< Market Overview & gt;
1. Cement prices in Shandong continued to decline
slightly. Recently, the transaction prices of some enterprises in Jinan, Tai'an, Zibo and other places still declined slightly by about 5-10 yuan/ton. In addition, it is reported that some enterprises in Zaozhuang, Linyi and other places have recently tried to push up the price of cement by about 10 yuan/ton, and the current market feedback shows that the implementation is basically not in place. 2
. The latest development of cement price in Jiangsu area It is reported that
in recent days, the transaction price of individual enterprises in Suzhou, Wuxi and Changzhou area has declined slightly by about 10 yuan/ton, and the overall market quotation is weak and stable. In addition, as the price has fallen below the cost line in the early stage, enterprises are under great pressure to operate. In order to improve profitability, some enterprises in Xuzhou area intend to push up the price of 42.5 grade cement by about 20 yuan/ton from 27, and whether the price increase can be implemented remains to be verified.
3. "Lying flat", "losing money", "shopping".. Cement enterprises are a little difficult to
"play", "prices have fallen again", "demand has not improved", "all shopping". In the middle and late July, the temperature in many places was still high, some areas were obviously affected by heavy rainfall, the downstream demand was weak, and the shipments of enterprises were low. Overall, the national cement prices continued to decline.
< Today's Focus >
1. China Building Materials, Conch, Jinyu and Huaxin were listed in Fortune China's top
500 cement industry in 2023. They are China Building Material Group Co., Ltd., ranked 73rd, Anhui Conch Group Co., Ltd., ranked 131st, Beijing Jinyu Group Co., Ltd., ranked 203rd, and Huaxin Cement Co., Ltd., ranked 424th.
2. Cement bankrupt enterprises recruit investors! Assets include two clinker production lines
, Yunnan Jiangchuan Cuifeng Cement Co., Ltd. issued a notice of recruiting intentional investors in the company's bankruptcy liquidation case, and now the administrator is open to the whole country to recruit intentional investors. The main assets include: 8 parcels of land with a total area of 63,200 square meters; 9 property ownership certificates, one new dry process cement clinker production line with a daily output of 1,000 tons and one new dry process cement clinker production line with a daily output of 2,000 tons. The production line has relatively complete supporting equipment and is equipped with a 6,000-kilowatt waste heat power generation device.
3. Where is the next spring for cement enterprises to expand their losses?
Industry insiders said that under the general trend, the overall supply and demand pattern of the industry is difficult to fundamentally change. At present, we need to seek a fundamental change in the pattern of the cement industry, accelerate the concentration of the industry and eliminate inefficient and backward production capacity, and reduce the overall number of enterprises. Expand diversified operations, increase investment in downstream concrete and other industries, open up internal channels for production and marketing, strengthen comprehensive competitiveness, and strengthen investment in new energy and modernization of existing production lines to reduce costs and increase efficiency.
4. Jidong Cement successfully obtained 145.8 million yuan of mining
. Recently, the Ministry of Natural Resources announced that Jidong Haitian Cement Wenxi Co., Ltd. had won the mining right of metallurgical dolomite in Wenxi County's industrial raw material integration project. The transaction price is 14580 million yuan. The resource reserves of the mining area are: 3.24 million tons of dolomite for metallurgy, 55.383 million tons of limestone for cement and 5.8 million tons of dolomite for construction.
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