Pine Construction: 70% business in the south of the first beneficiary revitalization planning

"Xinjiang regional revitalization plan is about to launch, so the market is falling, our company's share price is still rising." "May 21, the construction of the Pine (600425).　　SH) Chairman Gan Jun said in an interview with "The first financial daily". The same day, the market once fell below 2,500 points, and the construction of the green song is the trend of the contrarian rally.　　As of the end of the day, the construction of Pine Chung 21.61 yuan, rose 1.15 yuan, or 5.62%. It is understood that the construction of pine is located in Xinjiang Nanjiang Akesu, is the cement industry leader in south Xinjiang. The company's 2009 annual report shows that the operating income generated by cement is 1.023 billion yuan, accounting for 81.84% of operating income.　　And with the national Xinjiang Regional revitalization planning is about to be promulgated, the company is expected from the early development of infrastructure to obtain good profits. "This policy support mainly in in southern Xinjiang, we are the largest cement production enterprises in southern Xinjiang, will also be the south Xinjiang infrastructure industry benefit the largest companies."　　Gan Jun said that the regional revitalization plan will be more substantial positive.　　Huatai United Securities and building Materials industry analyst Zhou Yi that large-scale investment in fixed assets will pull strong demand for cement, coupled with new capacity constraints, the future of Xinjiang's cement prices are a foregone conclusion. Demand growth can be time, and the company recently in the capacity of the layout has also made a lot of effort. "We are now using a new dry-process cement production line, which is more advanced technology." At present in Hotan, Kashgar has our production line.　　"Gan Jun said.　　It is understood that at present, the company has completed the strategic layout of new dry cement production line in Urumqi, Aksu, Hotan and Kuche, and by the end of 2010, the company will complete the layout of new dry cement production lines along the railway and high-grade highways in the south of Xinjiang, and the total capacity will reach more than 90%. In fact, the reason for optimistic about the company's development prospects, and the specificity of the cement industry has a certain relationship. It is understood that the cement products have a clear transport radius, in general cement, generally through the vehicle transport reasonable radius of 150~200 kilometers.　　This means that foreign cement manufacturers are difficult to join the construction of South Xinjiang. Gan Jun also said: "It is true that the cement in Urumqi can not be transported to us." "This means that the construction of in southern Xinjiang infrastructure has to rely on local cement companies." In addition to the construction of pine, another cement company that seizes the cement market in Nanjiang is Tianshan shares (000877.　　SZ), Gan Jun also admits that the Tianshan stock is the company's main competitor.　　It is understood that the Tianshan stock and the construction of pine is Xinjiang cement two major taps, both add up to occupy 60% of Xinjiang's market share. From the whole of Xinjiang, Tianshan shares are the largest cement production enterprises, the market share of about 40%, the construction of pine in the cement market share in the entire Xinjiang region has ranked second, about 20%.　　However, light from the south of the south, the pine construction more advantages, its in southern Xinjiang market share as high as 70%. DataShows that the green Pine Construction Market center of gravity in southern Xinjiang, and Tianshan shares of the business distribution area is more dispersed. "We have about 70% of our business in southern Xinjiang.　　"Gan Jun said. And the first quarter of this year's performance of pine construction also slightly.　　The data show that the Tianshan shares in the first quarter to achieve operating income of 468 million yuan, an increase of 18.18% per cent, but because of operating costs, sales costs, management costs increased faster, to achieve net profit of 49.8118 million yuan, a reduction of 46.61% from the same period last year.　　Over the same period, the green pine construction achieved net profit of 17.2327 million yuan, an increase of 26.41% over the same period last year.　　In addition to cement, pine construction also actively carry out new business, with the state-owned Xinjiang Power Company joint venture to set up the National Electric Pine Kuche Mining Development Co., Ltd., an investment of 800 million yuan, will be built on a scale of 2.4 million tons of large coal mines. "Coal, is still drilling wells, is expected to be coal next year."　　"Gan Jun said. Analysts believe that the production of coal, can not only increase the future benefits, but also to solve the company's coal supply tight problem.