In 2021, the ceramic industry will encounter major challenges such as "two shortages and one increase" - electricity shortage, gas shortage, and skyrocketing prices of various raw materials. The development of ceramic enterprises will face huge cost pressure and sales pressure.
Although the development of the ceramics industry faces many difficulties and challenges, all major leading ceramics companies have accelerated their “land grabs”, and the development of a number of unicorn ceramics companies and regional leading ceramics companies is also remarkable. Some analysts believe that the output value of the top 10 ceramic companies in the ceramic industry has accounted for 18% of the industry in 2020, and it is highly likely that it will reach 30% in the next five years.
"Ceramic Information" found that a group of leading ceramic companies, unicorn ceramic companies, and regional leading ceramic companies in the ceramic industry have all set clear goals for the development of this year and the next few years, or strive to achieve sales exceeding 3 billion or 10 billion. , or seek to go public and become a century-old enterprise... which fully proves their optimism about the development prospects of the ceramic industry.
On the contrary, a group of tail ceramic enterprises are in deep existential crisis. In the future, under the limited market capacity, every round of expansion and growth of the leading ceramic enterprises will inevitably sacrifice a group of small and medium-sized ceramic enterprises. Many industry insiders even believe: "In the next five years, hundreds of ceramic companies will exit the ceramic industry."
"Small goals" for listed ceramic companies
Dongpeng Holdings
Net profit growth rate is not less than 15%, targeting a century-old enterprise
On May 25, 2021, Dongpeng Holdings announced the "2021 Restricted Stock Incentive Plan (Draft)" and established assessment targets: taking the non-net profit deduction in 2020 as the base, the non-net profit deduction from 2021-2023 The growth rates are no less than 15%, 32% and 50% respectively.
Dongpeng Holdings’ net profit after non-exclusion in 2020 is 748 million yuan. If the above assessment goals are achieved as planned, its net profit after non-exclusion from 2021 to 2023 will be no less than 860 million yuan, 987 million yuan, and 987 million yuan, respectively. 1.122 billion yuan.
From 2018 to 2020, Dongpeng Holdings’ non-net profit margins were 10.61%, 10.65%, and 10.45% respectively, with an average annual average of 10.57%. Based on the above-mentioned average annual non-net profit margin of 10.57%, Dongpeng Holdings' revenue from 2021 to 2023 will roughly be no less than 8.136 billion yuan, 9.338 billion yuan, and 10.615 billion yuan respectively.
On the day of the listing bell on the Shenzhen Stock Exchange on October 19, 2020, He Xinming, chairman of Dongpeng Holdings, said in his speech: "Next, we will definitely go all out and innovate with determination, towards the goal of becoming a century-old enterprise, the world's Dongpeng 'Remitting efforts for the vision." Dongpeng Holdings, founded in 1972, will celebrate its 50th anniversary in 2022.
Mona Lisa:
Break 10 billion in three years and build a century-old enterprise
What is the driving force after listing? Mona Lisa's financial numbers are telling.
From 2017 to 2020, Mona Lisa’s annual revenue growth data were 24.33%, 11.02%, 18.57%, and 27.86% respectively, with an average annual growth rate of 20.45%. It jumped from the “2 billion level” in four years to “5 billion level”.
On June 23, 2021, Mona Lisa issued the announcement "2021 Restricted Stock Incentive Plan (Draft)", which set the revenue growth rate from 2021 to 2023 based on 2020 revenue. Performance appraisal targets of no less than 30%, 70%, and 113%.
Mona Lisa’s operating income in 2020 was 4.864 billion yuan. This means that if the assessment goals are achieved, Mona Lisa’s revenue from 2021 to 2023 will be no less than 6.323 billion yuan, 8.269 billion yuan, and 10.360 billion yuan respectively.
Mona Lisa was founded in 1992 and has been in the ceramic industry for 29 years. Previously, the relevant person in charge of Mona Lisa disclosed on many public occasions the goal of "striving to exceed 10 billion yuan in three years, whether in sales or revenue", and in the future, "big ceramic tiles, big building materials, big home furnishings" will be the goal. Development strategy, strengthening and expanding the main ceramic business, and the goal and vision of "creating a century-old Mona Lisa".
