水泥企业去年业绩普遍翻番 今年利润有望大幅走高

2014-01-22 10:43:52

近日,多家水泥上市公司发布2013年业绩预告,其中,大多数的企业业绩翻番。水泥企业业绩大增的原因来自多方面,环保在其中扮演着重要的作用,而四季度水泥价格持续走高是水泥行业业绩超预期的主要原因。展望2014业内十分看好水泥板块的走势,某私募研究员表示,2013年,不少水泥板块个股股价几乎腰斩,目前,水泥板块明显处于估值洼地,2014年或将迎来估值修复过程。

  近日,多家水泥上市公司发布2013年业绩预告,其中,大多数的企业业绩翻番。水泥企业业绩大增的原因来自多方面,环保在其中扮演着重要的作用,而四季度水泥价格持续走高是水泥行业业绩超预期的主要原因。展望2014业内十分看好水泥板块的走势,某私募研究员表示,2013年,不少水泥板块个股股价几乎腰斩,目前,水泥板块明显处于估值洼地,2014年或将迎来估值修复过程。

  多家水泥企业业绩大增

  祁连山、华新水泥周二晚间发布2013年业绩预告,预计2013年度净利润与上年同期相比,增幅分别为160%、105%至125%。

  截至周二,19家水泥上市公司中有12家公布了2013年业绩预告。剔除ST狮头因本部水泥生产线搬迁停产而业绩亏损,以及四川双马因出售子公司股权而业绩大增外,其他10家中有7家业绩预增可能或超过100%。

  其中,深天地A全年业绩预增151%至190%;冀东水泥全年业绩预增70%至100%;上峰水泥全年业绩预增136.48%至155.40%;江西水泥全年业绩预增110%至136%;塔牌集团全年业绩预增65%-115%;海螺水泥全年业绩预增50%左右;金隅股份全年业绩预增0至15%。

  多重因素导致水泥行业业绩大增

  据了解,水泥企业业绩大增的原因来自多方面。新增产能减少的同时还有一部分落后产能淘汰,以及行业整合后集中度提高都是其中原因之一。除此之外,环保在2013年的水泥价格中也扮演着重要的作用。

  2013年下半年,正当企业担心下半年需求旺季水泥价格时,政府加大环保力度导致水泥供给收缩,以及企业自律主动收缩供给,不少地区水泥价格上涨超预期。华东、两广、湖北和京津冀等地区水泥价格涨幅在10%-40%。

  据了解,7-8月因高温限电,华东淡季水泥价格逆势走高,进入9月份需求旺季后,华东各地也不断出现节能减排,水泥供给减少,驱动水泥价格不断上涨。

  另外,今年下半年需求旺季,上海、江苏、浙江、安徽、福建水泥价格环比大幅上涨34.3%、23.3%、22.2%、40.7%,价格高于去年同期最高水平。因长江连通华东水泥市场,湖北旺季水泥价格环比上涨35.5%。

  中金公司近期研报显示,四季度水泥价格持续走高是水泥行业业绩超预期的主要原因。四季度以来全国水泥价格持续走高至年底,而以往11月中旬即开始回落,超出市场预期。分区域来看,华东、华中和华南四季度均价环比分别提高58、56和79元/吨,好于其他区域,主要是因为这些区域需求保持旺盛,而新增供应开始减少,节能减排停产较多,且区域企业自律较好;华北四季度均价环比持平,西南和西北均价环比小幅提高15元/吨左右。

  2014年水泥行业利润望大幅走高

  2013年,水泥市场已经完美收官,展望2014年,业内十分看好水泥板块的走势。

  目前来看,整个水泥行业2013年前10个月已经实现利润533亿元,同比增长约21.5%,远远高于上年同期水平,全年实现利润将超过800亿元,有望创历史第二高水平。2014年水泥需求总体将保持温和增长态势,在不考虑水泥新标准实施的情况下,产量继续增长6%至7%,行业利润仍维持较高水平。

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Correlation

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

Looking forward to the fourth quarter, the demand for cement will pick up to a certain extent, and the contradiction between supply and demand of cement will be alleviated in stages with the support of increasing peak staggering efforts in various regions. It is expected that the results of cement price increase 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.

2024-11-01 11:10:16

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

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

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

Since the beginning of this year, enterprises around the country have generally increased their efforts to stagger the peak, but it is still not enough to reverse the imbalance between supply and demand. In the future, the cement industry may face a severe test.

2024-08-05 13:48:41

Efforts should be made to improve operational efficiency and ensure the completion of annual performance targets.

2024-07-31 10:02:25

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

China Cement Network Market Data Center News, Northeast China stopped kilns to boost the implementation of price increases, 13-17 leading enterprises in Northeast China have notified to promote cement price increases of 30-50 yuan/ton again, the actual implementation range is about 30 yuan/ton.

2024-05-17 17:32:33

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

The announcement said that in the first quarter of 2024, due to the downturn of the real estate market, the shortage of project funds and frequent extreme weather, the demand for cement was less than that of the same period last year, and the sales of cement products (cement + clinker) decreased by 14% compared with last year.

2024-04-30 10:48:04

Some manufacturers hold a pessimistic attitude, believing that the low-cost cement in Guangdong and Guangxi is already a "major threat" to the Hainan market.

2024-04-26 11:59:40

According to China Cement Network Cement Big Data Research Institute, more than 90% of cement enterprises will fall into losses in the first quarter.

