First, this week's cement industry chain index showed
that on Friday, the national cement price index was 141.40 points, up 0.16% annually and down 18.18% year-on-year; The clinker price index was 150.33 points, with a month-on-month increase of 0.68% and a year-on-year decrease of 12.68%; the price difference index of cement and coal was 127.14 points, with a month-on-month increase of 1.02% and a year-on-year decrease of 17.79%; the glass price index was 121.02 points, with a month-on-month increase of 1.50% and a year-on-year decrease of 11.05%; The concrete index was 140.28 points, up 0.06% on a month-on-month basis and down 6.75% on a year-on-year basis; the rebar price index was 166.87 points, up 0.20% on a month-on-month basis and down 15.28% on a year-on-year basis; the gravel price index was 87.85 points, down 0.73% on a month-on-month basis and down 8.50% on a year-on-year basis; The price index of machine-made sand was 94.26 points, with a month-on-month decrease of 0.18% and a year-on-year decrease of 6.62%; the price index of mineral powder was 77.71 points, with a month-on-month increase of 1.85% and a year-on-year decrease of 9.49%; Mortar price index is 95.43 points, ring ratio is flat, down 3.
Two, cement industry this week dynamic
1, net profit of 15.66 billion yuan! Net profit attributable to shareholders of the listed company was RMB15.661 billion, down by 52.92% from the same period last year; Earnings per share were 2.96 yuan, down
3.2 from the same period last year. The relocation project of a 7500t/d clinker production line in Anhui was announced
recently. Anhui Provincial Department of Economy and Information Technology announced Anhui Guangde 5.3) will be relocated in Qingling Village, Xinhang Town! The delayed starting period is from April 1 to April 30. Three, sand and gravel aggregate industry this week dynamic 1, reserves of 13 million square meters! Qilian Mountain Wins Gansu Sandstone Mine! ccement.com/brandnewslist-1-1000072.html" rel="noopener noreferrer" target="_blank" style="color: rgb(66, 132, 244); Qilianshan Cement
of 132.52 million tons/year! Recently, Tongcheng Tongyuan Mineral Resources Development Co., Ltd. won the sand and gravel mine
with 4.2 billion yuan. The mining right is located in Yongting Village, Qingcao Town, Tongcheng City. The recoverable resources of granite mine for construction in the mining area are 10073 31000 tons, and the production scale is 5 million tons per year. The proposed transfer period is 22.3
and 3 million tons/year! An ecological demonstration project of comprehensive utilization of tailings in Hainan was officially put into operation!
4. Comments on
this week's developments in the concrete industry 1. New additives can reduce carbon dioxide emissions
from concrete. A new study by a team at the Massachusetts Institute of Technology found that in the process of mixing and pouring concrete, carbon mineralization can be achieved by adding sodium bicarbonate. It may become a new way of carbon dioxide sequestration, and may largely eliminate the adverse effects of carbon dioxide absorption after solidification of concrete materials. In laboratory tests, up to 15% of carbon dioxide can be mineralized in the early stages of concrete hardening by adding sodium bicarbonate, significantly reducing the carbon footprint. In addition, this process will form a new composite phase composed of calcium carbonate and calcium silicate hydrate, which will accelerate the solidification of concrete and double the mechanical properties of early concrete. However, this research is still ongoing, and it is not clear how the emerging composite phases will affect the long-term performance of concrete.
2. Qinglong Pipe Industry Co., Ltd.: The orders were sufficient and the payment collection was good, and the net profit increased in 2022. In 2022, the company achieved an operating income of 2.572 billion yuan, an increase of 5.65% over the same period last year; Net profit was 168 million yuan, an increase of 17. Sales returns were good, and the net cash flow generated by business activities increased 156. From the perspective of business coverage, in 2022, the company will deepen the market layout of East and South China on the basis of Northwest, North and Central China markets, and focus on Guangdong market. In addition, the company also vigorously promoted technological progress and production process automation construction, and actively carried out research and development and utilization of new processes, new technologies, new materials and new products. The R & D investment in 2022 was 83.903 million yuan, an increase of 6.56% over the same period last year; The proportion of R & D investment in business income has increased to 3.3
, and more than 300 billion yuan of investment is planned to be completed. Xinjiang will implement 400 major projects
this year. In 2023, 400 major projects will be implemented in the whole region, with a total investment. 2. From the perspective of investment structure, there are 169 projects in transportation, energy and new infrastructure, with a planned investment of 124.3 billion yuan, and 147 modern industrial projects in chemical industry and new energy, with a planned investment of 143.7 billion yuan; There are 84 key projects in the fields of science, education, culture and health, with a planned investment of 35 billion yuan. This
week, the national concrete price index closed at 140.28 points, up 0.06% from the previous month, down 6. Regionally, the price of concrete in Guangdong market increased by 5-10 yuan per square meter, and the price of some concrete in Hebei market increased by 5 yuan per square meter. Concrete prices in other provinces and cities in China remained stable. In
the next ten days, there will be a large-scale precipitation process in the central and eastern regions, with a cumulative precipitation of 30-80 mm in most areas of Jianghan, Jianghuai, Jiangnan and southern central and southern China, and 90-150 mm in parts of Jiangnan and northern Guangdong and Guangxi; The precipitation in the eastern part of Northwest China, the western and northern parts of North China, Huanghuai and other places is 10-25 mm, and the local precipitation is more than 30 mm; the precipitation in most of the above-mentioned areas is 60-80% more than that in the same period of the year, and the local precipitation is about 2 times more than that in the same period of the year. In terms of temperature, the cold air force affecting China is strong in the early stage and weak in the later stage. The temperature in most parts of the central and western regions is lower than that in the same period of the year. The temperature in Xinjiang and western Gansu is 2 to 4 degrees lower than that in the same period of the year. The temperature in the eastern region is about 2 degrees higher than that in the same period of the year. The temperature in the northeast region is 3 to 4 degrees higher.
To sum up, there will still be more precipitation in the south next week, which will hinder the improvement of downstream construction intensity. At present, with the continuous implementation and promotion of infrastructure projects, the market demand has recovered compared with the previous period, but due to the drag of real estate demand, the overall concrete shipment volume is still lower than same period in previous years, so the price rise is fatigue. In terms of cost, the recent price trend of cement and sand and gravel aggregates is mainly volatile, with little rise or fall. On the whole, the price of concrete market will continue to rise steadily next week.
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