Recently, Jiangxi Wannianqing Cement Co., Ltd. released its semi-annual report for 2024, which elaborated on the risks and countermeasures faced by the company. According to
the report, in order to cope with the slowdown of infrastructure investment growth and insufficient construction of real estate projects, Evergreen will optimize its strategic layout, promote the "vertical integration" expansion of the industrial chain, and build an ecological chain of building materials industry. In view of energy saving and carbon reduction, Evergreen will steadily promote the "double carbon" work and accelerate the transformation of green and low carbon; Faced with the contradiction between declining demand and excess capacity, Evergreen will take the market as the guide, accurately judge the market trend, comprehensively optimize the marketing strategy, and continuously improve the marketing quality.
1. Macroeconomic environment risk
From the external environment, the company's main business is closely related to the macroeconomic environment and real estate development investment. Cement and upstream and downstream industrial markets will face greater challenges due to adverse factors such as the slowdown in the growth of infrastructure investment, the weak correlation between new infrastructure and cement, and the insufficient start-up of real estate projects.
Measures: The Company will pay close attention to the macroeconomic situation and industrial policies, optimize the strategic layout, promote the "vertical integration" expansion of the industrial chain, and build the ecological chain of the building materials industry; further develop the main business, widely use digital intelligence technology and green technology, and promote the optimization and upgrading of the cement industry chain as a whole; Expand the industrial layout to promote the healthy development of the industry, expand the layout of the commercial concrete industry around the core areas, and further enhance the market influence and voice; precisely supplement the chain, combine the company's resource endowment and industrial foundation, cultivate related diversified industries, and cultivate the second growth curve.
As a cement enterprise with high energy consumption and high emission, under the background of "double carbon", the enterprise will increase investment in energy saving, emission reduction and environmental protection. The structural adjustment of cement industry under carbon emission reduction may lead to the intensification of industry differentiation. The overall level of industry efficiency has declined sharply, which is an important challenge for energy conservation, carbon reduction and digital transformation.
Measures: The company will take Xi Jinping's ecological civilization thought as a guide to shoulder the political responsibility of ecological environment protection. Steadily promote the "double carbon" work, establish a carbon emission accounting and statistical monthly report system, plan and layout carbon emission reduction work, promote the use of alternative fuels and clean energy utilization; increase investment in research and development funds, take green low-carbon cycle as the direction, focus on tracking and promoting the comprehensive utilization of solid waste, low-carbon cement, alternative fuels and other technical research and projects, and accelerate the transformation of green low-carbon.
3. Declining demand, the increasingly acute contradiction of excess capacity and the risk
of competition in the same industry in the region Measures: The Company will be market-oriented, accurately judge the market trend, comprehensively optimize the marketing strategy, and continuously improve the quality of marketing. Strengthen the research and judgment of the relationship between supply and demand in the market, formulate more scientific and accurate marketing strategies, and respond to changes in the market environment. Innovating marketing system, taking channel construction as the starting point, promoting channel reform and enhancing market competitiveness. Give full play to the marketing advantages of the whole industry chain of cement, commercial concrete and aggregate, continuously improve the service market and value creation ability of the whole industry chain, and form scale effect and synergy effect.
