面对竞争异常激烈及产能严重过剩的国内水泥市场,中国水泥巨头纷纷拉开了海外投资建厂试水的帷幕,积极践行“走出去”发展战略,以谋求在海外市场获得发展空间。东南亚、中东和非洲等新兴市场的水泥消费量快速上升,成为中国大型水泥企业投资建厂的首选地区。但中国企业“走出去”投资建厂,面对新的复杂的国际环境,面临着诸多严重的挑战和风险。
What is happening in the cement industry?
2024-11-10 07:01:17
The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.
2024-11-01 09:52:46
What is happening in the cement industry?
2024-10-23 07:02:02
Ren Qianjin, secretary of the board of directors of Jidong Cement, said. In order to cope with the slowdown of demand in the cement industry, the company first cultivates lean marketing, continuously optimizes the market layout, product structure and channel structure, optimizes the market share of cement segments, vigorously expands the market of customized, special cement and home decoration cement, and creates differentiated competitive advantages; The second is to play the leading role of large enterprises, unswervingly promote off-peak production and industry self-discipline, do a good job in short-term regulation of the supply side, steadily improve market prices, and ensure reasonable profits for the company in the current period. The third is to actively respond to the national "double carbon" strategy and relevant industrial policies, actively promote the industry's medium- and long-term capacity reduction work, and enhance the industry's profit.
2024-10-15 16:33:02
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
From September 23 to October 5, at the invitation of Saudi Aramco, Holcim Group, Dangote Group, GPC Group and other enterprises, Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials Group, went to Saudi Arabia, Germany, France and Nigeria to attend the group's promotion meeting in Saudi Arabia. He witnessed the signing of strategic cooperation agreements with Saudi Aramco, GPC Group and Dangote Group and the signing ceremony of China-Africa Green Building Materials Joint Laboratory, met with relevant government agencies and well-known enterprise groups in four countries, and investigated local enterprises.
2024-10-08 09:10:31
What is happening in the cement industry?
2024-10-06 07:01:07
Conch Group not only continues to consolidate its leading position in the field of cement manufacturing, but also actively explores and expands in new energy, new materials, environmental protection industry, digital economy, modern service trade and other fields.
2024-09-18 10:20:25
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
What is happening in the cement industry?
2024-09-14 07:01:41
In September 13th, some investors asked, what is the company's plan for the next 3 years? Li Qunfeng, executive director and general manager of Conch Cement, said that the company would persist in effective investment, continue to consolidate the competitive advantages of cement and upstream and downstream industries, and foster new energy, environmental protection, digitalization and other emerging industries.
2024-09-13 15:47:40
What is happening in the cement industry?
2024-09-12 07:01:42
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
What is happening in the cement industry?
2024-08-31 07:01:24
In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.
2024-08-30 14:56:13
According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.
2024-08-27 11:20:44
Yin Zhisong fully affirmed the work of Sinoma Cement in the first half of 2024, pointing out that under the complex and changeable economic environment, all the cadres and staff of Sinoma Cement have made outstanding achievements. Faced with multiple challenges such as slow recovery of domestic demand for basic building materials and complex overseas situations, Sinoma Cement has achieved remarkable results in international development, business performance, management ability and Party building. Yin Zhisong deeply analyzed the new situation and challenges of the cement industry at home and abroad. He stressed that the current economic environment is in a cyclical change. Only by constantly learning and changing, can we accurately grasp the future development situation and implement the internationalization strategy.
2024-08-19 14:53:56
Face more political, economic and security risks.
2024-08-02 14:23:44
In the first half of 2024, Iran's cement consumption reached 32.17 million tons, an increase of 9.8% over the same period last year.
2024-07-31 17:14:30
Tianshan shares said that after the completion of the acquisition, it will help to promote the international layout of the company's cement business, expand the scale of the company's assets, enhance future profitability and improve the company's sustainable operation ability.
2024-07-29 09:37:33
European cement prices may exceed 250 euros/ton.
2024-07-17 16:03:36
"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".
2024-07-02 10:27:00
Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.
2024-07-01 17:06:15
The two sides exchanged views on the current situation of the cement industry and the healthy development of the cement market.
2024-06-26 11:27:37
On June 21, the opening ceremony and keynote report of the 2024 RCEP Local Government and Friendship City Cooperation (Huangshan) Forum were held in Huangshan City, Anhui Province. Yang Jun, chairman of Conch Group, said in his introductory speech at the meeting that RCEP is a smooth trade channel for enterprises.
2024-06-24 10:59:10
The cement industry will be able to take the lead in the crisis, open up a new situation in the changing situation, and move towards a future of higher energy efficiency and greener environmental protection.
2024-06-13 08:51:36
According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.
2024-06-07 16:54:49
Accelerate the strategic integration of key markets, focus on Beijing-Tianjin-Hebei, Northeast and Shanxi regions, accelerate the efficiency of regional mergers and reorganizations, enhance market control and voice, and build a new pattern of coordinated development of "Beijing-Tianjin-Hebei + Northeast + Northwest".
2024-06-06 10:00:30
Conch Cement management said that the next step would be to look for opportunities in Africa, Latin America and the Middle East, hoping to hedge the reduction of domestic demand through further overseas distribution.
2024-06-03 10:00:09
Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.
