< Market Overview & gt;
1. The competition in the cement market is fierce, and the differentiation between strong and weak is gradually highlighted (click the title to view the full text)
. Recently, China Cement Network investigated the cement market in Gansu this year. According to feedback from many enterprises, due to the serious shrinkage of real estate, local cement demand is mainly supported by major projects. Among them, the Hexi region is supported by key projects, and the demand for cement is relatively good. Relevant person in charge of a cement enterprise in Wuwei City said that the demand for cement in Jinwu District is relatively good this year, supported by high-speed and high-speed rail of key projects, and the cement sales volume of the enterprise has been the same as last year.
2. [Weekly Review] Zhongnan: Insufficient demand, rising concrete prices fatigue (11.27-12.1)
Guangdong and Guangxi regions. Compared with the previous two weeks, the demand in the Pearl River Delta region of Guangdong has decreased slightly, the price has increased slightly in the early stage, and has loosened slightly in recent days, and the overall market is mainly stable. Prices in most parts of Guangxi remain stable, and demand is at a normal level of 5-6%.
Two lakes market. Recently, some key projects in Hunan have been rushed to work. At present, the overall market repayment situation is still less than expected, and the repayment mentality is getting stronger and stronger. This week, the price of raw cement ushered in a new round of push up, but at present, the focus of commercial mixing is mainly on repayment, the amount of cement is reduced, and the price of concrete is difficult to improve. At present, the demand of Hubei market is general, and the price is mainly stable this week. At present, the mainstream price of C30 non-pumping tax in Wuhan area is basically around 350-380 yuan/square meter.
3. [Weekly Review] East China: The weather is fine, and the price of concrete is stable (11.27-12.1)
Recently, the weather in Jiangsu, Zhejiang and Shanghai is mostly fine, the market demand has improved slightly, and the overall price is stable. In recent days, the weather in Jiangsu is still acceptable, and the market demand has rebounded from the previous period. But overall, the market demand is at a low level, and the capital situation in the fourth quarter is general, the mixing station is more cautious about shipment, and the overall market price is relatively stable. From the perspective of weak terminal demand in some regions, the price of concrete is stable and weak. Anhui region at present, the terminal market demand has not improved, although the price of raw cement notice rose, but mostly to stop falling, the impact on the concrete market is not significant.
<; Today's Focus >;
1. Li Kunming: 2025 cement demand may break the platform
period on November 29, the "Fifth China Cement Intelligence Summit Forum" hosted by China Cement Network with the theme of "data-driven decision-making intelligence leads the future" was held in Hangzhou, Zhejiang Province.
At the meeting, Li Kunming, an analyst at the Big Data Research Institute of China Cement Network, made a keynote report entitled Summary and Analysis of the Operation of the Cement Market in 2023. Li Kunming analyzed the cement market situation this year from the aspects of demand, capacity utilization and industry efficiency. Looking ahead, Li Kunming predicts that from 2023 to 2025, the average annual decline in cement demand will be between 2% and 3%, and 2025 may break the plateau.
2. [Special Topic] Conch Cement Mine Resource Inventory and Aggregate Business Development Analysis
"The 14th Five-Year Plan" cement industry has entered a downward stage, and the profit margin of the industry has reached a bottleneck period. The performance growth market driven by supply-side reform and price increase has come to an end. As an extension of the cement industry chain, aggregate has a high profit margin. It has gradually become the key direction for cement enterprises to expand. In recent years, as the price of aggregate continues to rise, a large number of state-owned enterprises and central enterprises have entered the market to seize the aggregate market, including all kinds of sand and gravel enterprises, cement enterprises, construction enterprises, concrete enterprises, mining enterprises, hydropower enterprises, urban investment companies, etc. In the new round of sand and gravel industry layout, cement groups with resources and capital advantages have gradually become the leading role.
On November 20th, the MCC17 Housing Branch's Nantong Conch Concrete Co., Ltd.'s Phase I Concrete Project with an Annual Output of 2.4 Million m3 successfully passed the completion acceptance.
This project is located at No.88, Fazhan Avenue, Baochang Town, Haimen City, Nantong City, Jiangsu Province. It is a key project initiated by the urban area to implement the Strong Industrial Action and the "Sailing Plan" of the District Scale Industrial Enterprises. It covers an area of 48 mu. Two environment-friendly concrete mixing stations have been built. It is estimated that the annual output of concrete will be 2.4 million cubic meters after completion. After the project is completed and put into operation, it will play an important role in promoting the development of building materials industry cluster and building the regional building materials industry base. 4.
16 batches of unqualified cement, 1 enterprise refused to inspect!
On November 30, the State Administration of Market Supervision and Administration notified the national supervision and spot check of 36 kinds of products such as toys in 2023. A total of 6348 batches of products from 6095 production units and 1480 sales units were inspected, and 522 batches of unqualified products were found. 702 batches of products were sampled by 702 production units in 16 provinces such as Anhui, Hebei and Henan, and 16 batches of products were found to be unqualified. Among them, 6 batches of water-soluble chromium (VI) and 10 batches of chloride ion items were not qualified. In
this spot check, Shanxi Changsheng Cement Co., Ltd. violated the provisions of the Product Quality Law and refused to accept supervision and spot check without justified reasons.
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