4.28 Cement Morning Post: Shandong Cement Industry Ultra-low Emission Transformation Plan; Chongqing Plans to Add 4 Cement Clinker Lines; Tianshan Stock Valuation Improvement Plan

2025-04-28 07:02:13

What is happening in the cement industry?

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2. " 3. 4、 Shanshui Cement : The net loss attributable to the parent company in the first quarter was 600 million yuan

. On April 25, Shanshui Cement released the first quarterly report of 2025. In the first quarter of 2025 (from January 1 to March 31), its operating income was 1.621 billion yuan, a decrease of 4.91% compared with the same period last year. The net loss attributable to the parent company was 600 million yuan, but the loss decreased by 25 compared with the same period last year. This shows that although Shanshui Cement had revenue in the first quarter of 2025 and the loss decreased compared with the same period last year, it was still in a net loss state, with a net loss of 600 million yuan, which is the key content of this report around the title.

5. Guangxi: Guiding the cement industry to carry out differentiated peak-shifting production and promoting

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8, < a href = "https://www.ccement.com/news/content/55731703234325001." Its profit for the quarter was about 209.2 billion naira (equivalent to 9. Including local price increase, cost control, financial cost optimization and so on. Despite the challenges in the Pan-African market, the company's overall financial indicators have improved, with gross profit, gross profit margin, pre-tax profit, net profit and earnings per share all increasing. However, the company will face challenges in terms of stable market share and environmental protection investment in the Pan-African market in the future.

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Correlation

"Anti-involution" is the theme of the current development of the cement industry, but "anti-involution" does not mean "rain and dew sharing" of market interests, nor is it a fundamental means to solve the development dilemma of the industry. Under the general trend of sharp contradiction between supply and demand, a large number of cement enterprises will inevitably be out of the current round of shuffling. As the saying goes, "Striking iron needs to be self-rigid", only by taking advantage of the final window period created by the industry's "anti-involution" to enhance the hard power of enterprises, can we truly control our own destiny in the wave of industry changes.