General increase in net profit! The performance of cement enterprises in the first half of the year exceeded expectations

this year, the report card of the cement industry seems to be good. The semi-annual performance forecasts recently disclosed by

several cement listed companies show that the net profit of enterprises in the first half of this year is generally better than that of the same period last year, and the overall growth trend of the industry is significant. The reason is that the rise in cement prices and the decline in production costs have become the core supporting factors mentioned by most enterprises.

From the perspective of market performance, the positive changes in the price side have laid a solid foundation for performance growth. According to the relevant data of the National Bureau of Statistics, the average price of cement in the first half of this year increased by about 3.8% compared with the same period last year. Under the background that the output of the industry decreased by 4.3% compared with the same period last year, the price rising against the trend directly increased the revenue space of enterprises and became an important support for the improvement of performance.

In addition, as the core raw material and fuel for cement production, coal prices fell by about 200 yuan per ton in the first half of this year, and the sharp drop in coal prices directly reduced the unit production costs of enterprises. The "one drop and one rise" of cost and price forms a positive superposition effect, which promotes the profitability of enterprises to improve significantly.

From the performance forecast of cement enterprises, we can see that with the increasingly fierce market competition and the increasing environmental protection requirements, the industry has shifted from simple scale expansion to quality-benefit development. Cost control ability is not only a direct reflection of the level of enterprise operation and management, but also the key to achieve steady development in market fluctuations. Enterprises with good performance in the first half of the year have transformed their cost advantages into market competitiveness by improving production efficiency and promoting technological innovation, thus occupying a favorable position in the industry adjustment period. How can

cement enterprises further tap the potential of energy saving and carbon reduction, and how to use intelligent and digital means to reduce costs? China Cement Network is scheduled to hold the 14th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 5th Intelligent Summit Forum in Zibo, Shandong Province, from September 23 to 24. This conference will bring together industry experts, enterprise representatives and many industry stakeholders to gather group wisdom and promote energy-saving, environmental protection and intelligent transformation and upgrading of the cement industry.