2021年水泥市场运行分析与2022年展望

In 2024, the national cement industry continued to show a grim situation of "weak demand, low price and sharp decline in efficiency". According to statistics, the production capacity of the whole industry is less than 53%, the overall profit is cut in half year on year, and most enterprises have issued pre-loss announcements. However, in distress, an enterprise with only 2500 tons of clinker production line per day has grown against the trend and become a bright spot in the cold winter of the industry.

2025-02-17 13:05:31

What is happening in the cement industry?

2025-01-24 07:02:05

On January 16, China United Cement Group Co., Ltd. 2025 Working Conference and the Third Session of the Second Workers' Congress were held in Jinan. Yu Yuehua, Chief Auditor and General Manager of Audit Department of CNBM, and Bo Kegang, Deputy Secretary of the Party Committee of Tianshan Materials attended the meeting. Wang Kedong, Deputy Secretary of the Party Committee and President of China United Cement Co., Ltd., made a speech entitled Brave Responsibility in the Wind and Rain Man Gaopeng, Party Committee Member and Vice President of Tianshan Materials, Party Committee Secretary and Chairman of China United Cement, made a work report entitled Internal and External Repair and Two-wheel Drive Write a new chapter of high-quality development with practical work. The meeting was held by China

2025-01-17 16:47:02

In 2024, China's cement enterprises completed 10 mergers and acquisitions, involving a total amount of 6.425 billion yuan, an increase of about 80.17% over the previous year, reaching the highest level in the past five years. During this period, overseas mergers and acquisitions still account for the majority, but the leading enterprises have begun to gradually promote the integration of mergers and acquisitions in the domestic market.

2025-01-17 09:40:59

Ten Predictions of Cement Industry in 2025

2025-01-16 11:50:05

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

What is happening in the cement industry?

2025-01-01 07:01:30

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

At present, many industries in our country appear market involution, and enterprises are also fighting price war, which seriously affects the profits of enterprises, but also affects the stock prices of many listed companies. Although the occurrence of large-scale industry involution is related to the overcapacity of the industry, it is also related to the competitive concept of enterprises, the low-price bidding of the industry and the blind low-price competition. Therefore, how to carry out healthy competition, how to overcome industry involution, how to carry out reasonable pricing, these are the problems we must face and solve.

2024-12-24 18:33:47

As a traditional basic building materials industry, under the multiple pressures of overcapacity, shrinking demand and new environmental protection regulations, how to reduce costs and increase profits is a challenge to enterprise management. Specific to the material supply department, how to play a role in reducing costs and increasing efficiency in enterprises, in addition to adopting advanced procurement strategies to purchase high-quality and low-cost materials, it is also an important measure to reduce costs by making full use of the advantages of the supply chain platform, fully revitalizing the sluggish assets and making the backlog inventory play a role.

2024-11-30 19:03:54

On October 28, 2024, General Secretary Xi Jinping, presiding over the 17th collective study of the Political Bureau of the CPC Central Committee on building a strong cultural country, stressed that we should anchor the strategic goal of building a strong cultural country in 2035, adhere to the fundamental guiding ideology of Marxism, root in the broad and profound Chinese civilization, and conform to the trend of information technology development. The socialist culture with Chinese characteristics in the new era with strong ideological leadership, spiritual cohesion, value appeal and international influence will constantly strengthen the people's spiritual strength and lay a solid cultural foundation for the construction of a strong country and national rejuvenation. China Cement Association Corporate Culture Seminar 2024

2024-11-28 13:24:22

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

While seeing the success of the current price rise, the industry should also think about how to make a good start next year and how to develop steadily in the future. The author believes that in the current situation, active production control is the key to maintain a good situation in the cement industry. If production control can not be effectively implemented, even if the cement price is maintained at a relatively reasonable position at the end of this year, the cement price will still be difficult to maintain in the face of severe supply and demand situation after the beginning of next year.

2024-11-20 09:45:47

What is happening in the cement industry?

