金隅集团:冀东水泥业绩下滑受市场需求偏弱影响

2023-11-14 16:57:31

冀东水泥是公司水泥业务唯一的运营平台,今年受市场需求偏弱影响,北方地区产能发挥率不足,核心区域市场水泥价格持续走低,虽然成本下有所降但是不足以弥补价格下降带来的不利影响,由此带来业绩下滑。

11月14日,金隅集团在投资者互动平台表示,冀东水泥是公司水泥业务唯一的运营平台,今年受市场需求偏弱影响,北方地区产能发挥率不足,核心区域市场水泥价格持续走低,虽然成本下有所降但是不足以弥补价格下降带来的不利影响,由此带来业绩下滑。

日前,冀东水泥发布2023年前三季度报告。报告显示,冀东水泥营业收入223.44亿元,同比减少18.31%。归属于上市公司股东的净亏损3.22亿元。

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In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

According to the data center of China Cement Market, many places in Yunnan have tried to push up again recently, and prices in some parts of Sichuan have fallen.

2025-04-14 15:55:31

According to China Cement Net Market Data Center, the price of cement in Liaozhong area ended the previous decline, manufacturers tentatively raised the quotation by 20-50 yuan/ton, and Huludao rose by 30 yuan/ton synchronously. However, due to the lack of terminal demand and the problem of kiln shutdown, the mainstream transaction price is still at a low level.

2025-04-14 14:45:50

At present, the company has taken Liaoning Jinzhong Company as a platform to promote integration in the Northeast cement market, and has successively acquired Shuangyashan New Age Company and Liaoning Hengwei Cement Group, which has achieved initial results. It has completed the integration of the management and control system of the whole business chain of Shuangyashan New Age Cement, and the integration of Liaoning Hengwei Cement Group is steadily advancing. The next step is to continue to play the role of Liaoning Jinzhong Company.

2025-04-14 13:49:26

The company's overall sales volume in the first quarter was basically the same as the same period last year, the comprehensive price of cement clinker increased by more than 20 yuan/ton, the cost decreased year on year, and the gross profit rate increased significantly. Thank you for your interest.

2025-04-14 10:05:58

According to China Cement Market Data Center, cement prices in Beijing-Tianjin-Hebei region showed a weak and stable trend, leading enterprises in northern Hebei still stabilized prices, and prices in southern Hebei fell back to the level before the rise; price stabilization strategies in Shanxi and Inner Mongolia markets continued.

2025-04-07 14:26:20

According to the market data of China Cement Network, the cement market in Northeast China is gradually recovering.

2025-03-07 16:16:56

According to the Chinese cement net quotation data news, the North China area rises the sound.

2025-03-07 16:10:59

This summit will bring together industry elites and multi-resources to discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy and frontier promotion of technological innovation, and jointly create a new chapter for the industry!

2025-03-06 14:02:55

The spring thunder calls the new green, and the dragon opens the grand chapter. On March 3, 2025, nearly 100 representatives from building materials and cement associations in Beijing-Tianjin-Hebei-Mongolia-Liaoning region and more than 40 enterprises gathered in Tangshan to make suggestions for the cement industry to make up losses and increase efficiency, green and low-carbon transformation and development, and successfully held the Beijing-Tianjin-Hebei-Mongolia-Liaoning Cement Industry High Quality Development Conference. The meeting was presided over by Niu Yafei, Secretary-General of Cement Branch of Hebei Building Materials Industry Association.

2025-03-04 17:26:25

Conch, Tianshan, Jidong, Huaxin, Hongshi and other giants in the cement industry have attracted much attention in 2025. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-02-17 09:39:54

China Cement Network will hold the "14th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou on March 13-14, 2025, and the "Cement Economy 50 Forum" at the same time.

2025-02-10 09:15:28

First, take a broad view of the main business areas and carefully develop the peripheral market; second, focus on the main business, moderately extend the industrial chain, and avoid overlong battle lines; third, train capital market talents, familiarize themselves with relevant economic and financial, laws and regulations, and improve the success rate of mergers and acquisitions.

2025-01-17 09:55:07

The much-anticipated "2024 Top 100 List of China's Cement Clinker Production Capacity" was released!

2025-01-01 00:08:52

From the sharp decline in production to the fierce competition in the market, from the imbalance between supply and demand to the continuous shrinkage of benefits, every event has a profound impact on the future direction of the industry. Let's use these key words to review the cement industry in 2024. They not only record the hard journey of the industry, but also indicate the dawn of future development.

2024-12-31 09:15:34

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

According to the data center of China Cement Market, the price of cement market in Northeast China is stable in the off-season.

2024-12-20 17:48:30

Jinyu Group announced on December 6 that Jidong Cement, a holding subsidiary of the company, intends to acquire 100% equity of Shuangyashan New Age Cement Co., Ltd. (Hereinafter referred to as "Shuangyashan Cement") at a valuation of 635 million yuan.

2024-12-09 09:47:59

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

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

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

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

Strictly implement rigid and precise peak-staggering production, support the abolition of the peak-staggering production exemption policy, and contribute to the steady growth of regional industry benefits, energy conservation and carbon reduction, and the continuous improvement of atmospheric quality.

2024-06-17 10:16:53

The successful launch of the new products of Quzhai Cement Company shows that the company's continuous innovation has enhanced its market competitiveness and enriched its product line, which may provide more choices for the construction industry and help enterprises to further expand their market share.

2024-05-20 09:58:42

If 40% of alternative fuels are used in cement production, about 100,000 tons of carbon dioxide will be saved for every 1 million tons of clinker produced.

2024-05-10 09:27:37

The first quarter of 2024 belongs to the traditional off-season in the north, which is affected by the decline in demand and other factors, resulting in losses. Sales and prices have improved in April.

2024-05-08 16:09:50

In the second quarter, the construction of infrastructure, real estate and key projects resumed one after another, and the effective demand became more important. From the situation in April, the production and sales volume of cement has increased significantly, and the cost of sales per ton is expected to continue to decline, so the gross profit per ton of cement is expected to increase.

2024-05-07 09:31:10

Tangshan Jidong Cement Co., Ltd., Shandong Shanshui Cement Group Co., Ltd. and Beijing Jinyu Group Co., Ltd. are the top three in Shanxi Province in terms of annual clinker production capacity, and their total annual clinker production capacity accounts for about 40% of the province's total.

2024-03-14 15:24:06

In the course of the prosperity of China's cement industry, Jidong Equipment has contributed a lot.

2024-03-13 09:10:04

Except for the year-on-year increase in net profit of Tapai Group, the rest of the cement enterprises have experienced a sharp decline year-on-year.

2024-02-01 09:34:13

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

金隅冀东水泥发表新年贺词:以自身确定性穿越迷雾。

2023-12-31 20:09:55

According to the announcement, the capacity of 1,000t/d in the capacity index of the 2,000t/d clinker production line of Henan Tongli Cement Co., Ltd. is used for the 4,500t/d cement clinker production line of Luoyang Huanghe Tongli Cement Co., Ltd., and the replacement ratio is 2:1. After the replacement, the capacity of the 4,500t/d production line of Luoyang Huanghe Tongli is changed to 5,000 t/d.