Selected | Cement market differentiation is obvious; small rise and fall adjustment of commercial mix

2023-12-04 14:26:37

Cement market differentiation is obvious; commercial mix is slightly adjusted.

< Market Overview & gt;

1. Notice of price increase of cement in Jiangxi! (Click on the title to view the full text)

According to market feedback, or driven by the rising prices in the surrounding markets, local enterprises in Jiangxi have a strong willingness to raise prices. In order to increase profits, some major manufacturers in Shangrao, Nanchang, Jiujiang, Jingdezhen, Yichun, Ganzhou and other areas have pushed up cement prices by 10-20 yuan/ton since December 1. At present, the overall market demand and sales in the province are general, and whether this round of promotion can be implemented remains to be seen. (Click to see more cement price information) 2

. Hunan: The expected completion period at the end of the year still exists, which is expected to drive the cement market to repair. According to

the monitoring data of the circulation market of the means of production in Hunan Province by the Department of Commerce, compared with the previous week (the same below), Prices of cement products fell. From November 20 to 26, the average price of cement sales in the province was 340.41 yuan/ton, down 1.6%, down 19.6% year on year. In terms of varieties, the average sales price of ordinary Portland cement was RMB326.83/ton, down by 1.9% and 20.5% year-on-year; the average sales price of composite Portland cement was RMB354/ton, down by 1.4% and 18.7% year-on-year.

Looking forward to the future market, with the continuous optimization and adjustment of the real estate policy and the expectation of catching up with the construction period at the end of the year, it is expected to drive the cement market to repair and promote the improvement of cement demand. It is expected that the cement market price in the whole province will be volatile and strong.

3. [Cement Market Overview] November: The market differentiation is obvious, and the market is strong in the south and weak in the north!

To sum up, the supply-demand relationship will remain weak in December, coupled with the upward fatigue of coal prices, the cost support of enterprises will be weakened. It is worth noting that the foundation of price increases in most areas in November is not solid, and there is a risk of falling back. To sum up, it is expected that the cement price will show a weak trend in December.

< Today's Focus >

1. [Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2023.12.1)

Affected by weather factors, only key projects in some northern regions are still under construction. At the same time, there is a rush work in some parts of the south, but due to the insufficient number of new projects and the pressure of repayment, the supply and demand of concrete is stable and weak, and the market is flat. In terms of raw materials, upstream cement prices continue to rise, and the cost pressure of mixing stations is rising, but the actual quotation is more difficult to follow. On the whole, the domestic concrete market will continue to be stable next week, with a slight adjustment in some areas.

2. The capacity transfer scheme of 5000t/d cement clinker production line of China Cement Plant was cancelled

after application by China Cement Plant Co., Ltd. and submitted to Nanjing Qixia District Bureau of Industry and Information Technology and Nanjing Bureau of Industry and Information Technology. The Announcement on Capacity Confirmation of China Cement Plant Co., Ltd. (Su Gong Xin Material [2021] No.199) and the Announcement on Changes to the Announcement on Capacity Confirmation of China Cement Plant Co., Ltd. (Su Gong Xin Material [2021] No.199) (Su Gong Xin Material [2021] No.589) are hereby revoked.

3. The total investment is 7.535 million! Huaxin Cement 1 Million Tons of Aggregate Mobile Production Line EIA Approval Announcement!

On November 24, the People's Government of Daoxian County, Yongzhou City, Hunan Province issued a public announcement on the approval decision of the environmental impact assessment document for the project of Huaxin Cement (Daoxian) Co., Ltd. with an annual output of 1 million tons of aggregate mobile production line. According to the

evaluation document, Huaxin Cement (Daoxian) Co., Ltd. is located in Haofu Village, Shouyan Town, Daoxian County, with an annual output of 1 million tons of aggregate mobile production line. The total investment is 7.535 million yuan (the environmental protection investment of the project is 660,000 yuan, accounting for 8.7% of the total investment). The project covers an area of 6000 square meters. The main construction contents include: main works (aggregate production line), storage and transportation works (raw material yard, product yard), auxiliary works and environmental protection works. Upon completion, the annual output of machine-made sand aggregate will be 0.6 million tons for 0 ~ 4mm and 0.4 million tons for 16 ~ 26mm.