2024-04-23 14:31:56

According to the China Cement Network Market Data Center News, Northeast China: Northeast market demand is weak and stable, cement prices have loosened.

2024-04-19 16:57:31

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12

After the market competition, the business strategy of the enterprise tends to be rational, and there is a strong willingness to increase the off-peak production and stabilize the market. It is expected that the cement price will continue to fluctuate in 2024.

2024-04-17 09:50:03

Although Shanshui Cement can not fully represent the situation of other enterprises in Shandong region, the situation of falling volume and price makes Shandong cement industry face severe challenges in the first quarter of 2024.

2024-04-12 10:53:41

According to the China Cement Network Market Data Center news, during the Qingming period, Jiangsu and Zhejiang regions continued to rain, demand was low, and enterprise shipments were general.

2024-04-07 17:31:22

According to the cement market data center,

2024-04-07 16:58:30

According to the market data of China Cement Net, in early April, the leading enterprises in Baoding, Hebei, notified an increase of 30 yuan/ton in cement price. Overall, the demand recovery in Baoding is slightly better than that in northern Hebei, with certain conditions for price increase.

2024-04-07 16:55:08

In 2024, the setting of Xinjiang's economic development target indicates that the cement market demand will continue to grow, and the market is expected to remain stable.

2024-03-26 14:06:11

According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.

2024-03-22 17:40:09

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?

2024-03-06 15:32:49

On the one hand, the state requires the cement industry to carry out compulsory ultra-low emission transformation, on the other hand, it also gives real gold and silver subsidies and preferential tax policies.

2024-02-04 11:38:14

According to the data center of China Cement Market, the Northeast market is almost stagnant, manufacturers have holidays, construction sites are shut down, and prices are difficult to change.

2024-02-02 16:11:01

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

2024-01-31 13:03:23

Shandong's cement market seems to be "a mess"; Tianshan's profit is expected to drop by nearly 60% in 2023; CNBM Information and other units are included in the list of intelligent manufacturing projects; the General Administration of Market Supervision has released anti-monopoly cases involving concrete; Holcim plans to split its North American business and go public.

2024-01-29 14:08:30

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29

据中国水泥网行情数据中心消息,周内两湖地区市场需求销量下滑,部分市场水泥价格下跌20-30元/吨左右,两广地区行情平稳运行。

2023-12-29 16:59:49

水泥价格持续走低;水泥企业多个光伏项目迎新进展;天瑞集团“水泥生产工业大脑”入选2023年先进计算典型应用案例名单

2023-12-25 14:17:13

水泥市场强弱分化凸显;李坤明:2025水泥需求或将打破平台期;海螺水泥矿山资源盘点与骨料业务发展分析;投资5亿!南通海螺年产240万方混凝土项目一期顺利通过竣工验收!

2023-12-01 16:16:05

中国水泥网董事长邵俊致欢迎辞。

2023-11-29 08:42:36

河南水泥价格领涨;市场低迷谁之“祸”;塔牌集团投资2900万元建设储能项目;兰州甘草环保建材有限责任公司将进行重整。中国水泥网将于11月29日在杭州举办第五届中国水泥智能化高峰论坛,参观海康威视助力水泥企业数字化转型。

2023-11-20 15:22:21

当前水泥行业利润下滑严重、市场态势低迷的情形,很大程度上是诸多市场参与者共同酿成的。

2023-11-19 11:38:25

前三季度全国累计水泥产量创近13年以来同期最低,预计行业利润同比降幅仍达60%左右,企业亏损面扩大。

2023-11-08 09:20:21

重庆、广东、浙江地区水泥价格上调,全国P.O42.5散装水泥均价上涨。需求疲软导致水泥企业净利下滑,但预计四季度和明年需求和价格将改善。四川发布重污染天气绩效评级,亚东水泥、海螺水泥等3家水泥企业为A级。海螺水泥拟以4亿元-6亿元回购A股股份。工业机器人正快速替代人工在水泥厂的应用。

2023-11-06 13:49:36

据中国水泥网行情数据中心消息,市场需求销量较前期略有上升,两广地区主导企业本周继续通知上调水泥价格10-20元/吨左右。

2023-11-03 16:29:18

据中国水泥网行情数据中心消息,本周西南川渝及贵州部分地区主导企业通知上调水泥价格30元/吨,落实待观察。此外,云南地区市场需求销量不佳,大理、丽江地区企业下调水泥价格20-60元/吨。

2023-11-03 16:22:01

据中国水泥网行情数据中心消息,甘肃、宁夏部分地区受重点项目施工支撑,主要厂家报价保持稳定,但气温逐渐下降,全省需求呈现下滑趋势。

2023-11-03 16:13:22

行情震荡上行;同质化严重的产业中成本控制是王道;天山股份答投资者问,涉及需求、市场、煤价等问题

2023-11-02 13:29:45

西藏水泥产量创新高;湖南地区水泥价格再次推涨;利润大幅下滑!水泥企业如何“自救”;从上市公司报告看水泥区域性行情差异

2023-10-31 15:26:39

多地错峰停窑,水泥价格继续上涨;天山股份、海螺水泥和中国建材股份三季度业绩下滑;高铁建设加快,低碱水泥助力打通交通“大动脉”。

2023-10-30 13:52:54

湖南、河南、江苏水泥价格上调;大佬刘燕:全面打价格战并不可取,因区施策更宜;塔牌、宁夏、天山、上峰发布三季度业绩报

2023-10-26 13:44:27

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.