Stock speculation is based on the Jin Kirin analyst Research report, authoritative, professional, timely and comprehensive, to help you tap potential theme opportunities.Grasscarp!

On April 16, at the Tianshan share recruitment performance presentation meeting, Bao Finance asked: "what is the company's outlook for domestic cement in the short and medium term?"

Liu Yan, chairman of Tianshan Co., Ltd., said that the current domestic cement industry is in a complex, severe and difficult period, and the demand is declining year by year, but there is still a large volume of about 2 billion tons in 2023. As per capita consumption matches the international level, it will decline to the next demand platform in the medium to long term. Industry practitioners have experienced a decline in performance in recent years, hoping to get out of the predicament and enter the stage of rational competition, price recovery, profit improvement and stable and healthy development of reasonable profit margins. The company forecasts cautiously and optimistically that the domestic cement demand in 2024 will decline slightly compared with the same period last year, the operating situation will be low before and after high, and the second half of the year will be better than the first half of the year.

Tianshan shares is the largest cement company with complete industrial chain and national layout in China.

Not long ago, Tianshan issued an announcement to change the name of the company from "Xinjiang Tianshan cement Co., Ltd." to "Tianshan Materials Co., Ltd." (referred to as "Tianshan Materials").

Minsheng Securities said that since the completion of the restructuring in 2021, the company has become the leading company in the scale and layout of the domestic cement industry chain, and the company has a clinker production capacity of 3% by the end of 2023.Grasscarp200 million tons; commercial concrete production capacity 370 million square meters; aggregate production capacity 220 million tons. Minsheng Securities believes that the renaming fully demonstrates the characteristics of the extended development of the company's industrial chain and national layout, and is expected to create a strong brand effect.

Minsheng Securities said that it is optimistic that the company's ① scale advantage is significant, the industry is still resilient in the downward period; ② aggregate business contributes new growth momentum; ③ renaming "Tianshan Materials" is expected to usher in a revaluation.

This article was first published in the bubble financial tuyere interpretation topic, if there is a reprint, please indicate the source.