天瑞已提供150亿以上担保 山水危局何解?

2017-04-08 11:12:07

自从成为香港上市公司山水水泥的大股东以来,天瑞集团已经为山水水泥及其全资附属公司山东山水集团提供了150亿元以上的担保。但天瑞集团却被指责为“掏空山水”。指责天瑞集团的是以宓敬田为代表的山东山水集团的前董事们。

  自从成为香港上市公司山水水泥的大股东以来,天瑞集团已经为山水水泥及其全资附属公司山东山水集团提供了150亿元以上的担保。但天瑞集团却被指责为“掏空山水”。指责天瑞集团的是以宓敬田为代表的山东山水集团的前董事们。他们未经上市公司的批准,在今年年初分发了1.31亿元奖金,却任由6100万元的债务利息到期不还,致使公司在债务违约泥潭更加被动。

  这像一部讽刺剧,也像一部惊悚剧。山水水泥年报披露,至去年底公司总负债额度为226.63亿元,其中仅山东山水集团已违约债券本金就高达56亿元,这随时可能引发一场金融动荡。

  “山水的债务危局原本已经有了解决方案:中国信达提供一揽子解决方案。但由于山东山水集团前董事们违法占据公司总部,中国信达的解决方案一度陷入停滞。”山水水泥董秘喻春良说道。

  “山东山水的经营基础是好的,我们愿意给你们时间,但希望上市公司能尽快实现对山东山水集团的完全控制。”一位债务人代表曾向山水水泥非执行董事、首席财务官张家华如此说道。而这,也成为解决当前山水债务危局的必由之路。

  谁在支持山水 谁在掏空山水

  先斥资50多亿元在香港二级市场买股份,成为了山水水泥第一大股东;在山水水泥陷入困局后,又为山水水泥及其附属公司提供了超过150亿元的担保。这是天瑞集团为解决山水危局所付出的努力。

  3月10日,山水水泥公告称,公司与天瑞集团订立贷款协议,天瑞集团同将向公司授出本金额为1875万美元无抵押、免息及并无固定还款期的贷款融资,以用作偿付公司的债务利息。而在本次贷款之前,天瑞集团已经向山水水泥提供了合共约4.79亿元无抵押、免息及无固定还款期的贷款,累计贷款已达到6.2亿元。

  除了支持上市公司之外,天瑞集团还为山东山水集团提供了巨额担保。截至目前,天瑞集团已经为山东山水集团提供了超过150亿元的担保支持,其中,担保款项最大的是中国信达的融资计划,高达80亿元。其他担保款项还包括招商银行5.64亿元债务和解、渤海银行济南分行5亿元贷款、工商银行济南长清支行5亿元贷款展期担保、建银亚洲5000万美元贷款、国开行1.5亿元贷款、长城资产5.5亿元融资担保,等等。这些担保,大多都是通过天瑞集团信用担保及天瑞集团董事长李留法、李凤娈夫妇承担无限连带责任担保的双重担保促成的。

  天瑞集团在努力让山水水泥摆脱危机,但其他股东又在做什么?

  在2015年11月,天瑞集团已经成为山水水泥第一大股东,但却在公司董事会无一代表。山水水泥当时的董事会主席为原实际控制人张才奎之子张斌,其他董事成员主要来自第三大股东亚泥、第四大股东中建材。他们三方控制的董事会居然主动申请对山水水泥进行清盘,一时间震动国内外市场。最终,在天瑞集团及公司第二大股东山水投资的努力反对下,山水水泥才避免了清盘的厄运。

  当时的山水水泥几乎到了绝境,山东山水集团也一再爆出债务违约消息,形势岌岌可危。

  在2015年年底至2016年年初,天瑞集团与山水投资终于实现了对山水水泥、山东山水集团的控制。由于此前爆发债务危机,国内各债权银行均要求山东山水集团加固担保。为此,山水水泥向公司三大股东天瑞集团、亚泥、中国建材发函,请求给予担保支持,但亚泥、中国建材均对此予以拒绝,只有天瑞集团同意提供担保。

