Demand is still weak, and concrete prices begin to decline.

2024-08-16

With the improvement of construction progress in North China, the growth of market demand is still limited by the off-season.

2024-08-16

The imbalance between supply and demand in the Northeast market has increased the pressure of price decline.

2024-08-16

Driven by the rising price of raw materials, the price of concrete in the central and southern markets is stable and small..

2024-08-16

Due to the rainy weather in Zhejiang, the market demand is general, and the shipment volume is about 6-7%. In order to promote sales, some manufacturers reduce the price of cement, and try to push up the price to enhance market confidence, but the actual implementation remains to be observed. The overall market demand in Jiangsu has not improved significantly, with shipments hovering at 4-6% of normal production capacity. Manufacturers in southern Jiangsu have reduced prices for promotion, while the markets in northern and central Jiangsu are expected to face a downward trend.

2024-08-16

On August 13, Sinoma Luoding Cement Co., Ltd. won the mining right of cement limestone mine in Lingjiaotang Mining Area, Pingtang Town, Luoding City, Guangdong Province for 74.782 million yuan, with a starting price of 74.782 million yuan. The project is planned to be transferred for 13 years, with a mining area of 0.256 square kilometers and a transferred resource of 37.0208 million tons (including 26.7702 million tons of limestone ore for cement and 10.2506 million tons of interlayer).

2024-08-16

Henan cement market is facing unprecedented challenges. In the first half of the year, the cement output of Henan Province decreased by 16.6% compared with the same period last year, and the demand was seriously lower than expected at the beginning of the year. In terms of production, the average number of off-peak shutdown days of 62 clinker production lines in Henan Province from January to July reached 136 days, the production time was 77 days, and the average kiln line operation rate was only 36%.

2024-08-16

According to the statistics of all compliant cement clinker production lines in the city listed in the list in 2023 (as of December 31, 2023), there are 47 production lines in 31 enterprises. After deducting the 8 production lines of 4 enterprises that have been announced to be relocated, there are 39 production lines of 27 enterprises in normal production. There are 21 production lines of 14 enterprises that have not completed the peak staggering production task in 2023. Regardless of the number of enterprises or the number of production lines, more than half of the peak staggering production tasks have not been completed in 2023.

2024-08-16

In order to ensure the implementation of peak staggering production in the cement industry and ensure the smooth and orderly operation of the cement industry. Recently, Yunnan Provincial Office of Industry and Information Technology organized Kunming and Yuxi Bureau of Industry and Information Technology, Yunnan Cement Association and some key enterprises to hold a special research conference on peak staggering production in the cement industry. Kunming, Yuxi Bureau of Industry and Information Technology and the responsible persons of enterprises have conducted in-depth exchanges on further strengthening industry management and strictly implementing peak staggering production.

2024-08-16

This lack of demand is the general trend of the economic cycle, which is irreversible in the short term. It is determined by the economic development cycle and is a problem in the process of development and transformation. The disorderly competition among enterprises leads to the meager profits of the whole industry. Therefore, we need to take the initiative to respond, maintain strategic strength, strengthen confidence in development, advocate the concept of fair competition and win-win cooperation, and jointly promote the healthy and orderly development of the industry.

2024-08-16

The key reason is that even if companies want to shut down now, it is difficult to find buyers willing to take over. The essence of capital is the pursuit of profit, no enterprise is willing to "self-sacrifice" for no reason, they all hope to get better returns when they exit the market as far as possible.

2024-08-15

On August 13, Conch Cement announced that the Articles of Association of the Company stipulated that the board of directors shall consist of eight directors. In view of the resignation of Mr. Wang Jianchao and Mr. Zhou Xiaochuan, the board of directors of the Company currently has only six members, including three executive directors and three independent non-executive directors, and the board of directors needs to add two directors. According to the recommendation of the remuneration and nomination committee of the Board, the Board nominated Mr. Zhu Shengli and Mr. Yu Shui as candidates for executive directors of the ninth session of the Board of the Company, which will be submitted to the first extraordinary general meeting of the Company in 2024 for consideration and approval. The terms of office of Mr. Zhu Shengli and Mr. Yu Shui shall take effect from the date of approval by the shareholders' general meeting.

2024-08-15

On the 15th, leading enterprises in Beijing, Tianjin, Tangshan, Langfang, Cangzhou, Qinhuangdao and other regions notified an increase in cement prices by 30 yuan/ton.

2024-08-15

The way out for the cement industry needs to be constantly explored and summarized in practice. The market school and the synergy school have different views, but the common goal is to promote the healthy development of the cement industry. At present, the insufficient demand for cement is the general trend of the economic cycle, which is irreversible in the short term. As a participant in the development of the industry, we should not only have the keen insight of the market school, but also have the overall outlook of the synergy school, maintain strategic strength and firm confidence in development.

2024-08-15

Data show that from January to July 2023, the national cement output was 1126.77 million tons, so the absolute value of cement output from January to July this year decreased by 125.32 million tons, or 11.12%, compared with the same period last year.

2024-08-15

What is happening in the cement industry?

2024-08-15

Recently, the Chongqing Municipal Economic and Information Commission issued the Announcement on the Update of the List of Cement Clinker Production Lines in Chongqing, which verified the situation of all compliant cement clinker production lines in the city in 2023 (up to December 31, 2023). According to the public list, as of December 31, 2023, there are 47 cement clinker production lines in Chongqing, of which: 21 production lines of 14 enterprises have not completed the off-peak production task in 2023; 8 production lines have been announced to be relocated.

2024-08-14

China Cement Network Market Data Center received feedback from the market that the recent rise in raw material prices in Hunan has led to rising production costs, coupled with the general shutdown of kilns in Hunan Province in August. Affected by this, many enterprises in Hunan have been notified to raise the price of cement by 50 yuan/ton since the 12th. Like most provinces in the country, the situation of cement industry in Hunan is extremely grim this year, and some kiln line enterprises have not yet opened kilns, which not only affects the normal operation of enterprises, but also leads to serious losses.

2024-08-14

In order to further understand the requirements of the new national standard for cement products and promote relevant technical personnel to master the contents of the new standard, a training course on the new national standard for cement products sponsored by Hubei Cement Industry Association was held in Wuhan on August 13. A total of 88 trainees from 76 cement and commercial mixing enterprises in the province participated in the training. Entrusted by Deng Xikun, Secretary-General of Hubei Cement Industry Association, Wang Xingpeng, Deputy Secretary-General of the Association, made a mobilization speech, pointing out that one of the signs of "involution" vicious competition in the cement industry is low-price dumping, sacrificing quality and reducing costs.

2024-08-14

Recently, Yatai Group issued the Announcement on the Progress of Planning for the Sale of Major Assets and Related Transactions, saying that the company is planning to sell 20.81% of its shares in Northeast Securities Co., Ltd. to Changchun City Development Investment Holding (Group) Co., Ltd. It intends to sell 9% of its shares in Northeast Securities to Changchun Financial Holding Group Co., Ltd. or its designated subsidiaries.

2024-08-14