Oceano:
Doubled over 10 billion in three years and became a well-known brand for the public
Two years after accessing the capital market, Oceano’s revenue has changed from “3 billion level” to “5 billion level”. In the three years from 2018 to 2020, Oceano's revenue grew at an average annual rate of 29.89%.
On July 16, 2021, Oceano held a conference in JingdezhenAt the mid-year management meeting in 2021, Oceano President Ding Tongwen proposed "comprehensive promotion of the large tooling platform strategy". From strategic layout to strategy implementation, the participants gained a deeper and more comprehensive understanding of Oceano's corporate culture and " The "big tooling platform strategy" implementation method has reached "five major consensuses and one strategic methodology", and Oceano's "three-year doubling" is imperative.
Oceanno's revenue in 2020 is 5.022 billion yuan. If it successfully achieves "three-year doubling", its revenue will exceed 10 billion yuan.
On September 7-9, 2021, at the 2022 Oceano Tile Brand New Strategy Release and National Dealer Summit, Ding Tongwen once again emphasized the "big tooling platform strategy", covering the three major areas of tooling, service, and retail. Dimension splitting sub-strategies ultimately point to user value and achieve brand goals.
The new marketing strategy aims to optimize corporate resources, supply chain resources, engineering resources, and large business resources, so that Oceano can move from a well-known industry brand to a well-known public brand, and let Oceano enter thousands of households and become a A trustworthy leading brand among thousands of consumers.
Eagle Brand: Returning to its leadership position
On April 18, 2021, at the Eagle Ceramics 2021 National Dealer Annual Meeting, Zheng Xionglin, general manager of the Eagle Marketing Center, explained that Eagle Ceramics will open a new track from the perspective of brand, products, and channels: "Put Eagle Ceramics on The original "ancestral business" of the brand has been deepened and thoroughly understood, allowing the Eagle Ceramics brand to return to its leading position in the world. "The firm development direction has strengthened the confidence of dealers across the country.
Now, Eagle Brand has returned to the list of listed companies, and the future is promising. On September 2, 2021, Tianan New Materials issued the "Announcement on the Completion of the Transfer of the Subject Assets of Major Asset Purchases". Shiwan Eagle Brand, Dongyuan Eagle Brand, Eagle Trading, and Eagle Brand Technology held by Eagle Brand Group each held 66 % of the equity has been transferred to the listed company Tianan New Materials.
"Small goals" for ceramic companies planning to be listed
New Pearl Group:
Speed to go public, break the 100 mark this yearbillion
On February 23, 2021, at the 2021 New Year work conference, Ye Delin, chairman and president of New Pearl Group, proposed the goal of "sprinting tens of billions and presenting a gift to the 100th anniversary of the founding of the Communist Party of China."
On August 8, 2021, the founding meeting and first shareholders meeting of New Pearl Group Co., Ltd. was held, and it was renamed as a joint stock company. The goal of New Pearl Group is to be listed.
On August 12, 2021, at the mid-year work summary meeting of New Pearl Group, Ye Delin emphasized the need to “sprint towards the tens of billions goal and the listing goal”, and once again reiterated the two terms of “tens of billions” and “listing” The development direction that the mission must be achieved.
On September 30, 2021, New Pearl Group completed the counseling filing and registration with the Guangdong Securities Regulatory Bureau, taking another substantial step towards the goal of listing.
Marco Polo:
Build the first world-renowned brand and go public on the IPO
On February 22, 2021, at the 2020 Annual Summary Commendation and 2021 Annual Work Mobilization Meeting of Weimei Group, Huang Jianping, Chairman of Weimei Group, said that all Weimei people must always keep in mind "create the first world-renowned brand for Chinese ceramics" ” goal.
It is worth mentioning that the theme of this conference includes "Struggle to Achieve the Double Hundred Goals." Double billion means tens of billions and a century. Ceramic people all know that Weimei Group achieved tens of billions of revenue in 2019, but it is still unknown whether the single brand Marco Polo can achieve tens of billions. This theme should be to realize the "tens of billions dream" of the Marco Polo brand ".
In terms of impacting listings, Marco Polo has made frequent moves this year. According to information disclosed by Tianyancha, Marco Polo’s company name was changed to Marco Polo Holdings Co., Ltd. on July 23, 2021.
