中国建材拟启动水泥资产重组 股价大涨逾14%

2020-07-27 09:44:33

如果上述标的资产收购完成,天山股份将成为销量和收入规模最大水泥A 股上市公司,内部整合和资产负债表双向改善,中建材水泥资产有望重估。

7月27日消息,中国建材拟启动水泥资产重组,公司股价大涨逾14%,市值877亿港元,涨逾6%,海螺水泥涨3%。

中国建材和天山股份同时发公告,中国建材拟推动水泥业务板块的重组整合,天山股份拟以发行股份或发行股份及支付现金购买资产的方式收购中国建材水泥板块资产,正在论证的标的资产包括中联水泥、南方水泥、北方水泥、西南水泥、中材水泥的股权以及中建材投资下属水泥资产,具体标的资产范围仍在论证中,尚未最终确定。

如果上述标的资产收购完成,天山股份将成为销量和收入规模最大水泥A 股上市公司,内部整合和资产负债表双向改善,中建材水泥资产有望重估。根据祁连山及宁夏建材发布的提示性公告,本阶段重组整合方案暂不涉及祁连山和宁夏建材,中国建材作为上市公司控股股东,将继续履行避免同业竞争的相关义务,在条件成熟时尽快推进相关业务的进一步整合。

广发证券表示,而近期水泥价格(主要是长三角地区)的超预期下跌主要来自今年持续雨水天气影响,参照广东的经验,只要天气好转(7 月下旬有望出梅),考虑到今年本来就较强劲的需求(工程机械的数据也能体现),预计下半年雨季结束后赶工带来的涨价弹性可期。

随着天气好转,因疫情和雨季影响被抑制的较强需求叠加下半年旺季,工程施工将加速,预计下半年赶工带来涨价弹性,以长三角为代表的长江中下游需求将率先恢复,前期水泥价格下跌有望逐步补回。

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Correlation

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

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16 16:37:36

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

In the first half of 2024, affected by multiple factors such as the slowdown of national macroeconomic growth, the deep adjustment of real estate and the slowdown of capital construction, the company's operation was under deep pressure, and the three major businesses were facing an unprecedentedly severe and complex situation.

2024-07-19 13:19:57

According to the market data of China Cement Net, the cement market in Beijing, Tianjin and Hebei has stepped into the off-season, and the push up has not been implemented, and the central and southern parts of Hebei are slightly loose; the market in Inner Mongolia is stable, and the push up is slow; the effect of the early push up in Shanxi is not good, and the market is stable at present.

2024-07-12 15:53:15

According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.

2024-07-12 15:50:01

According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.

2024-07-12 15:40:36

In fact, as the largest cement giant in China with complete industrial chain and national layout, the future development of Tianshan shares is also highly expected by the market. After the seasonal factors are gradually cleared, the company's cost reduction and cost control effect will be further transformed into profit momentum, combined with the performance commitment compensation landing, the company may usher in market value revaluation. With the acceleration of the company's internal optimization of quality and efficiency and the transformation of digital intelligence, the release of profit expectations driven by overseas layout and aggregate business, the growth space of Tianshan shares is worth looking forward to by the market.

2024-04-30 11:04:11

On April 8, 2023, China National Building Material Company Limited held its 2023 annual performance conference in Hong Kong. At the meeting, the company's top management shared the highlights of its performance and future development strategy. In 2023, the company's operating income reached 210.2 billion yuan, and the net profit of the parent company was 3.86 billion yuan. The company will accelerate the transformation and upgrading, continue to promote the development of basic building materials, new materials, engineering and technical services, and emphasize the internationalization strategy and the interests of shareholders. It has implemented the "14th Five-Year" international development plan, promoted green development, improved shareholder returns, and planned to increase the dividend rate to 50%. The company's management communicated with investors and analysts on various aspects, and about 70 well-known investment banks and analysts attended the meeting.

2024-04-09 09:19:56

Liu Zonghu believes that the trend of continuous decline in cement demand can not be changed, the market rebound driven by demand will never return, the situation of serious overcapacity will not change in the short and medium term, industry concentration is not achieved overnight, through compulsory capacity removal, joint restructuring, elimination of backward capacity, can not be solved in a short time.

