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What is happening in the cement industry?

2024-09-20 07:01:20

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

Conch Group not only continues to consolidate its leading position in the field of cement manufacturing, but also actively explores and expands in new energy, new materials, environmental protection industry, digital economy, modern service trade and other fields.

2024-09-18 10:20:25

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

What is happening in the cement industry?

2024-09-16 07:01:17

What is happening in the cement industry?

2024-09-15 07:02:03

What is happening in the cement industry?

2024-09-14 07:01:41

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

In September 13th, some investors asked, what is the company's plan for the next 3 years? Li Qunfeng, executive director and general manager of Conch Cement, said that the company would persist in effective investment, continue to consolidate the competitive advantages of cement and upstream and downstream industries, and foster new energy, environmental protection, digitalization and other emerging industries.

2024-09-13 15:47:40

Faced with the adverse effects of the deep adjustment of real estate and the slowdown of infrastructure investment, the company will adhere to the principle of "market, resources and returns" and enhance market control to promote high-quality M & a projects in areas with low industry concentration and blank markets.

2024-09-13 15:27:16

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

The environmental protection planning of Tapai Group mainly includes: promoting the construction of the 300,000 tons/year general solid waste resource comprehensive utilization project of Jiaoling Branch, which has been reviewed and approved by the eighth meeting of the fifth board of directors; the company plans each Alternative fuel projects will be built in the clinker production line of 5000t/d, with the goal of replacing 30% of coal consumption and reducing the total energy consumption.

2024-09-13 11:39:14

Yang Jun thanked China Railway Construction Corporation for its long-term trust and support to Conch Group, and introduced the company's overall business and transformation and upgrading. He said that China Railway Construction is a leading enterprise in the field of infrastructure, and has maintained good cooperative relations with Conch Group for many years, with a deep foundation for cooperation between the two sides. At present, Conch Group is speeding up the construction of a new high-quality development model of "one base and five industries", hoping to give full play to its own advantages, closely meet the needs of the transformation and development of China Railway Construction, deepen cooperation around key areas such as building materials, new energy, digitalization and overseas business, and achieve complementary advantages and win-win development.

2024-09-12 09:37:35

What is happening in the cement industry?

2024-09-12 07:01:42

On September 11, at the 2024 China Top 500 Enterprises Summit Forum, the China Enterprise Federation and the China Entrepreneurs Association released the list of "Top 500 Chinese Enterprises" to the public for the 23rd consecutive time. The entry threshold for this year's list is 47.381 billion yuan, an increase of 383 million yuan over the previous year. The revenue scale of the "Top 500" has stepped up to a new level, with a total revenue of 110.07 trillion yuan, an increase of 1.58% over the previous year. Among them, China Building Materials, Conch and Red Lion are on the list.

2024-09-11 13:13:07

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

What is happening in the cement industry?

2024-09-07 07:01:41

What is happening in the cement industry?

2024-09-06 07:02:02

In view of the problems of declining profits of cement enterprises hindering green transformation and narrowing the space for energy saving and carbon reduction, Ye Jiayuan proposed that cement enterprises should not forget to innovate no matter how difficult it is. Innovation should not only be limited to low-carbon areas, but also open up ideas and plan digital upgrading and intelligent transformation as early as possible according to their own conditions. In the implementation of digital and intelligent transformation, it should be linked with low-carbon as far as possible. If digital intelligence leaves the foothold of low carbon, digital intelligence is likely to be hollow, and it is likely to become a castle in the air, which is not useful, but a burden for enterprises.

2024-09-05 11:04:53

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

According to Shanghai Electric News, on the afternoon of September 2, Wu Lei, chairman of Shanghai Electric Group, held talks with Yang Jun, chairman of Anhui Conch Group Co., Ltd. (Hereinafter referred to as "Conch Group"). The two sides had in-depth exchanges and reached broad consensus on strengthening cooperation. Wu Lei said that Shanghai Electric and Conch Group have a long-term good foundation for cooperation, with a high degree of fit in multiple business sectors and great potential for cooperation. It is expected that the two sides will consolidate the foundation of early cooperation, continue to expand cooperation in energy equipment, automated production lines, green hydrogen energy, digital applications and other fields, and work together to create a new chapter of cooperation between state-owned enterprises.

2024-09-03 11:41:15

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

What is happening in the cement industry?

2024-09-03 07:01:29

What is happening in the cement industry?

2024-08-31 07:01:24

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

What is happening in the cement industry?

