据不完全统计，目前A股主板和港股上市公司具有骨料业务的公司约有22家，其中披露具体骨料收入的上市公司有13家。
一、八成以上公司骨料收入增长 产能扩张是主要原因
2022年上半年，13家上市公司共计实现骨料收入总额65.36亿元，同比增长35.13%。其中，骨料收入超过5亿元的有5家，合计55.39亿元，占13家上市公司骨料收入总额的84.75%。天山股份的骨料收入为24.23亿元，居于首位，而塔牌集团骨料收入最少，仅0.1亿元。
从骨料收入变动情况来看，八成以上公司骨料收入增长。2022年上半年仅2家上市公司骨料收入同比减少，分别是宁夏建材（-35.6%）和塔牌集团（-59.89%），其余11家上市公司骨料收入同比增长，其中湖南发展（111.83%）、万年青（112.57%）和西部水泥（74.2%）的骨料收入增速超过50%。具体而言，2021年和2022年上半年的产能扩张是营收增长的主要原因。
表1：2020-2022年上半年13家上市公司的骨料收入情况（单位：亿元，%）
数据来源：水泥大数据（https://data.ccement.com/）
In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.
2024-11-05 11:42:36
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 09:39:36
According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.
2024-08-02 17:28:08
According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.
2024-08-02 17:12:52
According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.
2024-08-02 16:39:35
According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.
2024-08-02 16:30:32
According to China Cement Network Market Data Center news, Guangdong, Hubei individual market notice to raise cement prices by 30-50 yuan/ton, the implementation remains to be observed. Cement quotations in other areas are basically stable and small.
2024-07-26 16:42:59
In order to reduce inventory pressure, cement prices showed signs of a slight decline.
2024-07-26 15:37:00
Shaanxi Guanzhong and Ningxia markets continued to fall.
2024-07-26 15:34:14
The main areas of central and southern Hebei have been notified to raise the price of cement by 30-50 yuan/ton. At present, the demand is general, and the implementation remains to be observed.
2024-07-26 15:29:35
Cement and aggregate are "grasshoppers on a rope".
2024-07-05 11:41:59
According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..
2024-05-28 16:59:57
Illegal Sand Mining Incident in Dongting Lake Reserve Caused More than 2000 Mu of Mengjiang Beach to Be Hollowed Out..
2024-05-28 13:41:21
By the end of April 2024, the National Gravel Price Index (CSPI) closed at 82.95 points, down 0.73% annually and 4.24% year-on-year. The National Machine-Made Sand Price Index (MSPI) closed at 85.95 points, down 1.34% month-on-month and 7.87% year-on-year..
2024-05-08 16:53:52
We will make every effort to promote the development of aggregate industry and the development of production capacity, promote the layout of commercial and mixed industries, and create new profit growth points.
2024-04-16 17:29:01
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
In the course of the prosperity of China's cement industry, Jidong Equipment has contributed a lot.
2024-03-13 09:10:04
Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.
2024-03-06 09:27:02
With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.
2024-02-02 09:12:10
[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2024.01.19)
2024-01-19 17:19:56
CNBM is a comprehensive building materials enterprise, and the aggregate business is an extension of the cement business of the company's basic building materials sector.
2024-01-03 11:33:34
作为行业龙头，大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局，水泥巨头们又是如何“出招”的呢？
2023-12-29 14:53:53
据中国水泥网行情数据中心消息，本周湖南、湖北地区部分市场水泥价格推涨20-30元/吨不等，河南地区水泥价格回落20元/吨左右，两广整体行情相对平稳。
2023-11-24 17:45:05
据中国水泥网行情数据中心消息，水泥价格长期低价销售，企业亏损运营。周内湖南地区主导企业通知复价上调水泥价格20元/吨，河南及湖北部分市场复价上调20-30元/吨，执行待观察。两广市场水泥价格仍在下滑，尤其珠三角区域周内报价继续下调20元/吨。
2023-09-22 18:02:12
2023年上半年，冀东水泥主营业务销售量同比增长14%，但由于市场价格跌至低位，营业收入不升反降，归母净利润较去年同期下降132%……
2023-08-29 15:34:47
2023年上半年，上峰水泥实现营业收入32.09亿元，同比减少9.49%，归属于母公司净利润5.31亿元，同比下降24.89%，毛利率29.79%，比去年同期下降8个百分点。
2023-08-25 11:18:18
据中国水泥网行情数据中心消息，7月底关中地区一些主要企业通知上调水泥价格30元/吨，但整体市场价格上调动力不足，本轮价格推涨基本宣告失败。
2023-08-18 16:25:18
2023年上半年度国内砂石价格整体弱势运行。截至6月底，全国碎石价格指数报收85.49点，同比下跌8.37%。全国机制砂价格指数报收90.98点，同比下跌6.72%。一季度砂石价格呈下降趋势，随后砂石价格在短时间内回升，但二季度砂石价格跌幅加大。
2023-08-08 09:07:52
据中国水泥网行情数据中心消息，黑龙江、吉林地区水泥需求低迷态势依然持续，本周区域内多地水泥报价较前期有所下滑。
2023-07-21 16:28:06
据不完全统计，2017年至2023年5月期间，各地交投（及旗下企业）至少获取了83宗砂石矿权，成交价超过330亿元，规划产能超过3亿吨/年。
2023-06-06 15:12:25
CEMPI
133.08
+0.03 +0.02%
CONCPI
112.47
+0.35 +0.31%
CLKPI
139.58
+0.95 +0.69%
SPPI
50.39
+0.10 +0.20%
MORPI
80.43
+0.04 +0.05%
Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.
