水泥上市公司2015年上半年业绩预告

2015-08-05 13:14:37

除了冀东水泥和博闻科技少许预增企业外,大部分企业上半年生产经营状况都相当不景气。以下是部分水泥上市企业上半年生产业绩预告。

  2015年上半年水泥行业因为需求的下降,导致产能利用率走低,水泥新线仍在投产,加剧产能严重过剩,市场竞争日益激烈,价格降幅创下近7年以来同期新低。水泥市场量价齐跌,企业亏损加大,行业发展堪忧。除了冀东水泥和博闻科技少数预增企业外,大部分企业上半年生产经营状况都相当不景气。以下是部分水泥上市企业上半年业绩预告。

  1、台泥(股票代码:01136),预减,由于中国大陆经济增长放缓,导致水泥产品销量下降以及平均售价下跌,台泥指出,应香港联交所规定,持股56.5%的子公司台泥国际(01136-HK),已经发出对今年上半年预期获利较去年同期大幅减少的警告。[详情]

  2、亚泥(股票代码:00743),预减,预期截至2015年6月30日止6个月录得的溢利,将大幅低于去年同期录得的溢利,主要因公司产品之平均售价较去年同期显着下调。[详情]

  3、青松建化(股票代码:600425),预减,预计公司2015年半年度实现归属于上市公司股东的净利润为-15,438.44万元,同比将减少55%左右。[详情]

  4、冀东水泥(股票代码:000401),预增,预计2015年1-6月归属于上市公司股东的净利润18000-21000万元,扭亏。[详情]

  5、四川双马(股票代码:000935),预减,预计上半年净利润亏损6000万元-7000万元。公司表示,由于受市场竞争加剧、水泥价格下降的影响,加之公司本部对生产线技术改造,对需替换的固定资产和不再适用的备件等计提减值准备约2068万元,造成公司盈利状况下降且归属于上市公司股东净利润出现亏损。[详情]

  6、四川金顶(股票代码:600678),预减,预计2015年1-9月归属于上市公司股东的净利润为亏损。[详情]

  7、华新水泥(股票代码:600801),预减,预计公司 2015 年半年度实现归属于上市公司股东的净利润与上年同期相比降幅在 80%--85%之间。[详情]

  8、宁夏建材(股票代码:600449),预减,预计2015年1-6月公司经营业绩将出现亏损,实现归属于上市公司股东的净利润为-4200万元左右。[详情]

  9、万年青(股票代码:000789),预减,公司预计上半年实现归属于上市公司股东的净利润7562 万元–1.26亿元,同比下降50%-70%。公司表示,由于水泥产品销价较上年同期大幅下降导致报告期利润下降。[详情]

  10、东吴水泥(股票代码:00695),东吴水泥发盈警,预计6月止六个月将录得亏损,原因是:受宏观经济增速放缓、水泥行业不景气和华东区域内水泥价格大幅下跌;今年梅雨季节持续一月余,严重影响水泥需求;及公司进行了规模较大的环保节能设备大修。[详情]

  l11、上峰水泥(股票代码000672),预减,预计2015年1-6月归属于上市公司股东的净利润盈利:5200.00万元~5500.00万元,同比下降73.20%~74.66%。[详情]

  12、联合水泥(股票代码:01312),预减,预计公司上半年净利下跌80%-90%。[详情]

  13、天山股份(股票代码:000877),预减,预计公司2015年1-6月净利润约为-16,150万元至-20,000万元,基本每股收益为-0.1347元/股至-0.1668元/股。[详情]

  14、祁连山(股票代码:600720),预减,预计公司1-6月为亏损3500万元左右,较上年同期2.58亿元净利润明显下滑。[详情]

  15、博闻科技(股票代码:600883),预增,预计2015年半年度经营业绩与上年同期相比,将实现扭亏为盈,实现归属于上市公司股东的净利润为11,700万元到12,100万元。[详情]

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Correlation

As Dong Shihong said, "Carbon is the future". At the intersection of history and future, Shijing Science and Technology, with low carbon as its pen, helps the cement industry to depict a harmonious picture of green mountains, green waters and industrial prosperity, and casts a hard backbone of sustainable development in the blending of grey and green.