  在天瑞集团的支持下,加之水泥行业整体回暖,公司经营恢复正常,山水水泥及山东山水集团的债务危机逐渐缓和,并出现了解决的曙光。

  但至今年年初,由于山东山水宓敬田等人拒绝接受上市公司的指令,债务危机再次爆发。今年2月27日,山东山水集团2014年度第一期中期票据(简称“14山水MTN001”)到期,本金10亿元,利息6100万元。在此前到期的债券中,多以偿还利息的模式予以延续,并得到了债权人的理解。但14山水MTN001的债权人,在2月27日未能收到6100万元的利息,这导致各债权人极为愤怒。而在此前不久,山东山水集团原董事们未经山水水泥董事会批准,擅自发放了高达1.31亿元的奖金。

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  谁服从上市公司指令 谁就被驱逐

  天瑞集团与山东山水集团原副董事长宓敬田等人本来是盟友关系。

  宓敬田等人是山水投资(山水水泥第二大股东)的股东,间接持有山水水泥的股份。山水投资注册地在香港,它是个职工持股平台,共有股东近4000名,均为山水水泥的高管及职工,其中大部分股份被山水水泥原实际控制人张才奎托管。在2013年年底,张才奎、张斌父子有意用山水投资的分红,将山水投资全部股份都收到个人名下,引起职工股股东强烈反对。最终,双方在香港对薄公堂。

  天瑞集团正是在这样的背景下收购了山水水泥大量股份,并超过山水投资成了公司第一大股东。而在职工股股东的维权中,天瑞集团给与了极大帮助,并最终使参与维权的职工股所持股份脱离了张才奎的托管,还在2016年年初将张才奎父子逐出了山水水泥及山东山水集团。

  天瑞集团进入了山水水泥的董事会,职工股的股份也保住了,这原本是个美好的结局。

  双方关系的转折点发生在去年9月,山水水泥董事会通过决议,将向不少于六名独立承配人配售不低于9.1亿股,配售价格的下限为0.5港元。 这项配股方案引起了宓敬田等人的抵制,他们的理由是该次配股价格过低、影响职工股股东利益。

  双方矛盾大爆发是在去年12月。当时,还担任山东山水集团副董事长宓敬田违规向媒体披露公司业绩。因为此事,上市公司遭到港交所问责。去年12月20日,上市公司为此中止了宓敬田副董事长的职务,并委派赵永魁暂时暂代宓敬田的职务。

  与宓敬田相同,赵永魁也是山水投资的股东,并持有山水投资更多股份。他还是山东山水集团的董事,并担任山东山水集团的常务副总经理、财务总监。在此前的山水股权争夺大战中,宓敬田、赵永魁等山东投资维权股东们站在一起,与天瑞集团联手,将山水原实际控制人张才奎、张斌父子逐出了山水。与宓敬田不同的是,赵永魁对山水水泥的增发事项较为理解,认为那是公司摆脱困境的必由之路。

  只是,在山水水泥任命赵永魁暂代宓敬田任山东山水集团副董事长职务后的第二天,赵永魁便被山东山水集团拒之门外--山东山水集团以办公室的名义发布通知,免除赵永魁副总经理、财务总监的职务。同时被“免职”还有副总经理高勇、副总经理刘德权和总经理助理赵彬。高勇同时担任山东山水集团的董事,也是山水投资的维权骨干,在山水投资的维权过程中付出极大的心血。只是,他们同样对山水水泥的增发事宜较为理解。

  曾经,宓敬田、赵永奎、高勇等维权高管是生死兄弟,现如今赵永奎和高勇等人有了新的称号,他们被骂为“汉奸”,且身为董事、高管的他们,连山东山水集团的大门也进不去了……

  配股是在贱卖吗?

  山水水泥缘何急于配股,0.5港元的的增发价格到底是高是低?

  “山水水泥增发有两个目的,一个是通过融资偿还债务,另一个是恢复公司上市地位。不低于0.5港元的增发价格是由独立财务顾问经过全面评估做出的,且经过了联交所的同意,上市公司贱卖股份毫无根据。”喻春良向记者说道。

  其实,山水水泥增发股份是不得已而为之。

  目前,山水水泥有四大股东,公众股股东不足10%。因公众股股东低于港交所要求,山水水泥的股票自2015年4月被停牌至今。

  根据港交所的规定,若上市公司在证券已停牌6个月或以上,交易所会决定该公司是否需要进入除牌程序的第二阶段。进入除牌程序第二阶段的上市公司将有6个月的时间向交易所提交可行的复牌建议。若上市公司未能在期限内提交可行的复牌建议,将会进入第三阶段除牌程序。进入第三阶段除牌程序后,上市公司将有最后6个月向交易所提交可行的复牌建议。若仍未能提交可行的复牌建议,上市公司的上市地位将会被取消。

