What is the current situation of leading stocks in the cement sector?

Concrete leading stocks refer to listed companies that occupy a leading position in the concrete industry. They have strong technical strength and market share, advanced production equipment and professional teams. The editor below will bring you the current status of leading stocks in the cement sector. Let’s take a look at it together. I hope it can bring reference.

The current situation of leading stocks in the cement sector

Industry prosperity remains at a high level: The Ministry of Industry and Information Technology released operating data for the building materials industry in 2019, showing that the national cement output in 2019 was 2.33 billion tons, a year-on-year increase of 6.1% The main business revenue of cement was 1.01 trillion yuan, a year-on-year increase of 12.5%, and the profit was 186.7 billion yuan, a year-on-year increase of 19.6%. The entire industry has achieved high growth for many consecutive years, and the fundamentals have maintained high prosperity.

What are the leading concrete stocks?

1. Beixin Building Materials: leading building materials. The company achieved total revenue of 5.798 billion in the third quarter of 2021, a year-on-year increase of 12.47%; net profit was 886 million, a year-on-year increase of -19.69%.

The company's "Dragon Brand" and "Taishan" products have extremely high brand awareness and reputation.

2. Tianshan Co., Ltd.: a leader in building materials. In the third quarter of 2021, the company achieved total operating income of 114.3 billion yuan, a year-on-year increase of 4447.44%; it achieved non-net profit of 686 million yuan, a year-on-year increase of -92.04%; Tianshan Shares' gross profit was 26.01 billion, with a gross profit margin of 24.01%.

China National Building Materials’ cement sector is reorganizing, and the largest cement company is about to emerge. After the reorganization is completed, the company’s production capacity will cover other regions except the Northeast region, a total of 19 provinces/cities/districts, basically achieving a nationwide layout.

3. Dongfang Yuhong: the leader in building materials.

In the third quarter of 2021, the company achieved total revenue of 8.453 billion, a year-on-year increase of 36.46%, net profit of 1.141 billion, and gross profit of 2.401 billion.

The company plans to invest 800 million yuan in the construction of the Zhengzhou Oriental Yuhong Loudian Research and Warehousing Integrated Base Project and the Henan Regional Headquarters Project in Zhongyuan District, Zhengzhou City, Henan Province, with a construction period of 2 years. The company plans to invest 1 billion yuan to build the Oriental Yuhong green building materials production base project in the High-tech Zone of Suqian City, Jiangsu Province. The main content of the project is the research and development and production of waterproofing, energy-saving insulation materials, civil building materials, water-based coatings and other products.

4. Conch Cement: the leader in building materials.

In the third quarter of 2021, the company achieved total revenue of 41.28 billion, a year-on-year increase of -17.41%; gross profit was 10.85 billion.

The leader in the cement industry is the largest all-area cement manufacturer in China. It has successively built five 10-million-ton large-scale clinker bases in Tongling, Yingde, Chizhou, Songyang, and Wuhu, and in Wuhu, Anhui. , Tongling built four 12,000-ton production lines. As of the end of 2020, the company had a commercial concrete production capacity of 4.2 million cubic meters.

5. China’s giant stone: the leader in building materials.

In the third quarter of 2021, the company achieved total revenue of 5.276 billion, a year-on-year increase of 76.81%, net profit of 1.708 billion, and gross profit of 2.364 billion.

The company is mainly engaged in the production and sales of glass fiber and products. The main product is glass fiber yarn. The downstream application fields of glass fiber include wind power and new energy fields, construction and building materials fields, automobile and transportation fields, and electronic and electrical fields.

Other building materials stocks include:

Fangda Group: Looking back on the past 5 trading days, Fangda Group fell on 3 days. During the period, the overall decline was 3.85%, with the highest price being 4.72 yuan and the lowest price being 4.59 yuan, with a total trading volume of 43.2386 million lots.

Huakong SEG: Looking back on the past 5 trading days, Huakong SEG has fallen on 3 days. During the period, the overall price fell by 1.59%, with the highest price being 3.24 yuan and the lowest price being 3.13 yuan, with a total trading volume of 53.3287 million lots.

Jidong Cement: The stock price fell 5.32% in the past 5 days, and the stock price fell -5.58% in 2022.

Jinyuan Shares: Looking back on the past 5 trading days, Jinyuan Shares fell on 3 days. During the period, the overall price fell by 13.29%, with the highest price being 15.62 yuan and the lowest price being 14.36 yuan, with a total trading volume of 268 million lots.

Conch Profiles: Conch Profiles’ stock price has fallen by 2.62% in the past five days, and its total market value has dropped by 50.4 million yuan. The current market value is 1.926 billion yuan. Shares are down -3.55% in 2022.

What are the leading stocks in the cement sector?

1. Jianfeng Group 600668 (the largest in Zhejiang)

2. Huaxin Cement 600801 (the world's largest cement manufacturing company in China) Platform industry leader 3 Popular leader 2)

3. Shangfeng Cement 000672 (China's well-known trademark cement popular leader 1)

4. Conch Cement 600585 (China's largest national cement industry leader 1)

5. Tapai Group 002233 (the largest and only listed company in eastern Guangdong)

6. Jidong Cement 000401 (leading cement industry leader in North China 2)

7. Dieffenbachia 000789 (No. 1 cement leader in cost control in Jiangxi)

8. Qingsong Jianhua 600425 (Southern Xinjiang cement leader, the first batch of provincial well-known trademarks in Xinjiang)

9. Sichuan Shuangma 000935 (Sichuan high-quality cement company owns mines to ensure production continuity)

10. Ningbo Fidelity 600724 (SDIC Holdings is growing rapidly)

11. Gezhouba 600068 (National Special cement production base)

12. Sinoma International 600970 (Influential in the international building materials industry and complete industrial chain)

13. Qilianshan 600720 (The largest cement faucet in Gansu and Qinghai-Tibet regions has its own limestone Mining National Well-known Trademark)

14. Yatai Group 600881 (National Well-known Trademark of Northeast Cement)

What are the leading cement concept stocks?

According to the latest data Analysis shows that there are currently 46 cement concept stocks in the A-share market, among which there are 15 stocks with a market value of more than 10 billion yuan. They are: Conch Cement, Huaxin Cement, Dongfang Yuhong, and Beixin Building Materials , BBMG, Jidong Cement, Weixing New Materials, Shangfeng Cement, Tapai Group, Western Construction, Tianshan Holdings, Sinoma International, Sichuan Shuangma, Yatai Group, Qilianshan. Among these 15 stocks, the one with the largest market value is Conch Cement, with 316.2 billion yuan, is worthy of being the market value leader of cement.

The market value of Conch Cement is equivalent to half of the sector. Compared with the market value of Guotong Shares, which has the smallest market value of 1.5 billion, it is equivalent to 200 times that of Guotong Shares; compared with Huaxin Cement, which has the second largest market value of 55.6 billion Compared with the market value, it is more than 5 times. Infrastructure construction is good and stock prices are rising, which is also a reshuffle of individual stock market value rankings, because market value is related to stock prices, assuming that the share capital remains unchanged.