2024-11-16 07:02:15

According to the data of the National Bureau of Statistics, the cement output from January to September in 2024 is 1326.7 million tons, with a year-on-year decrease of 10.7%; the industry expects that the profit of the whole industry in the first three quarters is only about 3.1 billion yuan, setting the worst record in decades. With the increasingly fierce competition among cement enterprises and the continuous decline of industry efficiency, how can enterprises adjust their development strategies, cross the industry cycle and usher in a new rise in performance? Only when you know yourself and your enemy can you fight a hundred battles with no danger of defeat. If we can accurately grasp the data of industry production and operation demand in real time, it will be the key factor for enterprises to achieve market breakthroughs.

2024-11-12 10:13:04

According to the data center of China Cement Market, the overall market demand in Northwest China has declined, some kilns have been shut down, and most prices are stable. For example, the cement market demand in Gansu is weak at present, especially in Lanzhou and its surrounding areas, the inventory of some manufacturers is not high.

2024-11-08 17:27:44

Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.

2024-11-06 10:05:59

According to the information from China Cement Market Data Center, the price of cement in many places in Yunnan in southwest China has risen by 100 yuan/ton, and the implementation remains to be observed; Liangshan and Panzhihua in Sichuan have also begun to push up by 50 yuan/ton. In Guizhou, some major manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other regions have recently raised the cement price by 10-40 yuan/ton, while the quotation in other regions has been stable for the time being.

2024-11-01 17:32:29

The incorporation of the cement industry into the national carbon market will have a significant impact on cement enterprises in terms of production and operation, data control, transaction costs, energy saving and carbon reduction investment. With the carbon quota from basic satisfaction to tight reduction, it will effectively promote production reduction, thereby affecting competitiveness and supply and demand pattern.

2024-11-01 09:52:46

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

As of September 2024, the proportion of healthy enterprises in the ready-mixed concrete industry has decreased by 1.3 percentage points to 92.9% compared with 2022; the proportion of dishonest enterprises has increased from 5.0% to 6.1%; the proportion of bankruptcy reorganization enterprises has increased from 0.8% to 1.0%..

2024-09-25 09:21:01

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

In the first half of the year, China's cement output fell by 10% year-on-year, the price of P.O42.5 bulk cement fell by 18% year-on-year, both volume and price fell, and the whole industry lost money in the first half of the year, which was rare in history. Similar to the decline in domestic cement demand, cement demand in neighboring South Korea has also fallen sharply this year, but the price performance has been unusually strong. Facing the same decline in demand and overcapacity, why are the prices of the two countries different?

2024-09-18 11:46:02

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 09:43:58

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

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 09:09:17

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

We should strengthen industry communication and enterprise dialogue, abandon the Cold War mentality, not vicious competition, not "cheap" products, not "involution" marketing, consciously resist the use of low-price dumping, loss-making sales and other improper means, jointly create a fair and stable market environment and competition order, build a good industry ecology, and reduce waste of resources and environmental pressure.

2024-08-12 11:33:12

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

Ultra-low emission has become the legal responsibility of every cement enterprise in Zhejiang, rather than the encouragement orientation like other regions in China.

2024-07-23 14:43:18

Improve the position and look at the steady growth with the interests of the whole industry as the most important.

2024-06-26 15:44:51

According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.

2024-06-14 17:27:12

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

In Zhou Shanjian's view, as a resource-intensive product, cement's consumption of natural resources and energy should be transformed into equivalent economic and social values to maximize the value of resource utilization.

2024-05-17 13:55:14

Disorderly competition will only lead to low-price competition, widespread losses, and "no food to eat when the table is lifted".

2024-04-18 16:59:35

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

As the main body of the market, enterprises will give answers with their own practical actions.

2024-04-10 13:03:13

The cement industry must wake up quickly, abandon unrealistic illusions contrary to the law of market development, and take a more positive attitude to deal with the reality of overcapacity and intensified market competition.

2024-04-08 09:33:02

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

It is highly probable that demand will fall to less than 1 billion tons in 10 years!

2024-03-25 09:31:24

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

According to China Cement Market Data Center,

2024-03-15 16:34:09