海螺水泥:2022年以来,市场份额稳步回升

2023-10-25 10:10:33

2022年以来,公司通过强化市场建设,因时因势差异施策,市场份额稳步回升;后期,公司将持续抓好生产经营,坚持既定的经营策略,在稳定市场份额的基础上,努力提升经营效益,同时实施精准有效投资,强化创新驱动,推进低碳绿色循环发展,持续为广大股东创造价值。后续如有股份回购计划将及时履行披露义务。

10月24日,海螺水泥在互动平台回答多个投资者提问,具体如下:

1

问:请问海螺已跌破每股净资产这么多,且公司账面近千亿现金,为什么不拿出100亿资金进行回购呢,彰显公司发展信心,盼复!

海螺水泥:受宏观因素影响,近两年水泥需求下滑,板块整体表现疲弱。公司持有存量资金的目的主要是用于企业的可持续、高质量发展,当前公司正在加快产业转型发展,以有效投资为导向,做强水泥主业及上下游产业链,推动环保、新能源和数字产业发展,在产业发展方面仍有一定的资金需求。公司后续如有股份回购计划将及时履行披露义务。

2

问:公司在恒大等地产公司是否存在应收账款,具体规模是多少,公司是否计提了减值准备?

海螺水泥:公司应收账款不涉及恒大等地产企业。公司目前应收账款余额合理、风险可控。后续公司将持续加强应收账款的管控,防范资金风险。

3

问:港股海螺环保估值极低,固废处理直接与公司生产挂钩,公司有没有考虑将港股的海螺环保私有化,或者回A股上市?

海螺水泥:公司将进一步发挥资源整合和产业融合效应,在保障海螺环保充分自主经营权的情况下,支持海螺环保做大做优做强。

4

问:公司上半年海外市场贡献利润多少?公司产线主要在南方,公司提出提升市场份额战略,为什么还不采取联营,收购等手段发展湖北,河南,河北等中部省份?

海螺水泥:上半年公司持续加大海外市场拓展力度,加强生产运行管理,海外项目运营质量进一步提升,海外项目的销量、经营性利润、EBITDA等经营指标同比均实现不同幅度增长。在国内水泥主业发展方面,公司将按照“有市场、有资源、有回报”的并购标准,本着增强市场控制力,着眼构筑企业长期竞争力,在行业集中度低、空白市场等区域,择机并购优质项目。

5

问:请问公司在通过电解方法生产水泥的技术上是否有研究和储备?对于电解方法生产水泥的技术革新有何看法?

海螺水泥:据了解,目前电解方法生产水泥技术仅处于实验室研究阶段,技术成果转化及产品验证等预计需要较长周期,公司将持续关注相关进展。

6

问:请问一下贵司对于我国特大城市城中村改造项目,是否已经制订了相应的计划进而参与呢?

海螺水泥:公司将持续加强市场建设,发挥优势,拓展各渠道的增量项目,努力提升产品销量。

7

问:在上一次问题中,您回复说应收账款不包含几大头部民营房企,但请问应收票据里几大头部民营房企的金额有多少?是否考虑过提前承兑?是否出现过提前无法承兑?水泥价格其实已经筑底,公司的市场份额有提升到多少了,有回到13.5%以上了吗?最后,从汇金到央企,都有提振国企估值的意愿和动作,海螺是否考虑过拿出一小部分钱来回购股票,从而侧面提升海螺品牌和形象?

海螺水泥:目前公司应收票据主要为银行承兑汇票,承兑人主要是银行,不涉及房地产企业;公司收取票据时会对出票人及承兑银行信用状况进行严格审查,确保风险可控。2022年以来,公司通过强化市场建设,因时因势差异施策,市场份额稳步回升;后期,公司将持续抓好生产经营,坚持既定的经营策略,在稳定市场份额的基础上,努力提升经营效益,同时实施精准有效投资,强化创新驱动,推进低碳绿色循环发展,持续为广大股东创造价值。后续如有股份回购计划将及时履行披露义务。

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Correlation

As Dong Shihong said, "Carbon is the future". At the intersection of history and future, Shijing Science and Technology, with low carbon as its pen, helps the cement industry to depict a harmonious picture of green mountains, green waters and industrial prosperity, and casts a hard backbone of sustainable development in the blending of grey and green.

