[专题]2013水泥上市公司三季报

2013-10-31 15:31:48

前三季度,建材行业实现利润2781亿元,同比增长21.1%。其中,水泥制造行业利润429亿元,增长19.7%。

  前三季度,建材行业实现利润2781亿元,同比增长21.1%。其中,水泥制造行业利润429亿元,增长19.7%。

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In 2024, India's domestic cement industry underwent a major consolidation, with fierce competition between two giants, Chaoke Cement, led by Aditya Birla Group, and Ambuj and ACC Cement, owned by Adani Group. The two companies have aggressively expanded through massive mergers and acquisitions. Chaoke Cement and Adani Cement have acquired 50 million tons per year of capacity for $4.5 billion to consolidate their respective market positions and achieve planned growth.

2025-04-03 13:43:22

On the afternoon of March 31, China National Materials International Engineering Co., Ltd. (Hereinafter referred to as "Sinoma International" or the "Company") held its 2024 annual performance presentation in Beijing. Yin Zhisong, Secretary of the Party Committee and Chairman of the Company, Focus of Independent Directors, Liu Renyue, Executive Vice President, Sui Tongbo, Vice President, Secretary of the Board of Directors, General Counsel and Chief Compliance Officer. Yin Ling, Vice President and Chief Financial Officer, attended the meeting and conducted interactive exchanges with investors and analysts.

2025-04-03 13:20:34

On the evening of March 31, Gansu Shangfeng Cement Co., Ltd. (Hereinafter referred to as "Shangfeng Cement") announced that in order to continuously improve the scientific and standardized dividend-sharing mechanism, strengthen the protection of shareholders'rights and interests, deepen the long-term value sharing with investors, in accordance with relevant laws and regulations, combined with business development strategies, Shangfeng Cement Co., Ltd. The company has formulated the Shareholder Dividend Return Plan (2024-2026), which plans that the annual cash dividend amount for three years will not be less than 400 million yuan.

2025-04-03 13:13:57

Looking forward to the future, the company will continue to strengthen the development and layout of major national strategic regions, rapidly form output contribution, increase market share and market primacy, and achieve double improvement of "scale" and "efficiency". While promoting the admixture business and aggregate business, the Company continued to cultivate the industrial Internet business, iteratively upgraded the "concrete networking" platform of the concrete industry chain, and actively developed the national markets with better foundation and continued to develop new national markets.

2025-04-03 13:11:51

On March 26, Huaxin Cement announced that in 2024, the company's operating income was about RMB 34.217 billion, an increase of 1.36% over 2023; the net profit attributable to shareholders of the company was about RMB 2.416 billion, a decrease of 12.52% over 2023.

2025-04-02 14:00:13

According to the Conch Cement 2024 Annual Report and ESG Report, by the end of 2024, the Company had a clinker production capacity of 274 million tons, a cement production capacity of 403 million tons, an aggregate production capacity of 163 million tons, a commercial concrete production capacity in operation of 51.9 million cubic meters, and an installed capacity of solar storage power generation in operation of 645 MW.

2025-04-02 10:33:53

Zhou Yuxian emphasized that the company will make full use of the advantages accumulated in the past development process and strive to create a new situation of high-quality development by "expanding increment, optimizing stock, grasping variables and strengthening quality" in accordance with the established strategic objectives.

2025-04-01 20:10:53

According to Yang Dan, if calculated according to the annual demand decline of 5%, the national cement demand will be reduced to about 1.3 billion tons by 2030. In this context, the number of off-peak production days needs to increase by about 15 days per year to maintain the current supply and demand situation, which is very difficult. This is a relatively optimistic estimate. In fact, the domestic demand for cement may fall by 7%. It is expected that the demand for cement in Hubei will fall by about 7% in 2025. This is the current demand situation that the industry needs to face for a long time in the future.

2025-04-01 12:27:25

On March 28, OCC Chairman Ma Weiping and his delegation visited China Gezhouba Group Cement Co., Ltd. and were warmly received by Yang Dan, Deputy Secretary of the Party Committee and General Manager of the company. The two sides conducted in-depth exchanges on the situation of Hubei cement industry and the future development direction of the industry.

2025-03-28 17:37:50

Jidong Cement released its annual performance report on March 28, saying that its operating income in 2024 was about 25.287 billion yuan, a decrease of 10.44% compared with the same period last year; the net profit loss attributable to shareholders of listed companies was about 991 million yuan; and the basic earnings per share loss was 0.373 yuan.

