What is happening in the cement industry?

2024-09-08

What is happening in the cement industry?

2024-09-07

Recently, the price of raw materials has shown an upward trend again, but due to the lack of new orders in the concrete market and the fierce competition among enterprises, the focus of transactions continues to decline steadily. From August 29 to September 4, the national concrete price index closed at 113.17 points, down 0.45% annually and 11.09% year-on-year.

2024-09-06

China Cement Net Market Data Center News: Weak Operation of Commercial Mixed Market in Northwest China

2024-09-06

The demand for concrete in southwest China is still not ideal, and the price is mainly weak and stable.

2024-09-06

The price of raw materials in the northeast market is fatigue, and the price of concrete is stable.

2024-09-06

The progress of concrete construction in North China has been improved, and the growth of market demand is still limited by the off-season.

2024-09-06

The price of raw materials is declining, and the price of concrete in the central and southern markets is running steadily and weakly.

2024-09-06

At present, the eight central construction enterprises have announced their performance in the first half of 2024, and all of them have made profits, with a total profit of 83.138 billion yuan, down 7.48% from the same period last year. China Construction achieved a net profit of 29.45 billion, ranking first; China Railway 14.278 billion, ranking second; China Railway Construction 11.902 billion, ranking third; followed by China Communications Construction, China Power Construction, China Smelter, China Chemical and China Energy Construction.

2024-09-06

Data show that in the first half of 2024, Tianshan shares sold 94.44 million tons of cement, down 11.68% year on year; The sales volume of clinker was 11.59 million tonnes, representing a year-on-year decrease of 21.30%, and the total sales volume of cement and clinker was 106 million tonnes. Looking at Conch Cement, in the first half of 2024, the total net sales volume of cement and clinker was 128 million tons, down from the same period last year. The sales volume of cement clinker products was 126 million tonnes, representing a year-on-year decrease of 3.35%.

2024-09-06

The price of raw materials in the Yangtze River Delta region of East China has been rising, and the price of concrete is weak and stable.

2024-09-06

On August 28, CNBM announced that the board of directors of the company received the written resignation of Mr. Chang Zhangli on August 28, 2024, and resigned as a non-executive director of the company due to work adjustment. According to the relevant requirements, the resignation of Mr. Chang will not cause the number of members of the Board to fall below the statutory minimum, nor will it affect the normal operation of the Board. The Company will complete the by-election of directors as soon as possible in accordance with the relevant requirements.

2024-09-06

Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

2024-09-06

From August 26, 2024 to September 1, 2024, the highest opening rate of cement kilns in all provinces in China was 72.24% in Shandong Province. Kiln opening rate of 50% and above: 65.71% in Hubei Province, 60.17% in Jiangsu Province, 59.55% in Anhui Province, 56.39% in Zhejiang Province and 52.57% in Shanxi Province.

2024-09-06

Since June 6, the leading enterprises in the region have again notified an increase in cement prices by 20 yuan/ton, and the implementation remains to be observed.

2024-09-06

What is happening in the cement industry?

2024-09-06

Leading enterprises in Chengdu, Deyang, Mianyang, Leshan, Ya'an and other places in the province plan to raise cement prices by about 40 yuan/ton from September 6.

2024-09-05

For new (including reconstruction and expansion) construction projects, there is a planned time for ignition and production in the capacity replacement plan, but for supplementing the capacity of the original project, it has been in production since the ignition and production, and there is no expansion, so how to plan time for ignition and production? It should be the time for re-filing (or modification) after the original project replenishes its production capacity and completes other corresponding procedures requiring the approval of relevant departments. That is to say, from this moment on, the original project is "new" compliance. The planned ignition and production time should be changed to the project capacity compliance time. It seems a bit of a revelation, but it's true.

2024-09-05

In view of the problems of declining profits of cement enterprises hindering green transformation and narrowing the space for energy saving and carbon reduction, Ye Jiayuan proposed that cement enterprises should not forget to innovate no matter how difficult it is. Innovation should not only be limited to low-carbon areas, but also open up ideas and plan digital upgrading and intelligent transformation as early as possible according to their own conditions. In the implementation of digital and intelligent transformation, it should be linked with low-carbon as far as possible. If digital intelligence leaves the foothold of low carbon, digital intelligence is likely to be hollow, and it is likely to become a castle in the air, which is not useful, but a burden for enterprises.

2024-09-05

What is happening in the cement industry?

2024-09-05

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04

Recently, leading enterprises in Guanzhong area of Shaanxi have pushed up the price of cement by 30-50 yuan/ton.

2024-09-04

In the first half of 2024, Huaxin Cement achieved good results overseas. Huaxin said that the improvement of aggregate and overseas cement sales and performance has become an important support for stabilizing the company's performance. It is understood that overseas development is one of the four major development strategies of Huaxin Cement. In the second half of the year, Huaxin said it would be aggressive and further expand its overseas market. Li Yeqing said that in the future, Huaxin Cement may have production lines in 25 or more countries.

2024-09-04

However, in the semi-annual reports issued by major cement listed companies, despite the sharp decline in profits of the cement sector, the development of the aggregate sector is still steady. China Cement Network data show that in the first half of 2024, the demand for aggregate for concrete fell 10.8% year-on-year, with a total demand of 6.25 billion tons, dragged down by both downstream infrastructure and real estate. Therefore, how long the aggregate can support cement enterprises is indeed a pessimistic unknown.

2024-09-04

Recently, leading enterprises in Chongqing's main urban area and western Chongqing have pushed up cement prices by 30-60 yuan/ton.

2024-09-03

Leading cement enterprises in Shijiazhuang, Hebei, once again pushed up cement prices by 50 yuan/ton and clinker prices by 30 yuan/ton.

