Sinoma International disclosed the communication with investors on July 18, details of which are as follows:
1. Please briefly introduce the production and operation
of the Company in 2022 A: From January to March 2022, the Company achieved an operating income of 8.730 billion. The net profit attributable to the parent company was 479 million, up 5% year-on-year. During the reporting period, the total amount of new contracts signed by the Company was approximately RMB8.8 billion, representing a decrease of 16% as compared with the same period last year. Affected by the energy assessment, epidemic control, weak cement production and sales volume and price in the first quarter, the domestic new orders signed by the Company were not satisfactory, and the overseas business was relatively stable. By the end of March 2022, the company's effective carry-over contract value was 51 billion yuan, which provided a strong guarantee for the company's sustainable and stable development.
2. Intelligence has become a major trend in the development of the cement industry. How can company give full play to its advantages to carry out digital intelligence business?
Answer: With the implementation of the policy of "carbon peak and carbon neutralization" and the deepening of the transformation of "three modernizations" in the cement industry, the future production lines should meet the standards of "high-end, intelligent and green", and the capacity replacement and intelligent transformation of the old lines will become the trend. The implementation and application of intelligent technology can greatly improve working conditions, reduce manual intervention in production lines, reduce energy consumption and emission indicators, improve the controllability of production process, improve product quality , and bring better economic benefits to owners. The operating cost of the intelligent manufacturing demonstration production line built by the
company has been significantly reduced , and the demonstration effect is remarkable. Huaikan Southern Intelligent Cement Factory was selected as the industrial Internet pilot demonstration project list of the Ministry of Industry and Information Technology in 2021, Yunnan Yimen Dachunshu Cement Clinker Production Line Project with a daily output of 4000 tons was awarded the first batch of intelligent manufacturing benchmarking projects in Yunnan Province, and Wuzhong Horse Racing was selected as the intelligent manufacturing demonstration factory in 2021. By the end of 2021, the company has completed 122 intelligent cement plant projects, including 25 new intelligent factories and 97 factories with intelligent upgrading and transformation. At present, the company intends to integrate internal related business and personnel, unify the digital platform, and enable the company's business development.
3． How does the company view the market space of the domestic cement engineering industry?
Answer: The demand brought by "double high", intelligence and "double carbon" is relatively sufficient. The new version of "Cement Unit Product Energy Consumption Limit" will be implemented in November this year. In 2025, the benchmark capacity of the cement industry will exceed 30%, and the clinker capacity below the energy efficiency benchmark level will be basically cleared. It puts forward higher requirements and strict timetable for the comprehensive energy consumption and coal consumption of cement production, and the energy-saving transformation of the cement industry will be speeded up in an all-round way. In particular, the demand for "double high" technological transformation is relatively concentrated at present.
In addition, domestic capacity replacement projects are relatively adequate, and it is expected that by the end of the 14th Five-Year Plan, there will still be a certain demand for new construction.
4. What judgments and countermeasures does the company have for the overseas cement engineering industry?
A: Overseas markets should be divided into different regions. We are still optimistic about the long-term growth of developing countries, considering the per capita cement volume and other indicators, Africa is still an incremental market in the long run.
In developed countries, there are more stock opportunities. Statistics show that in addition to China, there are about 2400 cement clinker production lines in operation in the world, of which 700 are non-new dry process lines, and the remaining 1700 are new dry process lines, of which about 1000 are over 20 years old, and 400 are located in European and American countries with high pressure of carbon emission reduction. The old line has a large market space for technical transformation, but it needs to develop personalized technical solutions according to different projects, and the requirements for the company are also very high.
In the stock market, the core role of technological transformation business technology and equipment is more obvious. EPC can be said to be engineering-driven equipment. Technological transformation is mainly to further promote equipment-driven engineering. The company's main process indicators have reached the world's leading level, and the core technology and equipment level will continue to be upgraded in the future; On the other hand, regardless of technological transformation or operation and maintenance, the demand for digitalization will increase significantly, and the company has competitive advantages such as mature intelligent factory R & D implementation team and core competence of intelligent factory construction.
5. Development trend
of the Company's cement operation and maintenance services Answer: At present, the Company's cement production line operation and maintenance services are mainly implemented overseas. There are many new cement production lines in Africa, the Middle East and other regions, and the local owners have weak management experience and technical force, so there is a large demand for technical services such as cement production line operation and maintenance. In 2021, the new contract value of cement production line operation and maintenance services was about 800 million yuan.
The company believes that the rapid development of new technologies such as digitalization will bring new demands for operation and maintenance business, and at the same time, increasing the market share of cement technology and equipment will also drive operation and maintenance services. The company will further increase the proportion of operation and maintenance services by virtue of its digital, intelligent, green cement technology and international advantages.
6. What plans does the company have for the reform of state-owned enterprises and the reorganization of assets?
Answer: We believe that the main goal of the reform of state-owned enterprises is to improve the market-oriented mechanism, enhance the internal vitality of enterprises and improve efficiency. In the future, the company will continue to focus on governance, employment and incentive mechanisms, focus on key points, make up for shortcomings, strengths and weaknesses, further stimulate vitality and achieve high-quality development.
In terms of asset restructuring, both China National Building Material Group and China National Building Material Co., Ltd. made a commitment in the last asset restructuring of the company's engineering business that they would properly promote the integration of related businesses within three years after the completion of the asset restructuring of the engineering business to solve the problem of competition in the field of cement equipment. If there is any progress, the company will fulfill the obligation of information disclosure according to the regulations.
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