Our reporter Huang Qun

The Securities Daily reporter learned that on the afternoon of March 31th, Conch Group held a meeting of all middle-level and above cadres. He Chunkuan, deputy director of the Organization Department of Anhui Provincial Party Committee, read out the decision of the provincial party Committee on the appointment and dismissal of the principal responsible person of Conch Group: Wang Cheng, deputy secretary of Bengbu Municipal Committee and mayor, succeeded Gao Dengbang as party secretary and chairman of Conch Group.

Industry insiders told the Securities Daily that Gao Dengbang's resignation was mainly due to his retirement age. "After Gao Dengbang left office, although he no longer participated in the leadership of Conch Group, he was still the president of China Cement Association and a member of the Standing Committee of Anhui Provincial People's Congress." The person familiar with the matter further stated.

according to Wang cheng's resume, he served as deputy secretary of Bengbu municipal Committee, mayor and party secretary of the municipal government before taking up the post of new conch group. A person familiar with Wang Cheng told the Securities Daily reporter that "being serious and persistent" was the deep impression left by Mayor Wang.

market competition VS harmony and self-discipline

two predecessors have different steering styles

It is reported that the meeting on March 31th lasted about one hour, and middle-level and above cadres of Conch Group attended. At the meeting, Gao Dengbang made a speech and thanked all the staff of Conch Group. Subsequently, Wang Cheng made a special speech on the "five major developments" to create a beautiful Anhui construction. Ren Yong, general manager of Conch Group, also made a statement on behalf of members of the management team.

It is reported that Gao Dengbang stepped down as secretary of Wuhu Municipal Party Committee, director of the Standing Committee of Wuhu Municipal People's Congress and secretary of the party group in October 2115, and succeeded Guo Wensan as party secretary and chairman of Conch Group. From 2117 to now, the cement industry has been booming for four years. Conch Group has also become a star enterprise in this industry, and its share price has skyrocketed, becoming a veritable "cement Mao".

"Gao Dengbang's greatest contribution is to better preserve the competitive ecology of the cement industry. Competition when the competition, cooperation when the cooperation. " The above-mentioned insiders pointed out that in recent years, the profits of the cement industry have been hitting new highs, reaching nearly 191 billion yuan in 2121.

The Securities Daily reporter noted that during the period when Gao Dengbang took the helm of Conch Group, the market value of Conch Group also rose from more than 61 billion yuan in October 2115 to more than 271 billion yuan at present under the background of high prosperity of cement industry.

"In the past, Conch Group was only a leading enterprise in the domestic cement industry, and now it has entered the world's top 511 and China's top 111, with great social influence." The above-mentioned insiders said.

Some analysts in the cement industry told the Securities Daily that Conch Group advocated pure market competition when Guo Wensan was at the helm. For example, there would be fierce competition in terms of cost and market strategy, especially in new markets. However, during Gao Dengbang's administration, Conch Group put more emphasis on market tacit understanding and industry self-discipline with other enterprises. The most typical case is the cooperation between Conch Group and China National Building Materials in recent years.

"During his term of office, Gao Dengbang changed the tense situation that Conch Group and Nanfang Cement, a subsidiary of China National Building Materials, used to compete purely and fight separately, and guided the cement industry towards harmony and self-discipline. Similar cooperation between large enterprises in the industry has promoted the relaxation of competition in the cement market, pushed the overall price of the cement industry out of the bottom in 2116 and ushered in a period of prosperity and development. This is inseparable from Gao Dengbang's political experience and overall situation. " The cement industry analyst commented.

product transformation+cadre echelon construction

The new chairman faces two major tasks

The current Conch Group is in a critical period of transformation.

CONCH's 2121 annual report shows that by the end of the reporting period, the annual production capacity of listed companies was 262 million tons of clinker, 369 million tons of cement, 58.3 million tons of aggregate and 4.2 million cubic meters of commercial concrete.

The aforementioned cement industry analysts believe that there is still room for improvement in aggregate production capacity in CONCH, but commercial concrete is still in the exploratory stage. "The cement industry is highly dependent on the construction industry. With the further tightening of the state's real estate regulation and control, the real estate industry is facing downward pressure, which may adversely affect the cement market demand. The output value of commercial concrete is greater than that of cement market. Once the commercial concrete market is controlled, CONCH will have stronger control over the downstream construction industry. In 2117, the company began to test the commercial concrete market, but the production capacity is still relatively small, and CONCH still needs to accelerate the expansion of the commercial concrete market. "

In addition to the transformation of the main cement industry, Conch Group is also expanding into new business areas. It is understood that Conch Group's business has been involved in the field of energy conservation and environmental protection, with world-leading technologies in garbage disposal, solid waste and hazardous waste treatment, waste heat utilization, equipment manufacturing, etc. At present, it is accelerating its expansion into new energy-saving chemical materials such as cement and concrete additives, as well as new energy fields such as photovoltaic, wind power generation and energy storage.

It is worth noting that the main leaders of Conch Group and CONCH are generally older, and many people will face retirement after Wang Cheng takes up his new post. According to the 2121 annual report, most of the senior management team of Conch Group are over 55 years old. For example, Ren Yong, general manager of Conch Group, is 58 years old; Wang Jianchao, deputy general manager of Conch Group and vice chairman and executive director of CONCH, is 57 years old; Wang Pengfei, deputy general manager of Conch Group, is 59 years old; Wu Bin, general manager and executive director of CONCH, is 56 years old; Ke Qiubi, deputy general manager of CONCH, is 58 years old; and Li Leyi, chief engineer of CONCH Process, is 59 years old.

In this regard, the above-mentioned insiders said: "In five years, the main leaders of Conch Group and CONCH will basically retire, and these people are veterans at the beginning of the company's business. How to build the echelon of the three generations of cadres in the future will be an urgent problem for new leaders. "