2025-03-28 15:48:03

On March 14, China Resources Building Materials Technology Holdings Limited announced its 2024 annual results. In the whole year of 2024, the company's comprehensive turnover decreased by 9.8% to 23.04 billion yuan, and the profit attributable to the owners of the company decreased by 67.2% to 210 million yuan.

2025-03-28 14:52:28

On March 27, OCC Chairman Ma Weiping and his delegation visited Huaxin Cement (Huangshi) Co., Ltd. and were warmly welcomed by Qi Liang, the general manager of the company. The two sides had a detailed exchange on the situation and future trend of the cement industry in Hubei Province.

2025-03-27 14:02:57

On March 27, Tianshan Stock released its performance report for 2024. In 2024, it realized operating income of 86.995 billion yuan, a year-on-year decrease of 18.98%; the net profit attributable to shareholders of listed companies was -598 million yuan, a year-on-year decrease. 130.45%。

2025-03-26 21:13:43

In 2020, it reached 325 million tons, the highest sales volume in ten years. The overall sales volume of Conch Cement clinker products showed an upward trend, from 10.85% in 2015 to 14.68% in 2024, an increase of nearly 4 percentage points. Particularly noteworthy is that since 2021, the national cement production has entered a downward channel, from 2.395 billion tons in 2020 to 1.825 billion tons in 2024, but the proportion of conch cement has increased from 12.78% in 2021 to 14.68% in 2024, an increase of 1.9 percentage points.

2025-03-25 14:41:13

As at the end of the reporting period, the Group had 274 million tons of clinker production capacity, 403 million tons of cement production capacity, 163 million tons of aggregate production capacity, 51.9 million cubic meters of commercial concrete production capacity in operation and 645 MW of photovoltaic power generation capacity in operation.

2025-03-24 21:08:35

In 2025, the company will continue to follow the management idea of "profit as the goal, share as the basis" and implement precise policies to maximize the benefits of enterprises on the basis of guaranteeing market share.

2025-03-24 17:24:22

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

According to the data center of China Cement Market, the cement market in southwest China is weak. Prices in Sichuan are mainly stable, while cement prices in Chongqing and Yunnan are weak this week.

2025-03-24 13:26:12

President Yang Hongming pointed out that 2025 is a critical period for the transformation and upgrading of China's cement industry. The downward trend of cement demand is unavoidable, and the association will work with member enterprises to build up confidence and work together to promote industry self-discipline and create an orderly production and operation environment. Enterprises should be guided to adhere to technological innovation and equipment upgrading, product development and market expansion, environmental protection management and green development. Actively introduce AI advanced technology, improve management and production efficiency, achieve the "double carbon target" as soon as possible, and promote the green transformation and intelligent development of the industry.

2025-03-21 16:17:34

According to the big data of China Cement Network, the total profit of pure cement business in the cement industry in 2024 may be around 16 billion yuan, with a year-on-year decline of nearly 50%. Most enterprises are in a loss situation, and the business situation is not optimistic.

2025-03-21 09:29:54

The company disclosed a profit distribution plan to distribute a cash dividend of 4.50 yuan (including tax) per 10 shares to all shareholders, with an estimated cash distribution of 537 million yuan. This cash dividend is a concrete action for the company to conscientiously implement the new "Nine Articles of the State" and implement the company's "Shareholder Return Plan for the Next Three Years (2024-2026)".

2025-03-19 10:04:05

Ma Weiping, chairman of OCC, said that the 50-person Forum on Cement Economy has become an influential platform for the industry, bringing together the leaders of large and medium-sized enterprises and associations in the industry, so that everyone can freely discuss the industry trend and make suggestions.

2025-03-17 13:10:41

In 2024, Holcim Group's full-year net sales were CHF 26.407 billion, up 1.3% year-on-year in local currency. In 2024, recurring EBIT reached a record high of CHF 5.049 billion, an increase of 10.8% on the previous year in local currency terms. The strong foreign exchange impact was more than offset by Holcim's performance, with full-year recurring EBIT up 6.1% in Swiss francs from a year earlier.

2025-03-17 10:10:38

On March 15, Qingsong Jianhua (600425), a A-share listed company, released its annual performance report for 2024. During the reporting period, the total operating income was 4.328 billion yuan, down 3.60% year on year, net profit was 354 million yuan, down 23.68% year on year, and basic earnings per share was 0.22 yuan.

