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

105.29

-0.38 -0.36%

CONCPI

94.30

-1.31 -1.37%

CLKPI

104.52

-0.09 -0.09%

SPPI

45.16

+0.02 +0.04%

MORPI

76.51

-0.42 -0.55%

A number of cement industry-related technologies are proposed to be included in the Catalogue of Advanced and Applicable Technologies and Equipment for Comprehensive Utilization of National Industrial

Grinding technology and equipment of wet slag discharge vertical mill; key technology of Bayer process red mud quality control to produce matrix composite materials; key technology and equipment of comprehensive utilization of fly ash quality improvement and carbon reduction; technology of solid waste resource utilization coupled with carbon dioxide capture and storage utilization (CCUS); remanufacturing technology of wear-resistant parts of mechanical equipment; remanufacturing technology of permanent magnetization of old motors; The green remanufacturing technology of high-precision and long-life gearboxes has been listed in the Catalogue of Advanced and Applicable Technology and Equipment for Comprehensive Utilization of National Industrial Resources (2025 edition).