冀东水泥多个并购项目正在推进中

2023-11-14 10:35:05

公司回答表示,目前有多个项目正在推进中。公司坚持做强做优水泥主业,实施有效的投资策略。按照可优化产业布局和产能结构、协同价值突出等基本原则进行并购,构建公司高质量发展产业体系。

近日,有投资者向冀东水泥提问,在需求走弱和双碳背景下,水泥行业将迎来整合窗口期,公司有没有并购优质项目的想法,有没有合适的项目处在推进中?公司回答表示,目前有多个项目正在推进中。公司坚持做强做优水泥主业,实施有效的投资策略。按照可优化产业布局和产能结构、协同价值突出等基本原则进行并购,构建公司高质量发展产业体系。

据悉,日前,国家市场监督管理总局反垄断执法二司发布了2023年10月23日-10月29日无条件批准经营者集中案件列表,唐山冀东水泥股份有限公司收购陕西秦汉恒盛新型建材科技股份有限公司股权案在列。

资料显示,陕西秦汉恒盛新型建材科技股份有限公司经营范围为:商品混凝土、管桩制品、干粉砂浆及混凝土外加剂的生产、销售及检验检测;包装材料、建筑材料、实验室设备的研发与销售及检验检测;普通货物运输、管桩运输、商品混凝土运输。

2022年底,冀东水泥与天山股份共同投资设立辽宁金中水泥集团有限公司。近期冀东水泥表示,辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

辽宁金中水泥集团有限公司经营范围:熟料、水泥、商品混凝土和骨料的销售;煤炭、建筑 材料、矿粉、五金、机械设备、电子产品、化工产品、耐火材料的销 售;招标与投标服务;普通货运;技术服务。

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Ren Qianjin, Secretary of the Board of Directors of Jidong Cement, said that in the first half of 2024, the company completed the acquisition of building materials in China and Africa, achieving zero breakthrough in overseas layout, and the operation of Mamba Cement in South Africa from January to September 2024 was in good condition, in line with expectations. With the Beijing-Tianjin-Hebei region as the core, North China as the whole, Northeast and Northwest as the wings, the company realized 106 million tons of mine reserve increase in the first half of the year through horizontal integration such as capacity replacement, merger and reorganization, resource reserve increase and vertical integration such as optimal allocation of internal resources, extension of industrial chain and reconstruction of industrial system. The reorganization and integration of the Northeast region has also been accelerated.

2024-10-15 16:04:22

Industry insiders said that the merger and reorganization of the cement industry is the only way to transform and upgrade the industry and achieve high-quality development. At present, the problem of overcapacity in China's cement industry is prominent, which seriously affects the overall efficiency and sustainable development of the industry. Through mergers and reorganizations, we can effectively eliminate backward production capacity, optimize the industrial layout, improve industry concentration, and make room for the healthy development of the industry.

2024-09-29 14:32:32

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

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

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

On August 10, Ningxia Building Materials announced that it would terminate the exchange of shares to absorb and merge China Construction Information and issue shares to no more than 35 specific investors, including China Building Materials, to raise matching funds. At the end of January this year, the Shanghai Stock Exchange issued an audit decision on terminating the absorption and merger of building materials in Ningxia and the sale of major assets and raising matching funds. However, Ningxia Building Materials failed to fully explain the basis for the absence of significant uncertainty in the collection of accounts receivable of China Construction Information and the related favorable impact of the transaction on the company.

2024-08-16 10:15:40

Northeast China is implementing the policy of off-peak kiln shutdown in August according to the established plan. In this context, cement manufacturers have no plans to further raise prices, so the market quotation remains stable. However, the demand for cement in Liaoning has been reduced due to frequent precipitation in the rainy season recently. Although the cement price of large factories is still at a high level, the overall demand is low, which may have a volatile impact on future prices.

2024-08-09 16:45:29

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

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 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

What should the cement industry do? When communicating with China Cement Network, a leading figure in the industry said that in order to solve the current overcapacity of cement, the only way is to play and rely on the market mechanism and let the market play a decisive role in the allocation of resources. Survival of the fittest, let the inefficient cement enterprises withdraw in time. Instead of using planned economy thinking, it mainly relies on administrative means, which limits the play of superior enterprises.

2024-02-25 11:34:00

Jidong Cement said it would select suitable assets for acquisition according to the annual investment plan to meet the strategic plan. At the same time, the company will cope with the risk of declining cement demand through product innovation and service upgrading, and strive to achieve a steady increase in market share on the premise of ensuring compliance.

2024-02-23 10:18:53

At present, the contradiction of excess cement production capacity is still prominent, the demand for cement will show a downward trend in the future, and the industry will enter a deep adjustment period characterized by reduction, differentiation and integration.

