Cement Big Data Research Institute, there are 22 listed companies in the cement industry in Shanghai, Shenzhen and Hong Kong, including 15 in Shanghai and Shenzhen and 7 in Hong Kong.
First, the performance of listed companies: Most of the profits fell and some of the losses were relatively large
. From the perspective of revenue, only one of the 22 listed companies , Huaxin, achieved revenue growth , while 21 companies are now declining. There is only one Chinese building material company with a revenue of over 100 billion yuan.
Huaxin Cement adheres to the development strategy of "integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation", in which integrated transformation and development and overseas development are the strategic focus, especially new breakthroughs in overseas development. The overseas clinker production capacity of Huaxin Cement is nearly 17 million tons, surpassing Conch Cement and second only to Taiwan Cement. The overseas cement sales volume is 16.2 million tons, an increase of 37% over the same period last year. Driven by the large increase in sales volume, the overseas business income is 7.984 billion yuan, an increase of 47% over the same period last year. The company's annual revenue rose against the market. Of the
21 declining companies, 9 had a decline of more than 20%, of which the leading conch had a decline of nearly 36%, which was quite large, mainly due to the sharp reduction of other businesses.
Table 1: Profitability
of Listed Cement Companies in 2024 Source: Cement Big Data ( https://data.ccement.com/> )
From the perspective of net profit attributable to the parent company, 14 companies realized profits and 8 companies suffered losses. Among them, only two profitable companies achieved growth, while 12 companies declined; one loss-making company continued to expand its loss margin, two companies turned to loss, and five companies reduced their losses.
2. Sales of cement clinker: The volume and price of most enterprises decreased, and some enterprises achieved growth
. From the perspective of sales of cement clinker, the volume and price of almost all enterprises decreased. In terms of sales volume, only one of Qingsong Jianhua increased, but the range was relatively small. The remaining 21 companies all showed a decline, and in absolute terms , Conch Cement topped the list with 271 million tons, surpassing China's building materials.
Table 2: Sales and Average Price of
Cement Clinker of Major Cement Listed Companies in 2024 Data Source: Cement Big Data ( < https://data.ccement.com/> In terms of
selling price, the average selling price of Huaxin Cement was 311.78 yuan/ton, up slightly year-on-year, and it was the only rising company.
浙公网安备33010802003254号