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图132020年华北区域水泥集中度
图132020年华北区域水泥集中度
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所属报告:
【公司研究】冀东水泥-公司深度报告:底部已到来布局正当时-210611(37页).pdf
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竞争格局来看,华北地区的高集中度有望带来盈利溢价。近年来,国家对水泥行业的结构性调整不断加强,落后产能逐步淘汰,优势企业兼并重组,产业集中度日益提高,华北地区水泥生产线数量大大降低。中国水泥网数据显示,2020 年冀东水泥在华北地区的市场占有率达 30%,在京津冀地区的市场占有率达 52%,而在北京、天津两地的市场占有率更是达到 100%。目前华北水泥市场集中度较高,CR10 达 61%。考虑水泥行业目前限制新增产能以及产品运输半径小的特征,当下的区域竞争格局仍将持续,华北市场的高集中度有利于价格的维持,冀东水泥作为华北龙头企业也享有较高的定价权。
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【公司研究】冀东水泥-公司深度报告:底部已到来布局正当时-210611(37页).pdf
表4三家北方水泥企业停工损失对比(亿元)
表32020年公司投资募集资金用于危废固废处置项目建设情况
图9冀东水泥历年各项业务收入情况(亿元)
图8吸收合并后的股权结构
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