< Market Overview & gt;
1. The cement market fluctuated and rose, releasing new information (click the title to view the full text)
. In November, the cement market was weak in both supply and demand, but the production of cement was limited due to the off-peak shutdown of kilns and environmental protection supervision. Enterprises had a strong willingness to raise prices, and the price of cement fluctuated and rose. On the demand side, the issuance of special bonds was completed in November, and there was a certain amount of rush work in infrastructure projects, but there were still few new projects in the real estate sector, and the demand was weak. On the supply side, most areas in the north began to stagger the peak in winter, while many provinces in the south reduced production, and the supply pressure continued to ease. 2
. The price of cement in Wenshan, Honghe, Qujing and other areas in Yunnan has been raised!
According to the feedback from the market, the Yunnan region has recently limited electricity and stopped kilns, and enterprises have limited sales of cement, coupled with the rising prices in the surrounding markets. In order to increase profits, leading enterprises in Wenshan, Honghe, Qujing and other regions notified an increase of 50 yuan/ton in cement prices from 2 to 3 days. In addition, in late November, the leading enterprises in Honghe Prefecture notified an increase of 30 yuan/ton in cement price, which was not well implemented, and the implementation range of this round of increase remains to be observed.
3. National average price of P.O42.5 bulk cement (11.25-12.1)
According to China Cement Market Data Center, the national average price of P.O42.5 bulk cement last week was 336.75 yuan/ton, up 0.65% from the previous month, with Shanghai, Jiangsu and Zhejiang leading the rise.
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! The Department of Industry and Information Technology
of Jiangsu Province recently announced the cancellation of the capacity transfer plan of China Cement Plant Co., Ltd. for the production line of 5000 tons of cement clinker per day. This decision stems from the change of capacity acceptance, resulting in the failure to implement the capacity replacement plan. It is understood that China Cement Plant is a wholly-owned subsidiary of Conch Cement, and Conch Cement has plans to build new cement clinker production lines in Anhui and Fujian. However, with the withdrawal of capacity replacement projects in China's cement plants, the future implementation of these plans is unknown.
3. Tianshan Cement and Sinoma International intend to increase the capital of Sinoma Cement
by 8.23 billion yuan. On December 5, Tianshan Cement announced that it would accelerate the pace of international development and jointly increase the capital of Sinoma Cement Co., Ltd. (Hereinafter referred to as "Sinoma Cement") by 8.232 billion yuan in cash. After the completion of the capital increase, the registered capital of Sinoma Cement will increase to 10 billion yuan, and Sinoma International and Tianshan Stock will hold 40% and 60% of Sinoma Cement respectively.
Recently, the State Administration of Market Supervision and Administration reported 36 kinds of product quality spot checks in 2023. Among them, 702 batches of cement products were sampled by 702 production units in 16 provinces such as Anhui, Hebei and Henan, and 16 batches of products were found to be unqualified. The water-soluble chromium (VI) in 6 batches of product safety items was not qualified, and the chloride ion in 10 batches of products was not qualified. In the list of unqualified products notified, there are many well-known cement enterprises such as Huarun Cement (Luoding) and Fushun Dahuofang Cement .