< Market Overview & gt;
1. The price of cement in Guangyuan and Bazhong areas of Sichuan has been lowered (click the title to view the full text)
. Since the 10th, the leading enterprises in Guangyuan and Bazhong areas of Sichuan have lowered the price of cement by 30 yuan/ton. In addition, due to the impact of low-price cement in Chongqing, enterprises in Nanchong area slightly lowered the price of cement by 10 yuan/ton at the beginning of the month. 2
. China Cement Network July 2023 Market Monthly Report July
demand is still weak, supply is shrinking, and prices are rising fatigue under the pressure of high inventory, but the worst situation may have passed, and there is little room for cement prices to continue to fall sharply. It is expected to bottom out at a low level, and the decline in cement prices in August may be significantly narrowed.
3. [Special Topic] Operation Analysis and Outlook
of Concrete Industry in the First Half of 2023 Overall, in the second half of the year, the real estate market will still focus on digesting stock projects, and new projects with large concrete consumption will continue to maintain negative growth. In terms of infrastructure construction, although the accelerated issuance of special bonds has formed a phased support for concrete demand, it is unlikely that the volume will continue to grow, which makes it difficult to make up for the demand gap caused by the shrinking scale of housing construction, and the price of concrete is easy to fall and difficult to rise.
<; Today's Focus >;
On August 10, Taiwan Cement Group announced that the 43.2m W/107.3m Wh power energy storage system project of Guangdong Yingde Plant was completed and put into full operation, which is the largest energy storage system in China's cement industry. The Italian NHOA Energy Company, a subsidiary of Taiwan Cement Group with world-leading technology, is responsible for the design, deployment and system commissioning of the energy storage system. It is expected that by the end of 2023, Taiwan Cement Guigang Plant will build a photovoltaic power generation facility with an installed capacity of more than 11 MWP; The 5.6MW/33.54 MWh energy storage project was also put into operation in March, which can store about 11 million kilowatt-hours of electricity annually, and initially estimates that it will save 5 million yuan of electricity expenditure a year.
local time, a foundation laying ceremony was held for the Nampula Cement Plant Project, a key national project in Mozambique invested by Western International Holding Group. The project is a national key project in Mozambique, located in Nacala, Nampula Province, covering an area of 650,000 square meters, including construction tasks such as clinker cement production line and related supporting facilities, and is expected to be completed in 2025.
of a Cement Plant On August 11, the Guangdong Provincial Commission for Discipline Inspection and Supervision reported that Chen Jianqing, former Party Secretary and Chairman of the Meizhou Municipal Committee of the Chinese People's Political Consultative Conference, was suspected of serious violations of discipline and law, and was currently under disciplinary review and supervision and investigation by the Guangdong Provincial Commission for Discipline Inspection and Supervision. He was the director and party secretary of Heyuan Cement Plant.
. At present, many cement enterprises have focused on alternative fuels. Data show that if 40% of alternative fuels are used in cement production, about 100000 tons of carbon dioxide will be saved for every 1 million tons of clinker produced. As a key area of energy saving and carbon reduction, the use of alternative fuels in cement can not only reduce the cost pressure of enterprises, but also reduce carbon emissions, so as to achieve both economic and environmental benefits. In recent years, many cement enterprises, such as Conch Cement, Tianshan Stock, Huaxin Cement and Tapai Group, are accelerating the promotion of non-fossil energy alternative fuels and the implementation of green energy structure.