Recently, Shangfeng Cement has answered questions such as how to anticipate the overall market situation this year, the current shipment volume of major bases, and the situation of aggregate projects.
1. How does the company anticipate the overall market situation this year?
Answer: With the gradual implementation of domestic investment and consumption policies, infrastructure construction projects have formed a physical workload, and the real estate industry has bottomed out and rebounded. Although there is still some pressure, it is believed that the overall market situation is expected to be better this year.
2. What is the current shipment volume of the main bases?
Answer: Since the Spring Festival, the shipment volume in East China has steadily increased, and has now returned to more than 80% of the normal level. The shipment volume in Southwest China has also returned to 60% of the normal level. The sales volume in Northwest Ningxia and other bases has gradually increased at the beginning of the month.
3. What is the extent of cost optimization and savings for new production bases such as Guangxi?
Answer: At present, the most advanced and mature technologies in the industry will be adopted for the projects under construction and new production of the company. The follow-up company will also carry out technological upgrading according to the actual situation. The new production line will not only optimize the energy consumption, environmental protection and other indicators, but also significantly reduce the comprehensive operating costs. The application of information technology, industrial Internet of Things, digital energy and other technologies will further improve the efficiency and quality of production line operation.
4. How is the construction progress of Guizhou Duyun Project? Progress of overseas investment projects?
Answer: Guizhou Duyun Project is planned to be put into production in the first half of this year. For the overseas investment project in Uzbekistan, the company has adjusted the plan and cooperated with Conch. The project plans to build a new dry process cement clinker production line with a daily output of 6500 tons and a supporting 9 MW waste heat power generation system. It is currently under construction and is expected to be put into operation in the second half of 2023.
5. Situation and expected target output of the aggregate project of the Company?
Answer: The aggregate business is one of the key extended businesses of the Company. At present, the annual production capacity has been increased to about 20 million tons, and the future goal is to expand the annual production capacity to 30 million tons. The new production capacity is mainly concentrated in East China and Southwest China . The company will start the construction of related projects as appropriate.
6. What are the main cost advantages of the company?
Answer: Strengthening fine management and continuously reducing production costs have always been the basic work of the company's daily operation and management. Whether it is to improve the efficiency of production and operation through technological transformation, or to save energy and reduce coal consumption and power consumption indicators, they have been integrated into the company's production and operation management activities and the staff's usual work consciousness; Detailed assessment management, catching up with each other among production bases and monthly business analysis meetings all make the company's cost control continue to improve, which has certain advantages.
7. The company's progress in the field of new energy and its impact on the main business?
Answer: In the first half of 2022, the company cooperated with Sunshine New Energy to set up a platform company, Shangfeng Sunshine New Energy, and set up a professional technical and operational management team, mainly for the application scenarios of the cement building materials industry, to promote the integration of light and storage projects. At present, Tongling Shangfeng 1600 KW surface photovoltaic project and Taizhou Shangfeng 400 KW roof photovoltaic project have successfully passed the acceptance of grid-connected power generation. The two projects can generate about 2.4 million degrees of electricity annually and reduce carbon dioxide by about 2,400 tons annually. In addition, photovoltaic projects in other production bases have been in progress, and the successive operation of photovoltaic series projects will open a new chapter for Shangfeng to practice low-carbon development.
8. In terms of equity investment in the new economy, the company has invested in some semiconductors before. How does the company consider and evaluate the project opportunities?
Answer: On the one hand, the company's investment in semiconductor and other new economic equity investment is the need for sustainable development to balance the cyclical fluctuations of the main industry, but also the need to promote the transformation, upgrading and high-quality development of the main industry; It not only responds to the call of the Party and the state for enterprises to innovate and develop, but also lays a good foundation for the company to enhance its business strategic thinking and cultivate a sustainable development talent mechanism team in the new economic era. Under the principle of "three strict" internal control, the company's new economic investment cooperates with the investment and research team with many years of professional experience, strictly controls the quota (500 million yuan per year), strictly controls the scope (semiconductor, energy storage, new energy, new materials), strictly controls the process (professional due diligence and investment management and withdrawal risk control mechanism), and strictly selects the leading enterprises in the subdivision field for investment. From the existing investment results, the company's investment in the semiconductor industry has gradually formed an industrial chain, from upstream design to intermediate wafer manufacturing, and then to downstream sealing and testing, all of which have the layout of leading enterprises. The main investment projects, such as Hefei Jinghe, Guangzhou Yuexin and Hefei Changxin Storage, have a good momentum of development. The IPO review and registration of Hefei Jinghe Kechuang Board have been completed and will be issued soon. The equity investment wing of the new economy has begun to take shape. With the gradual withdrawal of the project from the capital market, the withdrawal income of each project in the future will contribute better investment income to balance the fluctuation of the main business cycle.
9. How much coal does the company purchase every year? The main source of procurement?
Answer: Each base of the company purchases about 2 million tons of coal every year. Due to the regional differences of the company's bases, the purchasing sources are different. The bases in Xinjiang, Inner Mongolia and Ningxia in the northwest region are close to the main coal producing areas, and the purchasing price is slightly lower. The purchase prices in East China and Southwest China are relatively high. The Company reduced the coal consumption per unit product by improving the coal-saving and consumption-reducing process. At the same time, the Company tried to alleviate the cost pressure by expanding the coal procurement channels, signing supply guarantee agreements with long-term cooperative suppliers, flexibly adjusting the inventory and settlement methods, and matching the use of different types of coal, thus basically ensuring the overall stability of production and operation; In the long run, the company's low-carbon development action plan will take a series of measures to further reduce the use of traditional coal fuels.
China Cement Network will hold "2023 China Cement Industry Summit" in Hangzhou on March 15-16, when the national cement and related industry colleagues will gather together to discuss the future trend of the cement market, please pay attention.
For more information about the conference, please call the 18958090092
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