2024-03-28 18:42:23

On March 13, Lei Zhenbin, Party Secretary and Chairman of Yufeng Group, led a team to Zunyi Saide Cement Co., Ltd., affiliated to Guizhou Tianshan Cement Co., Ltd. for investigation and exchange, accompanied by Wu Qiuyi, Deputy Secretary of the Party Committee, Chairman of the Trade Union and Employee Director of Yufeng Group, and Luo Huan, Member of the Party Committee, Deputy General Manager and General Counsel.

2024-03-18 09:18:01

Zhonglian Tongli 2024 Working Conference and the Third Session of the First Workers'Congress were held in Zhengzhou, Henan Province.

2024-01-25 23:52:32

2023 is an extremely difficult and difficult year for New Tianshan Cement. Influenced by multiple factors such as weak social expectations, slowing investment growth and deep adjustment of real estate, the company's three main businesses are facing a severe and complex situation, the contradiction between supply and demand is more acute, and the industry ecology has experienced unprecedented impact.

2024-01-17 13:31:09

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

On January 13, 2024, Ningxia Building Materials Group Co., Ltd. issued a notice on the receipt of a letter of commitment from the actual controller on matters related to major asset reorganization.

2024-01-13 15:41:56

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

根据中国建材股份党委安排,王鲁岩任祁连山水泥董事长。

2023-12-22 10:03:41

12月19日,甘肃祁连山水泥集团股份有限公司业务重组交割仪式在甘肃省兰州市成功举行。

2023-12-22 09:18:53

于12月21日,祁连山召开的股东大会批准了对董事会的拟议变更,公司不再控制祁连山的董事会。资产重组交割及祁连山董事会构成之变更完成后,祁连山及祁连山水泥已不再为本公司的附属公司。

2023-12-22 09:16:00

2023年上半年,中国建材实现营业收入1023.74亿元,同比下降8.5%,归属于母公司净利润14.04亿元,同比减少74.9%。

2023-08-29 16:08:17

新天山水泥董事会秘书、总法律顾问李雪芹宣读了新天山水泥董事会决议,选举刘燕为董事长,聘任何小龙为副总裁。

2023-08-25 10:03:35

据中国水泥网行情数据中心消息,本周辽宁大连地区通知上调水泥价格10元/吨。黑龙江、吉林地区水泥报价暂未有明显波动。

2023-08-18 17:51:07

宁夏建材08月17日在投资者关系平台上答复了投资者关心的问题。

2023-08-17 14:00:37

重组完成后,公司主营业务将发生变更,原熟料、水泥、商品混凝土及砂石骨料相关资产的控股权将由天山股份全面整合。

2023-08-16 09:42:15

中国建材(03323)公布,2022年4月28日,宁夏建材与天山水泥订立了资产重组示意性协议,有关天山水泥拟向宁夏建材收购标的水泥资产,代价为天山水泥以现金向宁夏赛马增资。

2023-06-28 13:18:06

天山股份拟以现金27.18亿元增资方式收购宁夏建材集团股份有限公司,此次收购若成功将有效解决公司与宁夏建材在水泥板块相关业务的同业竞争问题

2023-06-28 11:34:09

天山股份(000877)6月27日晚间公告,公司拟以现金27.18亿元增资方式收购宁夏建材集团股份有限公司旗下整合了水泥等相关业务子公司控股权及商标等资产的宁夏赛马水泥有限公司51%的控股权。

2023-06-28 10:40:16

水泥价格的持续下降虽然对于水泥公司有很大冲击,但同时也会让整个行业的收购兼并及整合加速进行。

2023-05-31 09:11:37

5月17—18日,中国建材集团党委书记、董事长,中国建材股份党委书记、董事长周育先受邀参加在天津举行的第七届世界智能大会开幕式,并出席数字赋能制造峰会暨中材国际首届水泥绿色智能发展峰会。

2023-05-29 09:35:15

面向未来,桐庐奔腾将积极践行中国建材集团“材料创造美好世界”的使命,聚焦主责主业,深化三精管理,坚持智能化发展道路,立足地方所需,发挥央企所长,用高质量的产品和服务满足人民对美好生活的向往,为新天山水泥建设具有中国特色的世界一流企业贡献更大力量。