  也就说,一家香港上市公司若停牌6个月以上,就可能进入交易所除牌程序的第二阶段。此后上市公司若不能提出可行建议,最快会在12个月内被取消上市地位。

  “我们一直在和港交所沟通并提出复牌方案,所以公司尚未进入除牌程序第二阶段。但恢复上市不能久拖,若公司上市地位因此被除牌,对所有股东来说都是伤害。”喻春良告诉记者,而山水水泥要恢复上市,必须向市场增发股份,使公司公众股股东超过25%的硬性要求。

  而对于0.5港元的增发价格,表面看确实非常低。在山水水泥股票于2015年4月停牌之时,公司股价高达6.29港元,现如今增发价格只有0.5港元,这还不是贱卖?但实际上,山水水泥的股票价值早已今非昔比。

  在停牌之前,内地及香港股市正处于大牛市之中。而且,为争夺山水水泥的控制权,包括天瑞集团、亚泥在内的各方巨头在香港市场大规模扫货,致使山水水泥股价从2.8港元左右大幅飙升至6.29港元。另外,山水水泥自身的基本面也发生了巨大的变化。在停牌之前,山水水泥股权争夺大战还在初期,公司元气未伤。但停牌后,各方争夺大战全面爆发。虽然山瑞集团、山水投资最后胜出,但公司也被折腾得不像样子,甚至一度被前任管理层提出清盘。最终,山水水泥在2015年巨亏68亿元。

  与在港上市的同行业公司相比,山水水泥0.5港元左右的增发价格也并不算低。

  就以山水水泥的两个关联公司为例:至去年年底,亚洲水泥(亚泥的控股子公司)每股净资产为5.97元,中国建材每股净资产为7.75元。截至4月6日,这两个公司的收盘股价股价分别为2.48港元、5.4港元。而山水水泥去年年底的每股净资产为0.91元,其对应的0.5港元增发价格并不算低。

  对于山水水泥的增发,高勇也曾有所疑虑。“刚开始听说增发股价那么低,我也觉得不可思议,但后来我觉得它不敢故意贱卖。第一,山水水泥的股东里面都是巨头,除了天瑞集团、山水投资,还有中国建材、亚泥,它们都是国际巨头,会盯着这次增发不放的。第二,这次增发的操盘方是信达国际证券,作为一个央企,它也不会那样做。另外,香港的法律和监管非常严,我觉得上市公司不敢。”

  而天瑞集团表示,“山水水泥的股份增发是不得已而为之,天瑞集团在增发后股份也会被摊薄。但如果不增发,山水水泥就要退市。是选择退市,还是大家共同努力复牌交易,这是一个商业选择,不存在对不对。但希望所有股东能以更职业的态度考虑,而不是恶意的攻击和抹黑。”

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  山水赚钱还是赔钱 到底谁在说谎?

  宓敬田等人还指责,山水水泥在故意做亏财报,并列举了种种例子:比如2015年的67亿元巨亏中,有23.32亿元为商誉减值;在2016年,公司实际是赚钱的,而山水水泥的财报却是亏损9.8亿元。

  山水水泥一位负责人向记者分析,这种指责纯属业余。“山水水泥在发展的过程中,曾并购大量企业,这些企业在并购时有较高的商誉。但在2015年,由于这些企业很多产生巨亏,造成商誉价值大幅下跌,所以23.32亿元的商誉减值完全在情理之中。对宓敬田所说的经营性盈利,跟上市公司的财报完全是两码事--他所算的经营性盈利,只计算了那些处于正常生产状态的企业的收支情况,并未计算那些处于停产状态甚至还被张才奎控制的个别企业的经营情况,也并未计提固定资产损耗等、上市公司财务成本等。”

  记者查阅了山水水泥2016年的财报,其中有较多计提、折旧等损失。如山水小贷、兴昊水泥以及乳山山水,均为山东山水集团的附属公司,但这些公司并未被山东山水集团掌控,山水水泥也无法获得该等公司任何会计账簿或账目信息,因此对其全额计提减值准备人民币1.65亿元。

  类似这样的计提、折旧还有很多,都必须按照相关国际会计准则处理,而不能只看经营过程中短期的现金流。

  值得一提的是,对于山水水泥的财报,由于存在股权纷争和管理权之争,会计事务所表示无法出具意见。但喻春良表示,即使无法出具意见,公司的会计报表也是经过审计的,是最接近事实的。而会计师事务所无法出具意见的原因是方方面面的,比如山东山水集团原董事发放的1.31亿元奖金。