2024-09-03

Recently, some leading enterprises in many places in the Pearl River Delta continue to secretly decline the price of cement by about 10-15 yuan/ton.

2024-09-03

Cement kiln co-processing can not only replace part of raw materials and fuels, reduce energy and resource consumption, but also reduce environmental pollution and health damage to residents through waste treatment. At the same time, it can save land resources, promote the green and low-carbon transformation and development of cement enterprises, realize the recycling, harmlessness and reduction of solid waste, and beautify the urban living environment.

2024-09-03

According to Shanghai Electric News, on the afternoon of September 2, Wu Lei, chairman of Shanghai Electric Group, held talks with Yang Jun, chairman of Anhui Conch Group Co., Ltd. (Hereinafter referred to as "Conch Group"). The two sides had in-depth exchanges and reached broad consensus on strengthening cooperation. Wu Lei said that Shanghai Electric and Conch Group have a long-term good foundation for cooperation, with a high degree of fit in multiple business sectors and great potential for cooperation. It is expected that the two sides will consolidate the foundation of early cooperation, continue to expand cooperation in energy equipment, automated production lines, green hydrogen energy, digital applications and other fields, and work together to create a new chapter of cooperation between state-owned enterprises.

2024-09-03

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03

What is happening in the cement industry?

2024-09-03

Sichuan Shuangma's private equity fund management business mainly refers to the management and investment of funds, providing management services to private equity funds, collecting management fees and performance sharing. Sichuan Shuangma currently manages a total fund of nearly 28 billion yuan, and has achieved good results in new energy, semiconductor, advanced manufacturing and other investment fields.

2024-09-02

On September 1, some leading enterprises in Guangxi notified many places to reduce the price of cement by about 20-30 yuan/ton.

2024-09-02

On August 29, Conch Environmental announced that from August 29, 2024, Li Xiaobo resigned as executive director and general manager, and ceased to be a member of the Strategic, Sustainable Development and Risk Management Committee, authorized representative and agent of legal process documents; Wang Chunjian was appointed as an executive director and general manager, a member of the strategy, sustainable development and risk management committee, an authorized representative and a process agent.

2024-09-02

On the evening of August 30, Jidong Cement released its semi-annual report for 2024. In the first half of 2024, it realized operating income of 11.22 billion yuan, down 22.55% year-on-year; realized net profit of -806 million yuan, down 120.18% year-on-year; basic earnings per share of -0.3033 yuan; weighted average return on equity ROE of -2.85%. The main sources of the company's performance are the production and sale of cement and clinker, the production and sale of aggregates and the disposal of hazardous waste and solid waste.

2024-09-02

Recently, the Natural Resources and Planning Bureau of Zaozhuang City, Shandong Province, issued the "Shandong United Wangqi Cement Co., Ltd. 4000t/d New Dry Process Cement Clinker Production Line and Waste Heat Power Generation Project Planning Approval Announcement". It is understood that the total investment in the technical renovation of the 4000t/d cement clinker new dry process production line project of Shandong United Wangqi Cement Co., Ltd. is 1 billion yuan. On the basis of the daily production of 2500t/d, the technical renovation of equipment has been upgraded to the 4000t/d new dry process cement clinker production line and the supporting construction of 6MWh waste heat power generation system. To realize the intellectualization, digitalization, energy saving and environmental deepening of production process and equipment level.

2024-09-02

What is happening in the cement industry?

2024-09-02

What is happening in the cement industry?

2024-09-01

On August 31, Huaxin Cement (600801) disclosed its semi-annual report for 2024. In the first half of 2024, the Company realized operating income of RMB 16.237 billion, a year-on-year increase of 2.56%; net profit attributable to parent company of RMB 731 million, a year-on-year decrease of 38.74%; net profit after deduction of non-profits of RMB 680 million, a year-on-year decrease of 41.88%; net cash flow from operating activities of RMB 1.731 billion, a year-on-year decrease of 18.64%; During the reporting period, the basic earnings per share of Huaxin Cement was 0.35 yuan, and the weighted average return on equity was 2.49%.

2024-08-31

What is happening in the cement industry?

2024-08-31

Most regions in China are affected by capital factors, lack of construction increment downstream, no improvement in concrete market demand, and downward pressure on local quotations. From August 22 to August 28, the national concrete price index closed at 113.68 points, down 0.42% annually and 11.12% year-on-year.

2024-08-30

Since the 29th, some major manufacturers in the province have resumed raising the price of cement by 50 yuan/ton, but the actual implementation range is about 20-30 yuan/ton.

2024-08-30

The performance of the concrete market in Northeast China is relatively stable, and the demand restricts the implementation of raw materials.

2024-08-30

The commercial mixed market in Northwest China is stable and small.

2024-08-30

Demand in the southwest region is sluggish, and concrete prices are running weakly..

2024-08-30

On August 30, Sichuan Shuangma (000935. SZ) released its semi-annual report for 2024. During the reporting period, the company realized business income of 482 million yuan, down 14.08% from the same period last year. Net profit attributable to shareholders of listed companies was 113 million yuan, down 75.06% year on year. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 95.0835 million yuan, down 78.51% year on year. Basic earnings per share is 0.15 yuan.

2024-08-30

Market demand in central and southern China is general, and concrete prices are weak..

2024-08-30

The demand for concrete in North China is weak and the price is under pressure.

2024-08-30

On August 29, Fujian Building Materials Industry Association issued the Notice on the Arrangement of Peak Staggering Work in September. The notice requires all cement enterprises to stagger the peak for 15 days in September according to the current market situation and the decision of the meeting.

2024-08-30

Demand has not improved significantly, and concrete prices are mainly stable..

2024-08-30