展望下半年，今年水泥行业能否走出低谷，有分析人士认为，应寄希望于有效需求的回稳，建筑施工量的稳定增长，而更重要的是有赖于水泥行业自身内部供给侧结构性改革的深化。
根据国家统计局数据显示，2016年上半年，水泥行业实现销售收入3828亿元，同比下降4.7%，降幅继续收窄；全行业实现水泥利润总额95.5亿元，同比下降26.6%，降幅较1-5月份减少26个百分点。
行业利润大幅下滑的情况从水泥上市公司的业绩情况也可得到印证。截止到目前，从已发布半年报的水泥上市公司业绩情况来看，亏损已成为主旋律。上表中涉及的10家上市公司中，仅有华润水泥、塔牌水泥、四川双马实现盈利，其他7家企业均处在亏损状态，其中山水水泥亏损额高达7.23亿元，高居亏损榜首。
展望下半年，今年水泥行业能否走出低谷，有分析人士认为，应寄希望于有效需求的回稳，建筑施工量的稳定增长，而更重要的是有赖于水泥行业自身内部供给侧结构性改革的深化。在供给侧改革的有力支持下，再加上巨头企业重组，预计基建投资将会继续加码，水泥需求也会呈上涨趋势。各大企业也应在政策支持的大环境下，积极寻求机会，拓宽业务，加强合作，实现互利共赢。
On December 1, Huaxin Cement announced that it intends to acquire Holley Nigeria Caricement B. V and Davis Peak Holding for US $838 million (RMB 6.082 billion). 100% equity interest in Limited. Huaxin Cement's overseas business has become an important business pillar of the company, and this acquisition is expected to open up a new pattern of Huaxin's overseas market, which is an important fulcrum for the company to expand the West African cement market.
2024-12-03 09:27:50
What is happening in the cement industry?
2024-10-11 07:01:19
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
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
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
What is happening in the cement industry?
2024-08-30 07:02:02
What is happening in the cement industry?
2024-08-29 07:01:59
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
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
During the reporting period, real estate investment continued to decline and infrastructure investment slowed down, which directly affected the demand for cement, and this trend became more obvious after the Spring Festival, resulting in a continuous decline in the demand for cement. During the reporting period, the company's cement sales decreased by 577900 tons, and the average price of cement decreased by 45.03 yuan, or 17.26%. During the reporting period, the company suspended the production of high-cost Strait Cement and reduced the marketing scale of Jinyinhu Cement, which had a positive impact on the year-on-year loss reduction.
2024-08-26 10:40:10
According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.
2024-08-02 17:25:15
It is understood that in order to accelerate the development of the whole industry chain, Conch Cement has been focusing on promoting the construction of aggregate projects and developing large-scale and intensive aggregate bases in recent years.
2024-03-19 09:30:36
CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.
2024-01-03 11:33:34
