On August 28, Shangfeng Cement released a record of investor relations activities. In terms of
cost, Shangfeng Cement said that the cost of clinker in the first half of 2025 decreased by 25 yuan compared with the same period in the first half of 2024, of which about 19 yuan was due to the decline in coal prices. In the first half of this year, the cost of cement decreased by 10.67 yuan compared with the same period last year, of which about 8 yuan was due to the reduction of the cost of clinker. In 2025, the company will continue to strive to achieve controllable cost through fine management. The comparable caliber of clinker cost will be reduced by 5 yuan/ton compared with the previous year, and the comparable caliber of cement product cost will be reduced by 3 yuan/ton compared with the previous year. In terms of cost
reduction and efficiency enhancement, in the first half of this year, the company's business idea is to continue to promote "income increase, cost reduction, cost control and efficiency enhancement", to focus on both operation and management, to do a good job in fine operation, and to continue technological innovation. Especially the benchmarking of energy consumption, the substitution of fuel and raw materials, the optimization of production system and the technical transformation of equipment. In the first half of 2025, the comprehensive energy consumption of the company has been reduced to less than 100 kg standard coal/ton, and good results have been achieved in cost control. The three cost rates are controlled below 15%. At present, the cost competitiveness and gross profit rate of the company are maintained at the leading level in the industry.
For the expectation of the second half of the year, mainly from the perspective of supply, the current cement industry is at a critical stage of policy and market promotion. Local governments strictly control new production capacity through measures such as peak staggering production, capacity reduction replacement and ultra-low emission transformation, so as to promote capacity optimization. From the demand side, the relationship between supply and demand is expected to improve after entering the traditional peak season in September and the fourth quarter every year.
At present, the cement industry is facing the double test of energy saving, environmental protection and industrial intelligence upgrading. In order to implement the relevant policy requirements and accelerate the green low-carbon transformation and high-quality development of the cement industry, China Cement Network is scheduled for September 23-24. The 14th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 6th Intelligent Summit Forum were held in Zibo, Shandong Province. This conference will bring together industry experts, enterprise representatives and many industry stakeholders to gather group wisdom and promote energy-saving, environmental protection and intelligent transformation and upgrading of the cement industry.
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