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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On October 28, 2024, General Secretary Xi Jinping, presiding over the 17th collective study of the Political Bureau of the CPC Central Committee on building a strong cultural country, stressed that we should anchor the strategic goal of building a strong cultural country in 2035, adhere to the fundamental guiding ideology of Marxism, root in the broad and profound Chinese civilization, and conform to the trend of information technology development. The socialist culture with Chinese characteristics in the new era with strong ideological leadership, spiritual cohesion, value appeal and international influence will constantly strengthen the people's spiritual strength and lay a solid cultural foundation for the construction of a strong country and national rejuvenation. China Cement Association Corporate Culture Seminar 2024

2024-11-28 13:24:22

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

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》。

2023-11-21 10:22:49

目前,西藏自治区仍处在基础设施建设的高峰期,水泥需求端支撑力度尚可,但考虑到前期产能增长,行业供应压力仍存,市场行情取决于实际产能释放情况……

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。

2023-11-10 16:48:00

近日,新疆建材行业协会率新疆电石渣制水泥企业相关负责人赴宁夏和内蒙古自治区水泥协会、重点电石渣制水泥企业考察学习。

2023-11-09 16:40:21

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。

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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

共建“一带一路”倡议的提出,开创了世界合作共赢的新模式,为全球发展繁荣注入新动力,极大增进了各国民生福祉。而被誉为中国水泥工业摇篮的华新水泥股份有限公司,承担起行业共建“一带一路”开路先锋的重任,大胆探索、稳步推进,取得实打实、沉甸甸的成就。

2023-10-16 17:37:17

虽然水泥需求总体是趋于大幅下降,但是水泥作为主要的基础建筑材料,在我们工业化、城镇化、现代化建设中发挥了重要作用,社会需要它,百姓需要它。我们应该对行业发展抱有正面的看法和态度,只要积极推进转型升级和创新发展,就一定可以更好融入和推动经济社会发展。

2023-10-09 16:01:14

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2023-09-12 09:26:59

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2023-08-29 08:49:07

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2023-08-25 13:23:45

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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

在建材行业受地产需求下滑等因素影响导致市场疲弱、产品售价下跌、收入效益普降的形势下,上峰主产品产销仍保持稳定坚韧增长,经营毛利率等效率指标持续领先,尤其产业链延伸翼及新经济股权投资翼的稳健发力及投资收益贡献为对冲建材主业景气下行、实现高质量均衡成长起到重要支撑作用。

2023-08-23 17:13:23

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

8月22日,工业和信息化部等四部门关于印发《新产业标准化领航工程实施方案(2023─2035年)》的通知。

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

7月13日,德州市人民政府关于印发德州市碳达峰工作方案的通知。

2023-07-14 16:26:35

水泥窑协同处置危废局限性大、风险高、干扰市场健康发展等一系列问题。

2023-07-04 10:14:24

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2023-07-03 11:30:04

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2023-06-28 11:47:39

赤峰山水远航水泥有限公司作为山水集团大型水泥熟料基地和全链条发展根据地之一,致力打造智能化、绿色化、新型化生产线,目前骨料生产线建设已完成并达到预定可投产状态。

2023-06-09 09:31:16

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。

2023-06-07 09:26:07

随着我国水泥行业的发展逐渐步入瓶颈期,企业盈利能力开始承压。水泥企业都在积极适应市场变化,不断调整经营策略,积极行动,培育新的利润增长点,提高企业的盈利能力和业绩表现。

2023-06-07 09:21:35

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.