  国际知名会计事务所毕马威会计师事务所在审核意见中提及,宓敬田等人的5名山东山水集团的原董事已经被上市公司免职,但上市公司与5位山东山水集团前任董事之间存在纷争,山水水泥董事会无法确定山东山水集团及其附属公司的会计账簿和记录于整个2016年度均得到妥善保存。山东山水集团共计为公司及其附属公司的高级管理人员发放2016年度奖金人民币1.31亿元。山东山水集团管理层宣称已于2017年1月全额支付该款项,但并未提供任何支付该款项的凭据,且该笔所谓奖金及其支付并未经上市公司董事会批准。诸如此类原因,导致毕马威最终表示对财报无法出具意见。

 山水未来靠一揽子解决方案

  “山水水泥要想走出困境,必须考一揽子解决方案。这其中,包括上市公司已经披露的配股方案、债券解决方案方案,都是由中国信贷来操作的。”喻春良说道。

  早在去年12月15日,山水水泥已经在香港联交所发布公告:山东山水集团、天瑞集团与中国信达山东省分公司订立债权投资框架协议,内容有关信达山东分公司或其关联方拟向山东山水集团进行债权投资,以供该公司解决其相关债务违约问题及补充流动资金。根据信达山东分公司与山东山水债权人协商的价格,信达山东分公司将批次收购山东山水在公开市场发行的违约债券。

  在今年1月25日,山水水泥曾进一步公告称,委任信达山东分公司总经理助理苏爱珍为山东山水集团的董事。苏爱珍自1987年起任职中国建设银行山东省分行,历任主任科员、助理经济师和经济师。自1999年起加入信达,历任高级副经理和高级经理,自2015年至今担任信达山东分公司的总经理助理。

  除了为山东山水集团提供融资之外,中国信达旗下的信达国际证券还是山水水泥拟增发股份的经办人(相当于主承销商)及配售代理(相当于分销商)之一。

  这两个方案,一个将使山东山水集团摆脱债务危机,另一个将让上市公司恢复上市地位。另外,国内水泥行业正在快速回暖,而山水水泥自身的技术管理水平在业内属于较高水平,若信贷的一揽子解决方案得以实施,足以使山水水泥摆脱目前危局,进入良性循环。

  但所有这一切,都要求山水水泥尽快控制山东山水。目前,山东山水已被免职的宓敬田等人拒绝离去,依然占据着公司总部,这使得上市公司派驻的高管无法入驻公司,也导致信达山东分公司不敢贸然进驻公司。这是山水危局目前的症结所在。

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According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

It is planned to rebuild 100000 kilometers of rural roads throughout the year, add 250 townships with three or more grades of roads, and add 12000 natural villages (groups) with large population with hardened roads. Industry insiders said that the new reconstruction of 100000 kilometers of rural roads is expected to boost domestic cement demand to a certain extent, but the volume will not be very large, expected to be 20,000-30,000 tons.

2025-04-25 16:26:25

On April 24, Ningxia Building Materials released a report for the first quarter of 2025, which showed that the company's operating income in the first quarter was 878 million yuan, down 44.0% from the same period last year; the net profit attributable to the parent company changed from a loss of 15.47 million yuan in the same period last year to a loss of 8.41 million yuan, and the loss was reduced; The net profit after deduction of non-attributable profit was changed into a loss of RMB18.32 million from a loss of RMB37.33 million in the same period of last year, and the amount of loss decreased; the net operating cash flow was RMB-27.59 million, representing a year-on-year increase of 56.4%.

2025-04-25 15:54:27

On April 24, the Chongqing Economic and Information Commission issued the Announcement on the Calculation Days of Annual Production Capacity of Chongqing Cement Clinker Production Line and the List of Enterprises Affiliated to It. According to the announcement, among the 47 cement clinker production lines in Chongqing, the annual production capacity of 22 cement clinker lines is 300 days, and that of 25 cement clinker lines is 270 days.

2025-04-25 15:54:20

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

"Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.

2025-04-25 10:46:42

Jinyuan announced that its operating income in 2024 was 6.734 billion yuan, an increase of 136.79% over the same period last year. Net profit attributable to shareholders of listed companies was 39.7145 million yuan, an increase of 105.85% over the previous year. Basic earnings per share is 0.05 yuan per share. The company plans not to distribute cash dividends, not to distribute bonus shares, and not to increase capital stock with reserve funds.

