Category: Money tips Release Date: 2007-05-26
Source: Tai Fook Investment Author: Chen noisy wing
G Qilian Mountain (600.72 thousand) regional monopolies have obvious advantages for the largest cement companies in Gansu Province and the Northwest Territories of special cement production base of circular economy, the company has won the bid the Qinghai-Tibet Highway, the western development of ten key projects focus on large West-East and other countries project and construction companies associated with Tibet, the Tibetan market opens. In 2006, the company is located in the region major projects, large projects a clear increase in the eastern part of Gansu, the General Assembly, five high-grade highway battle kicked off, the upper reaches of the Yellow River, etc. 6 Laxiwa and medium-sized hydropower stations have started construction, and the construction of these projects required period of 3-4 years, in the region, especially cement, special cement demand will significantly increase;, the company's rapidly expanding capacity to provide a good way to digest. Only a Laxiwa hydropower project on and the company signed a three-year 600,000 tons of special cement contract, and product gross margin to be much higher than ordinary cement. From the beginning in May the company into the brisk sales of cement on the situation, various production base of cement prices are varying degrees of rise in the investment research: Pingliang's 40 yuan per ton of cement price hike, Yeongdeungpo and Tianshui companies 10-20 yuan, respectively increased, if the annual average increase of 5 yuan to consider so, can increase the earn 2,000 million. At the same time, the company through industry consolidation, mergers and acquisitions of similar companies, the business environment as a whole has made significant changes, it is worth focusing on.
Industry consolidation, achievements cement the Northwest's dominance
Under the management of the government within the region is to improve the integration of similar enterprises in the company's business environment and enhance the performance of the best way out. Benefit most will be the leading position in the industry. China is the world's largest cement producer and consumer countries, but the degree of concentration of the cement industry is still relatively low. Therefore, the State Development and Reform Commission issued a "speed up the restructuring of cement industry to inform a number of opinions" and continue on the industry to total control, support of key corporate priorities, to strengthen its regulatory capacity in the regional market for the leading enterprises in the western cement G Qilian Mountains provided a good opportunity for industry consolidation. Lanzhou Datonghe National Cement Cement Co., Ltd., one of backbone enterprises in Gansu Province's second-largest cement companies, with total assets of 630 million yuan, net assets of 260 million yuan, Qilian Mountains and Datonghe in Lanzhou and the Qinghai-Tibet regional target markets around the basic overlap Competition is fierce. G Qilian Mountains to be 53.96 million yuan in cash, the transferee of Lanzhou City SASAC to hold the "big r." 6193 million, accounting for 28.71% of the total number of shares, the acquisition is completed, the two co-production capacity to reach 6.8 million tons in size to benefits under the Qilian Mountains estimation, "Qilian Mountain" and "Datonghe" two companies sales the past two years about 330 million tons, two companies together post-natal, if the product price rose 10 yuan / ton, increase the economic benefits 33 million yuan, of which the Group and increased profits by 25 million yuan, in addition, by adjusting the direction of logistics alone, can save freight costs and increase revenue 1000-2000 million. G Qilian Mountains and the Great r. achieve a joint, it will become the Northwest's largest cement companies. At the same time, with the region's annual production capacity of 800,000 tons, "Shou Kayama" cement the strategic restructuring of work has reached a consensus, is accelerated.
At the same time, the company will Baiyin City in Gansu Province, Qinghai Province, Xining City, the new total daily output of two new dry cement production line of 5,000 tons is expected to put into operation of these projects, the company production capacity to 700 million tons, annual sales income will be more than 1.5 billion yuan, while the company's main business revenue in 2004, but only 7 billion, this new project launched, can lead the company main business income of over 100% increase in performance appears to double the company's major change. It is worth mentioning that the resource advantages of Qilian Mountain and its various subsidiaries are owned high-grade reserves of the rich mines, and mine were close from the producer, such as ion gates Mountain Mining Company is only 7 km up to 2 billion tons of limestone reserves of rich resources to avoid fluctuations in raw material prices due to the risks.
Recycling economy, state support for
According to November 2005 the "State Council on Accelerating the development of circular economy in a number of opinions", the State will establish and improve the promotion of circular economy development policy mechanisms. In the intensify of the circular economy investment, as a resource, high energy consumption industries , the cement industry and vigorously develop circular economy is bound to play a dual effect of efficiency increase. Qilian Mountain (600.72 thousand), the company as the largest in western China cement production enterprises in the development of recycling economy, to increase efficiency in potential. 2006 is the implementation of the "Eleventh Five-Year Plan" of the first year, the cement industry as one of the key sectors of circular economy will enter a new stage of development, the company will face opportunities for development. The company will invest heavily in the establishment of 60 million yuan in Gansu Qilian Mountain Cogeneration Co., Ltd., development and utilization of all the company's waste heat resources, through recycling waste heat for heating or electricity generation, not only an effective solution to a huge energy consumption and thermal pollution, while producing a very high economic and environmental importance of energy-saving reality for the company develop a recycling economy, sustainable and healthy development of the future and lay a solid foundation. The project will significantly reduce production costs of the company's production, add a huge income, which greatly expand the company's the environmental protection industry margins. The company's current secondary market price is only 2.64 yuan, is that all cities have the concept of environmental protection of the individual stocks in the lowest-priced, the lack of funds in the current market circumstances, the involvement of low-cost advantage will make it the main attraction of the market increase significantly, a rare potential for environmentally-friendly concept stocks.
New materials projects, the prospects for a wide range
The completion of the implementation of a diversified operating company from a single production operation to a diversified production and operation and capital operation integrated into a comprehensive, and formed a series of products mainly production of cement, while involved in new building materials, wear-resistant materials, cement equipment, installation of transformation, real estate, securities industry and other fields of strategic pattern. Company and the Chinese Academy of Sciences, Xi'an Institute of Optics and Precision Mechanics developed in cooperation with Magnetic Optical glass and its functional device project technical largest in the world, with Japan HOYA's FR-5 Magnetic rotation of the performance advantages compared to glass prominent, in optical communication , information processing, laser technology, and the power transmission systems have a broad prospect to achieve the project goal of industrialization, the annual output value of 4.2 billion yuan, the total annual profit of up to 73 million yuan.
The secondary market, the stock diluted at the bottom of the recent massive release, showing involvement of large financial operation, recently with the broader market Suliang callback, out of a small Yuanhu Di, upside pattern more obvious, it is worth focusing on.
