This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16

What is happening in the cement industry?

2024-09-16

Technological innovation is the engine of low-carbon transformation and development of cement industry. In recent years, Century Xinfeng Group has transformed and developed agricultural modernization projects based on building materials, and Hubei Zhongxin Kaiwei Modern Animal Husbandry Project in the agricultural modernization sector produces a large amount of manure every day. Zhuge Wenda, the chief scientist of Century Xinfeng Group, personally designed and guided the implementation of the collaborative utilization process of Hubei Zhongxin Kaiwei Modern Animal Husbandry and Century Xinfeng Leishan Cement Plant to dispose of resources harmlessly and build a closed-loop industrial chain around modern agriculture, which has achieved remarkable results and formed its own unique competitiveness and new development advantages.

2024-09-15

What is happening in the cement industry?

2024-09-15

Recently, the domestic market demand has recovered slightly compared with the previous period, but the overall level is still significantly lower than same period in previous years, and the price of concrete before the Mid-Autumn Festival is mainly a smooth transition. From September 5th to September 11th, the national concrete price index closed at 113.17 points, and the ring ratio remained stable, with a year-on-year decline of 10.81%.

2024-09-14

The concrete market in North China is stable, with a slight increase in shipments, but demand remains weak..

2024-09-14

On September 13, the Shanxi Provincial Department of Industry and Information Technology issued the Announcement on the Demolition of Capacity Withdrawal Equipment of Witton Cement Group Co., Ltd. The announcement shows that according to the relevant provisions of the Ministry of Industry and Information Technology's "Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry", the acceptance and confirmation of the Xinjiang County Bureau of Industry and Information Technology, the Yuncheng Bureau of Industry and Information Technology, and the expert verification procedures. One Φ3.2m × 50m rotary kiln and two Φ4.0m × 60m rotary kilns have been removed from the main equipment of the withdrawal production line of the digital intelligent green factory technical transformation project of Witton Cement Group Co., Ltd.

2024-09-14

In accordance with the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (original [2021] No.80 of the Ministry of Industry and Information Technology), the Questions and Answers on the Implementation of Capacity Replacement in the Cement and Glass Industry issued by the Ministry of Industry and Information Technology on January 3, 2020, On September 14, 2021, the Ministry of Industry and Information Technology replied to the relevant policy requirements of the Ministry of Industry and Information Technology's Interpretation of the Implementation Measures for Capacity Replacement in the Cement and Glass Industry on July 20, 2021. The Department of Industry and Information Technology of Xinjiang Uygur Autonomous Region publicized the capacity replacement plan of the construction project of Xinjiang Bohai Cement Co., Ltd. from September 2 to September 13, 2024, and no objection was received during the publicity period.

2024-09-14

Demand is still not ideal, and the price of concrete in southwest China is mainly weak and stable.

2024-09-14

The price of raw materials has been pushed up one after another, and the price of concrete in the central and southern markets may rise slightly..

2024-09-14

The price of concrete market in Northeast China is stable to cope with the limited construction period.

2024-09-14

In order to further improve and optimize the financial structure of Ningbo Shangrong Logistics Co., Ltd. and promote sustainable development, the capital source of this capital increase is the company's own funds, which will not adversely affect the company's financial and operating conditions, and will not damage the interests of the company and its shareholders.

2024-09-14

China Cement Net Market Data Center News: The market demand in East China continues to be depressed, and the concrete price is weak and stable.

2024-09-14

China Cement Net Market Data Center News: There is no significant change in the commercial mixed market in Northwest China.

2024-09-14

September 14, Sichuan Provincial Department of Economy and Information Technology The Department of Ecology and Environment of Sichuan Province issued the Detailed Rules for the Implementation of Normalized Peak-staggering Production Management of Cement Industry in Sichuan Province (hereinafter referred to as the Detailed Rules). The Rules point out that production lines with tasks such as co-disposal of municipal solid waste and toxic and harmful wastes throughout the year can not carry out peak staggering production, but the cement production load should be reduced appropriately.

2024-09-14

The production capacity index of white cement for the transfer project (across cities within the province) shall be subject to the capacity replacement ratio specified in the Replacement Measures, i.e. 1.5: 1, that is, 330 t/d shall be reduced to 220 t/d, not to 440 t/d.

2024-09-14

In addition, the data show that the national cement output from January to August 2023 is 130600 million tons, so the absolute value of cement output from January to August this year is 14693 million tons less than same period last year, a decrease of 11.25%.

2024-09-14

2023 is the first year to fully implement the spirit of the 20th National Congress of the Communist Party of China, and also the key year for the 14th Five-Year Plan. Faced with the unfavorable operating environment such as weak social expectations, insufficient effective demand and overcapacity in the industry, CNBM Group faced difficulties and challenges, withstood downward pressure, firmly grasped the implementation of steady growth measures, and achieved operating income of 347.5 billion yuan in the whole year.

