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雅鲁藏布江下游水电站建设
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华新水泥:能否取得“雅鲁藏布江下游水电站建设”相关业务收入等存在一定的不确定性
news flash· 2025-07-23 10:28
Core Viewpoint - The company is responding to recent market trends regarding "anti-involution" and the construction of hydropower stations downstream of the Yarlung Tsangpo River, emphasizing its commitment to industry self-discipline and high-quality development in the cement sector [1] Group 1: Anti-involution - The Central Political Bureau of the Communist Party of China has called for strengthening industry self-discipline to prevent "involution" and vicious competition [1] - The China Cement Association has issued opinions to further promote "anti-involution" and "stable growth" for high-quality development in the cement industry [1] - The company plans to actively respond to these policy calls by focusing on quality improvement and efficiency enhancement [1] Group 2: Yarlung Tsangpo River Hydropower Project - The company has cement, aggregate, and concrete production capacity in the Tibet Autonomous Region, enabling it to supply construction materials for large infrastructure projects [1] - There is uncertainty regarding the company's ability to secure revenue, amounts, and profitability from the hydropower station construction project downstream of the Yarlung Tsangpo River [1]