This year, by acquiring the equity of the listed company Stone, Huang Jianping, the helmsman of Marco Polo, became the actual controller of Stone. This led to speculation in the industry that it wanted to go public through a backdoor listing. However, on September 13, 2021, Marco Polo applied for guidance registration at the Guangdong Securities Regulatory Bureau, indicating that it will embark on the path of IPO listing.
Shuncheng Ceramics Group:
Revenue of 6 billion, impact of going public
On July 27, 2021, Shuncheng Ceramics Group held the 2020 Annual Summary and Commendation and Work Deployment Conference for the Second Half of 2021.
At the meeting, Liang Youfu, chairman of Shuncheng Ceramics Group, proposed the development direction of the enterprise of "working together from top to bottom to achieve the goal of 6 billion".
On October 11, Shuncheng Ceramics Group held an IPO launch meeting. Participants also included Shenwan Hongyuan Securities, Beijing Kangda Law Firm, and Baker Tilly International Accounting Firm.
Big-antlered deer:
Go public in 2025, with revenue exceeding 3 billion
On January 11, 2021, Big Horn Deer held a listing launch meeting at the press conference for the acquisition of Guangdong Jianxing Ceramics Factory. Big Horn Deer founder Nan Shunzhi pointed out at the meeting that Big Horn Deer plans to go public in 2025, with a market value target 10 billion yuan and achieved the performance target of 3 billion yuan.
In addition, Dajiaolu plans to have more than 10,000 stores by 2025 and complete the strategic layout of "thousands of cities and thousands of stores".
At the same time, Nan Shunzhi also released a new strategy for the development of the Big Horn Deer brand. It adheres to technological innovation and recruits 10 top material doctors to study super wear-resistant materials. It will make ceramic tiles easy to wear and scratch a thing of the past and become a The world's leading ceramic tile brand.
Asia:
IPO, a respected multinational ceramic company
On January 8, 2021, Lu Weijia, chairman and president of Asia Group, said that Asia, which has a 48-year history of development, will officially launch its IPO journey, ushering in a new era and heading towards a new future.
Previously, in an interview with the media, Lu Weijia said that the goal in the past 10 years has been to build Asia into "the most respected multinational ceramic company."
Ceramic Producing Area
ASUS Ceramics Group:
A single brand is worth one billion, and it will hit tens of billions in the next decade
On December 2, 2020, at the 10th Anniversary Celebration of Asus Ceramics Group and the 2021 Dealer Wealth Summit, Wang Zhihong, Chairman of Asus Ceramics Group, pointed out that Asus Ceramics Group has created a 3 billion-level "Asus Speed" in ten years. , in the next ten years we will attack the goal of tens of billions with a more open and integrated thinking.
On October 11, 2021, Wang Zhihong proposed the goal of annual sales of a single brand reaching 1 billion yuan at the ASUS Ceramics Group's 2021 Dealer Summit, aiming towards the dream of common prosperity.
Sun Enterprise Group: Revenue of 3 billion in 2023
On December 20, 2018, Sun Enterprise Group held a dealer summit at the Great Hall of the People in Beijing. At the meeting, Hu Yiheng, chairman and general manager of Sun Enterprise Group, pointed out that it would strive to achieve annual operating income in 2023 in 5 years. 3 billion yuan, and the per capita monthly income of all employees reaches the target of 10,000 yuan.
Ruiyang Group: Revenue exceeds 2.5 billion in 2021
On January 3, 2021, at the 2020 Annual Marketing Summary Conference, Chen Guanghui, Chairman of Ruiyang Group, said: "While accelerating the construction of new bases, the Group will continue to extend the advantages of 'Yanjie 6012' small rock slabs. By improving and increasing the specifications of the large board category, the group will strive to exceed 2.5 billion yuan in sales in 2021 on the basis of ensuring sales of 2.3 billion yuan.”
Milanno Ceramics Group: output value exceeds 2 billion, top ten in the country in five years
On May 20, 2021, Leshan Daily published an exclusive interview with Hu Zhenghua, Chairman of Sichuan Milano Ceramics (Group) Co., Ltd.
In the article, Hu Zhenghua said that "the company's output value is expected to exceed 2 billion yuan this year." Looking to the future, he proposed the development goal of "striving to enter the top ten in the country within five years." Currently, the output of Milano Ceramics Group reaches 360,000 square meters per day.
(Article reproduced from Ceramic Information)
