On July 19, a hydropower project in the lower reaches of the Yarlung Zangbo River, with a total investment of about 1.2 trillion yuan, was officially launched in Linzhi, Xizang. The hydropower project in the lower reaches of the Yarlung Zangbo River is located in the Nyingchi City of the Xizang Autonomous, which mainly adopts the development method of cutting off bends and diverting water through tunnels, and constructs five cascade hydropower stations. With such a large-scale construction project, the demand for cement will be huge.
The news also triggered strong repercussions in the capital market. On the morning
of July 21, more than 100 stocks rose and stopped in the A-share market, most of which were related to hydropower projects in the lower reaches of the Yarlung Zangbo River. Among them, the share prices of cement enterprises in Xizang areas (Tianshan Stock, Huaxin Cement , Conch Cement and Tianlu, the Xizang of Gaozheng Building Materials) rose and stopped across the board as of the closing of the day, and Huaxin Cement Hong Kong stocks rose by more than 80%!
From the current situation of the cement industry in the Xizang, Xizang major cement enterprises are concentrated along the Yarlung Zangbo River.
From upstream to downstream, including Shigatse Yaqu (4000t/d), Shigatse Gaoxin Saussurea (2500t/d + 3000t/d), Duilongdeqing Gaozheng (2000t/d * 2 + 4000t/d), Xizang Sinoma (4000t/d), Lhasa Chengtou Qilian Mountain (4000t/d), Sangri Huaxin (1000t/d + 2000t/d + 3000t/d), Langxian Gaozheng Building Materials (4000t/d) and other enterprises. The total clinker production capacity is 11.05 million tons , of which Langxian Gaozheng Building Material is the closest to the downstream area. In addition , Basu Conch (3000t/d) is also close to the downstream Mêdog County.
Note: The direction of the arrow is the general direction of the Yarlung Zangbo River (the data picture of China Cement Network is strictly prohibited to be stolen without permission).
According to the clinker production capacity ranking of Xizang released by China Cement Network, the clinker production capacity of Gaozheng Building Materials is 4.34 million tons, accounting for 34.57% of the total capacity, ranking first; The clinker production capacity of Huaxin Cement is 3.565 million tons, accounting for 28.40%.
In addition, according to the big data of China Cement Network, there is still one cement clinker project under construction in the Xizang: Langxian Gaozheng Building Materials 4000t/d clinker production line. (Details: The replacement ratio is 1:1, and a new 4000t/d clinker production line is planned to be built in Xizang.)
Such a large amount of hydropower project construction will greatly boost the local cement demand. Many links in the project, such as dam construction, tunnel lining, powerhouse foundation and so on, are inseparable from cement. According to the calculation of China Cement Network, the project is expected to drive more than 42 million tons of cement demand. Moreover, the construction period of the project is long, and the demand for cement will remain high for a long time in the future. This provides a broad market space for Xizang cement enterprises, and it is expected that during the construction period, the sales volume of Xizang cement enterprises will increase significantly.
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