. Recently, the leading enterprises in the two places have generally lowered the price of cement by about 30-40 yuan/ton. In addition, after the leading enterprises in Wenshan region lowered the cement price by 20-30 yuan/ton from 26-27, some enterprises in the region continued to lower the cement price by 30 yuan/ton from 30, while the rest of the industry was still on the sidelines. 2
. Cement prices in Hefei, Anhui continue to decline. Recently
, some major manufacturers in Hefei, Chaohu and other places continue to reduce cement prices by about 10-20 yuan/ton. The quotation of other market enterprises in the province is weak and stable, and there are signs of a dark drop in local market transaction prices.
3. Cement Market Operation Analysis and Market Outlook
in the First Half of 2023 In the first half of the year, the cement output hit a new low since 2012. Despite the decline in coal prices, the profits of the cement industry still shrank sharply. Looking forward to the second half of 2023, we believe that the demand of the cement industry will improve to a certain extent compared with the first half of the year, and the price will rebound seasonally. Due to the limited recovery of demand and the high inventory of enterprises, the strength of the price rebound may be limited. Throughout the year, cement demand will face downward pressure, and the decline in industry efficiency is still large.
< Today's Focus & gt;
1. CNBM and conch ranked among the top 2023 Fortune Global 500
companies China National Building Material Group Co., Ltd. ranked 247th with an operating income of about 56.514 billion US dollars, and Anhui Conch Group Co., Ltd. ranked 464th with an operating income of about 32.99 billion US dollars. In addition, the ranking of enterprises whose related businesses include cement is as follows: China Resources Co., Ltd. ranks 74, and China Energy Engineering Group Co., Ltd. ranks 256.
compared with the same period last year. Huaxin Cement disclosed its performance report on August 1. The operating income in the first half of the year was 15.83 billion yuan, an increase of 10.02% compared with the same period last year; Net profit was RMB1.19 billion, representing a year-on-year decrease of 24.85%; basic earnings per share was RMB0.85.
for the cement industry, focusing on Jiujiang, Shangrao, Ganzhou, Yichun and Pingxiang, relying on the chain owners and leading enterprises, to promote the "vertical integration" expansion of the cement industry chain to aggregates, commercial mixing and assembly buildings. Form the whole industrial chain development of "sand aggregate + cement manufacturing + ready-mixed concrete (ready-mixed mortar) + prefabricated building parts". Encourage the development of rapid hardening cement, low-heat and medium-heat cement, expansive cement, refractory cement and high-end special cement to meet special engineering, special environment and new fields.
4. Shanxi-1.3 million tons of cement plant assets auction
Shanxi Shuozhou Shengyuan Cement Plant plant, machinery and equipment, land and other assets public auction, the starting price is 12303 0.05 million, covering an area of 64000 square meters, the plant building area of 30515 square meters, the company has more than 80 employees. The total investment is 193 million yuan, and the annual production of finished cement reaches 1.3 million tons.
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