First, this week's cement industry chain index showed
that on Friday, the national cement price index was 109.44 points, down 0.36% annually and 23.25% year-on-year; The clinker price index was 119.75 points, with a month-on-month decrease of 1.84% and a year-on-year decrease of 16.89%; the price difference index of cement and coal was 97.96 points, with a month-on-month increase of 0.29% and a year-on-year decrease of 22.19%; the glass price index was 138.64 points, with a month-on-month increase of 3.39% and a year-on-year increase of 19.58%; The concrete index was 129.63 points, with a month-on-month decrease of 0.62% and a year-on-year decrease of 8.61%; the rebar price index was 146.85 points, with a month-on-month decrease of 1.36% and a year-on-year decrease of 11.48%; the gravel price index was 83.01 points, with a month-on-month decrease of 0.22% and a year-on-year decrease of 9.24%; The price index of machine-made sand was 88.60 points, down 0.11% on a month-on-month basis and 7.38% on a year-on-year basis; the price index of mineral powder was 67.04 points, down 1.18% on a month-on-month basis and 9.22% on a year-on-year basis; Mortar price index is 92.49 points, the ring ratio is flat, down 4.
2. Cement industry dynamics
this week 1. Tapai Group's first half revenue and net profit double growth
August 7, Tapai Group released the 2023 semi-annual report. The Company realized an operating income of RMB2,870,894,400, representing an increase of 10.72% as compared with the same period of last year. The net profit attributable to the shareholders of the listed company was RMB485,748,100, representing a significant increase of 178.2
% as compared with the same period of last year, and the listing price was 19.5 million! ccement.com/brandnewslist-1-1000096.
3、 III. Sandstone Aggregate Industry Trends
of the Week 1. In 2023, the first sand and gravel mine with nearly 15 million tons of reserves was specially marked with the use of mining rights.
A few days ago, Yunxiao County, Zhangzhou City, Fujian Province, agreed to publicly sell the mining rights of granite mine (machine-made sand) for construction in Songqiaokeng Mining Area, Yunxiao County. The mine is located in Gulou Village, Huotian Town, Yunxiao County, with a transfer area of 0.2551 square kilometers, a resource reserve of 5.2274 million cubic meters (about 14.114 million tons), a transfer period of 12 years (including a capital construction period of 1 year), a transfer starting price of 40 million yuan, and a comprehensive cost of 7658. The products are supplied to the surrounding key projects above the county level according to the market price.
2. Invest 5 billion yuan! Located in Danyang Town, Bowang District, and with a total investment of nearly 5 billion yuan, the MCC17 Group's Housing Branch will undertake the construction of the Conch Green Building Material Industry Base Phase I Project, the 9.6 million tons/year Aggregate Intelligent Machine-made Sand Project.
3. Annual output of 14 million tons! The total resource reserves of these two mines are 28683. The listing time is concentrated in the middle of September, and only individual bidding is accepted. At the same time, the two sand and gravel mines to be sold are located in Yidu City, Yichang City and Yicheng City, Xiangyang City. Among them, the scale reserves, annual production capacity and starting cost of Zhangjiachong mining area in Yidu City are higher than those of Miaochong mining area in Yicheng City. Zhangjiachong mining area has a resource reserve of nearly 200 million tons, an annual production capacity of 9 million tons, and a starting cost of over 1.1 billion yuan.
4. Comments on
the dynamics of the concrete industry this week 1. Hangzhou promotes the "oil to electricity"
conversion of concrete mixers. Recently, Hangzhou Building Components Group Co., Ltd. The existing commercial concrete transport equipment has been upgraded for environmental protection, 12 diesel mixers have been eliminated and 20 pure electric mixers have been added. This kind of pure electric concrete mixer is not only different from the traditional fuel concrete mixer in appearance, but also has the characteristics of low energy consumption, zero emission, light weight, fast loading and unloading, and low noise. It is estimated that compared with fuel vehicles, 20 pure electric concrete mixers can reduce carbon emissions by about 1822 tons annually, and achieve air pollutant emission reduction of nearly 5. At the same time, the transportation cost of pure electric concrete mixers is also lower than that of fuel vehicles, and enterprises can save transportation costs by about 15%. This year, Hangzhou has selected more than one concrete production enterprise in Xiaoshan, Yuhang, Qiantang, Linping and Fuyang to carry out pilot projects, striving to put more than 150 pure electric concrete mixers into operation before the Hangzhou Asian Games.
2. Yunnan Jiantou Concrete: Expected loss of 11.49 million in the first half of this year
On August 8, Yunnan Jiantou Concrete issued a profit warning and an announcement on the latest business development. According to the announcement, the Group expects a net profit loss of approximately RMB11.49 million for the six months ended 30 June 2023 and a net profit of approximately RMB20.7 million for the six months ended 30 June 2022. The main reason for the aforesaid expected loss is that, despite there was an increase of approximately 6.98% in the sales volume of commercial concrete, the Group's major product, in the first half of 2023 as compared to the same period of 2022, and there was a slight decrease in the production costs of concrete as compared to the same period of 2022, the average selling price of concrete decreased by approximately 11.62% as compared to the same period of 2022. As a result, the sales revenue of concrete decreased by about 5.45%, the gross profit per side decreased by about
27.3, and the strategic cooperation agreement
was signed between the Western Construction Collection Branch and China Railway Material East China Company on August 8. The Centralized Procurement Branch of CSCEC West Construction Co., Ltd. and China Railway Materials Group East China Co., Ltd. signed a strategic cooperation agreement in Nanjing, and signed the contract for the first concrete end-to-end project of the Centralized Procurement Branch (the whole industrial chain collaboration of concrete market, material supply and production, and the integrated collaboration of the Centralized Procurement Branch, the main business unit and the general contractor). At the meeting, the two sides reached a comprehensive consensus on the new mode of cooperation in building materials, the development of new business, the coordination of aggregate and cement resources, and the coordination of concrete business. In the future, the two sides will further cooperate closely, coordinate development and achieve mutual benefit and win-win results. This
week, the national concrete price index closed at 129.63 points, down 0.62% from the previous month and 8% from the previous year. Concrete prices in Guangxi, Sichuan, Beijing, Tianjin, Hunan, Hebei, Hainan, Zhejiang and Hubei markets have been reduced by 10-30 yuan per square meter, while concrete prices in other provinces and cities in China have basically remained stable. In
the next ten days, there will be more rain in the eastern and northern parts of Northeast China, the southern part of central and southern China, the Qinghai-Xizang Plateau, the Sichuan Basin, the southern part of Gansu, and the western and southern parts of Yunnan, with a cumulative precipitation of 40 to 70 millimeters and 90 to 180 millimeters in some areas. The precipitation in most of these areas is 2 to 50% more than that in the same period of the year, and 1 to 2 times more locally; There is less precipitation in most parts of North China, Huanghuai, Jianghuai and the western part of Jiangnan. In terms of temperature, there is no large-scale persistent significant high temperature weather in the central and eastern regions, only 16-19 days, Shandong, Henan, Hubei, Anhui and other places will have high temperature weather of 35-38 degrees Celsius.
To sum up, although the local precipitation in China will still be on the high side next week, the downstream construction conditions will be slightly improved as the high temperature weather subsides. At present, the problem of market capital still exists, some new downstream projects are still in the initial stage, the actual growth of concrete shipments is limited, and the market has not yet completely got rid of the off-season state. At the same time, some upstream enterprises have recently tried to push up the price of raw materials, but the actual implementation is still difficult, and the cost will remain low in the short term. On the whole, the concrete market is still dominated by falling prices next week.
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