Off-peak production time replacement! Many cement enterprises in Xinjiang adjust the time of peak staggering!

2024-04-15 09:55:07

The annual clinker production capacity of the four enterprises is 4.56 million tons, which has a certain impact on the adjustment of the supply-demand relationship in the regional market after the adjustment of the off-peak shutdown time.

On April 7, the Department of Industry and Information Technology of Xinjiang Uygur Autonomous Region issued a notice on the adjustment of peak staggering production time for cement enterprises in Xinjiang from 2023 to 2024 .

The announcement shows that

B ole Shangfeng Cement Co., Ltd. will adjust the peak staggering time as follows: the kiln opening time during the peak staggering period: April 5, 2024 to April 15, 2024 (11 days in total); Kiln shutdown time during non-peak-shifting period: May 21, 2024 to May 31, 2024 (11 days in total);

Jinghe Kunlun Cement Co., Ltd. adjusts the peak-shifting time as follows: Kiln startup time during peak-shifting period: April 5, 2024 to April 15, 2024 (11 days in total); Kiln shutdown time during non-off-peak period: May 21, 2024 to May 31, 2024 (11 days in total);

Yili Tianshan Cement Co., Ltd. will adjust the peak staggering time as follows: the kiln opening time during the peak staggering period: from April 1, 2024 to April 15, 2024 (15 days in total); Kiln shutdown time during non-off-peak period: May 17, 2024 to May 31, 2024 (15 days in total);

Yili Yaobai Cement Co., Ltd. will adjust the peak staggering time as follows: kiln opening time during peak staggering period: April 1, 2024 to April 15, 2024 (15 days in total); Kiln shutdown time during non-off-peak period: May 17, 2024 to May 31, 2024 (15 days in total); Korla Branch of

Xinjiang Tianshan Cement Co., Ltd. will adjust the peak staggering time as follows: kiln opening time during peak staggering period: May 1, 2024 to May 31, 2024, July 1, 2024 to July 31, 2024 (62 days in total); Kiln shutdown time during non-peak-shifting period: Xinjiang Hejing Tianshan Cement Co., Ltd. shall shut down the kiln for the whole year (168 days in total);

the above cement enterprises are located in Bole, Yili and Bazhou, which belong to the west of Xinjiang, and the cement clinker production capacity of Bole Shangfeng is 5000 tons/day; The clinker production capacity of Jinghe Kunlun Cement is 2500 tons/day; the clinker production capacity of Yili Tianshan Cement is 4500 tons/day; the clinker production capacity of Yili Yaobai Cement is 3200 tons/day; the clinker production capacity of Xinjiang Tianshan Cement Korla Branch is 2500 tons/day; The annual clinker production capacity of the five enterprises is 5.31 million tons, which has a certain impact on the adjustment of the supply-demand relationship in the regional market after the adjustment of the off-peak shutdown time.

It is worth noting that the clinker production capacity of Korla Branch of Xinjiang Tianshan Cement Co., Ltd. is 2500 tons per day, and the clinker production capacity of Xinjiang Hejing Tianshan Cement Co., Ltd. is expected to be 155000 tons in 62 days. The clinker production capacity of Xinjiang Hejing Tianshan Cement Co., Ltd. is 1000 tons per day, the kiln is shut down for 168 days, and the clinker production is expected to be reduced by 168000 tons. The replacement of production time between the two sides did not increase the output of clinker.

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Correlation

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.