[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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Due to the continuing downturn in the downstream construction industry, some Korean cement companies predict that domestic cement demand will fall below 40 million tons in 2025.

2024-12-25 14:32:26

At present, many industries in our country appear market involution, and enterprises are also fighting price war, which seriously affects the profits of enterprises, but also affects the stock prices of many listed companies. Although the occurrence of large-scale industry involution is related to the overcapacity of the industry, it is also related to the competitive concept of enterprises, the low-price bidding of the industry and the blind low-price competition. Therefore, how to carry out healthy competition, how to overcome industry involution, how to carry out reasonable pricing, these are the problems we must face and solve.

2024-12-24 18:33:47

Although there is no obvious improvement signal in the demand of cement industry next year, the basic demand is still there, and the decline of cement demand next year will be narrower than that of this year. With the continuous strengthening of self-discipline awareness of the industry and the increase of peak staggering, it is expected that the price of cement will continue to rise this year.

2024-12-23 15:55:58

Jinyu Group announced on December 6 that Jidong Cement, a holding subsidiary of the company, intends to acquire 100% equity of Shuangyashan New Age Cement Co., Ltd. (Hereinafter referred to as "Shuangyashan Cement") at a valuation of 635 million yuan.

2024-12-09 09:47:59

On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.

2024-12-03 09:27:50

On December 1, China Tianrui Cement (01252) issued a mid-term performance announcement, during the reporting period (up to June 30, 2024), the company realized revenue of 2.584 billion yuan, down 35.4% from the same period last year. Gross profit was 615 million yuan, down 34.6%. In terms of profit, the profit attributable to the owners of the Company was RMB28.29 million, representing a significant decrease of 81.2% as compared with the same period of last year. Basic earnings per share for the period was 0.01 yuan, down significantly from 0.05 yuan in the same period last year. As at the end of the reporting period, the Company had total assets of RMB40.573 billion, representing a decrease of 7.8% as compared with the end of last year, and total liabilities of RMB216.1 billion.

2024-12-02 09:54:50

According to the Securities Law of the People's Republic of China, the Administrative Punishment Law of the People's Republic of China and other laws and regulations, on November 15, 2024, the CSRC decided to file a case against Zhao Hui, one of the actual controllers of the company.

2024-12-02 00:27:56

As a traditional basic building materials industry, under the multiple pressures of overcapacity, shrinking demand and new environmental protection regulations, how to reduce costs and increase profits is a challenge to enterprise management. Specific to the material supply department, how to play a role in reducing costs and increasing efficiency in enterprises, in addition to adopting advanced procurement strategies to purchase high-quality and low-cost materials, it is also an important measure to reduce costs by making full use of the advantages of the supply chain platform, fully revitalizing the sluggish assets and making the backlog inventory play a role.

2024-11-30 19:03:54

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

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.

2024-11-22 11:38:49

As an important basic industry supporting the development of national economy, the cement industry should actively implement the spirit of the central policy documents, maintain a scientific and rational attitude, and resolutely resist the "involution" vicious competition. By building a healthy and orderly competitive environment, we can achieve efficient allocation of resources and sustainable development of the industry. This is not only a positive response to the central policy, but also an inherent demand to promote the transformation and upgrading of the cement industry and to move towards high-quality development.

2024-11-15 10:43:19

Sincerely hope that colleagues, the future of the cement industry where to go, carry out a big discussion within the industry, brainstorm, and work together to break the situation!

2024-11-13 15:58:52

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

From the recent market situation, the overall cement industry in the fourth quarter has a better expectation, the company has certain advantages in cost control and other aspects, will better benefit from the current round of price recovery and the impact of the rising boom stage.

