截止本报告期末，公司拥有熟料产能3.2亿吨，商混产能4.0亿方，骨料产能2.3亿吨。
天山股份3月21日晚间发布年度业绩报告称，2022年营业收入约1325.81亿元，同比减少22.03%；归属于上市公司股东的净利润约45.42亿元，同比减少63.8%；基本每股收益0.5259元，同比减少66.45%。
公告称，公司主营业务为水泥、熟料、商品混凝土和骨料的生产及销售。截止本报告期末，公司拥有熟料产能3.2亿吨，商混产能4.0亿方，骨料产能2.3亿吨。
公司业绩主要来源于水泥、商品混凝土及骨料的生产销售。报告期内，公司骨料产能增加，销量同比大幅增长，毛利率同比微增，效益同比增长；水泥需求大幅下降，价格不断下行，煤电价格同比增长推高制造成本，毛利率同比下滑，效益同比大幅下降；商品混凝土量价齐跌，毛利率同比略降，效益同比下降。公司整体业绩同比大幅下滑。
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
According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.
2024-08-27 11:20:44
In the short term, rigid peak staggering is the only way out for the cement industry. We must accurately stagger the peak and stop at the same time. If it is difficult to start at the same time, we should stop at the same time first. In the long run, further improving the concentration is an effective way to reduce production capacity in the cement industry.
2024-08-23 13:13:52
The vicious competition of "involution" is a game without winners.
2024-08-08 10:38:47
Actively respond to the call of the state to "strengthen industry self-discipline and prevent" involution "vicious competition", and spare no effort to maintain the industry ecology and maintain reasonable profits.
2024-08-06 13:06:52
After listening carefully to the production and operation of Zhejiang Cement and its future development plan, Liu Yan spoke highly of the company's outstanding achievements in three fine management, optimization and upgrading.
2024-06-07 15:15:55
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
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
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
The annual clinker production capacity of the four enterprises is 4.56 million tons, which has a certain impact on the adjustment of the supply-demand relationship in the regional market after the adjustment of the off-peak shutdown time.
2024-04-15 09:55:07
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
Tianshan Stock (000877) released its annual report in 2023, facing the challenges of overcapacity and declining demand in the cement industry, the company's revenue fell by 19.01% to 107.380 billion yuan, with a net profit of 1.965 billion yuan. Nevertheless, the company's total assets increased to 294 billion 722 million yuan, and the asset-liability ratio decreased slightly. Through lean management and technological innovation, the company promotes high-quality development, reduces costs and increases R & D investment. At the same time, Tianshan Stock Company plans to change its name to "Tianshan Material Co., Ltd." To reflect its national layout and industrial chain advantages. Among the difficulties faced by the industry, the upcoming China Cement Industry Summit will discuss the new development trend of the cement industry.
2024-03-27 10:31:17
The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?
2024-03-06 15:32:49
China Resources Building Materials Technology Co., Ltd. held the 2024 Working Conference of "Opening the New Situation" in Guangzhou, Guangdong Province.
2024-03-01 10:13:56
Southwest Xingyi, Guizhou will face difficulties and challenges directly, focus on practicing internal skills, go all out to create pioneers and achievements in a more full state of mind, make steady progress, grasp achievements, and build an iron army to create benefits.
2024-02-27 16:44:15
In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.
2024-01-30 15:32:02
China United Cement Corporation 2024 Working Conference and the Second Session of the Second Workers' Congress was held in Jinan.
2024-01-24 09:10:42
According to the cement network market data center news, affected by the cooling and rain and snow weather, coupled with the approaching Spring Festival, some construction sites have been on holiday, enterprise shipments have decreased, and the market demand in Shaanxi has further weakened. At present, the leading enterprises have no news of raising prices, mostly to stabilize prices.
2024-01-19 14:19:35
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
作为充分竞争的行业，经营者都看重市场份额，公司倡导以“价本利”经营理念，保持整个行业合理的利润水平，使得员工能共享企业发展成果，企业的盈利能更好回报股东和回馈社会，投入升级改造，实现行业的可持续发展、高质量发展。
2023-11-07 16:54:57
按六大区域划分，上市公司在华北、华东以及中南地区水泥营收总体降幅较大。其中，华东和中南地区价格竞争充分，降价风险已基本释放，后续价格存在回升空间，但节奏仍有待观察……
2023-10-30 19:14:58
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
据中国水泥网行情数据中心消息，由于市场需求表现一般，近日新疆库车地区水泥价格松动下滑10-20元/吨，周边阿克苏地区或有同步跟降的可能。
2023-08-10 10:49:27
塔牌集团(002233)8月7日晚披露2023年半年度报告，公司实现营业收入28.71亿元，较上年同期增长了10.72%；实现净利润4.86亿元，较上年同期大幅增长了178.03%；基本每股收益0.42元。
2023-08-08 10:13:17
7月28日晚间，塔牌集团披露的业绩快报显示，上半年，公司实现的归属于上市公司股东的净利润（以下简称“净利润”）4.86亿元，比上年同期增加3亿元。
2023-08-01 09:24:29
更需要思考的是，在错峰生产之外，水泥行业是否能找到更有效的化解产能过剩的路径和方法，毕竟归根到底，超产问题愈演愈烈的背后，错峰生产常态化也是重要推手。
2023-05-29 09:24:26
2022年全国水泥产量21.3亿吨，同比下降10.5%，需求不振下水泥价格高开低走，同时煤炭价格上涨导致水泥企业生产成本高企，行业利润惨遭“膝盖斩”，全年利润降幅近60%，水泥行业发展经历了较为困难的一年。
2023-05-26 09:33:35
2022年，冀东水泥实现营业收入345.44亿元，同比下降4.94%，归属于上市公司股东净利润13.58亿元，同比下降51.69%。
2023-04-25 15:52:22
4月24日，由中国水泥网主办的“中国水泥行业绿色发展高峰论坛暨超洁净排放技术交流大会”在湖南长沙顺利召开。
2023-04-24 17:35:12
当前，我国水泥产能仍然过剩是不争的事实，能源成本高企也同样是企业无法立刻解决的难题。那么，在此背景之下，水泥行业将驶向何方？
2023-04-15 10:42:40
截至4月12日，A股共有14家水泥行业上市公司披露了2022年年报，业绩整体表现不佳。对于2023年市场展望，水泥企业普遍认为，随着下游地产、基建逐步企稳，水泥的需求有望得到提振。
2023-04-13 09:18:31
报告称，2022年，全国原煤产量45.6亿吨，创历史新高；全国规模以上煤炭企业营业收入4.02万亿元，同比增长 19.5%；利润总额1.02万亿元，同比增长44.3%，再创历史新高。
2023-04-04 09:07:41
2023年开年，多地政府陆续下发了省级重点项目建设清单。其中涉及海螺水泥、天山股份、红狮集团、华润水泥、天瑞集团等众多水泥企业。
2023-03-24 09:26:40
在需求大幅下滑背景下，2022年国内水泥市场行情持续低迷。中国水泥网数据显示，去年初至年末，全国水泥价格指数（CEMPI）下跌40点，跌幅超过20%，全年行情“旺季不旺，淡季更淡”。
2023-03-09 09:18:01
CEMPI
115.57
-0.09 -0.08%
CONCPI
112.93
-0.24 -0.21%
CLKPI
116.98
0 0%
SPPI
47.74
-0.06 -0.13%
MORPI
84.00
0 0%
Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.