2024-11-04 09:35:58

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

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

Wanbei Cement "High Temperature and Low Dust SCR Dust and Nitrate Integration" project adopts the international advanced SCR denitrification technology, combines with the innovative technology of high temperature and low dust, and reduces the dust concentration to less than 10 mg/Nm ³ by setting a high temperature metal bag filter in front of the SCR reactor, which effectively solves the problem of high dust content in the flue gas at the end of the cement furnace. Clean gas enters the catalyst reaction layer to ensure that the catalyst operates in a high-temperature micro-dust state, thereby realizing the integrated continuous removal of dust and nitrate.

2024-09-08 16:24:20

The company will pay close attention to the macroeconomic situation and industrial policies, optimize the strategic layout, promote the "vertical integration" expansion of the industrial chain, and build the ecological chain of the building materials industry. The company will deepen its main business, widely use digital intelligence technology and green technology, and promote the optimization and upgrading of the cement industry chain; Expand the industrial layout to promote the healthy development of the industry from the strategic height, expand the layout of the commercial concrete industry around the core areas, and further enhance the market influence and discourse power; precisely supplement the chain, combine the company's resource endowment, Industrial base, cultivate related diversified industries, and cultivate the second growth curve.

2024-08-28 11:00:03

On July 20, 2021, the Ministry of Industry and Information Technology issued a notice on the implementation measures of capacity replacement in the cement and glass industry. The revised Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry will come into effect on August 1, 2021.

2024-07-24 12:08:35

Shangfeng Cement has unique advantages in cost control, operational efficiency and industrial structure. Through efforts to improve its own capabilities and competitiveness, Shangfeng Cement has won the recognition of investors and shareholders through a series of practical actions to improve quality and efficiency, and promoted the comprehensive value of the company.

2024-07-19 09:35:56

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

Bataibin explained in detail the current situation of denitrification technology in domestic cement industry from the aspects of the necessity of denitrification, the research of Nox, the discussion of out-of-stock technology and the selection of out-of-stock technology.

2024-06-20 09:10:15

The Implementation Plan for Promoting Equipment Renewal in the Industrial Field aims to expand effective investment, promote technological transformation and upgrading of manufacturing industry, and realize digital transformation and green upgrading through large-scale equipment renewal. The plan puts forward four key tasks: the implementation of advanced equipment renewal action, digital transformation action, green equipment promotion action and intrinsic safety level promotion action. Increase fiscal and taxation support, strengthen standard guidance, strengthen financial support and factor guarantee as safeguard measures. The goal is to increase the investment scale of industrial equipment by more than 25% by 2027 compared with 2023, increase the popularization rate and the coverage rate of digital transformation, and improve the level of environmental protection and safety.

2024-04-10 09:26:17

Xinjiang Tianfeng Investment Co., Ltd., a wholly-owned subsidiary of Shangfeng Building Materials, intends to acquire 100% equity of Xinjiang Bohai Cement Co., Ltd.

2024-04-03 10:07:10

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

According to China Cement Network Market Data Center, the market demand in Jiangsu has recovered recently, and some major manufacturers in Yancheng have pushed up the price of cement by 10 yuan/ton since the 14th.

2024-03-15 16:03:55

By 2030, the green low-carbon transformation of manufacturing industry has achieved remarkable results, the overall level of green development of traditional industries has risen, the industrial structure and layout have been significantly optimized, the proportion of green low-carbon energy utilization has been significantly increased, the level of comprehensive utilization of resources has been steadily improved, the intensity of pollutants and carbon emissions has been significantly reduced, the total amount of carbon emissions has reached a peak, and the green growth of emerging industries has been achieved. The scale and quality have been further improved, the proportion of green low-carbon industries has been significantly increased, new forms of green integration have emerged, the basic capacity of green development has been greatly improved, the competitiveness of green low-carbon has been further enhanced, and green development has become a solid foundation for promoting new industrialization.

2024-03-01 11:48:58

Focus on reducing cement clinker production capacity in areas where limestone resources are scarce and air quality is poor, and support clinker production enterprises to carry out layout outside the province and transfer to key construction areas determined by the province. We will further study and implement the integrated withdrawal plan for cement clinker production lines with a capacity of 2500 tons per day or less.

2024-01-26 14:20:19

When the reference oxygen content of the cement kiln and the waste heat utilization system at the kiln tail is 10%, the hourly average emission concentrations of particulate matter, sulfur dioxide, nitrogen oxides and ammonia are not higher than 10, 35, 50 and 8 mg/m3 respectively.

