[原创]中国水泥企业海外发展之路

2013-07-29 15:39:02

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。

一、积极实践“走出去”发展战略
  中国水泥产业在经历了“十一五”期间迅速发展之后,水泥产量已经由2005年底的10.4亿吨快速提升至2010年的18.7亿吨,年均增长率为13%。2012年的水泥产量达到22.1亿吨,较2011年的20.9亿吨同比增长5.7%。产量增速有所放缓,但产量已约占全球水泥总量的61.4%。针对近几年来中国水泥工业的高速发展,致使国内产能严重过剩问题突出。国家《“十二五”发展规划纲要》明确指出,按照市场导向和企业自主决策原则,引导各类所有制企业有序开展境外投资合作,深化国际能源资源开发和加工互利合作,支持在境外开展技术研发投资合作,鼓励制造业优势企业有效对外投资,创建国际化营销网络和知名品牌。
  在国家实施支持有条件的企业“走出去”的政策指导以及水泥行业在国内由于产能过剩被严格控制的情况下,向海外市场拓展业务成为中国水泥企业发展的重要选择。中国水泥企业走出去包括三个层面:一是水泥产品出口,二是水泥技术装备企业走出去,三是水泥制造企业在海外投资建厂。在这三个层面中,水泥技术和装备企业走出的成果最为显著,近年来我国在国际市场成套水泥装备生产线销售份额已达36%~38%,其中特别突出的是中材国际。而水泥产品出口和水泥企业海外投资建厂两方面则相对就落后一些。水泥产品虽然进入国际市场比较早,但一直起伏波动较大。曾在1996、1997年水泥及熟料出口达到高峰,当年出口近1200万吨,之后涨涨落落。在2007年达到历史最高水平,出口水泥产品3301万吨,但随后几年出口受阻,出口量大幅回落。2012年出口水泥924.01万吨,较2011年的879.81万吨增长5.02%,仅占当年水泥总产量的0.42%。从2009年开始冀东集团、同力水泥、华新水泥、海螺水泥等国内大型水泥企业才开始走出国门,正式拉开了海外投资建厂试水的帷幕,步入到“海外投资建厂”的阶段。
表1:中国水泥企业已经在海外投资建厂情况一览
资料来源:中国水泥研究院整理
  除了上表中已投产或处于建设中的生产线之外,国内各大水泥企业继续坚定地实行着国际化战略,以谋求在海外市场获得更大的发展空间。
  2012年3月云南省能源投资集团有限公司与老挝计划投资部签订1亿美元老挝吉象水泥厂投资及原材料勘探开采协议。2012年7月,据缅甸水泥行业内人士透露,中国的华新水泥及法国的LAFARGE、德国的Heidelberg、瑞士的Holcim等世界水泥巨头均表示愿意到缅甸投资建水泥厂。
  冀东水泥在2010年迈出了海外扩张的第一步之后,目前,其海外事业部已有南非项目、刚果(金)项目、朝鲜项目、赞比亚项目等批准立项,并将在日本、俄罗斯、韩国等国积极运作,大规模投资。
  在海螺水泥2012年年报中显示,集团将继续积极稳妥实施国际化战略,推进印尼南加水泥项目的建设,并寻求其他合适的海外项目载体,已经对越南、马来西亚等东南亚国家的项目载体进行了实地考察和调研。今年5月海螺水泥发布公告拟投资印尼南苏拉威西MAROS水泥项目,项目首期预计投资额约为20亿元。早在2011年海螺水泥就宣布计划在印尼建设4家水泥厂,总投资额达23.5亿美元。此外,海螺集团也在探索巴西和蒙古的其他海外投资项目。
二、海外新兴市场空间巨大
  目前,世界水泥产量平均年增长率为3.5%,已基本与世界经济发展速度同步。2012年的全球水泥市场,在经历了2011年的复苏后,进入了缓慢增长的一年。这一年,大多数市场的增长率都比2011年低,但北非和中东等新兴市场成为亮点。水泥新兴市场早已在世界水泥巨头的视野之内,并已有在当地投资建厂。目前,水泥新兴市场主要指的是中东/北非、亚洲、拉美及东欧地区,还有非洲的部分地区。2012年拉丁美洲、中东、非洲和亚洲(不包括中国)的这些新兴市场的水泥消费快速上升,其水泥增速在5%左右。中东地区的海湾国家近几年水泥消费量以年均13%的速度增长。在这些新兴市场中,印尼、沙特、孟加拉等国的水泥需求量比较突出。
图1:部分新兴市场水泥需求变化率
 