2024-02-21 09:58:23

上海、四川水泥市场价格下跌;机制砂石价格弱稳运行。海螺、华润等水泥企业拟入选2023年5G工厂名录。冀东水泥有多个项目正在推进中。天山水泥以4413.2万元竞得新疆叶城县水泥用石灰岩矿采矿权。推行机器人清库技术杜绝安全事故。

2023-11-14 14:44:23

公司回答表示,目前有多个项目正在推进中。公司坚持做强做优水泥主业,实施有效的投资策略。按照可优化产业布局和产能结构、协同价值突出等基本原则进行并购,构建公司高质量发展产业体系。

2023-11-14 10:35:05

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

2023年上半年,国内经济呈现弱复苏态势,恢复乏力。基建投资为水泥需求提供了重要支撑但增长空间有限,房地产主要经济指标均较上年同期出现大幅下降,水泥市场呈现“需求疲软、市场收缩、库存高企、存量竞争加剧、效益下滑”的运行特征。

2023-08-29 15:04:00

近日,新天山、冀东、葛洲坝水泥等企业相继发布2023年下半年工作计划。

2023-08-07 09:26:38

面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

煤炭价格下降能降低公司的成本,但是难以全部弥补水泥价格下降对公司利润的影响。

2023-06-01 09:46:27

水泥价格的持续下降虽然对于水泥公司有很大冲击,但同时也会让整个行业的收购兼并及整合加速进行。

2023-05-31 09:11:37

近年来,随着水泥行业的竞争加剧和环保压力的增大,许多水泥企业开始“抛弃”低效资产,以提高生产效率和降低环保成本。

2023-05-16 09:46:34

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

2022已经过去,未来水泥可能面临哪些风险,各大企业又将有哪些应对措施?

2023-04-07 09:15:10

2023年预计:需求总体持平、略有改善。

2023-04-03 09:52:18

天山股份、海螺水泥、冀东水泥、华新水泥、华润水泥5家水泥龙头企业相继发布2022年公司年度报告

2023-03-30 09:36:08

在需求急剧下降的背景下,水泥行业内焦外困。水泥行业如何重振雄风?水泥企业下一步如何生存与发展?围绕这两个议题,与会嘉宾进行了热烈探讨。

2023-03-14 23:17:32

近日,河北一水泥企业表示:“错峰生产仍是目前抑制产能过剩最有效的方法。”

2023-02-15 21:17:32

2022年全国共有至少70条骨料生产线投产,新增年产能近4.3亿吨,拟建项目至少293个,总产能超过11亿吨,砂石骨料业务以其广阔市场和可观利润成为企业进行产业链拓展的最佳选择。

2023-02-03 09:07:31

对于水泥行业来说2022注定是难以忘记的一年。

2023-01-03 09:36:41

进入“十四五”以来,海螺水泥在A股市场依然动作不断。

2022-12-27 09:13:51

寻找新的收入增长极,打造拥有完整产业规模的企业“航空母舰” 。

2022-12-04 14:47:33

一边主动储备现金,一边在二级市场套现融资,后续或能看见海螺水泥更多大手笔布局。

2022-11-17 09:16:28

改革开放后,我国工作重心转移到经济建设上来,水泥工业得以蓬勃发展,水泥产量也急速攀升。1982年我国水泥总量达到1.36亿吨,一跃成为世界水泥产量排名第一的国家。

2022-10-24 10:33:18

过去的十年,伴随着经济结构调整的深化,水泥行业经历过低谷也创造过辉煌。历经十年磨炼,在供给侧结构性改革持续推动下,国内水泥行业无论是在产业结构优化,还是落后产能淘汰,又或是海外市场拓展等方面都取得了令人瞩目的发展成就。

2022-10-08 09:17:54

据不完全统计,目前A股主板和港股上市公司具有骨料业务的公司约有22家,其中披露具体骨料收入的上市公司有13家。

2022-09-28 10:09:04

2022年上半年,行业中营收出现下滑的企业近7成,平均变动幅度超过23%,归属净利润同比下降的企业数量达到22家。

2022-09-09 09:23:42

近日,天山股份、海螺水泥等水泥企业相继发布2022年上半年业绩公告,大部分企业利润出现下滑,甚至有企业出现亏损。

2022-08-30 09:16:48

水泥行业自去年上演收并购大潮之后,进入2022年,这种兼并重组的势头似乎更盛。

2022-07-15 09:05:35

水泥行业“一哥”海螺水泥加快产业转型步伐,以应对行业天花板。

2022-06-06 10:05:31

姜德义2015年7月1日接任金隅集团党委书记、董事长,并带领金隅集团与冀东集团完成重组,实施大刀阔斧的体制机制改革,率先实现金隅集团整体上市,打造出首都国企改革新样本。

2022-06-02 17:36:06

水泥行业自去年上演收并购大潮之后,进入2022年,这种兼并重组的势头似乎更胜。

2022-05-30 09:13:07

以水泥行业为代表的重要工业企业,始终将减污降碳作为全年发展的着力点,全力推进绿色转型升级。

2022-04-22 11:26:50

面对巨大的行业压力,各大水泥企业这两年纷纷开始抢抓机遇,加大投资力度,加快推进项目建设,完善市场布局。

2022-04-22 10:15:02

金隅集团表示,2022年主要经济目标实现营业收入1200亿元。

2022-04-13 14:01:33

整体来看,由于能源价格上涨、环保治理投入增加,加之技术升级投入、并购重组等因素的影响,水泥成本呈现上升态势,进而整体抬升水泥价格,高成本、高价格或成水泥行业新常态!

2022-04-11 10:01:50

本次增持或出于海螺集团或海螺系内的整体战略考量。

2022-04-11 09:11:35

2022年冀东水泥计划全年实现营业收入380亿元。

2022-04-07 11:40:59

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.