Conch, China Resources, Tianrui and other production lines are cancelled; why do Ningbo cement enterprises have confidence in "steady progress" in the downturn?

< Market Overview & gt;

1. Price returns to "2"! It is difficult for infrastructure construction to reverse the declining trend of

cement demand in Jiangsu. Recently, there are more rainy weather in Jiangsu, and the market demand is weak. The shipment volume of enterprises is only about 50% of the normal level, and the overall market quotation is weak and stable. China Cement Network surveyed the Jiangsu market and learned that, like the national situation, the price of cement in Jiangsu has fallen to a low ebb and returned to "2" due to the continued weak demand. The key reason for the sluggish demand for cement is that real estate has gone downhill. 2

. The price of cement in Yibin area of Sichuan will continue to be notified to increase by 20 yuan/ton on the 28th

, and the implementation remains to be observed. In addition, after the leading enterprises in Luzhou notified an increase of 30 yuan/ton in cement price last week, some enterprises did not implement it, and the cement price of each enterprise has fallen back to the level before the rise.

3. The price of cement in Wenshan Prefecture and Honghe Prefecture of Yunnan Province was lowered

, and the market demand in Wenshan Prefecture and Honghe Prefecture of Yunnan Province was low, which hindered the shipment of cement. In addition, the impact of low-price cement in Kunming and Yuxi increased the sales pressure of local enterprises. In order to maintain market share, some leading enterprises in the two places lowered cement prices by 20-40 yuan/ton from 26 to 27.

< Today's Focus >

1. Undo! Conch, China Resources, Tianrui and other production lines are not built?

Under the background of the current market downturn, cement enterprises are facing heavy pressure. The decline of market demand leads to the decrease of cement production and sales, which has an impact on the profits and operation of enterprises. According to public information, the reasons for the cancellation of these projects involve many aspects, in addition to further modification and improvement, including the project can not land, can not reach friendly negotiations, and the project can not be built on schedule.

2. Why do Ningbo cement enterprises have confidence in "steady progress" in the downturn?

Regionally, the coastal areas of Zhejiang have convenient land and water transportation, low freight, and good project support in the sales area. From the enterprise's point of view, the cost competitiveness is full and the brand effect is obvious. These are the key factors for the above-mentioned cement enterprises to make steady progress in the current market downturn.

3. Tianshan Cement approved the transfer of a scrapped 1000t/d clinker production line

in Yunnan Province. On July 28, the 1000t/d clinker production line auction bidding project of Xuanwei Yuheng Cement Co., Ltd. in Qujing City, Yunnan Province officially began to register. The announcement of property rights transfer shows that the transferor is Qujing Xuanwei Yuheng Cement Co., Ltd. and the type of assets transferred is waste materials with a listing price of 4.059 million yuan.

4. Conch Cement set up a holding company in Jiangsu for RMB100 million, including energy storage technology services

Recently, Conch (Jiangsu) Holding Co., Ltd. was established, with Gui Yinshui as its legal representative and a registered capital of RMB100 million; Solar power generation technology services; wind power generation technology services; energy storage technology services, etc. Equity penetration shows that the company is 100% controlled by Conch Cement.