Recently, Jinyu Group responded to the market concerns about mergers and acquisitions in Northeast China, the demand trend of cement industry and the arrangement of peak staggering production when it was surveyed by several institutions.
In response to the question of "high price" in the Shuangyashan merger and acquisition case, Jinyu Group said that the company's cement business development strategy is to take the Beijing-Tianjin-Hebei region as the core, North China as one, Northeast and Northwest as two wings.
The acquisition of Shuangyashan is in line with the company's strategic plan, and the integration has achieved remarkable results, which has promoted the price of the whole Northeast market and highlighted the synergy.
Despite the weak demand in Northeast China, thanks to the continuous increase in market prices in Northeast China, Northeast China has become one of the main profitable areas of the company's cement sector in 2024. The target assets of
M & a are excellent, Shuangyashan has its own mine resources, the production line design is standardized, and it is a competitive enterprise in Northeast China. At present , the price of Shuangyashan cement is at a high level, and the benefits are better. In terms of
demand and shutdown plan, Jinyu Group said that the current industry's judgment on cement demand this year is a decline of 5% -8%, and there will be differences in different regions.
The company's heating season staggered peak execution is better, Northeast, Inner Mongolia and Shanxi basically stopped production in the heating season, and the inventory remained at a low level at the beginning of this year.
From April to May, the north entered the normal peak staggering production stage, stopping production for 10-15 days every month, and during the rainy season from June to August, precise peak staggering will be carried out to ensure the balance between supply and demand.
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