Tianshan Stock Co., Ltd.: Demand is expected to continue downward inertia in the first half of 2025

2025-04-14 16:38:17

In the first three quarters of 2024, the operation of the industry declined sharply. In the second half of the year, the whole industry gradually changed its concept, the price of cement was gradually restored, and the profits of the industry and enterprises were improved. The company expects that demand will continue to decline in the first half of 2025, but the decline in demand will gradually narrow in the second half of the year. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid. The company will earnestly implement the relevant policy requirements against industry involution, inject confidence into the recovery of the industry, and help to achieve a balanced development of social and economic benefits.

A few days ago, Tianshan shares issued a record of investor relations activities, answering questions of concern to investors.

Q: Since the fourth quarter of 2024, the profitability of the domestic cement industry has been significantly restored, which has triggered a heated discussion on the transformation of the competition mode of the industry. Has the domestic cement industry returned to the process of rational competition and the pursuit of profits? What is the company's outlook for the demand of the cement industry in 2025?

Tianshan shares: In the first three quarters of 2024, the industry's business situation declined sharply. In the second half of the year, the whole industry gradually changed its concept, the cement price was gradually restored, and the industry and enterprise profits were improved. The company expects that demand will continue to decline in the first half of 2025, but the decline in demand will gradually narrow in the second half of the year. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid. The company will earnestly implement the relevant policy requirements against industry involution, inject confidence into the recovery of the industry, and help to achieve a balanced development of social and economic benefits.

All can be viewed after purchase

Correlation

Tianshan Stock Co., Ltd.: Demand is expected to continue downward inertia in the first half of 2025

In the first three quarters of 2024, the operation of the industry declined sharply. In the second half of the year, the whole industry gradually changed its concept, the price of cement was gradually restored, and the profits of the industry and enterprises were improved. The company expects that demand will continue to decline in the first half of 2025, but the decline in demand will gradually narrow in the second half of the year. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid. The company will earnestly implement the relevant policy requirements against industry involution, inject confidence into the recovery of the industry, and help to achieve a balanced development of social and economic benefits.

2025-04-14 16:38:17

CEMPI

111.27

-0.08 -0.07%

CONCPI

97.21

-1.61 -1.63%

CLKPI

108.50

0.00 0.00%

SPPI

45.15

-0.73 -1.59%

MORPI

77.20

-0.54 -0.69%

Cement Net Data: Port Coal Price Statistics (6.27-7.03)

The title is "Port Coal Price Statistics Table". This table shows the coal prices of ports in the Bohai Rim, East China, South China and other regions, and the unit is yuan/ton. The data includes the prices and changes of different ports, coal types, types and calorific values on July 3 and June 26, 2025. Among them, the general bituminous coal with a calorific value of 5000 in Zhujiang Power Terminal has a large change value of 65, while the general bituminous coal with a calorific value of 5500 in many ports such as Qinhuangdao Port has a small change value of 0.