Giant slimming! Tianshan, China Resources Asset Sale!

Recently, according to a property rights trading platform, the assets of three production lines of China Material Pingxiang Cement Co., Ltd., a subsidiary of Tianshan Material, were listed and transferred simultaneously. They

are the above-ground buildings (structures), machinery and equipment and other assets involved in the 2500t/d and 4500t/ d clinker production lines and the 3 million tons grinding production line respectively. The subject matter is located in Shangli County, Pingxiang City, Jiangxi Province, with a total transfer base price of 135.95 million yuan.

At the same time, the shares of many companies under China Resources Building Materials Technology are also listed for transfer.

In addition, Zhengzhou Coal Industry Group Longli Cement Co., Ltd. is listed to transfer 100% of the company's equity and related creditor's rights, and the transfer base price has not yet been disclosed. It is understood that the enterprise has stopped production for many years due to mine problems.

At present, the cement industry is entering a deep adjustment period with asset optimization and capacity clearance as the core, and the market pattern shows distinct differentiation: leading enterprises with strong competitiveness take the initiative to slim down, focusing on the quality and efficiency of the main business; small and medium-sized enterprises with weak competitiveness exit under pressure, and the industry concentration continues to increase.

Under the multiple pressures of demand slowdown, capacity control, carbon constraints and tax burden adjustment, the cement industry has shifted from "incremental expansion" to "stock optimization". Tianshan, Huarun and other leading enterprises have successively sold non-core assets, transferred part of their equity and production lines, not to shrink their operations, but to actively strip off inefficient assets , optimize regional layout, reduce operating costs, and concentrate resources on high-quality production capacity, so as to achieve stronger market competitiveness and risk resistance by "slimming down". In contrast

, small and medium-sized enterprises, which lack cost advantages, backward technology, environmental protection and financial pressure, gradually withdraw under strict capacity replacement, high-cost operation and fierce market competition. This round of adjustment is not simply the advance and retreat of enterprises, but the inevitable shuffle of the industry towards high-quality development: the clearance of inefficient production capacity is accelerated, resources are concentrated to the head, and the bottom of industry profits is gradually consolidated.