2022 has exposed many problems in the cement industry! From the published annual reports of cement listed companies in 2022, we can see that the decline of net profit is much higher than that of operating income. Many cement enterprises, including Tianshan shares, said in their annual reports that "energy costs have increased substantially". The pressure of high cost has become an unbearable pain for cement enterprises!
Faced with the current high-cost era, Tapai Group has said on the interactive platform that, on the one hand, the company will properly predict the trend of coal prices and make reasonable procurement planning. On the other hand, the company strictly controls costs through various energy-saving and consumption-reducing measures.
Coal is the main fuel in the cement industry. It is understood that the price of coal has risen by 100 yuan per ton, and the cost of cement per ton is expected to increase by about 8.8 yuan. Last year, the domestic coal price once exceeded 1000 yuan/ton. Zheng Jianhui, head and senior analyst of China Cement Network Cement Big Data Research Institute, said that since 2020, coal price fluctuations have intensified. The price per ton of coal was once three times the price per ton of cement; meanwhile, a large number of coal mines were closed after 2016, and it is difficult for coal prices to return to the "cheap era" in the future. According to
the latest data, in 2022, the operating income of coal enterprises above the national scale will be 4 trillion yuan, an increase of 20% over the same period last year; the total profit will be 1 trillion yuan, an increase of 44% over the same period last year, a record high; on the contrary, the operating income of cement enterprises above the national scale will be about 950 billion yuan, a decline of more than 10% over the same period last year; The total profit was less than 70 billion, down nearly 60% year-on-year, a six-year low.
With the promotion of the "double carbon" goal, the cement industry, as a key area of industrial energy consumption and carbon emissions, in addition to the "explicit costs" such as coal and electricity, the "implicit costs" such as energy saving, consumption reduction and carbon emissions are also increasing.
In 2022, policies such as "Implementation Plan of Carbon Peak in Industrial Field" and "Implementation Plan of Carbon Peak in Building Materials Industry" were issued successively, which undoubtedly sounded the "alarm bell" for cement enterprises once again, and it is urgent to save energy, reduce consumption and reduce carbon emissions.
Zheng Jianhui said that unit energy consumption and carbon emissions control requirements continue to rise, with the "double carbon target", cement enterprises not only need to invest a lot of transformation funds, but also face the possible cost increase brought by carbon trading.
In recent years, major cement enterprises have increased investment in related research and development. In 2022, the R & D expenses of Conch Cement increased by 51.54% year on year. In response, Conch Cement said that the increase in R & D costs was mainly due to the year-on-year increase in R & D costs of its subsidiaries for ultra-low emission and energy-saving and efficiency-improving technologies. The annual report of Jidong Cement shows that in 2022, the company's R & D expenditure was 113 million yuan, an increase of 13.29% over the same period last year. Jidong Cement has increased its investment in increasing energy efficiency and improving environmental performance.
This Wednesday , Zheng Jianhui will discuss in depth the impact of the current high-cost era of the cement industry in the live broadcast of the "Sharing Hui Building Materials Weekly Talk" cement network APP video line.
In addition, Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, and Zhu Xiaoyun, a sand and gravel analyst, will also conduct in-depth analysis of the recent market of the cement industry and the sand and gravel industry, and discuss the next market trend.
Welcome to scan code and make an appointment for live broadcast.
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