2024-09-14

What is happening in the cement industry?

2024-09-14

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13

In September 13th, some investors asked, what is the company's plan for the next 3 years? Li Qunfeng, executive director and general manager of Conch Cement, said that the company would persist in effective investment, continue to consolidate the competitive advantages of cement and upstream and downstream industries, and foster new energy, environmental protection, digitalization and other emerging industries.

2024-09-13

Faced with the adverse effects of the deep adjustment of real estate and the slowdown of infrastructure investment, the company will adhere to the principle of "market, resources and returns" and enhance market control to promote high-quality M & a projects in areas with low industry concentration and blank markets.

2024-09-13

Looking forward to the future, in order to achieve full carbon neutrality in the cement industry, we need not only the drive of technological innovation, but also the cooperation of policy support and market mechanism. By adopting non-carbon raw materials, alternative fuels, clean energy and optimizing transportation modes, the cement industry will gradually achieve a significant reduction in carbon emissions, thus taking a more solid step on the road of carbon reduction.

2024-09-13

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13

The environmental protection planning of Tapai Group mainly includes: promoting the construction of the 300,000 tons/year general solid waste resource comprehensive utilization project of Jiaoling Branch, which has been reviewed and approved by the eighth meeting of the fifth board of directors; the company plans each Alternative fuel projects will be built in the clinker production line of 5000t/d, with the goal of replacing 30% of coal consumption and reducing the total energy consumption.

2024-09-13

From September 2, 2024 to September 8, 2024, Anhui Province has the highest rate of opening cement kilns, with the rate of 72.71%. 72.18% in Zhejiang Province, 69.59% in Shandong Province, 66.67% in Jiangsu Province and 61.43% in Hubei Province.

2024-09-13

At present, the cement industry is facing a huge challenge of intensified contradiction between supply and demand and overcapacity. In addition, in recent years, the state has resolutely curbed the blind development of the "two high" projects, and severely investigated and dealt with the problems existing in the "two high" projects. In the future, the cement industry needs to speed up the withdrawal of inefficient production capacity, strictly prohibit new production capacity, and continue to deepen structural adjustment in order to achieve high-quality and green development.

2024-09-13

On August 2, 2022, Shandong Hengtuo Cement Co., Ltd. announced on the website of the Department of Industry and Information Technology of Shandong Province that it originally planned to integrate 3 million tons of production capacity and replace a new φ4.2m cement grinding project with an annual capacity of 1.5 million tons according to the ratio of 2:1. Now the company plans to replace the φ3.5 mill of Juxian Hengxing New Building Materials Technology Co., Ltd. with a production capacity of 1 million tons, and use the other 2 million tons of production capacity to build a new φ3.8 m cement grinding project with an annual output of 1 million tons according to the ratio of 2:1.

2024-09-13

What is happening in the cement industry?

2024-09-13

Zaozhuang Huyuan Industrial Co., Ltd. plans to build a φ4.2 × 13m cement mill with an annual capacity of 1.1 million tons. According to the Notice on Printing and Issuing Several Measures for Resolutely Curbing the Blind Development of "Two High" Projects (Lu Zheng Ban Zi [2021] No.98) and the Implementation Measures for Replacement of Cement Grinding Capacity in Shandong Province (Lu Gong Xin yuan [2022] No.53), the enterprise has formulated a capacity replacement plan, which is now publicized and the public is welcome to supervise.

2024-09-12

Recently, Jiuquan Vientiane Building Materials Co., Ltd. It is understood that Jiuquan Vientiane Building Materials Co., Ltd. was established in 2011 with a registered capital of 160 million RMB. There is a 2500t/d waste residue comprehensive utilization new dry process cement production line and 7.5MW pure low-temperature waste heat power generation green building materials circular economy project in the plant area, which is the only large-scale cement production project in Hexi Corridor in recent years approved by Gansu Provincial Industry and Information Technology Commission and recognized by the Ministry of Industry and Information Technology as a national capacity replacement project, and is also a "new, large and excellent" project for Jiuquan City to attract investment.

2024-09-12

For the capacity replacement plan of the supplementary capacity project, the emphasis is on the supplement, as long as it is clear where the supplementary capacity comes from, and it is the compliance capacity. Other elements and procedures can and should be appropriately simplified. For example, whether the cross-provincial replacement of production capacity for supplementary projects needs to be the same as new projects, and whether the procedure of holding hearings can be simplified.

2024-09-12

At the beginning of August, the National Cement Price Index (CEMPI) was 116.45 points, closing at 113.19 points at the end of the month, down 3.21% annually and up 3.8% year-on-year.

2024-09-12

Since November 11, enterprises in eastern Hubei have successively notified to raise the price of cement by 30 yuan/ton, and the specific implementation remains to be observed..