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Correlation

Zhejiang: Construction is expected to start in March, which may lead to a rise in cement prices; 6 billion investment, annual production capacity of 30 million tons of projects put into operation! Huarun's "next success"; Jidong Cement: will promote related acquisition projects according to the annual investment plan; the latest market research on cement and concrete

2024-02-23 13:30:10

How about the performance of cement market after the festival? The Ministry of Industry and Information Technology issued the Guidelines for the Construction of Carbon Neutralization Standard System in the Industrial Field; Hunan assessed 6 A-level cement enterprises; Jidong Cement 3 million tons of aggregate project was officially put into production and shipped; Duyun Shangfeng Southwest Cement signed the intention of 300000 tons of cement production and marketing order; Guangzhou Lixinsha Bridge was broken.

2024-02-22 13:45:03

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

2024-02-21 13:13:16

The price of cement in Jiangsu declined and the price of bagged cement in Guangxi increased; Conch Cement participated in the establishment of a 15 billion fund to invest in the new material industry; CNBM's 40 million tons of aggregate project was put into operation this year; Shandong Linyi and Kangding Paomashan cement assets were auctioned.

2024-02-20 14:52:09

In 2023, Hunan Province was a bit "good"; Deng Wei proposed an ultra-low emission scheme for the cement industry; Taiwan Cement will develop a pure oxygen carbon capture technology; 35 cities across the country received a special loan of 800 billion yuan for urban village reconstruction; Hubei university canteens collapsed due to snow.

2024-02-06 13:35:21

Shijiazhuang vs. Zhengzhou: highland and lowland of cement price; The Interim Regulations on the Management of Carbon Emission Trading came into effect in May; the cement industry has removed the label of high pollution industry; Taiwan Cement has promoted carbon capture projects; the update of cement price information has been suspended during the Spring Festival.

2024-02-05 14:07:11

How did Ningxia become a "price depression" in Northwest China? Conch Cement won the mining right of limestone mine in Guangxi with 730 million yuan. Bahrain Cement consumed about 1 million tons. Nanning Hongshi Cement won the mining right of limestone mine in Guangxi with 300 million yuan. Several cement production line projects in Guizhou are in progress.

2024-02-02 12:28:12

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Anhui and Zhejiang cement index prices rose on a month-on-month basis; cement enterprises suffered losses! How to Break Through; Jinyuan, Fujian, Jidong, Jianfeng, etc. Release 2023 Performance Forecast

2024-01-31 13:03:23

In 2024, Xinjiang's fixed investment increased by 10%; Conch Cement's losses expanded; Jiangsu Jinfeng Cement Group's "trench spirit" continued; Maanshan Masteel Jiahua's commercial concrete equity was auctioned again with a price reduction of 37.01 million yuan.

2024-01-30 15:32:02

The price of cement in Jiangsu and Guangdong has dropped; the production capacity of cement clinker has dropped by 8% during the "14th Five-Year Plan" period; Jiangxi has publicized the list of several cement limestone mines; Shandong has publicized the list of completed cement grinding devices above φ3.2m

2024-01-26 15:27:34

Reasons for the rise and fall of cement prices in Guangxi and Shijiazhuang; Ma Zhifeng: In the era of high cost and low demand, cement enterprises are playing a game between meager profits; Conch Cement plans to invest 560 million yuan to build a photovoltaic power generation project; Shanshui Cement is expected to lose 850 million yuan in 2023; the central bank's reduction of reserve requirement ratio and interest rate will help improve the economic and real estate recovery expectations.

2024-01-25 13:05:17

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

2024-01-23 14:30:40

The price of cement in many places in Yunnan increased by 30 yuan/ton, and the price of cement in Zhejiang dropped by more than 6%; the forecast profit of Asia Cement (China) and China Resources Building Materials Technology decreased; the State Council approved large projects in 18 provinces; Conch Cement planned to co-ordinate coal procurement resources to reduce costs.

