11.27 Cement Morning Post: two cement enterprises plan to enter the wastewater utilization case; Shaanxi 2024 Gas Defense Fund plans to support the cement project; Conch Cement has won two best practice cases.

2024-11-27 07:01:20

What is happening in the cement industry?

1. Two cement enterprises are proposed to be included in the list of typical cases of industrial wastewater recycling in 2024!

On November 25, the Ministry of Industry and Information Technology announced the list of typical cases of industrial wastewater recycling in 2024, and the publicity period was from November 25 to 29. The "Intelligent Water Management and Control Model" of Huzhou Huaikan Southern Cement Co., Ltd. and the "Technical Equipment Innovation Model" of Yueqing Conch Cement Co., Ltd. are to be included in the list.

2. A number of cement enterprise projects are proposed to be selected as the projects

to be supported by the central air pollution prevention and control fund in Shaanxi in 2024. The Department of Ecology and Environment of Shaanxi Province issued a public announcement to provide financial support for 62 central air pollution control projects to promote air pollution prevention and control. Among them, a number of cement enterprise projects are proposed to be selected as the projects to be supported by the central air pollution prevention and control fund in 2024, including the second-line kiln tail flue gas SCR denitrification transformation project of Jidong Heidelberg (Jingyang) Cement Co., Ltd., and the deep air pollution control project of Shaanxi Satisfaction Cement Co., Ltd. There are 6 air pollution control or ultra-low emission transformation projects related to cement enterprises.

3、 Conch Cement: Conch Cement was awarded "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development"

. China Association of Listed Companies held relevant meetings and held the release ceremony of "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development". Conch Cement won both cases at the same time. "2024 Best Practice Cases of the Board of Directors" are selected from different levels of cases through multiple links, and "2024 Best Practice Cases of Sustainable Development" are selected from multiple dimensions. In recent years, guided by relevant laws and regulations, Conch Cement has strengthened the operation of the board of directors to improve its governance level, and its information disclosure has been rated A for five consecutive years. It has also seized the opportunity of "double carbon" to promote green transformation and development.

4. Western Construction: 002302 Western Construction Investor Relations Management Information 20241126

On November 22, 2024, Chen Qifan of Everbright Securities conducted an investigation on Western Construction (002302). Reception by Han Chunmin, secretary of the board of directors of the company. The key contents include: there is a price transmission mechanism for the rise in cement prices and it is affected by regional differences; the concentration of the concrete industry is low, and the share of the top ten enterprises is about 10%; various measures are taken to reduce costs and increase efficiency; the proportion of housing construction business is decreasing, while the proportion of infrastructure business is increasing; there are advantages in technology, such as perfect system, close relationship between industry, University and research, building materials research Institute, and strong technical team.

5. Han Jian Heshan: Announcement

of Han Jian Heshan regarding the Third Quarterly Results Presentation of 2024 Han Jian Heshan (603616) issued an announcement. A performance presentation for the third quarter of 2024 will be held at the Shanghai Roadshow Center from 15:00 p.m. to 16:00 p.m. on December 6, 2024 in the form of online interaction. Investors can ask questions through the column of "Pre-collection of Questions" of Shanghai Roadshow Center or the company's mailbox before 16:00 from November 29 to December 5. The participants included Chairman Tian Yubo and others. Investors may log on to the Shanghai Roadshow Center during the meeting to participate online, or view the meeting situation and content. The contact department is the Securities Investment and Finance Department, telephone 010-56278008, email hjhszqb@bjhs.cn.

6. Qingsong Jianhua: Qingsong Jianhua completed the registration of the transfer of shares by agreement of the controlling shareholder and the announcement

of the change of the controlling shareholder of the company. Since December 21, 2023, the relevant parties have signed the agreement. On April 16, 2024, Alar State Investment Corporation signed a share transfer agreement with Zhongxinjian Energy and Mining Company, and the former contributed 360,922,546 shares (22.49%) of Qingsong Jianhua to the latter. On November 26, the company received the Confirmation of Securities Transfer Registration, and the transfer was completed. Before the transfer, Alar Guotou Company held 39.09% of the shares, after the transfer, it held 16.60% of the shares, and Zhongxinjian Energy Mining Company held 22.49% of the shares. The controlling shareholder of the company was changed to Zhongxinjian Energy Mining Company, and the actual controller was the State-owned Assets Supervision and Administration Commission of the Corps. The transfer did not affect the production and operation.

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