产业峰会|娲石水泥：中小企业一定要有大局观，不能做行业的破坏者

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 16:23:19

What is happening in the cement industry?

2024-09-03 07:01:29

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

What is happening in the cement industry?

2024-08-30 07:02:02

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

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

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

Shandong Province issued the Action Plan for Upgrading the Building Materials Industry (2024-2026), which aims to promote the green, low-carbon and high-quality development of the building materials industry. The action plan focuses on the cement industry and puts forward the tasks of stable growth, structural adjustment, digital transformation, green manufacturing and safety improvement.

2024-07-01 17:05:09

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

How can the cement industry solve the problem and step out of the deep mud?

2024-06-26 10:19:01

According to the cement network market data center news, cement production costs continue to rise, the southwest part of the market cement price notice increased by 30-50 yuan/ton, the implementation remains to be observed.

2024-06-21 16:16:33

According to the market data of China Cement Net, the price increase in some areas of central and southern Hebei has not been effective, while the demand in northern Hebei has declined due to the high temperature, and the overall price has remained stable; the demand in Shanxi Province is weak, and the implementation of the price increase remains to be observed; the market in Inner Mongolia is relatively stable.

2024-06-21 15:42:33

After the leading enterprises in Liangshan Prefecture of Sichuan raised the cement price by 30 yuan/ton in late May, they continued to raise the cement price by 50 yuan/ton from June 21.

2024-06-21 10:32:06

In recent days, cement prices in Pu'er area have generally fallen back to the level before the rise.

2024-06-19 11:24:24

On the 15th, some leading enterprises in Guangyuan area notified to raise the cement price by 50-60 yuan/ton.

2024-06-17 16:52:35

According to the data center of China Cement Network, some areas in central and southern Hebei in North China have once again pushed up the price of cement by 30-50 yuan/ton and the price of clinker by 20 yuan/ton. The overall market demand is insufficient, and the implementation remains to be observed.

2024-06-14 17:45:01

Since the 13th, leading enterprises in Xing and Han areas have actively promoted the increase of cement prices by 30-50 yuan/ton.

2024-06-14 10:31:43

Some major enterprises in the region plan to raise the cement price by 30 yuan/ton on the 14th.

2024-06-13 17:06:47

Some major enterprises in Lanzhou plan to raise the price of cement by 50 yuan/ton on the 13th.

2024-06-12 17:17:18

According to the data center of China Cement Market, the implementation of the new national standard has increased the cost of cement production. Leading enterprises in most areas have notified to raise the price of cement by 30-50 yuan/ton. Enterprises in Chongqing plan to raise 100-130 yuan/ton on the 8th.

2024-06-07 16:54:53

According to the market data of China Cement Net, the cement price in Beijing-Tianjin-Hebei region and Shanxi region has been raised by 30-50 yuan/ton, and the price implementation of demand weakening remains to be observed; the western region of Inner Mongolia has also been notified to raise the cement price by 20-50 yuan/ton, which has been implemented steadily and steadily.

2024-06-07 13:53:03

Looking forward to June, many regions will increase the intensity of kiln shutdown in the off-season. It is expected that the supply will shrink, the inventory will decline, and the cement price will fluctuate slightly.

2024-06-05 15:52:55

From January to February, leading enterprises in Ganzi Prefecture notified an increase in cement prices by 30 yuan/ton.

2024-06-03 14:20:08

According to the market data of China Cement Network, the price of cement in Beijing-Tianjin-Hebei region has been raised by 50-80 yuan/ton due to the rising cost and the off-peak shutdown of kilns. The price of cement in eastern Inner Mongolia, Shanxi Pan-Taiyuan region and southeastern Shanxi region has increased significantly due to the rising cost.

2024-05-31 16:29:24

According to the market data of China Cement Network, the recent rise in the price of raw materials such as coal and the implementation of the new national standard have led to an increase in the cost of cement production.