2024-09-12

Yang Jun thanked China Railway Construction Corporation for its long-term trust and support to Conch Group, and introduced the company's overall business and transformation and upgrading. He said that China Railway Construction is a leading enterprise in the field of infrastructure, and has maintained good cooperative relations with Conch Group for many years, with a deep foundation for cooperation between the two sides. At present, Conch Group is speeding up the construction of a new high-quality development model of "one base and five industries", hoping to give full play to its own advantages, closely meet the needs of the transformation and development of China Railway Construction, deepen cooperation around key areas such as building materials, new energy, digitalization and overseas business, and achieve complementary advantages and win-win development.

2024-09-12

Cement enterprises can manage carbon assets and gain advantages in the carbon market by finding out the family background and effectively managing carbon assets, setting up specialized agencies or departments to achieve low-carbon management, actively participating in carbon market transactions and accumulating experience, and developing carbon financial products to help their own development.

2024-09-12

What is happening in the cement industry?

2024-09-12

On September 11, at the 2024 China Top 500 Enterprises Summit Forum, the China Enterprise Federation and the China Entrepreneurs Association released the list of "Top 500 Chinese Enterprises" to the public for the 23rd consecutive time. The entry threshold for this year's list is 47.381 billion yuan, an increase of 383 million yuan over the previous year. The revenue scale of the "Top 500" has stepped up to a new level, with a total revenue of 110.07 trillion yuan, an increase of 1.58% over the previous year. Among them, China Building Materials, Conch and Red Lion are on the list.

2024-09-11

To sum up, the ultra-low emission transformation of the cement industry is a systematic project, which requires comprehensive measures from the aspects of capital, technology, management, awareness and cooperation. Only by adhering to scientific development and paying attention to the balance between economic and environmental benefits, can cement industry go further and more steadily on the road of ultra-low emissions.

2024-09-11

What is happening in the cement industry?

2024-09-11

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10

Since the 10th, cement enterprises in Changsha-Zhuzhou-Xiangtan area have successively notified to raise the price of bulk cement by 30 yuan/ton and bagged cement by 10 yuan/ton. The specific implementation remains to be observed..

2024-09-10

In September, on the supply side, the current storage level is relatively high, enterprises in many places continue to carry out self-discipline self-help activities, continue to carry out off-peak shutdown, and it is expected that the pressure on the supply side is relatively small; on the demand side, the high temperature weather gradually exits, coupled with the acceleration of the issuance of special bond funds, downstream construction activities will be strengthened, and it is expected that the terminal demand will usher in a turning point; in summary, the supply-demand relationship may improve in September. In addition, after two months of decline in cement prices in July-August, the market has a strong willingness to raise prices, and it is expected that cement prices will show a strong trend of volatility in September.

2024-09-10

From 9-10, leading enterprises in Beijing, Tianjin, Tangshan, Langfang, Cangzhou and other regions notified an increase in cement prices by 35 yuan/ton.

2024-09-10

Recently, Sichuan Cement Association issued the Notice on Effectively Doing a Good Job in Staggered Peak Production in September 2024, which requires that the number of days of kiln shutdown for each clinker production line in September 2024 should not be less than 15 days. Carry out monthly and quarterly settlement for the statistics of completion results of peak production tasks. Check and settle according to the online detection data every month. The overfulfilled task of the current month can be used to offset the plan of the next month, and the underfulfilled plan of the current month must be made up in the next month. The off-peak production of the quarter shall be liquidated once every quarter, and the completion of the off-peak production task can span months but not seasons.

2024-09-10

The Yangtze River Economic Zone is one of the most dynamic economic regions in China. There are 168 enterprises and 608 production lines in ten provinces and cities in the Yangtze River Basin, with a total clinker production capacity of 720 million tons. If we can take the lead in realizing the high-quality and healthy development of the cement industry in the Yangtze River Basin, the cement industry in other regions can also embark on the road of sound development.

2024-09-10

In order to accelerate the work of expanding the coverage of the national carbon emission trading market (hereinafter referred to as the expansion), the Ministry of Ecology and Environment, referring to the mature construction and management experience of the power generation industry and on the basis of the special research results of the expansion, has formulated the Work Plan for the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft), which is now open for comments.

2024-09-09

It is necessary to prevent and correct the vicious competition of "involution" and create a clean and healthy environment for the development of cement industry. Cement industry can not engage in "involution" vicious competition, "volume" can not afford to "volume" can not win. To respect the market, technology and talents, today's cement industry should maintain a rational and scientific attitude than ever before.

2024-09-09

Strengthen industry self-discipline, create a standardized, orderly, stable and healthy development of the industry ecology; to strengthen policy regulation, adhere to the results-oriented, comprehensive measures to promote high-quality development of the industry. More than 20 persons in charge of leading enterprises such as Shanshui Group, Zhonglian Cement, Quanxing Energy and some small and medium-sized cement enterprises, as well as relevant persons in charge of the Provincial Department of Ecology and Environment and the Provincial Cement Industry Association attended the meeting.

2024-09-09

What is happening in the cement industry?

2024-09-09