数据来源:世界水泥,中国水泥研究院
图2:2012年增长强劲的水泥市场

 
数据来源:世界水泥,中国水泥研究院
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2.1 东南亚地区
  东南亚是当今世界经济发展最有活力和潜力的地区之一。东南亚各国的经济增长必须依靠基础设施,基础设施建设已成为东南亚各国的优先事务。从全球水泥消费和经济发展的关系看,东盟地区的水泥市场正处于快速发展上升阶段。随着住宅、公路、铁路、电站等基础设施建设项目的不断上马,将产生大量的水泥需求,这对我国水泥企业直接在当地投资建厂来说无疑是一个新的发展契机。此外,东南亚水泥市场整体需求稳定,已逐步形成了良性竞争格局,具体表现为行业集中度高,大企业市场控制力强,对其所在地区的水泥价格具有主导性影响。从盈利能力来看,2012年东南亚地区各水泥企业的平均净利润在15%以上,高于中国水泥企业的8%。
  以海螺水泥直接投资建厂的印尼市场为例。印尼近三年的经济增长率均超过6%,据世界银行公布全球经济展望报告,预计2013年和2014年印尼经济将分别增长6.5%和6.3%。而基础设施已成为制约印尼经济增长的最大瓶颈之一。据专家分析,若无法改善基础设施发展水平,今后几年印尼要实现年均经济增长6.5-7%的目标将十分困难。 印尼加速与扩大全国经济建设总体规划中的基础设施和实体经济建设项目共约135项,所需投资总额近500亿美元,其中2013年将启动的基建工程多数为交通和能源项目,投资约为200亿美元。
  近年来印尼稳定的经济增长,特别是国家中长期经济发展规划下的基础设施建设以及逐渐升温的房地产投资带动,国内水泥销量不断增长。2011年水泥销售量达到4800万吨,而2012水泥销量约5500万吨,同比增长14.58%。目前印尼人均水泥消费量约为230公斤,仍处在较低水平。随着经济较快增长,印尼国内存在巨大的水泥市场空间。根据印尼工业部预测,至2020年印尼水泥销售量将超过1亿吨。为满足市场对水泥需求的强劲增长,印尼国内水泥企业纷纷计划扩大产能,从2011年5682万吨增加到2015年的8039万吨。在需求旺盛的情况下,当地水泥价格从2010年的110美元/吨上涨至2012年的130美元/吨。此外,印尼拥有丰富的石灰石和煤资源,使进入印尼的境外水泥企业能以低廉的成本生产出高质量的水泥,并在该国市场直接销售。
2.2中东地区
  中东地区的水泥工业迅猛发展,其水泥产量占全球水泥总产量的6%。每年的水泥产量超过1.15亿吨,其中埃及、伊朗和沙特阿拉伯的水泥产量占该水泥总产量的77%。目前,沙特、阿联酋、伊朗等国,因其各项基础设施大规模建设之需,水泥年消费量快速增长,正在扩建或新建一批大型的现代化水泥厂,世界一流的水泥企业在此展开了一番激烈的竞争。
2013年沙特基建项目将超过800亿美元,较2011年增长36%。由于近年沙特大规模发展基础设施建设,对水泥的需求量大幅增长。预计2013年全国水泥总需求量约5500吨,其中计划进口水泥1000万吨。预计到2017年,沙特全国水泥年产量可达8000万吨,年增长9.4%。目前沙特水泥生产企业的销售毛利高达50%,海湾国家或者国际同业者的毛利一般不超过30%。
  伊拉克频繁的时局动乱和战争,以及国家本身所处的发展阶段,都对基础建设提出了要求。伊拉克的水泥需求也在与日俱增,再加上其本身丰富的石油和高品位的石灰石资源,使伊拉克的水泥工业发展具备很大的潜力。2012年,伊拉克水泥需求大约1800万吨,但是国家的21个工厂只能生产出1200万吨的水泥,水泥缺口达600万吨。2013年,伊拉克水泥工业继续发展,预计到2013年或者2014年初水泥产能将增加到年产2100-2200万吨。然而,这些并不能满足伊拉克到2015年发展所需求3500万吨/年。
  华新水泥投资建厂的塔吉克斯坦自2010年以来其经济摆脱了金融危机影响所造成的低迷状态,并维持了稳定增长的势头,2012年国内生产总值(GDP)为75.93亿美元,同比增长7.5%。随着塔吉克斯坦经济的稳定发展,基础设施及住房建筑大力建设带来巨大的水泥需求。塔经济发展和贸易部称,建设领域目前水泥需求量超过100万吨,随着经济发展,每年将增长40%。2010年塔吉克斯坦进口水泥50万吨,自产水泥仅28.8万吨,产生较大的供需缺口。2013年水泥生产计划翻一番,计划生产47.4万多吨水泥,这将比2012年的23.4万吨水泥多出一倍多。但今年水泥产量的快速增长依然不能满足国内的水泥消费量,需求短缺问题仍然严重。此外,其国内各州都拥有生产水泥的原料,且国内煤炭储备丰富价格低廉,在当地投资建设水泥厂有具有得天独厚的优势条件。 
图3:2010-2013年塔吉克斯坦水泥产量(单位:万吨)
数据来源:塔能源工业部,中国水泥研究院
2.3非洲地区
  非洲经济发展水平不高,基础设施相对落后。早在2000年前后,在国际援助项目和地区石油出口等因素的支持下,该地区掀起了经济建设热潮,尤其是基础设施建设如火如荼地开展带来了旺盛的水泥需求。2012年惠誉评级机构发布的经济前景预测报道中提到,2013年撒哈拉以南非洲的经济增速将超过5%,成为全球经济增速第二快的区域,仅次于亚洲。5%的增速在南非经济萧条的背景下显得尤为可观。