2024-05-31 16:05:18

According to the industry, the main reasons for the rise in cement prices in many places in this round are as follows: 1. Cement prices have been at the cost line in the early stage, and cement enterprises have a strong willingness to raise prices and reduce losses; 2. Most regions continue to carry out peak-shifting production measures, and the relationship between supply and demand in the market has improved; 3. The new national standard for cement will be implemented on June 1, and the implementation of the new national standard will increase the cost of cement production.

2024-05-31 09:52:50

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Generally speaking, the regional trend shows the characteristics of "rising in the north and falling in the south", and the national market shocks downward.

2024-05-13 11:37:00

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has once again tried to push up prices, and major enterprises in Baotou and Tongliao regions of Inner Mongolia have also tried to push up prices, and the implementation remains to be observed.

2024-05-11 16:05:21

China Cement Net Officially Releases Global Cement Price Map

2024-05-11 14:29:57

On the 10th, leading manufacturers in Shijiazhuang, Cangzhou, north of Hengshui and other areas notified an increase in cement prices by 50 yuan/ton.

2024-05-10 11:33:13

At the beginning of April, the National Cement Price Index (CEMPI) was 104.8 points, closing at 108.1 points at the end of the month, up 2.51% annually and down 20.36% year-on-year.

2024-05-07 16:54:23

Can this push up be implemented? According to the communication between China Cement Network and local cement enterprises, the difficulty of price implementation in Beijing-Tianjin-Hebei region is quite different.

2024-04-29 17:45:49

The current supply and demand situation is still poor, the basis for price increases is not solid, many enterprises are still on the sidelines, we should calmly look at this round of large-scale push up cement prices in the Yangtze River Delta region.

2024-04-15 17:49:07

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

According to the market data of China Cement Network, the market demand in Beijing and Inner Mongolia has increased slightly, and the quotation of enterprises is temporarily stable.

2024-04-12 17:16:37

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

Yang Shuiping pointed out that energy conservation and carbon reduction are not contradictory to the benefits of enterprises, but can promote each other and develop together. Cement industry can start from two aspects to ensure enterprise efficiency in the process of promoting carbon reduction.

2024-04-07 10:40:53

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 Net Market Data Center, the Northeast market is gradually warming up, and the market price dropped to a low level at the end of last year. In order to improve the business situation, the leading enterprises in Harbin notified the implementation of the new ex-factory price on the 14th, releasing the price increase signal, followed by Jilin and Liaoning. At present, the market demand has not yet fully recovered, and the price is stable.

2024-03-15 16:24:31

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has been dominated by fine weather recently, with the temperature rising and the demand for cement warming up.

2024-03-15 16:16:53

In terms of the overall supply-demand relationship, the thermal coal market may continue to be in a state of excess, and the market price focus is expected to further move down, such as the price of 5500 kcal water coal around the Bohai Sea may fluctuate in the range of 800-950 yuan/ton.

2024-03-15 15:35:01

On the 13th, leading enterprises in the Wuhai region of Inner Mongolia notified an increase in cement prices by 20-25 yuan/ton.

2024-03-13 15:17:01

A person in the industry said frankly, now who will spend money to buy capacity indicators to build lines ah, in the current situation, capacity indicators can sell 40 yuan/ton is good.

2024-03-12 09:17:17

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

Why does a traditional cement manufacturing enterprise, which has gone through more than 30 years, choose to brave the digital blue sea in the low period of the industry?

2024-02-22 11:12:26

In March, as the temperature in the southern region warms up, demand is expected to take the lead in recovering, but the northern region is still lagging behind, coupled with the convening of the "two sessions" and the time needed for project deployment and capital landing, the market is expected to be under great pressure in the first quarter of this year.

2024-02-22 09:09:46

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

Corporate profits have fallen sharply compared with previous years, and the willingness to raise prices is strong.

2024-02-20 16:48:37