First, this week's cement industry chain index showed
that on Friday, the national cement price index was 139.32 points, down 0.92% annually and 18.75% year-on-year; The clinker price index was 150.33 points, flat on a month-on-month basis and down 11.96% on a year-on-year basis; the price difference index of cement and coal was 127.51 points, up 0.47% on a month-on-month basis and down 22.13% on a year-on-year basis; The glass price index was 124.89 points, up 2.01% on a month-on-month basis and down 8.34% on a year-on-year basis; the concrete index was 139.46 points, down 0.61% on a month-on-month basis and down 6.78% on a year-on-year basis; the rebar price index was 159.63 points, down 1.78% on a month-on-month basis and down 19.62% on a year-on-year basis; The price index of crushed stone was 87.10 points, with a month-on-month decrease of 0.43% and a year-on-year decrease of 8.58%; the price index of machine-made sand was 94.11 points, with a month-on-month decrease of 0.11% and a year-on-year decrease of 5.93%; the price index of mineral powder was 77.04 points, with a month-on-month decrease of 0.72% and a year-on-year decrease of 11.04%; Mortar price index was 95.69 points, flat, down 3.65% year-on-year.
2. This week's dynamics
of the cement industry 1. The announcement of the replacement of Changjiang clinker production capacity of Huarun Cement was cancelled, involving 9500t/d
of production capacity. Recently, the Hainan Office of Industry and Information Technology announced that due to the need of green transformation and development, Huarun Cement (Changjiang) Co., Ltd. With the consent of the local industrial and information authorities, the announcement on the capacity replacement of the cement clinker production line of China Resources Cement (Changjiang) Co., Ltd. is hereby revoked. The announcement shows that Huarun Cement (Changjiang) Co., Ltd. has sold a clinker production line of 2000t/d, 2500t/d and 5000t/d respectively, with a total capacity of 9500t/d.
2. Implemented on May 1!
On April 11, Shanxi Provincial Department of Industry and Information Technology issued the Notice of Implementing Rules for Capacity Replacement in Cement and Glass Industry. It is mentioned that for cement clinker construction projects located in the key areas of air pollution prevention and control stipulated by the state, the ratio of capacity replacement shall not be less than 2:1; for cement clinker construction projects located in non-key areas of air pollution prevention and control, the ratio of capacity replacement shall not be less than 1.5: 1.
3.
On April 12, Yufeng Group held a cadre meeting to announce the decision on appointment and removal of personnel. Wu Qiuyi was appointed as the member and deputy secretary of the committee of Guangxi Yufeng Group Co., Ltd., and nominated the chairman of the labor union and employee director candidate of Guangxi Yufeng Group Co., Ltd.; Luo Ping was nominated as the deputy general manager of Guangxi Yufeng Group Co., Ltd.
III. Sand Aggregate Industry Dynamics
of the Week 1. Annual Output of 3.3 Million Tons! Trial Operation of Zhejiang Jiaogong Aggregate Line!
Recently, Zhejiang Jiaogong Jiangshan Mine Project has been put into trial operation. The total investment of the project is about 450 million yuan. The mining area of the project is located in Sidu Town, Jiangshan City, Quzhou City. There are two aggregate production lines. The annual output of the project will reach 3.3 million tons after it is completed and put into operation. In October 2021, Zhejiang Jiaogong Jiangxin Mining Co., Ltd. won the mining right of the project.
2. Annual output of 4.78 million tons! A sand processing project in Ningbo, Zhejiang was approved!
Recently, the environmental impact assessment of a sand and gravel processing construction project in Ningbo, Zhejiang, which produces 4.78 million tons of sand and gravel a year, was approved. The project is located in Longshan Town, Cixi City, and the owner is Cixi Jincheng Building Materials Co., Ltd. The project investment is 17450 million yuan, and the planned annual output is 3.01 million tons of gravel and 1.77 million tons of machine-made sand.