2025-03-17 10:08:45

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.

2025-03-13 18:40:31

Feng Cunwei, vice president of Shandong Shanshui Cement Group Co., Ltd., pointed out that in the first three quarters of 2024, the industry was indeed very unhappy, and everyone was in a heavy mood. Cement prices rose and fell, but in the fourth quarter, with the joint efforts of the industry, cement prices were pushed up. Last year, the sales volume in Northeast China decreased significantly, but the profit increased significantly, which proves that self-discipline is king, the sky is not terrible, and the most terrible thing is man-made disasters.

2025-03-13 18:29:30

On the morning of March 10, China Construction Eighth Engineering Bureau Co., Ltd. held a meeting of cadres and workers. The Group announced the decision on the appointment of Director, General Manager and Deputy Secretary of the Party Committee of China Construction Eighth Engineering Bureau Co., Ltd.: Comrade Sun Shidong was appointed as Director, General Manager and Deputy Secretary of the Party Committee of China Construction Eighth Engineering Bureau Co., Ltd. The appointment and removal of relevant posts shall be handled in accordance with the relevant procedures.

2025-03-11 10:21:48

What will China's building materials do in 2025? Zhou Yuxian said that around the orientation of the new main industry, China's building materials should be based on the basic advantages accumulated in the past development process, from the perspective of efficiency and efficiency, make more increments around the advantages, overcome weaknesses, optimize stock, seize variables accurately, create value and improve quality, and strive to do a good job in the four articles of "addition, subtraction, multiplication and division" to promote the group. Promote the high-quality development of the group to a new level.

2025-03-07 13:11:30

On March 3, Huarun Building Material Science and Technology issued a notice. On March 3, 2025, the company signed an entrusted management contract with China Resources Power and Chongqing Energy on the daily operation and management of the trusteeship subject matter. The proposed annual cap of the contract is RMB36 million, which is determined mainly based on factors such as the current operating conditions of the subject of custody, the management experience of the Group, the expected workload and the estimated potential increase in operating profit in the next three years.

2025-03-05 11:55:49

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

In 2024, affected by the continuous decline in cement demand and intensified competition, the company's cement sales decreased by 10.05% year-on-year, and the average sales price of cement decreased by 16.14% year-on-year. Affected by the decrease in the purchase price of raw materials such as coal and labor costs, the average sales cost of cement of the company decreased by 9.34% year on year, the decrease in cost was less than decrease in selling price, the comprehensive gross profit rate decreased by 4.14 percentage points year on year, and the profitability of the main cement industry declined year on year.

2025-02-28 10:08:39

In 2025, opportunities and challenges coexist, and pressure and motivation coexist. Faced with the complex and severe situation of "four unprecedented", we should solve the problems reflected from the "strategy-organization-culture" level from a higher position, stricter standards and deeper level, so as to realize the synchronous growth of business and organization.

2025-02-27 11:11:56

In 2024, the national cement industry continued to show a grim situation of "weak demand, low price and sharp decline in efficiency". According to statistics, the production capacity of the whole industry is less than 53%, the overall profit is cut in half year on year, and most enterprises have issued pre-loss announcements. However, in distress, an enterprise with only 2500 tons of clinker production line per day has grown against the trend and become a bright spot in the cold winter of the industry.

2025-02-17 13:05:31

In 2024, Shaofeng South produced 2.1355 million tons of clinker, 2.5862 million tons of cement and 1.2684 million tons of aggregate under the circumstances that the national cement output decreased by 10.5%, the cement demand of Hunan, Guangdong and Guangxi provinces (regions) where Zhongnan Cement is located decreased by more than 15%, and the total profit of the industry decreased by about 50%; 2.6211 million tons of cement, 269,400 tons of clinker and 1.1697 million tons of aggregate were sold.

2025-02-17 10:06:45

Conch, Tianshan, Jidong, Huaxin, Hongshi and other giants in the cement industry have attracted much attention in 2025. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-02-17 09:39:54

In his report, he pointed out the problems and shortcomings in the work in 2024, analyzed the industry situation in 2025, clarified the marketing responsibility of "starting is sprinting, pricing is operating", and deployed the key work in 2025.

2025-02-14 09:54:29

On January 22, Fujian Jinniu Cement Group held a business meeting in 2025. Review and summarize the work in 2024, analyze the situation, deploy work objectives and measures, unify ideas and clear objectives, and make every effort to do a good job in 2025.

2025-01-26 08:36:34