SHANGFENG CEMENT(SZ:000672)2022-12-19 05:06Group 1: Market Outlook and Demand - The company maintains an optimistic outlook for the recovery of demand in key operating areas, particularly in real estate and infrastructure projects post-pandemic [2] - The real estate sector is expected to rebound as it has hit the bottom, while infrastructure projects will drive industry demand [2] - Strict implementation of capacity reduction and peak production policies will help control supply-side issues [2] Group 2: Operational Strategies - The company is focusing on energy conservation, cost control, and optimizing the industrial chain to maintain competitive advantages [2] - Plans to increase the proportion of high-margin products and expand into the solar energy sector as part of its transformation strategy [2] - New production lines will utilize advanced technologies to improve efficiency and reduce operational costs [3] Group 3: Environmental Initiatives - The company is developing integrated photovoltaic power generation and energy storage projects to meet self-use electricity needs and promote low-carbon operations [4] - Plans to enhance waste disposal capabilities by optimizing the processing of hazardous waste and solid waste [4] Group 4: Capital Expenditure and Investment - The capital expenditure for 2023 will focus on advancing existing projects, optimizing the industrial chain, and investing in new energy and semiconductor sectors [4] - The company limits new economic equity investments to no more than 500 million yuan annually, focusing on long-term holdings [5]