  冀东水泥投资的南非是非洲最大经济体,其国内生产总值约占撒哈拉以南非洲国家经济总量的三分之一。南非2013年的经济增速或将低至2%,低于之前预测的2.7%和2012年2.9%的增速。国家经济增速并不十分理想,但是2013年其水泥工业的情况将会有所好转。2009-2011年受建筑业市场增长放缓以及住房销售市场持续疲软的双重影响,水泥产量连续三年下跌,但2012年水泥行情有所好转,产量开始恢复。今年,南非的水泥产量预计将有4-5%的增长。
  为了确保新的五年规划期间大型基础设施建设项目(公路、高速公路、水坝和住房)对水泥的需求,阿尔及利亚政府已决定投资1500亿第纳尔(约合20亿美元)对现有水泥厂生产线进行改扩建,使水泥产量从目前的年产1130万吨达到2015年的2000万吨。目前,阿尔及利亚的水泥产量为1800万吨/年,这远不能满足从2010-2014年每年20万套住房以及铁路、公路、机场、港口等基础设施建设对水泥的需求。
  喀麦隆水泥年需求量为250万吨,每年水泥缺口在100万吨左右。2007年喀麦隆进口水泥80万吨,2011年进口量增至114万吨,主要用于满足喀南部地区发展的需要。据非洲建设公司(Afrique Construction)负责人预测,一旦喀麦隆几个大型基建项目上马之后,喀麦隆水泥年需求量将增至800万吨,每年水泥缺口量将达650万吨。
三、海外投资建设困难及营运建议
  中国的水泥巨头开始纷纷走出国门,登上国际竞争与合作的大舞台。从仅出口单一的水泥及熟料产品,到承建国际水泥工程带动水泥技术和装备出口,再到直接在海外投资建厂参与国际水泥市场竞争,中国的水泥企业一路走来,步步维艰,但也显示出中国水泥企业快速发展壮大。
  从目前情况看来,我国的水泥企业在海外投资尚处于起步阶段,各方面的经验和资源并不十分充足,面临着多种严重的挑战和风险。主要表现在以下几个方面:一是,一些国家对我国水泥企业直接投资建厂设置较多的壁垒,使得整个投资进程推进缓慢。近年来我国企业和经济实力不断上升,使海外同行产生了比较强的戒备和竞争心态,在政治上也招致更多的猜忌和疑虑,致使我国企业在境外投资并购面临一些国家的限制行措施;二是,一些国家和地区政局动荡不安,政策稳定性差,投资合作面临不确定性,安全风险加大。东南亚、非洲和中东等地区水泥需求量大,市场行情比较好,但是市场需求并不稳定,存在较大市场风险;三是,目前世界经济呈缓慢增长趋势,我国水泥企业在海外投资成本较高,面临投资回报风险增加问题;四是,在海外直接投资建厂,需要考虑当地的金融环境,包括汇率政策、利率政策、总体货币政策等。一些发展中国家其汇率并不稳定,这将直接导致投资企业直接受损。五是,直接与当地水泥企业展开激烈的市场竞争,甚至到拉法基、豪瑞、海德堡等世界水泥巨头的势力范围里去分一杯羹,难度较大;六是,与当地文化、法律、政策等等的对接问题,其中一些发展中国家的国内形势尤为复杂。
  中国水泥企业欲想在海外市场获得良好的生存和发展机会,在当地开展稳定的生产和参与市场经营活动,获得理想的利润,还需多加注意以下几个方面的工作:一是,在整个投资建设的过程中,注重宣传和推广自己。当前我国水泥企业在生产技术、工艺和设备上已经达到了世界先进水平,并拥有丰富的国际工程承包和建材成套设备的出口的经验与能力。在国际建材工程市场上有较大影响力。企业利用展览会、研讨会、专业洽谈会等形式,积极加以宣传和推广自己,扩大在当地及国际建材市场的影响力。二是,在经营过程中需强化品牌意识。必须要有树立品牌的意识,只有在树立了良好的品牌之后,企业可以适当实施优质优价策略,在激烈的市场竞争中获得主动性。三是,大力实行本土化战略,与当地水泥企业开展良好的竞争与合作。企业实行本土化战略有利于尽可能地为当地政府的经济发展作出更大的贡献,从而赢得当地政府和人民的好感,使获得企业进一步发展的机会。四是,选用具有跨国经营经验的管理人才,并做好后期人才的培养和储备工作。管理人才是中国企业海外投资的直接推动者,其素质的高低直接决定着企业在海外投资经营的成败。五是,健全“走出去”的服务保障体系和完善风险控制体系,加强公共信息服务。可以实行以合资为主的投资形式,这样既可以克服投资企业在一定程度上客观存在的资金缺陷也可以利用东道主国家的关系优势,有效规避政治风险。
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Correlation

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

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

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

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

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

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

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.