2025-04-25 10:42:03

According to the agreement, the two sides will adhere to the principles of complementary advantages, win-win cooperation and common development, and carry out in-depth cooperation in the fields of regional comprehensive development, material business and industrial integration, low-carbon and new energy industries, so as to create a model of cooperation between central and state-owned enterprises.

2025-04-25 10:42:01

Among them, 95 batches of cement products were sampled, 10 batches of unqualified products were detected, and the problem detection rate was 10.53%.

2025-04-25 10:36:16

Enterprise investigation APP shows that recently, Tianjin Dongsheng Urban Renewal Industry Operation Co., Ltd. was established. Its legal representative is Han Taoyuan, with a registered capital of 100 million yuan. Its business scope includes: park management services; landscaping construction; non-residential real estate leasing; housing demolition services, etc. Enterprise investigation of equity penetration shows that the company is jointly owned by China Jiaotong Second Highway Engineering Bureau Co., Ltd.

2025-04-25 10:27:53

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

The average selling price of the company's cement products was higher than that of the same period last year, and the total operating income increased year on year. At the same time, through the work of "increasing income, reducing cost, controlling cost and increasing efficiency", the cost of cement manufacturing decreased by 2.16% year on year, and the comprehensive gross profit rate increased.

2025-04-25 10:14:17

As at the end of the reporting period, the total annual production capacity of cement clinker of the Company was approximately 18 million tons, the total annual production capacity of cement was approximately 20 million tons, the annual waste heat power generation capacity was approximately 86 MW, the total annual production capacity of commercial concrete was approximately 600,000 cubic meters, and the total annual production capacity of aggregate was approximately 18 million tons.

2025-04-25 10:04:31

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

On the evening of April 24, Shangfeng Cement released its annual report and quarterly report, while highlighting a new five-year development plan and a dividend scheme with a dividend rate of up to 7.5%. In the case that the scale of production capacity has not entered the top ten of the industry, the company's annual net return to the parent company ranks third among the listed companies in the industry, the comprehensive gross profit rate ranks first among the listed companies in the industry, and the net return to the parent company in a single quarter increases by 447.6%. While maintaining the high efficiency of the main business, the company's equity investment performance is outstanding, and a number of invested semiconductor science and technology enterprises have started to declare for listing one after another, and the newly released five-year planning report also clearly shows that the accumulation of its series of new economic equity investment will help the company to improve its quality and transformation.

2025-04-25 10:00:21

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

The content shows that the replacement capacity of Xin'an Zhonglian Wanji Cement 4500t/d clinker production line is 1300t/d, and the capacity after replacement is 5800t/d. The transferred capacity comes from the 2500t/d clinker production line of the same company, which is used for the current capacity of 1300t/d, and the replacement ratio is 1:1.

2025-04-25 09:28:11

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

The market price of C30 concrete in Inner Mongolia ranges from 265 yuan/m3 to 315 yuan/m3, showing certain regional differences. Haraqin Banner in Chifeng City of Inner Mongolia has the highest price of 315 yuan per square meter, while Qingshuihe County and Tuoketuo County in Hohhot City of Inner Mongolia have the lowest price of 265 yuan per square meter.

2025-04-24 16:01:31

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

June this year is the 24th National "Safety Production Month", with the theme of "Everyone talks about safety, everyone will respond to emergencies-to find potential safety hazards around us", and June 16 is the National "Safety Publicity and Consultation Day".

2025-04-24 15:18:38

Implementing the negative list system of market access is an important decision-making arrangement made by the Party Central Committee and the State Council, and an important institutional arrangement for building a high-level socialist market economic system.

2025-04-24 14:39:18

The building materials industry carries out the docking activities of green building materials supply and demand and the cooperation and docking activities of inorganic non-metallic new materials industry chain. Implement the national cement production capacity management policy, guide the cement industry to carry out differentiated peak staggering production, and promote the recovery of cement prices.

2025-04-24 11:03:11

In accordance with the relevant provisions of the Company Law of the People's Republic of China and the Articles of Association of CCCC Shanghai Dredging Co., Ltd., the first meeting of the seventh session of the board of directors of CCCC Shanghai Dredging Co., Ltd. unanimously passed the following resolution: agreed to dismiss Wang Minqiu as the general manager of CCCC Shanghai Dredging Co., Ltd.; agreed to appoint Ding Jian as the general manager of CCCC Shanghai Dredging Co., Ltd.

