< Market Overview & gt;
1. National average price of P.O42.5 bulk cement (7.15-7.21)
According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 339.76 yuan/ton, down 0.84% from the previous month. 2
. When will the decline stop? Some areas have begun to raise the price of cement by 30-50 yuan/ton
in the middle and late July, the temperature in many places is still high, some areas are obviously affected by heavy rainfall, the downstream demand is weak, and the shipment volume of enterprises is low. Overall, the national cement price continued to decline, but due to the relatively low price, coupled with the rebound in coal prices, the decline in the market narrowed significantly. Market outlook forecast: the temperature in many places is still on the high side, the heavy rainfall in some areas is obvious, the downstream demand is weak, and the cement price is expected to continue to decline next week.
3. Losses continue to expand! The lowest price of cement is 190 yuan/ton!
In the second half of the year, the current cement market has obvious off-season characteristics, the impact of high temperature weather, the slowdown of construction progress and the weakening of market demand. Although some areas have strengthened the efforts to stop kilns, the actual effect is not ideal. According to the latest feedback, the lowest price of cement in Xinxiang, Nanyang and other areas has reached 190 yuan/ton, and enterprises have suffered serious losses. Regarding the trend in the second half of the year, Li Kunming, an analyst at the Cement Big Data Research Institute, said that the volume of land auction in the first half of the year reached a low level in recent years, which greatly hindered the new construction in the second half of the year.
& lt; Today's Focus & gt;
1 . Real estate investment continues to be depressed. Cement prices in Chongqing have fallen
twice in two weeks. Capital problems are the core restricting the future recovery of cement demand in Chongqing. Local enterprises said that real estate developers, mixing stations, banks and other related parties, funds have become real houses, houses are not selling well, resulting in serious capital problems, lack of market confidence, restricting the recovery of real estate investment, infrastructure is also facing similar capital problems, in the case of funds in place, there is still demand for cement in the future.
successfully. Recently, the Anhui Science and Technology Department announced the Notice on the List of 66 Key Laboratories in Anhui Province, such as "Digital Security" (No.2023, Secretary of Anhui Science Base). The "Anhui Key Laboratory of Green Low Carbon Technology for Cement Manufacturing" declared by Hefei Institute has been successfully approved, which is the first provincial key laboratory in the field of cement manufacturing in Anhui Province.
3. Involving cement enterprises, Henan issued a three-year action plan!
We will accelerate the transformation of ultra-low emissions in the whole process of iron and steel, cement and coking industries, complete the transformation of organized and unorganized ultra-low emissions in iron and steel enterprises by the end of 2023, and basically complete the transformation of organized and unorganized ultra-low emissions in cement and coking enterprises by the end of 2024. By the end of September 2025, clean transportation and ultra-low emission transformation of iron and steel, cement and coking enterprises will be completed.
4. Replacement of the chairman! Sinoma International Convenes Cadre Meeting
Comrade Yin Zhisong is the Party Secretary and Chairman (Legal Representative) of Sinoma International, Comrade Zhu Bing is the Deputy Party Secretary and President of Sinoma International, Comrade Liu Yan is no longer the Party Secretary and Chairman (Legal Representative) of Sinoma International, and Comrade He Xiaolong is no longer the Vice President of Sinoma International.
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