2024-05-28 11:53:23
Chang An-ping believes that now, 200 years after the invention of Portland cement, there are only two kinds of cement industries left: those who are still waiting to see, those who are still fighting for production, and those who are looking forward to tomorrow, those who are determined to go all the way.
2024-05-24 09:30:01
Today, the small material takes you into the cement plant in the "mountain"-China Building Material Shanya Southern Cement, to explore the "green" answer of cement together.
2024-05-24 09:18:43
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
On May 21, Taiwan Cement Co., Ltd. held a shareholders' meeting to officially announce that Taiwan Cement Co., Ltd., which has a history of 78 years, will become a group holding company after seven years of active low-carbon transformation. Cement Corporation to TCC Group Holdings, a total of 11 industries across the global layout of 13 multinational markets. At the same time, the board of directors elected Zhang Anping as the chairman of Taiwan Cement.
2024-05-23 13:50:00
In fact, I have no secret to do business, if I have to say, I would like to talk about the three basic points of my business: learning, innovation and responsibility. It is these three basic points that make me stick to the enterprise and make some achievements.
2024-05-22 13:16:41
As the largest cement producer and consumer in the world, China's cement production has been ranked first in the world for a long time. In recent years, as China's cement enterprises accelerate the pace of "going out", they have injected vitality into the economic development of overseas investment countries, and at the same time, they have also improved the level of global infrastructure construction.
2024-05-21 10:03:51
In 2023, the cumulative cement output of Enterprises above the national scale was about 2.023 billion tons, ranking first in the world for 38 consecutive years. Cement production accounts for more than 50% of global production, and annual carbon dioxide emissions exceed 1.2 billion tons.
2024-05-20 10:06:04
The theme of the conference was "Industry Trend and Strategic Response", and the participants had in-depth exchanges on the opportunities and challenges of the global cement industry, carbon emission reduction and the impact of carbon trading on the industry.
2024-05-18 22:11:49
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
In fact, as the largest cement giant in China with complete industrial chain and national layout, the future development of Tianshan shares is also highly expected by the market. After the seasonal factors are gradually cleared, the company's cost reduction and cost control effect will be further transformed into profit momentum, combined with the performance commitment compensation landing, the company may usher in market value revaluation. With the acceleration of the company's internal optimization of quality and efficiency and the transformation of digital intelligence, the release of profit expectations driven by overseas layout and aggregate business, the growth space of Tianshan shares is worth looking forward to by the market.
2024-04-30 11:04:11
The planned future aggregate production capacity of Shangfeng Cement can reach about 30 million tons.
2024-04-29 13:39:12
After the completion of the transaction, Jidong Cement holds 100% equity interest in China-Africa Building Materials.
2024-04-28 17:33:55
The first task is to establish a strong pricing strategy to ensure that the rise in the cost side can be transmitted to the price in time to ensure corporate profits.
2024-04-24 15:28:09
The meeting pointed out that in the first quarter of this year, the comprehensive sales volume of cement clinker of Yufeng Group was 2.0368 million tons, the business income was 494 million yuan, and the coastal and overseas sales achieved new breakthroughs, which further enhanced the viscosity of key customers such as central enterprises and state-owned enterprises directly under the district. At the same time, by optimizing the procurement mode, the procurement cost of coal, grinding AIDS, fly ash and other materials was further reduced.
2024-04-24 09:58:28
Prachanda said that the friendship between Nepal and China is profound, and the Nepalese government will continue to pay attention to and support the development of Huaxin in Nepal.
2024-04-24 09:29:10
In 2023, the performance of Huaxin Cement stabilized and rebounded, with operating income of 33.757 billion yuan, an increase of 10.79% over the same period last year..
2024-04-23 11:18:01
Looking forward to 2024, CNBM will continue to unswervingly promote the implementation of internationalization strategy, promote the internationalization of all business, all processes and all elements, comprehensively strengthen the construction of overseas compliance risk control system, and take various measures to achieve high-quality development of international business.
2024-04-16 10:11:46
In the downward cycle of demand, price is the basis of share and sales volume. The price of sacrifice can be compared with the cost reduction. If the cost is reduced by 20 yuan and the price is reduced by 100 yuan, can the benefit recover?
2024-04-16 09:26:17
In 2024, our goal is very clear. Huaxin never takes sales volume as our assessment and pursuit. We will adhere to the concept of "profit is the goal, price (income) is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.
2024-04-15 16:34:59
Looking forward to 2024, Li Yeqing said that although domestic demand for building materials will continue to decline, there is still much room for improvement on the supply side. Opportunities and risks coexist in overseas markets. Huaxin will continue to move forward in a clear strategic direction, adhere to the concept of "profit is the goal, price is the foundation", and strive to achieve positive growth in operating income, EBITDA and operating cash flow.
2024-04-09 20:39:27
CEMPI
133.77
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112.35
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CLKPI
141.57
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SPPI
50.58
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MORPI
80.53
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Adani is also a big man in the Indian cement industry and is the second largest cement producer in India. He entered the industry in 2022 with the acquisition of Holcim's cement business in India, which acquired about 70 million tons of cement per year for $10.5 billion. Adani plans to expand its annual cement production capacity to 140 million tons by 2028. Adani has previously invested $1.6 billion to acquire Sanchi Cement and Penna Cement, and is expected to acquire an additional 21 million tons of production capacity.