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云南建投绿色高性能混凝土股份有限公司(01847.HK)

Yunnan Jiantou Green High performance concrete Co., Ltd. (01847.HK)

長雄證券 ·  Oct 22, 2019 00:00  · Researches

Summary of duties

Nan Jiantou color high performance concrete is a manufacturer of mixed concrete. According to the report, it is the largest producer of mixed concrete in Hainan Province in terms of output in 2018, accounting for 14.9% of the city share in Hainan Province. Calculated in terms of output in 2018, it is also one of the top 10 producers of mixed concrete in China, ranking sixth.

Collect production and provide mixed concrete and related construction materials and provide quantity and technical management services to customers. The main services of the collection include the production and sale of mixed concrete, polycarboxylic acid and sand, as well as the provision of quantity and technical management services related to concrete. With Kunming as the center, the bazaar has set up a production and sales network in most cities in Yunnan Province. as of October 11, 2019, there are 57 concrete mixing stations, of which 12 are in the regional market and 45 are in specific projects. For the four months ended 30 April 2018 and 2019, the production capacity of the mixing plant was 2130 cubic meters and 7.6 million cubic meters. The main clients of the fair include developers of state-owned premises, construction companies and infrastructure investment companies. For the four months ended April 30, 2019, the fair has established a cooperative relationship with 49 customers. Of these, 13 were customers in previous years, accounting for 80.1% of earnings for the four months ended April 30, 2019.

Thank you very much.

Yunnan Province is the leading concrete producer in China, and has a market position.

Be able to grasp the opportunity for the sustainable growth of the infrastructure industry in Hainan Province, and the favorable position of developing the competitive power of the southern city of Hainan.

Negative factor

The prospect of business and future growth is commensurate with the development of macro economic structure and construction industry in China and Hainan Province.

On the other hand, the shortage of raw material supply or the price increase will directly affect the use of the income from the service.

About 35% is used for the construction of new material production base and project mixing plant.

About 20% is used to improve, integrate and build existing concrete production lines.

About 35% is used to integrate upstream raw material resources.

About 10% is used for general financial assistance.

The translation is provided by third-party software.


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