12.11 Cement Morning Post: Completion of Taiwan Cement Hangzhou Gongliang Building; Shandong releases important documents: industrial upgrading, etc.; Conch Cement ranks second in global production capacity

2024-12-11 07:01:25

What is happening in the cement industry?

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6, Cement Net Comments: Jidong Acquires Shuangyashan Cement, Will Industry Mergers and Acquisitions Speed Up? In the cold winter of the cement industry in the past two years, there are few cases of mergers and acquisitions. The significance of this acquisition is threefold: firstly, the terminal control of Jidong Cement in Heilongjiang will be significantly enhanced, and the regional merger and reorganization will take substantial steps; secondly, the key profit areas will be expanded, and the operating efficiency of Shuangyashan Cement will be good; thirdly, the current industry concentration will be stagnant, and with the reduction of market capacity, this acquisition may speed up market integration and optimize the competition pattern of the industry.

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8, < a href = "https://www.ccement.com/news/content/43814685799255001." China's building materials ranked first with 518 million tons of production capacity. In 2023, the total global demand for cement contracted, but the capacity of the industry giants expanded, and the total capacity of the top 100 enterprises reached 41. China has 42 enterprises on the list, accounting for more than 50% of the total capacity; India has 15 enterprises on the list, with a total capacity of nearly 500 million tons, accounting for 12%.

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With the continuation of the positive orientation of macro-policy in 2025, as well as the combination of fiscal power and real estate "stop falling and stabilize" policy, it will effectively support the recovery of infrastructure and cement industry. The company will seize the key window period of improving quality and efficiency, reforming and innovating, realize value increment under the new normal situation of reducing development, tap potential and increase efficiency inward, firmly promote the upgrading of "high-end, intelligent and green" and the three major transformations of "cement +, internationalization and double carbon", constantly cultivate and develop new momentum and new advantages, and comprehensively consolidate the core. Return investors with better performance.