Cement Net Exclusive: Never Completed the Task of Staggered Peak Production, Accounting for More Than Half

2024-08-16 11:06:02

According to the statistics of all compliant cement clinker production lines in the city listed in the list in 2023 (as of December 31, 2023), there are 47 production lines in 31 enterprises. After deducting the 8 production lines of 4 enterprises that have been announced to be relocated, there are 39 production lines of 27 enterprises in normal production. There are 21 production lines of 14 enterprises that have not completed the peak staggering production task in 2023. Regardless of the number of enterprises or the number of production lines, more than half of the peak staggering production tasks have not been completed in 2023.

In August, the Chongqing Economic and Information Commission published on its official website the "Announcement on the Update of the List of Cement Clinker Production Lines in Chongqing". This is not to say whether the update is timely or not, but to say that in the remarks column of the list, the production line that "has not completed the peak staggering production task in 2023" is specially marked.

According to the statistics of all compliant cement clinker production lines in the city listed in the list in 2023 (as of December 31, 2023), there are 47 production lines in 31 enterprises. After deducting the 8 production lines of 4 enterprises that have been announced to be relocated, there are 39 production lines of 27 enterprises in normal production. There are 21 production lines of 14 enterprises that have

not completed the peak staggering production task in 2023. Regardless of the number of enterprises or the number of production lines, more than half of the peak staggering production tasks have not been completed in 2023.

According to the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2021 Edition), the second situation that can not be used for capacity replacement is the clinker production capacity of cement enterprises that refuse to correct after being interviewed by the competent industrial and information departments or environmental protection departments at or above the provincial level in violation of peak staggering production regulations.

That is to say, these production lines that have not completed the peak staggering production task in 2023 may not be used for capacity replacement. Of course, it is also possible that these enterprises have never thought of replacement at all. Judging

from the content of the mark, there is no doubt that it violates the regulations of peak staggering production, but has it been interviewed? Did you correct it? Can't judge. Mistakes should be allowed to be corrected, and they are still "good comrades".

The state has a credit repair mechanism for dishonest subjects, who can apply for credit repair as long as they correct dishonest behavior and eliminate adverse effects as required. If it meets the repair conditions, it shall be removed from the list of serious dishonest subjects in a timely manner in accordance with the relevant provisions, terminate the sharing and disclosure of relevant dishonest information, or mark, shield or delete relevant dishonest information. There should also be a correction and repair mechanism

for the information that has not completed the task of peak staggering production. More than half of the enterprises and production lines that

have not completed the peak staggering production task in 2023 are also worth investigating and analyzing by the competent authorities.

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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.