2024-01-22 14:26:33

The price of Yueyang Cement in Hunan and Chengdu-Deyang-Mianyang Cement in Sichuan has dropped; recognizing the situation is the first barrier for Henan Cement in the new year; 28 production lines will be put into production in 2024.

2024-01-19 13:11:00

Featured | The cement situation in 2024 is grim; the kiln in Yunnan will be shut down from now on; Huaxin Cement is put into production in Tanzania; China National Building Material Group has been listed in the Top 500 Global Brand Value List for six consecutive years

2024-01-18 13:39:04

The price of cement in Kunming and Chongqing of Yunnan Province declined; Wang Aizhen said that the cement enterprises in the whole province suffered large losses and the pressure in 2024 was even worse; the national cement output dropped to the lowest level in 13 years.

2024-01-17 14:03:46

The average price of the Yangtze River Delta fell to the lowest level in five years; Gao Dengbang: drastically cut production capacity and take a clear-cut stand to stabilize expectations; industry associations are not allowed to make decisions on operators to reduce production and stop production.

2024-01-16 13:54:31

The price difference of cement in different regions of Gansu is large; Xu Mingxia: the industry capacity is getting bigger and bigger; Hainan Kunlun Group has built a new cement project with an annual output of 6 million tons

2024-01-15 13:41:51

The price of cement in Chongqing has dropped; the cement industry will be in a difficult period in the next ten years; "rigid capacity reduction" is the feasible solution to resolve overcapacity.

2024-01-12 14:45:33

Guangdong up 10 yuan/ton, Hainan down 50 yuan/ton; cement industry missed the good opportunity to cut production capacity; Shanxi 2023 second batch of A-level, B-level, leading enterprises list announced

2024-01-11 15:08:22

Cement price in East China decreased by 1.02%; national cement output in 2023; Western International Group invested US $1 billion to build a factory in Zimbabwe

2024-01-10 13:05:08

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

2024-01-09 14:12:31

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

Cement, Concrete, Sandstone Monitoring Report Released; Cement Industry's "Darkest Hour" Has Not Yet Arrived; Three People Fined 1.29 Million yuan for Illegal Mining

2024-01-05 13:23:10

Cement market price shocks; Zhang Xiaohua: "Rational capacity reduction" is an important strategy for the cement industry to get out of the predicament; the Ministry of Industry and Information Technology released the list of typical application scenarios and cases of industrial green microgrid in 2023.

2024-01-04 13:09:03

Bright Future of Cement Industry in 2024; Tu Shunzu: There Is No Winner in "Price War"

2024-01-03 14:09:40

The market is stable, Henan fell more than 5%; "2023 Top 100 List of China's Cement Clinker Production Capacity" was released; the Ministry of Industry and Information Technology announced 27 industry standards related to cement, sand and concrete!

2024-01-02 15:02:03

The price of cement in Yichang, Hubei is declining; cement giants are "breaking the situation"; Bo Kegang: maintaining the normal order of the industry is the first priority

2023-12-29 15:33:05

Cement price will be closed at a low level in 2023; cement enterprises and construction sites will be further controlled in many places; Tapai Group will strive to achieve a net profit of more than 600 million yuan in 2024.

2023-12-28 13:39:27

The price of cement in Shaanxi and Sichuan has risen, while that in Hunan has dropped; 16 cement clinker lines will be put into operation in 2023, and 27 more will be put into operation next year; the Ministry of Industry and Information Technology plans to include several cement enterprise application cases in the list of typical products of the new generation of information technology

2023-12-27 13:44:39

Cement prices in Qinghai, Jiangsu and Zhejiang increased; Conch, Shangfeng and Nanfang were selected as the top 10 bulk cement enterprises in Anhui; China Power Construction signed a major contract

2023-12-26 13:59:19

The price of cement continued to decline; several photovoltaic projects of cement enterprises made new progress; Tianrui Group's "industrial brain of cement production" was selected into the list of typical application cases of advanced computing in 2023.

