Shao Jun: Winning with "wisdom" is becoming a sharp weapon to change the fate of the industry; many cement companies have been ruled bankrupt; companies that do not understand carbon will not survive

1. Generally speaking, only a few regions are still pushing up, and the national cement price has stopped rising and turned down.

This week, the National Clinker Price Index (CLKPI) closed at 114.43 points, down 0 from last week. Clinker prices fell slightly this week.

Market outlook forecast: the temperature continues to drop, the demand in many places is basically over, the market supply and demand are both weak, and the cement price is expected to be weak next week. (Click to view more cement price information) 2

. In order to improve profitability, leading enterprises in Baoshan and Dehong regions continued to notify the increase of cement price by 50 yuan/ton from 28 days after the increase of cement price by 30-50 yuan/ton in the middle of the year. At present, the market demand and sales are general, and the implementation of the continuous sharp rise remains to be observed.

3. However, at present, after repeated failures in pushing up prices in the early stage, market confidence is insufficient, and whether the current round of prices can be finally implemented remains to be seen.

1 .

He pointed out that, Leading cement enterprises such as China Building Materials, Conch Cement , Huarun Cement, Huaxin Cement and Red Lion Cement have taken the lead in exploring intelligent transformation. Intelligent logistics, unmanned driving, digital mine, AI kiln grinding experts, robots.. "Data-driven decision-making intelligence leads the future", intellectualization is the era issue we have to face directly.

2. Recently, according to the announcement of the People's Court of Weiyang District of Xi'an City, the property of Shaanxi Qinling Cement Group Xi'an Co., Ltd. is insufficient to pay off the bankruptcy expenses, and there is no bankruptcy property available for distribution. After liquidation by the administrator, the assets of Shaanxi Qinling Cement Group Xi'an Co., Ltd. are insufficient to pay off the bankruptcy expenses. In accordance with the relevant provisions, it shall adjudicate its bankruptcy and terminate the bankruptcy liquidation procedure.

3. Chang An-ping: Companies that do not understand carbon will not be able to survive

in the future. Taiwan Cement recently held a press conference to announce that it will expand its shareholding with a maximum of NT 26.6 billion yuan (equivalent to about 60

yuan). It mainly focuses on the leading low-carbon cement R & D and production technology of OYAK Cement and Cimpor Cement in the world. Zhang Anping, chairman of Taiwan Cement, said that companies that do not understand carbon will not be able to survive in the future, and low carbon is absolutely an international market.

4.

According to the notice, 28 cement enterprises such as Chongqing Nantong Special Cement Co., Ltd. and Chongqing Xinjianan Building Materials Co., Ltd. were included in the carbon emission verification list of key emission units in other industries besides power generation in the national carbon market in 2022.