2023-05-11 09:22:48

中国建材基础建材板块业务整合稳健有序。

2023-04-04 16:06:21

2006年3月23日,中国建材股份(HK.3323)在香港联交所上市,开启了在国际资本市场发展壮大的新征程。

2023-03-23 17:28:13

3月20日,宁夏建材发布“关于披露重大资产重组预案后的进展公告”。

2023-03-21 09:30:41

跨越历史长河,一条大运河连接南北、贯穿古今,位于南部起点的杭州,如今城市面貌日新月异,文化传承与科技创新在这里碰撞出炽热火花。作为新天山水泥旗下在长三角省会城市里重要布点之一的商混企业,杭州瑞磊以高起点、快起步姿态推动高质量发展新局面,全力服务城市发展,在传承历史文脉中支撑和服务着城市有机更新,将继续致力于持续构筑城市美好未来,为中国建材集团和地方社会经济发展作出更大贡献。

2023-03-19 13:23:05

在需求急剧下降的背景下,水泥行业内焦外困。水泥行业如何重振雄风?水泥企业下一步如何生存与发展?围绕这两个议题,与会嘉宾进行了热烈探讨。

2023-03-14 23:17:32

近日,中国建材集团党委书记、董事长周育先接受记者采访时,分享了学习政府工作报告的体会和中国建材集团未来发展的相关思考。

2023-03-11 12:11:01

中交集团与中国建材之间的资产置换取得新进展,水泥建材企业祁连山“焕新”转型再进一步。

2023-03-10 14:39:01

中国水泥网于2022年10-11月发起《水泥行业·这十年》摄影作品征集活动。大赛组委会从众多的参赛作品中,经过层层筛选,最终选出了一二三等奖。现在让我们一起欣赏这些精彩且充满历史意义的获奖作品吧!

2023-03-08 09:35:41

据中国水泥网行情数据中心消息,22日起安徽沿江地区一些主要厂家第三轮通知上调熟料价格20元/吨左右,调后熟料离岸挂牌出厂报价330-340元/吨。水泥价格方面,周内江苏中北部及福建地区主要厂家通知上调水泥价格20-30元/吨,其余大部分地区基本涨后趋稳运行。

2023-02-24 17:41:21

贵州正安西南秉承“材料创造美好世界”,践行“善用资源、服务建设”,努力建设创新驱动型、质量效益型、制造服务型、社会责任型的“四型”企业。

2023-02-24 14:28:15

2023年2月16日,中国建材装备集团揭牌暨中建材技术装备(合肥)研究总院启用仪式在安徽合肥成功举行。

2023-02-19 14:07:06

中国建材集团各企业2023年打算怎么干?一起去看看吧!

2023-02-13 09:33:14

2022年全国共有至少70条骨料生产线投产,新增年产能近4.3亿吨,拟建项目至少293个,总产能超过11亿吨,砂石骨料业务以其广阔市场和可观利润成为企业进行产业链拓展的最佳选择。

2023-02-03 09:07:31

1月15日,南方水泥2023年工作会议在浙江长兴顺利召开。

2023-01-17 11:30:17

1月12日,新天山水泥2023年工作会议在上海召开。

2023-01-13 14:38:42

在第一届党委第一次全会上,肖家祥全票当选为党委书记,赵新军、隋玉民全票当选为党委副书记。在第一届纪委第一次全会上,王晨全票当选为纪委书记,并在党委一次全会上通过。

2023-01-12 11:50:10

对于水泥行业来说2022注定是难以忘记的一年。

2023-01-03 09:36:41

中国交建拟分拆设计资产与祁连山重组上市,迈出关键一步。为何选择祁连山作为整合平台?分拆重组上市又有何优势?拟上市资产价值究竟如何?

2022-12-30 09:11:15

中国建材(03323)发布公告,于2022年12月28日,天山股份与中国交建、中国城乡及祁连山水泥订立了托管协议,有关在中国交建及中国城乡拟于取得置出标的资产后,将祁连山水泥及其合并报表范围内的企业托管给天山股份经营管理,并由祁连山水泥支付托管费作为对价。

2022-12-29 09:07:32

宁夏建材(600449)12月27日晚间公告,公司原拟通过向中建信息全体股东发行股份方式换股吸并中建信息并募集配套资金,同时天山股份拟以现金增资方式取得宁夏建材下属水泥等相关业务子公司控股权及其持有的水泥等相关业务涉及的商标等资产。

2022-12-28 09:45:21

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.