2024-11-05 11:03:06

In the era of shortage, the ratio of volume, cost and profit to price is effective, because we can make profits by selling more and reducing the cost, but in the era of surplus, if the volume does not go up, the price reduction may not be able to sell more, so it is better to sell more at the price, that is, to stabilize the price, guarantee the quantity and reduce the cost, even if it is reduced appropriately, we should also stabilize the price, because even if we sell 20% less, it will only affect the profit by 15%. It may affect profits by 60%. When price and sales volume can not be achieved at the same time, first of all, we should ensure a reasonable profit, find the best balance between price and sales volume, and blindly sacrifice price to increase sales volume is not feasible.

2024-11-05 10:05:30

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.

2024-11-01 16:10:56

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

Since the end of the third quarter, the price of cement products in East China has risen, and the prosperity of building materials has recovered. With its strong competitive efficiency advantage, Shangfeng is expected to take the lead in benefiting, while its unique new economy equity investment business will further help the company maintain steady growth in performance with the upward cycle of semiconductor, new materials and other technology industries.

2024-10-29 20:15:23

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

Recently, a number of cement companies have released three quarter performance reports. In the first three quarters, due to the continuous decline in cement demand and intensified competition, their performance declined in varying degrees, and some enterprises suffered serious losses.

2024-10-29 09:26:00

The reason for the change in performance was that the sales volume and price of cement, the main product, declined year-on-year, and the decline in unit cost failed to compensate for the adverse impact of the price decline, resulting in a year-on-year decline in profit indicators.

2024-10-25 10:58:33

Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.

2024-10-25 10:56:53

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

On the evening of October 18, Asia Cement (China) announced that it expected the Group's unaudited loss attributable to equity holders (net profit attributable to parent company) for the nine months ended September 30, 2024 to be approximately RMB459 million.

2024-10-21 10:08:37

Recently, Jinghe Integration announced its performance forecast for the first three quarters of 2024, which is expected to achieve business income of 6.7 billion yuan to 6.8 billion yuan, an increase of 33.55% to 35.54% over the same period last year. The net profit attributable to the owner of the parent company is expected to be 270 million yuan to 300 million yuan, a substantial increase of 240 million yuan to 270 million yuan, an increase of 744.01% to 837.79%.

2024-10-18 10:53:49

The above expected decrease is mainly attributable to the decrease in the selling prices of the Group's major products, namely cement, ready-mixed concrete and glass fibre, the decrease in the sales volume of cement, and the decrease in the share of results of associates, but partially offset by the decrease in the cost of sales of cement and ready-mixed concrete, and the decrease in the net loss from the change in the fair value of the Group's financial assets at fair value through profit or loss.

2024-10-16 10:12:19

According to the China Cement Market Data Center, the price of cement in Lanzhou-Baiyin area of Gansu Province has risen by 10 yuan/ton; the prices in Qinghai, Ningxia, Xinjiang and Shaanxi are stable. Affected by the big drop in temperature, rain and snow before the festival, the market demand in Qinghai has declined significantly. As the weather cleared up, cement sales in the region rebounded, and the market showed signs of warming up.

2024-10-12 17:29:56

However, it should be noted that brand promotion is not achieved overnight, but requires years or even decades of efforts. Our primary service offering is pricing strategies for large and mid-sized businesses to improve margins and achieve growth. The profit is equal to the price times the sales volume minus the cost. According to our research, there is a tenfold relationship between pricing and profit, while there is only a sixfold relationship between cost and sales volume, because when sales volume increases, the corresponding cost will also rise. We support Chinese enterprises to improve their profits, because only profits are the key to the survival of enterprises.

2024-10-12 13:16:50

Tapai Group said in the semi-annual report of 2024 that in the first half of this year, in order to effectively cope with the extremely severe market situation and the increasingly fierce competitive environment, the company continued to promote the work of reducing costs and increasing efficiency, continue to streamline the organization and optimize personnel, continuously improve labor productivity, continue to clear inefficient production capacity and shut down low-quality enterprises Jinta Cement, continue to slim down and strengthen the body, reduce the burden and go into battle lightly.

2024-10-12 09:57:52

Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.