据中国水泥网行情数据中心消息，中秋国庆小长假在即，加之浙江地区重要赛事召开，区域一些工地及搅拌站等处于停工状态，市场需求较前期略有下滑。水泥价格方面，上周江浙皖沪等大面积地区水泥价格推涨15-20元/吨，周内局部市场跟进上调20元/吨，华东整体市场报价涨后趋稳运行。
2023-09-28 13:54:12
海螺水泥哪怕每吨水泥只赚20块钱，国内很多水泥企业就要陷入严重亏损，而海螺水泥的水泥产能是3.88亿吨，意味着即便行业大面积亏损，海螺水泥也能盈利接近80亿。
2023-09-26 14:45:11
海螺水泥开展的主业贸易业务均实现盈利，但整体毛利率不高，受近两年由于水泥市场需求下降，市场行情下行影响，公司对贸易业务结构进行了优化调整，减少了毛利率相对较低的水泥熟料贸易业务。
2023-09-25 11:25:34
目前来看，我国水泥企业走出去以大企业为主。据中国水泥网发布的2022海外投资投产排行榜显示，2022年，国内水泥企业海外投资产能继续增长，达到4679.3万吨。排名前面分别为海螺水泥、华新水泥、红狮集团。
2023-09-20 09:29:36
据不完全统计，目前在A股主板、港股以及台股中发展商混业务的上市公司约有31家，其中以商混作为主营业务的公司有9家。2023年半年报披露出具体商混收入的上市公司共有27家，而金隅集团、青松建化、中国能建以及亚泰集团未披露商混业务收入数据。关于上市公司2023年上半年商混的销量、售价、毛利率以及回款情况表现如何，具体分析详见下文：
2023-09-13 15:47:33
9月6日，在海螺水泥上半年业绩说明会上，海螺水泥执行董事、总经理李群峰表示，市场份额是企业可持续发展的基础。接下来，海螺将坚持“份额是基础，盈利是目的”的思路，维持合理的市场份额，努力提升经营效益。
2023-09-08 09:10:25
李群峰表示，市场份额是企业可持续发展的基础。接下来，海螺将坚持“份额是基础，盈利是目的”的思路，维持合理的市场份额，努力提升经营效益。
2023-09-07 23:15:51
河南水泥价格继续松动回落； 1.大师开小灶|沈卫国：钢渣分相熟料综合效益-利废、低碳 2.海螺水泥中报业绩说明会：错峰效果边际减弱 3.总投资7.2亿元！红狮一项目进入试生产阶段 4. 陕西一4500t/d熟料迁建项目公示
2023-09-07 13:21:28
据中国水泥网行情数据消息，受重庆方向低价水泥冲击，四川地区水泥价格继续下调30-50元/吨。云南局部市场周内尝试复价上调30-60元/吨，执行情况有待跟进。
2023-09-01 17:57:44
中材国际上半年利润稳步提升；尖峰集团净利润同比下降22.74%；重庆一4960t/d水泥熟料生产线搬迁项目完成
2023-08-31 13:11:21
8月21日，祁连山发布半年报，上半年营业收入33.44亿元，同比下降15.35%；净利润2.38亿元，同比下降52.65%。
2023-08-22 09:14:36
据中国水泥网行情数据消息，本周河南地区水泥价格再次通知上调30元/吨，受此带动，湖北襄阳地区部分主导企业跟进通知复价上调水泥价格30元/吨，落实待观察。
2023-08-11 16:38:11
在水泥市场疲软的环境下，各大水泥企业纷纷采取行动，加强与上下游的联系，并积极寻找新的合作机会以应对市场的下行压力。
2023-07-17 09:46:58
无论是LCR技术，还是钢渣固碳技术，董仕宏带领的仕净科技始终争做环保赛道中不可复制的那个“唯一”和“第一”，在实现自身企业高速发展的同时，也推动着水泥行业绿色高质量升级。
2023-03-10 11:28:35
塔牌集团表示，结合水泥行业和公司实际情况，公司积极推进光伏发电项目和水泥窑协同处置固废项目建设，目前公司下属子公司厂区红线内光伏发电项目已全部投入运营，水泥窑协同处置固废项目也正紧锣密鼓推进中。
2023-01-16 14:44:46
截至2022年6月，中国电建的砂石产能超过6000万吨，排名居全国第七，其提出了在“十四五”期间聚焦“水能砂城数”五大领域，俨然成为了行业内的一匹黑马。本文将从发展过程、市场布局、产能投放和未来展望四个部分来阐述中国电建的砂石业务，具体内容如下……
2022-12-08 18:23:45
据中国水泥网行情数据中心消息，近日河南、安徽、上海、湖南、浙江、江苏、广西、广东、江西等地水泥价格迎来上调，幅度多在30-50元/吨。
2022-09-26 11:42:08
目前虽在金九银十传统旺季，但两地房建及重点项目偏少，整体需求不温不火，短期内水泥价格暂无上涨的迹象。
2022-09-23 17:47:45
当前，水泥行业已经步入传统旺季，但是从市场表现来看，虽然多地传出水泥价格上涨消息，但实际落实情况不佳，市场需求缺乏支撑是重要原因。鉴于房地产行业目前的状态，水泥市场需求短时间内恐难有回暖，市场压力依旧较大。
2022-09-20 10:18:32
近年来在砂石骨料大发展背景下，水泥企业凭借自身良好的现金流和业务协同性高等特点，大力拓展砂石骨料业务，矿山的重要性也得到进一步的凸显。
2022-09-06 14:44:38
多数企业上半年产量出现明显下降，收入或净利润出现大幅下滑或亏损，仅两家企业净利润呈上涨趋势。
2022-09-02 09:46:36
我们最新统计的水泥上市企业半年业绩报表，大部分企业利润出现下滑，有的企业甚至还出现了亏损，这一大片绿彷佛年初的基金，看的人凉飕飕的。
2022-08-31 17:46:22
CEMPI
130.5
-0.85 -0.65%
CONCPI
111.39
-0.90 -0.80%
CLKPI
136.95
-1.09 -0.79%
SPPI
50.90
-0.27 -0.53%
MORPI
80.62
+0.02 +0.02%
What is happening in the cement industry?