2023-12-25 14:17:13

Cement prices in Guanzhong, Guizhou and Tibet of Shaanxi Province rose again; Lianfeng Cement Manufacturing Co., Ltd. of Fengkai County entered into bankruptcy liquidation; Jinglan Cement of Gansu Province donated 1 million yuan to the disaster area

2023-12-22 14:05:06

Selected | Concrete demand is expected to decline in 2024; more than 350 million yuan! The State "Gives Money" to Cement Plants; The State Council Issued the Action Plan for Continuous Improvement of Air Quality

2023-12-21 13:29:50

Cement prices in Hubei and Zhejiang fell again; Guizhou issued a notice of peak-shifting production in the cement industry in 2024; a number of cement companies are selling their shares.

2023-12-20 14:50:45

The price of cement in the Pearl River Delta of Guangdong, many places in Yunnan and Bijie of Guizhou has been raised; Sichuan and other places have announced the production plan of peak staggering in 2024; five cement enterprises in Fujian have obtained the central air pollution prevention and control funds; the shares of China Resources Cement Fuzhou Company have been successfully sold; the earthquake of magnitude 6.2 in Jishishan County of Gansu has little impact on local cement enterprises.

2023-12-19 14:49:50

The price of cement in Guizhou is greatly increased by 60-100 yuan/ton; Yatai Group plans to acquire the company with nearly 1 billion yuan; Sichuan plans to stagger the peak production of each clinker production line for 50-60 days in the first quarter of 2024.

2023-12-18 13:14:07

The price of cement in Guanzhong of Shaanxi and many places of Anhui rises; the National Bureau of Statistics: the national cement output decreased by 0.9% from January to November 2023; the annual import of cement in Wenzhou is expected to reach 1 million tons.

2023-12-15 14:44:41

The price of cement in the Pearl River Delta of Guangdong Province has declined, and the price of cement in Qianzhong of Guizhou Province has increased significantly; Chenzhou City of Hunan Province has adjusted the off-peak production and kiln shutdown time of cement enterprises; the high-level personnel of Conch Environmental Protection has changed; Gezhouba, Jidong and other four cement enterprises intend to be included in the list of "head goose" enterprises of energy efficiency in Hunan Province.

2023-12-13 15:21:49

Cement prices fell in Xinjiang and Jiangsu; the cement big data prediction center was officially launched; China Tianrui Cement completed its corporate restructuring; the concrete anti-monopoly fine warned the building materials industry to comply with the regulations; and three cement enterprises in Guizhou were included in the list of green factories.

2023-12-12 14:35:28

The market is weak in both supply and demand, and the market is running steadily; the selection of the influence of cement enterprises is coming; the Ministry of Emergency Management has issued a document! There are new regulations for working in confined space!

2023-12-11 14:21:41

Rising cement prices in Guangdong and Jiangxi; Sinoma Construction signed a new clinker production line project overseas; Yan Xiaofeng: The cement industry has reached the carbon peak and entered the carbon neutralization stage.

2023-12-08 13:44:15

Anhui and Yunnan cement prices fluctuated slightly; new general Portland cement standards were issued to improve quality safety; CNBM sold the assets of a 1000t/d clinker production line in Pengzhou, Sichuan; China Resources Cement and Nanfang Cement production lines were successfully sold

2023-12-07 14:31:56

Cement market dynamics in Yunnan, Guizhou and Hebei; Conch Group signed a contract with Longji Green Energy; China Resources Cement Holdings changed its name

2023-12-06 14:45:27

Cement market shocks and rises; ChatCEM, the exclusive dialogue model for the cement industry, will be launched soon; cancel! Where will Conch Cement's many new clinker line projects go?

2023-12-05 15:44:14

Cement market differentiation is obvious; commercial mix is slightly adjusted.

2023-12-04 14:26:37

Cement market differentiation highlights; Li Kunming: 2025 cement demand may break the platform period; Conch Cement Mine Resources Inventory and Aggregate Business Development Analysis; Investment of 500 million! The first phase of Nantong Conch Concrete Project with an annual output of 2.4 million cubic meters passed the completion acceptance smoothly!

2023-12-01 16:16:05

Increase of cement prices in Guizhou, Chongqing and Guangdong; the latest survey summary of cement enterprises; mergers and acquisitions, equity cooperation, new construction.. Conch Cement speeds up the layout of commercial mixing.

2023-11-30 14:11:31