730 million! Take the conch cement! Cement enterprises "prepare food and fight"

2024-02-02 09:12:10

With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.

On January 25, Fusui X inning Conch Cement Co., Ltd. won the mining right of Limestone Mine in Mumin North Mining Area, Changping Township, Fusui County, Chongzuo, Guangxi, with a transaction price of 729.903 million yuan. The mining area of the

project is 2.1666 square kilometers, and the 29805 of limestone resources is 8200 tons , which is planned to be sold for 30 years, with an annual output of 9.8 million tons. It is

also understood that on October 8, 2023, the website of the Ministry of Natural Resources published the announcement of the results of the transfer of the mining right of limestone mine for slate water cement in Shizi Township, Zhongxian County. Chongqing Conch Cement Co., Ltd. successfully won the mining right of limestone mine for slate cement in Shizi Township, Zhongxian County with 803 million yuan .

It is reported that the mine is limestone for cement, with a resource reserve of 306 million tons and a planned transfer period of 24.9 years.

As we all know, mines provide the main raw materials needed by cement enterprises, just as grain is the main food for people. For cement enterprises, mines are the basis of their production, and their importance can even be described as "those who get mines get the world".

According to the Standard Conditions for Cement Industry (2015 edition), the cement clinker project shall be guaranteed with limestone resources with a design mining life of not less than 30 years. With the consumption of production, the enterprise must replenish the reserve of mine resources in time if it wants to develop continuously. On the other hand, many cement enterprises have entered the ready-mixed concrete and mortar industry in extending the cement industry chain. With the advantage of building stone mine resources, it is bound to help enterprises to enhance their competitiveness in the ready-mixed market.

Therefore, for cement enterprises, mastering mine resources, to some extent, is equivalent to mastering the lifeblood of the survival and development of enterprises.

It is understood that in recent years, many enterprises have started to take mines and actively "prepare grain", including limestone mines for cement and aggregate mines.

Hongshi Group

in January, Chongzuo Huixin Building Materials Co., Ltd. won the mining right of siliceous rock mine for cement ingredients in Licun, Zuozhou Town, Jiangzhou District, Chongzuo City with 52.0363 million yuan. The mine is sandstone for cement batching, with 18.2366 million tons of siliceous rock ore resources for cement batching. It is understood that Chongzuo Huixin Building Materials Co., Ltd. is jointly established by Chongzuo Hongshi Cement Co., Ltd. (90% holding) and Nanning Hongshi Cement Co., Ltd. (10% holding). In August

2023, Chongzuo Huixin Building Materials Co., Ltd. won the limestone mine in Quli Village, Tuolu Town, Jiangzhou District, Chongzuo City, Guangxi with 193 million yuan. The total resources of the mine are 106.218 million tons, the annual mining scale is 5 million tons, and the transfer period is 22.4 years. In July

2023, Ningyuan Hongshi Cement Co., Ltd. successfully won the mining right of Limestone Mine for Cement in Limingyuan Mining Area, Ningyuan County, Hunan Province with 230 million yuan. Resources reserved within the proposed mining right of the mining area: 58.821 million tons of limestone ore for cement, including 51.457 million tons of controlled resources and 7.364 million tons of inferred resources.

Huaxin Cement

in January, Huangshi Huaxin Guanggu East New Building Materials Co., Ltd. won the limestone mining right of Taipingshan Mining Area in Huangshi City, Hubei Province for 143 million yuan. The company is 51% and 49% owned by Huangshi Tieshan Investment Development Company and Huaxin Aggregate Co., Ltd. Resource reserves of the

mine: 58.565 million tons of limestone resources for cement are identified within the mining area of the mining right to be transferred, including 8.940 million tons of proven resources, 29.059 million tons of controlled resources and 20.566 million tons of inferred resources; It is found that the inferred resources of limestone ore for building stones are 2.031 million cubic meters/5.464 million tons, all of which are reserved resources.

In January, according to the Natural Resources Bureau of Simao District, Puer City, Yunnan Jianfeng New Building Materials Co., Ltd. successfully won the mining right of limestone mine for building stones in the south of Dabaiyan, Simao District, Puer City. The reserve of the

mine is 137.19 million tons, sold for 26.57 years, and the transaction price is 106 million yuan. It is understood that the winning enterprise is a holding subsidiary of Zhejiang Jianfeng Group.

Tapai Group

announced on December 13, 2023 that its subsidiary, Huizhou Tapai Mining Co., Ltd., participated in the bidding for the mining right of Hengkeng Limestone Mining Area for Cement in Pingling Street, Longmen County. After public bidding, Huita Mining won the mining right with 93.3651 million yuan.

Resource reserves: the 10823 of limestone for cement is 4,79,000 tons, including 6,810,000 tons of 10192, 6,307,980 tons of inferred resources, 1,221,500 cubic meters of dolomitic limestone intercalated with stones and 1,420,400 cubic meters of diabase intercalated with stones; Quaternary Zuishi soil and sandstone and shale layer: 5,280,10,000m3. In November

2023, the Planning and Natural Resources Bureau of Yuncheng City, Shanxi Province, announced the results of the listing and transfer of mining rights. Among them, Witton Cement Group Co., Ltd. won the mining rights of a limestone mine for cement with 712.5 million yuan.

Resource reserves: the 17827 of limestone resources for cement is 20,000 tons. Limestone resources for building stones are 12789 80000 tons. The resource of dolomite ore body for construction is 10.661 million tons.

... The acquisition of

mines is an important link for cement enterprises to supplement "grain and ammunition" and develop aggregate business. By acquiring mine resources, cement enterprises can ensure the stable supply of raw materials, reduce production costs, improve production efficiency, and further develop and expand related industrial chains.

In addition, cement enterprises can also regard mine reserve resources as an important asset to lay the foundation for the sustainable development of enterprises. With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.

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Correlation

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.