3. Annual output of 3 million m3! Fujian Zhangzhou Machine-made Sand Project Completed and Put into Production!
Recently, in the second quarter of 2023, the project in Zhangzhou, Fujian Province was completed. Among them, Longhai Construction Granite Mining and Machine-made Sand Production Project, with an annual output of 3 million cubic meters, is located in Zhukengwei, Meishi Village, Gangwei Town, Longhai City, and mines granite for construction. The project mining right was won by Zhangzhou Funeng New Material Technology Co., Ltd. in April 2020 for 1.06 billion yuan.
4. Comments on
this week's developments in the concrete industry 1. Western Construction: Revenue of 24.856 billion yuan in 2022
On April 7, Western Construction released its annual report for 2022. The annual report shows that the operating income of Western Construction in 2022 is 24.856 billion yuan, a year-on-year decrease of 7.69%; the net profit attributable to shareholders of listed companies is 551 million yuan, a year-on-year decrease of 34.82%; during the reporting period, the newly signed contract value is 58.270 billion yuan; Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 479 million yuan, a decrease of 36.2% over the same period last year. By the end of 2022, the total assets of western construction totaled 33.303 billion yuan, an increase of 10.9% over the same period last year.
As of March 31, the output of ready-mixed concrete in Ningbo reached 9.8367 million cubic meters in the first quarter, an increase of 25.63% over the same period in 2022, which ushered in a good start in the first quarter and boosted the confidence of production enterprises. It provides a strong guarantee for the completion of the economic indicators of the construction industry with high quality.
3. Sifang New Material: Concrete output was 1,156,600 cubic meters, representing a year-on-year increase of 55.58%
. On April 13, Chongqing Sifang New Material released an output report for the first quarter of 2023. The report shows that the output of commercial concrete in the first quarter was 1,156,600 m3, up 55.58% year on year; the output of wet-mixed mortar was 20,800 m3, up 65.08% year on year.
This
week, the national concrete price index closed at 139.46 points, down 0.61% from the previous month and 6.78% from the previous year. Regionally, local concrete prices in Liaoning dropped by 50 yuan per square meter, local concrete prices in Sichuan, Jiangxi, Shandong and Hubei dropped by 10-20 yuan per square meter, and concrete prices in other provinces and cities in China remained stable. In
the next ten days, the main precipitation periods will be around 13-14 days, 17-19 days and 21 days. The accumulated precipitation in the eastern part of Northwest China, the southern part of Jianghan, the southern part of Jiangnan, the southern part of central and southern China, the Eastern part of Sichuan, Chongqing, the eastern part of Guizhou and the southeastern part of Xizang is 25-50 mm, of which the precipitation in parts of Jiangnan, the northern part of Guangdong and Guangxi, the Eastern part of Guizhou and the Eastern part of Sichuan can reach 70-130 mm, which is higher than that in the same period of the year. The accumulative precipitation in the north and west of Xinjiang, the east of Qinghai, the west of Gansu, the south of North China, the southeast of Northeast China, Huanghuai and other places is 5-20 mm, and the local precipitation is more than 30 mm. In terms of temperature, the average temperature in northern Xinjiang, northeastern Inner Mongolia and northern Northeast China is 1 to 2 degrees lower and 3 degrees lower locally. The average temperature in most other parts of China is close to or slightly higher than that in the same period of the year. The average temperature in southwestern China, Jianghan, western Jianghuai and northern Jiangnan is 2 to 3 degrees higher.
To sum up, there will be more rain in some parts of the south next week, and the precipitation in other parts of the country will have little impact on the construction activities. At present, some downstream projects still have capital problems, mixing stations are more cautious in receiving orders, which limits the recovery speed of market demand, the overall shipment volume is weaker than expected, and the price lacks upward momentum. In terms of cost, the prices of cement and sand aggregates have continued to fall recently, and the support of the cost side has been significantly weakened compared with the previous period. On the whole, the concrete market price will remain weak and stable next week, and the local raw materials will continue to fall.
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