水泥经济50人论坛|华新水泥副总裁杨宏兵:行业利润增长必须要做到去产能、控产量

2023-03-21 09:26:21

要解决水泥行业盈利不佳的问题,杨宏兵认为,要做到去产能和控产量。

2022年水泥价格震荡走低,水泥产量也创下近年新低,同时由于煤炭均价达到历史高位,水泥行业利润大幅萎缩。华新水泥去年国内的产销量同比明显下滑。

“从2016年至今,错峰生产效果越来越差。生产线产能没有按原产能进行生产,许多企业都在提产导致产量不断提升。”华新水泥副总裁杨宏兵在3月14日召开的“水泥经济50人”论坛上指出,错峰生产效果不佳是影响水泥行业利润水平的重要因素。

要解决水泥行业盈利不佳的问题,杨宏兵认为,要做到去产能和控产量。

从长期角度来看,必须要做到去产能。杨宏兵呼吁,各企业要遵从能效水平等政策,无效产能、僵尸产能、高排放产能等要尽快淘汰。

短期来看,如何控制产量是关键。各省都有各自的错峰生产计划,各水泥企业要严格遵守天数限制,根据工信部公告的产能来生产,不能超产。同时,高耗能的生产线产量应该适当减少,低耗能生产线的产量可以酌情增加。

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According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

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 the first half of 2024, Huaxin Cement achieved good results overseas. Huaxin said that the improvement of aggregate and overseas cement sales and performance has become an important support for stabilizing the company's performance. It is understood that overseas development is one of the four major development strategies of Huaxin Cement. In the second half of the year, Huaxin said it would be aggressive and further expand its overseas market. Li Yeqing said that in the future, Huaxin Cement may have production lines in 25 or more countries.

2024-09-04 10:31:12

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

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

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

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

In such a cold winter, should we narrow the battle line.

2024-07-16 14:11:29

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

2024-07-02 10:27:00

Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

2024-07-01 17:06:15

According to the market data of China Cement Net, the price of cement in Beijing, Tianjin and Hebei is facing pressure in summer, and the implementation of the plan to shut down kilns in Hebei in July is to be observed; the demand in Shanxi is weak, and the implementation of pushing up is to be observed; the market in Inner Mongolia is relatively stable.

2024-06-28 15:38:08

According to the cement network market data center news, the Ningxia region failed to push up on the 14th, and the overall performance of the rest of the market was relatively stable.

2024-06-28 15:33:36

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-06-28 15:27:41

Conch Cement said it planned to seek overseas expansion opportunities in Africa, Latin America and the Middle East to balance the impact of falling domestic demand.

2024-05-31 11:12:47

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

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

How is the cement industry in Hubei? Faced with the current situation, what are the views of cement enterprises in the region?

2024-05-23 13:38:17

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

China Cement Network Market Data Center News, the recent rise in raw material prices in central and southern China, the rise in cement production costs, the local market in Guangdong and Guangxi cement prices increased by 15 yuan/ton, the implementation remains to be observed. Prices in the two lakes, Henan and other markets fluctuated little during the week.

2024-05-17 17:17:38

In the future, Huaxin Cement will continue to take green development as the core, continue to increase investment in pollution reduction, carbon reduction, energy saving and consumption reduction, promote the national "double carbon" work with practical actions, and provide Huaxin samples for traditional industrial enterprises to practice the road of green sustainable development.

2024-05-16 10:58:59

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

On April 28, Huaxin Cement Co., Ltd. released the first quarter report of 2024.

2024-04-29 10:25:40

The strategy of Chinese cement enterprises to lay out overseas markets has achieved remarkable results. In the future, with the sustained development of overseas business, it will effectively help Chinese cement enterprises to enhance their influence and competitiveness.

2024-04-23 15:23:09

In 2023, the performance of Huaxin Cement stabilized and rebounded, with operating income of 33.757 billion yuan, an increase of 10.79% over the same period last year..

2024-04-23 11:18:01

According to the data of China Cement Network, the overall market is weak, with prices falling by 15-40 yuan/ton in central and southern Hebei and north of Jinzhong.

2024-04-19 15:34:55

On April 18, the sixth general meeting of the seventh session of Hubei Cement Industry Association and the annual meeting of cement enterprises in the whole province were successfully held in Yichang, Hubei Province. The theme of this conference is "overcome the difficulties together, concentrate on moving forward, and work together to promote the rational return of the value of Hubei cement industry".

2024-04-19 09:30:08

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 the downward cycle of demand, price is the basis of share and sales volume. The price of sacrifice can be compared with the cost reduction. If the cost is reduced by 20 yuan and the price is reduced by 100 yuan, can the benefit recover?

2024-04-16 09:26:17

In 2024, our goal is very clear. Huaxin never takes sales volume as our assessment and pursuit. We will adhere to the concept of "profit is the goal, price (income) is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.

2024-04-15 16:34:59

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

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

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

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

Tapai Group mentioned in Guotai Junan's research and exchange that the cement market demand recovered slowly after the Spring Festival this year, and the shipment rate did not reach the same period last year, but it is increasing day by day. The company has set a net profit target of more than 600 million yuan in 2024, and will strive to meet the challenges of declining demand for cement and intensified competition.

2024-03-22 09:50:12

Although the current "Belt and Road" countries still have a large market demand, they should also be alert to the hidden risks and challenges. Cement enterprises should not only learn to recognize gold, but also guard against dangerous reefs on the seabed.

2024-03-21 17:31:55

From the perspective of the main direction of going to sea, China's cement enterprises focus on the layout of Southeast Asia, Central Asia and other countries along the Belt and Road; from the perspective of the route of going to sea, most enterprises mainly build their own production lines.

2024-03-19 16:34:55

At present, the international political and economic situation is complex and changeable, which has a great impact on the cement industry. Cement enterprises, especially many member enterprises from emerging countries, still have to face such issues as "how to attach equal importance to social responsibility and shareholder returns, how to balance sustainable development and short-term survival, and how to coordinate overcapacity and transformation and upgrading".

2024-03-11 09:38:39

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

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

2024-01-31 09:04:18

Top Ten Forecasts of Cement Industry in 2024

2024-01-23 09:17:18

The second phase of the project, which started construction on July 26, 2022, is the first new dry-process clinker cement production line independently built by Huaxin in Africa, using the world's most advanced production technology and equipment.

2024-01-16 09:45:20

Cement enterprises are actively transforming to find a new way out. At present, there is still a large market demand in the "Belt and Road" countries. In addition to expanding the upstream and downstream industrial chains and entering the secondary industry, it is also a feasible way to actively expand overseas markets, which is worth pondering by the industry.

2024-01-10 09:38:14

When the input and output of transformation can not achieve the normal rate of return on investment, whether to take a step back and consider transformation may succeed in "jumping the gun" on the new track and break a new world.

2024-01-09 15:46:28

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