2024-01-15 09:15:17

The Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Education, the Ministry of Finance, the People's Bank of China, the General Administration of Taxation, the General Administration of Financial Supervision and the China Securities Regulatory Commission recently jointly issued the Guiding Opinions on Accelerating the Transformation and Upgrading of Traditional Manufacturing Industries.

2024-01-03 11:28:39

Recently, the Guizhou Provincial Department of Industry and Information Technology released the performance of ecological environment protection of the Guizhou Provincial Department of Industry and Information Technology in 2023.

2024-01-01 10:29:33

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

重庆、甘肃、江苏徐州水泥价格推涨。多地市场监管局发现多批次水泥产品质量不合格。东方希望丰都水泥3200t/d熟料生产线投产。青松建化投资2亿余元掀起“智”造热潮。四川水泥企业提升价格维持工厂运转。

2023-11-24 13:18:57

11月3日,广西壮族自治区工业和信息化厅发布了《关于印发广西壮族自治区工业领域碳达峰实施方案的通知》。

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2023-11-13 14:11:28

据中国水泥网行情数据中心消息,广东地区市场需求销量上升,本地企业周内再次通知上调水泥价格20元/吨,广西局部市场价格亦有20-30元/吨上调。两湖市场前期持续上调后,相对平稳。

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2023-11-09 16:40:21

前三季度全国累计水泥产量创近13年以来同期最低,预计行业利润同比降幅仍达60%左右,企业亏损面扩大。

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2023-11-03 14:03:46

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2023-11-02 10:56:17

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2023-10-27 17:47:58

2022年以来,公司通过强化市场建设,因时因势差异施策,市场份额稳步回升;后期,公司将持续抓好生产经营,坚持既定的经营策略,在稳定市场份额的基础上,努力提升经营效益,同时实施精准有效投资,强化创新驱动,推进低碳绿色循环发展,持续为广大股东创造价值。后续如有股份回购计划将及时履行披露义务。

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2023-10-17 11:47:24

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2023-10-16 17:37:17

塔牌集团在接受机构调研时表示:“接下来的四季度为南方地区的传统水泥销售旺季,我们预判水泥销售形势将有所改善。”

2023-10-12 09:56:28

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2023-10-09 16:01:14

“本轮价格推涨落实情况有待观察。”中国水泥网分析认为,目前水泥终端需求有所好转,加之煤价上涨,企业成本增加,预计本周水泥价格或将小幅上涨。

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2023-09-12 09:26:59

“水泥行业的寒冬尚未过去,市场需求下行的颓势依然在延续,作为一家多年来专注于水泥产业的企业,面对未来,我们唯有继续走在勇于改革、大胆创新的路上,不断前行。”何坤皇说。

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2023-09-05 09:54:55

今年以来,中国经济处在回稳复苏和产业升级的关键期,中央经济工作会议提出“稳增长是今年宏观政策的首要任务”。建材行业是国民经济和社会发展的重要基础产业,是关乎工业经济平稳运行的重要领域。

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2023-08-30 13:35:50

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

2023年上半年,陕西省的固定资产投资和基础建设投资的增速均下降,省市重点建设项目有所增长,陕西省暂无新增熟料生产线投产,供给方面保持稳定。

2023-08-25 13:23:45

推动企业绿能核减政策实施,研究推动水泥行业纳入全国碳排放权交易市场。

2023-08-25 11:19:41

新天山水泥董事会秘书、总法律顾问李雪芹宣读了新天山水泥董事会决议,选举刘燕为董事长,聘任何小龙为副总裁。

2023-08-25 10:03:35

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建材行业,项目年捕集利用与封存量不低于 10 万吨。

2023-08-23 14:20:34

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2023-08-23 13:31:23

拥有一条4500t/d熟料水泥生产线及9MW低温余热发电系统、年产200万吨水泥粉磨生产线、年产100万吨废弃石灰石综合利用生产线以及年产60万方商品混凝土生产线,是江西水泥第三家水泥+企业。

2023-08-18 11:21:32

下半年水泥市场主要看市场需求复苏情况、错峰生产执行情况及各企业成本管控水平。

2023-08-09 14:02:52

在保证水泥产品质量的前提下,推广高固废掺量的低碳水泥生产技术,引导水泥企业使用非碳酸盐原料制水泥。推进水泥窑协同处置垃圾衍生可燃物。

2023-08-03 17:33:19