2025-04-24 10:56:32

The content shows that there are 36 cement enterprises in the list in 2024 and 2025.

2025-04-24 10:52:51

The existing new dry process cement clinker production line with a daily output of 2500 tons (Φ4.0 * 60m) will be merged into a new dry process cement clinker production line with a daily output of 4000 tons (Φ4.8 * 72m) (i.e. 2 # clinker line). The total capacity will remain unchanged after the merger.

2025-04-24 10:42:22

On the evening of April 23, Tianshan Stock Company issued a quarterly performance announcement, saying that the revenue in the first quarter of 2025 was about 14.947 billion yuan, a decrease of 8.64% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 1.494 billion yuan. The basic earnings per share loss was 0.2101 yuan. The revenue in the same period last year was about 16.359 billion yuan; The net profit loss attributable to shareholders of the listed company was approximately RMB1.923 billion, and the basic earnings per share loss was RMB0.222.

2025-04-24 10:03:28

Beginning in 2024, according to the requirements of the relevant policy documents of the Ministry of Industry and Information Technology, the cement industry began to fill the overcapacity. According to the statistics of China Cement Network, as of April 23, 57 production lines in the national cement industry had completed their production capacity, with a total of 19.45 million tons of cement clinker production capacity, and at least 41 production lines had been withdrawn, with a total capacity of 31.65 million tons.

2025-04-24 10:01:53

In 2024, the output of cement industry in the United States declined by 4.44%, and the dependence on imports increased. The decline in production was affected by factors such as factory closures, and domestic consumption was generally stable but seasonal differentiation. It imports 24 million tons of cement from many countries. Rising cement prices in the United States, the Trump administration's tariff policy brings uncertainty, if the tariff on Canada and Mexico has a significant impact, although American cement companies may benefit, there are also risks such as supply shortage, and some enterprises are more "Americanized".

2025-04-24 10:00:03

Xizang Langxian Gaozheng Building Materials Co., Ltd. intends to build a 4000t/d cement clinker production line project (hereinafter referred to as "Langxian Project") in Nyingchi City Langxian County by means of capacity replacement within the autonomous region.

2025-04-24 09:43:00

How to meet the "new deal of carbon emissions"? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.

2025-04-24 09:24:04

Since April 23, the main cement enterprises in Liaozhong area have again notified the increase of cement price by 10 yuan/ton.

2025-04-23 17:24:32

The market price range of C30 concrete in Tianjin is between 280 yuan/m3 and 290 yuan/m3, showing some regional differences. Jinnan District has the highest price of 290 yuan per square meter, while Jizhou District and Xiqing District have the lowest price of 280 yuan per square meter.

2025-04-23 17:14:42

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Relevant technicians of Suzhou Shijing Science and Technology Co., Ltd. pointed out that SCR is a very mature denitrification technology, which has been widely used in power and other industries. However, the cement industry still needs to focus on the catalyst, soot blower and reaction tower flow field to further optimize the three aspects.

2025-04-23 15:08:00

For a long time, cement has been the main loading and unloading cargo in Changgang Port. Faced with the continuous decline of domestic cement market demand in recent years, Changgang actively responded to the situation, actively sought change, timely adjusted the market development strategy, and took the development of foreign trade cement market as an important breakthrough in transformation and upgrading through comprehensive consideration of the domestic and foreign cement market.

2025-04-23 13:40:23

On April 21, information from the Beijing Property Exchange showed that 51% of the shares of Xin'an Zhonglian Wanji Cement Co., Ltd. held by China United Cement Group Co., Ltd. were listed for transfer at a base price of about 200 million yuan.

2025-04-23 11:50:52

Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

The two sides will deepen cooperation around green building materials, new energy materials, circular economy and other fields, jointly create a new benchmark for the coordinated development of the industrial chain, and inject new momentum into the construction of "three places and one district" in Anhui.

2025-04-23 10:18:33

According to the announcement, the production capacity of Luoyang Huanghe Tongli Cement Co., Ltd. is 5000t/d after the cement clinker production line with a daily output of 4500 tons is completed. The replacement capacity for this project is 1000t/d of the 2000t/d clinker production line of Henan Tongli Cement Co., Ltd., and the replacement ratio is 2:1.

2025-04-23 10:13:11