为四川优势产业高质量发展注入新的生机与活力。

山水集团与中国铁物签署战略合作协议

6月6日,山水集团与中国铁路物资股份有限公司(简称中国铁物)举行战略合作签约仪式。

根据协议,双方将在产品供应与服务、重点工程、物流运营平台搭建、信息共享等方面展开深度合作。

天山水泥与中国铁物签订《战略合作协议》

6月3日,中铁物资发布公告,近日,中国铁物与新疆天山水泥股份有限公司签署《战略合作协议》。双方拟围绕产品供应与服务、重点工程合作、合作搭建物流运营平台等方面开展合作,通过政策互通、联合规划、产业合作、共同开发等方式实现优势互补、深度合作、互利共赢。

金隅集团与河北高速集团签订战略合作协议

6月2日,金隅集团与河北高速集团在北京环球贸易中心举行战略合作协议签约仪式。

此次签订战略合作协议,将推动金隅集团与河北高速集团进一步深化产业对接,携手在京津冀协同发展和高标准高质量建设雄安新区中树立京冀两地国企合作新标杆。

当前水泥行业行情低迷、产能过剩局面依旧严峻。供需失衡的格局下,单一的产业结构已无法支撑企业立足当前复杂的市场形势,节能减碳、降本增效、产业转型升级、优化资产配置、增强核心竞争力才能维持水泥行业健康长远发展。

2023年7月6-7日,中国水泥网将在重庆举行“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预热器“5级改6级”节能示范线、蒸汽拖动风机节能项目等。

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Correlation

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

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

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

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

A person in the industry said that the main reason for the low comprehensive energy consumption per unit product of Huaxin cement clinker is the use of alternative fuels, which also shows that alternative fuels can indeed save energy and reduce consumption by a large margin.

2024-05-16 09:22:44

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.

2024-04-19 15:53:19

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..

2024-04-03 13:45:12

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.

2024-03-28 21:39:54

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

Under the support of the "one belt and one way" initiative, Chinese enterprises are still facing great opportunities to go out.

2024-02-21 09:05:11

After years of efforts, a large number of garden-style factories and orchard-style factories have emerged in the cement industry. The proportion of cement industry in the list of "green factories" evaluated by the Ministry of Industry and Information Technology every year has been very high. The cement industry has been reborn as a whole, taking off the hat of traditional polluters, digesting a large number of industrial waste residues and becoming a society. It has become an important chain in the circular economy.

2024-02-04 16:36:24

Opening up a new track has become the same choice for many cement enterprises.

2024-01-31 09:04:18

CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.

2024-01-03 11:33:34

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

新年第一天,水泥行业万众期待的“2023中国水泥熟料产能百强榜”震撼发布,这是中国水泥网连续第20年发布该榜单。

2023-12-31 13:25:20

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

中国水泥网召开“第五届中国水泥智能化高峰论坛”。

2023-12-06 10:28:44

2023年11月29日,中国建筑材料联合会召开六届理事会四次会议。

2023-12-01 10:39:25

对于未来发展,多家水泥企业明确表示,商混仍是布局的重点之一。

2023-12-01 09:16:40

水泥企业聚焦数字化、智能化转型,练好内功、提升自身综合竞争力的同时,亦对外部市场环境颇为关注。

2023-12-01 09:16:04

11月29日,由中国水泥网主办的“第五届中国水泥智能化高峰论坛”在浙江杭州隆重召开。

2023-11-29 18:41:40

据中国水泥网行情数据中心消息,本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等,河南地区水泥价格回落20元/吨左右,两广整体行情相对平稳。

2023-11-24 17:45:05

打造无废城市,让水泥厂成为城市伴生产业逐渐变成越来越多水泥企业的共识。

2023-11-23 13:55:55

水泥市场发展已经进入瓶颈期,水泥企业已经开始“另寻出路”,砂石骨料成为水泥企业一个重要的增长极。

2023-11-23 10:20:52

前三季度,全国水泥产量14.95亿吨,全口径同比下降4.32%,产量创下近13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,水泥企业亏损面超一半。

2023-11-10 16:40:41

总的来看,市场涨价氛围浓厚。至于此次价格上涨原因,上述市场人士均表示,进入传统旺季,尽管下游需求仍显疲软,但受原燃材料价格上涨影响,叠加错峰生产,全国水泥价格保持上行。

2023-10-10 09:17:16

据中国水泥网行情数据中心消息,前期水泥价格长期低位运行,企业涨价意愿强烈。周内湖南、湖北、河南等地区企业推涨水泥价格20-30元/吨。其中部分市场连续推涨两轮,累计通知涨幅40-50元/吨,执行待观察。两广市场竞争激烈,局部区域水泥价格仍在走低。

2023-09-28 16:13:06

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

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

中材国际上半年利润稳步提升;尖峰集团净利润同比下降22.74%;重庆一4960t/d水泥熟料生产线搬迁项目完成

2023-08-31 13:11:21

四川成都及周边市场水泥价格再次下调; 1.纳入全国碳排放市场在即!海螺、天山、冀东等水泥企业超前部署 2.[评论]提高政治站位 建材稳增长 水泥行业应打头阵! 3.海螺水泥拟接手管理台泥两家公司! 4.[中报点评]华新水泥:海外市场拉动水泥需求,“水泥+”业务持续发力

2023-08-29 13:30:29

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

据中国水泥网行情数据消息,河南省内主导企业再次通知上调水泥价格30元/吨

2023-08-25 17:19:42

中国的水泥产能存在结构性、区域性过剩问题。即便是行业龙头,海螺水泥的经营压力也很大。

2023-08-23 10:59:03

下半年,由于内生动力不足,房地产市场短期内难以有大的改观,水泥市场需求仍将低位徘徊。

2023-08-22 09:12:02

广东惠州博罗县:7月水泥、混凝土等价格整体下行; 1. 国家水泥质量检验检测中心发布表彰名单! 2. 成交价格2815万元!3200t/d熟料生产线成功拍出 3. 天津水泥院签约5000t/d熟料生产线项目 4. 铁海联运!广西水泥熟料运输增添新路线

2023-08-17 13:35:39

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.