Yunnan cement prices are mixed, how much is the net profit of Conch Cement, Huaxin Cement and other enterprises in the first half of the year?

1. The price of cement in Kunming and Yuxi areas of Yunnan fell back

. After the leading enterprises in the two areas notified to raise the price of cement by 30-50 yuan/ton in the first ten days, some enterprises did not implement it, and the rest of the enterprises fell back in the middle of the year. At present, the cement prices of most enterprises have fallen back to the level before the rise, and a few of the same industry are still on the sidelines. 2

. The price of cement in Dali, Lijiang and Diqing areas of Yunnan was raised from 18

to 19 days, and the leading enterprises in Dali and Lijiang areas raised the price of cement by 30-50 yuan/ton, with the mainstream increase of 30 yuan/ton. In addition, on the 19th, leading enterprises in Diqing region notified an increase in cement prices by 30 yuan/ton.

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1.  Guess what the net profit of Conch Cement, Huaxin Cement and other enterprises will be in the first half of the year?

Organizations speculate that the profit of Conch Cement in the first half of the year is around 8 billion yuan. Some insiders believe that the overall situation of the industry this year is grim. The net profit of Conch Cement in the first half of the year is below 5 billion yuan. However, some people speculate that Conch Cement, as the "gold sucking brother" of the cement industry, will still outperform the market by a large margin in the first half of the year, approaching 10 billion yuan.

2. Ministry of Industry and Information Technology: In the first half of the year, the revenue of green building materials increased by 20%

compared with the same period last year. This year, the Ministry of Industry and Information Technology and other six departments continued to promote the activities of green building materials going to the countryside, and the number of pilot areas increased to 12. In the first half of the year, the revenue of green building materials exceeded 100 billion yuan, an increase of more than 20% over the same period last year, and the sales of e-commerce platforms reached nearly 2 billion yuan, an increase of 27%.

3. Announcement

of List of Green Cement Factories in Shandong Province Zibo Shuangfeng Shanshui, Weifang Shanshui, Shandong Luzhu, Dongping Zhonglian, Weihai Shanshui and Leling Shanshui were proposed to be included in the list of green factories; Jidong Cement (Yantai) was selected as a green supply chain management enterprise.

4.

On July 17, the Gansu Provincial Department of Industry and Information Technology issued the Announcement on the Merger and Relocation Plan of the Circular Economy Industrial Construction Project of Longnan Qilianshan Cement Co., Ltd. Longnan Qilianshan Cement Co., Ltd. intends to merge and relocate a 5000t/d cement clinker production line, with the planned ignition time of June 2025 and the replacement ratio of 1:1.