On November 19, the third quarter performance presentation of Beijing Jinyu Group Co., Ltd. in 2024 was held in the form of online text interaction at the Shanghai Road Show Center of Shanghai Stock Exchange. At the performance presentation meeting, BBMG Group responded to the cement business one by one.
In the first three quarters, BBMG achieved a sales volume of more than 60 million tons of cement clinker (the total sales volume of cement and clinker in the same period last year was 72.07 million tons), and the comprehensive price of cement clinker was about 245 yuan/ton (excluding tax); In the third quarter, the sales volume of cement clinker was more than 20 million tons, the comprehensive price of cement clinker was about 250 yuan/ton (excluding tax), which increased by 8 yuan/ton, and the gross profit per ton was 54 yuan/ton, which increased by 13 yuan/ton.
In view of the decrease in net cash flow generated from operating activities in the first three quarters, BBMG Group replied that it was mainly due to two reasons: first, the return of real estate sales decreased significantly compared with the same period last year; second, the expenditure of real estate projects to obtain land reserves increased by more than 6 billion yuan compared with the same period last year.
Jinyu Group mentioned that at present, the company's new green environmental protection building materials include cement, concrete, wall and insulation materials, assembly building system and parts, furniture and wood industry and other products.
In view of the incorporation of cement into the national carbon trading market, from the industry point of view, it will have a significant impact on the production and operation of cement enterprises, green transformation, carbon asset management and other aspects. Large-scale and environment-friendly enterprises will continue to grow through mergers and reorganizations, which will accelerate industry integration and promote the clearance of backward production capacity.
From the company level, some cement enterprises of the company have participated in regional carbon market transactions, accumulated rich experience, established a green carbon professional department, unified responsibility for the company's dual carbon management related work, through energy-saving transformation of production lines, fuel substitution, carbon capture and other technology applications to reduce carbon emissions.