2024-08-30 07:02:02

According to daryo. Uz. On August 27, it was reported that Uzbekistan's Competition Development and Consumer Rights Protection Commission announced that it had imposed a fine of 4.9 billion sum on Shangfeng Friendship Bridge for dumping and other violations. In addition, the regulator has issued a mandatory directive requiring Shangfeng Friendship Bridge to eliminate the identified violations and take measures to prevent future occurrences. On April 28, 2024, the completion ceremony of the 6500t/d clinker production line was successfully held.

2024-08-29 13:07:34

What is happening in the cement industry?

2024-08-29 07:01:59

On the evening of August 27, Conch Cement disclosed its semi-annual report that in the first half of the year, the company realized operating income of 45.566 billion yuan, down 30.44% year-on-year, net profit of 3.326 billion yuan, down 48.56% year-on-year, and basic earnings per share of 0.63 yuan. From the data point of view, in the first half of 2024, the market share of conch cement has been further improved.

2024-08-28 15:45:02

In the first half of the year, Conch Cement realized an operating income of 45.566 billion yuan, a year-on-year decrease of 30.44%, and a net profit of 3.326 billion yuan, a year-on-year decrease of 48.56%;

2024-08-28 11:48:19

Conch Cement disclosed its semi-annual report on the evening of August 27. In the first half of the year, the company realized operating income of 45.566 billion yuan, down 30.44% year-on-year; net profit of 3.326 billion yuan, down 48.56% year-on-year; basic earnings per share of 0.63 yuan.

2024-08-28 09:24:38

What is happening in the cement industry?

2024-08-28 07:01:48

During the reporting period, the total net sales volume of cement and clinker of the Group was 128 million tons, representing a year-on-year decrease of 4.94%; the main business income was RMB34.051 billion, representing a year-on-year decrease of 22.12%; the operating cost The comprehensive gross profit margin of products was 22.71%, representing a decrease of 4.10 percentage points as compared with the same period of last year.

2024-08-27 20:40:13

What is happening in the cement industry?

2024-08-27 07:01:30

On the evening of August 21, Conch Cement issued a board resolution announcement to elect Mr. Zhu Shengli as the vice chairman of the ninth board of directors of the company. At the same time, another announcement of Conch Cement shows that Mr. Zhu Shengli and Mr. Yu Shui were elected and appointed as executive directors of the ninth board of directors respectively, and their terms of office shall take effect from the date of approval by the shareholders at the extraordinary general meeting to the date of expiration of the term of the ninth board of directors.

2024-08-22 10:36:49

What is happening in the cement industry?

2024-08-15 07:02:03

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

Northeast China is implementing the policy of off-peak kiln shutdown in August according to the established plan. In this context, cement manufacturers have no plans to further raise prices, so the market quotation remains stable. However, the demand for cement in Liaoning has been reduced due to frequent precipitation in the rainy season recently. Although the cement price of large factories is still at a high level, the overall demand is low, which may have a volatile impact on future prices.

2024-08-09 16:45:29

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

Through multiple verification, Basu Conch is not a traditional "batch of small and large". The kiln diameter of Φ4.3 * 64 m corresponds to the normal 2500t/d line in high altitude areas. The main purpose of this supplementary production capacity is to write off the overproduction capacity. In the case of widespread overproduction in the country, Basu Conch's initiative to supplement production capacity deserves praise.

2024-08-09 10:47:04

The situation of "approving small and building large" is not an individual phenomenon. The rectification and reform of "approving small projects and building large ones" requires not only the attention of Tibet, but also the strengthening of supervision throughout the country.

2024-08-08 10:28:07

Basu Conch Cement Co., Ltd. (Hereinafter referred to as Basu Conch) intends to supplement 150000 tons of cement clinker production capacity by means of reduction and replacement.

2024-08-06 17:16:10

The real value of an enterprise lies not only in its short-term financial performance, but also in its leadership in the industry and its contribution to the future development of the industry. From this perspective, Conch Group still has a long way to go.

2024-08-06 15:02:54

It is noteworthy that Conch Group, which has entered the list of the world's top 500 for five consecutive years from 2019 to 2023, failed this year.

2024-08-05 14:30:23

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

In order to reduce inventory pressure, cement prices showed signs of a slight decline.

2024-07-26 15:37:00

Shaanxi Guanzhong and Ningxia markets continued to fall.

2024-07-26 15:34:14

The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.

2024-07-26 15:29:35