2024-11-04 09:35:58

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

On October 25, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" continued brilliantly. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Material Co., Ltd., Li Jian, Associate Researcher of China Academy of Environmental Sciences, and Fan Yueming, Professor of South China University of Technology. Zhuge Wenda, Chairman of Hubei Century Xinfeng Leishan Cement Co., Ltd., Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center, China Architecture

2024-10-25 10:53:14

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Tapai Group said in the semi-annual report of 2024 that in the first half of this year, in order to effectively cope with the extremely severe market situation and the increasingly fierce competitive environment, the company continued to promote the work of reducing costs and increasing efficiency, continue to streamline the organization and optimize personnel, continuously improve labor productivity, continue to clear inefficient production capacity and shut down low-quality enterprises Jinta Cement, continue to slim down and strengthen the body, reduce the burden and go into battle lightly.

2024-10-12 09:57:52

Heidelberg Materials entered the Indian market in 2006 through a number of acquisitions. It currently operates four cement plants in India with a capacity of 12.5 million tonnes. Indian cement plants accounted for 7% of the total capacity of the building materials company last year, which also produces sand, gravel and additives such as concrete. In the cement industry, Heidelberg Materials ranks fourth in the world, behind two Chinese manufacturers (Conch Cement and CNBM) and the Holcim Group of Switzerland.

2024-10-11 09:12:31

According to the China Cement Network Market Data Center news, the implementation of cement prices in the Pearl River Delta region of Guangdong in the central and southern regions is general, while the Guangxi region is stable and declining. Eastern Hubei and other regions plan to push up the price of cement by 30 yuan/ton again. Driven by the price increase in eastern Hubei, individual market prices in Hunan have been notified to rise again.

2024-09-27 16:48:15

As of September 2024, the proportion of healthy enterprises in the ready-mixed concrete industry has decreased by 1.3 percentage points to 92.9% compared with 2022; the proportion of dishonest enterprises has increased from 5.0% to 6.1%; the proportion of bankruptcy reorganization enterprises has increased from 0.8% to 1.0%..

2024-09-25 09:21:01

In recent years, Huaxin insists on cultivating and developing new quality productivity, devotes itself to the research and development of ultra-high performance concrete, and establishes the brand of ultra-high performance concrete, Chaokelong ®. Huaxin Chaokelong New Building Material Technology (Huangshi) Co., Ltd. has been recognized as a national high-tech enterprise. After technical precipitation and tackling key problems, Huaxin has formed an overall solution for research and development, production, design and construction of ultra-high performance concrete materials, with completely independent intellectual property rights.

2024-09-23 11:24:16

According to the China Cement Network Market Data Center, cement prices in the Pearl River Delta market in central and southern Guangdong are planned to stop falling and rise again, while prices in individual markets in Guangxi have experienced a second round of decline. During the Mid-Autumn Festival, the range of price increases in the two lakes areas has been extended to the whole province, pushing up by about 30 yuan/ton. Since the 10th, some major manufacturers in Henan have pushed up the price of cement by 30 yuan/ton, but the actual implementation is not ideal, some enterprises have not implemented in place, and the quotation remains at the level before the rise.

2024-09-20 17:10:16

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

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

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

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

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04 09:39:36

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

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

Influenced by factors such as the continuous bottoming of real estate investment, the slowdown of infrastructure investment and the increase of seasonal rainfall in Jiangxi and the surrounding areas, the demand for cement in the market areas covered by Evergreen continued to be weak, the contradiction between supply and demand intensified competition, and the low price led to the continuous decline of industry efficiency. According to the Evergreen Announcement, through the organic combination of resource orientation and market regional characteristics, the company has achieved the integration of upstream and downstream development of the industrial chain.

2024-08-28 10:46:16

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Cement output in the first half of the year was 85047 million tons, compared with 953 million tons in the same period last year, a decrease of 103 million tons or 10.76%. Sales of China Resources Building Materials Cement fell by only 2.9%, which has outperformed the market. Not to mention the sales volume of clinker, which rose against the trend, increased by 24.7%. In the downturn of the industry as a whole, China Resources Building Materials Technology has made such a brilliant achievement, perhaps with the "grab share, keep the bottom line, optimize the structure, improve the status" set at the beginning of this year. "Related to the core market strategy.".

2024-08-19 11:12:51

On August 10, Ningxia Building Materials announced that it would terminate the exchange of shares to absorb and merge China Construction Information and issue shares to no more than 35 specific investors, including China Building Materials, to raise matching funds. At the end of January this year, the Shanghai Stock Exchange issued an audit decision on terminating the absorption and merger of building materials in Ningxia and the sale of major assets and raising matching funds. However, Ningxia Building Materials failed to fully explain the basis for the absence of significant uncertainty in the collection of accounts receivable of China Construction Information and the related favorable impact of the transaction on the company.

2024-08-16 10:15:40

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

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.