1. Performance
of cement industry chain index this week On Friday, the national cement price index was 136.99 points, down 1.67% on a month-on-month basis and 19.97% on a year-on-year basis; the clinker price index was 148.19 points, down 1.42% on a month-on-month basis and 13.41% on a year-on-year basis; The price difference index of cement and coal was 124.70 points, with a month-on-month decrease of 2.2% and a year-on-year decrease of 21.68%; the glass price index was 135.68 points, with a month-on-month increase of 8.64% and a year-on-year decrease of 0.21%; the concrete index was 138.73 points, with a month-on-month decrease of 0.52% and a year-on-year decrease of 7.24%; The rebar price index was 158.85 points, with a month-on-month decrease of 0.49% and a year-on-year decrease of 20.92%; the gravel price index was 87.50 points, with a month-on-month increase of 0.46% and a year-on-year decrease of 8.18%; the machine-made sand price index was 94.31 points, with a month-on-month increase of 0.21% and a year-on-year decrease of 6.22%; The price index of mineral powder was 77.14 points, up 0.13% on a month-on-month basis and down 10.92% on a year-on-year basis; the price index of mortar was 95.69 points, flat on a month-on-month basis and down 3.55% on a year-on-year basis.
Two, cement industry this week dynamic
1, conch project cancellation! Transfer of Gezhouba Company! Guangxi cement market capacity replacement is not hot?
Recently, the National Property Rights Industry Information Integrated Service Platform disclosed that Gezhouba Chongzuo Building Materials Co., Ltd. was pre-listed to transfer 100% equity, and the transferor was China Gezhouba Group Cement Co., Ltd. The project plans to build two 5000t/d clinker cement production lines, supporting aggregate (including raw materials) mines and corridors, special wharfs and water supply projects, with a total planned investment of 5 billion yuan. Appointment of Jing Shiqing as president and executive director
by
01313 Cement China Resources Cement Holdings (Hong Kong: HK) announces that, with effect from 18 April 2023, Ji Youhong ceased to be the president and Jing Shiqing was appointed as the president, an executive director and a member of the Strategy and Investment Committee. Ji Youhong continues to serve as chairman of the board of directors and executive director.
3. "Zhejiang Cement Industry High Quality Development and Carbon Peak Action Plan (2022-2025)" was officially released
on April 18. Zhejiang Provincial Department of Economy and Information Technology and other departments issued a notice on the issuance of the Action Plan for High-quality Development and Carbon Peak of Cement Industry in Zhejiang Province (2022-2025). By the end of 2025, the total output of cement will be controlled below 120 million tons per year; the clinker production capacity will be reduced by 8%, from 52 million tons per year to below 48 million tons per year; the comprehensive energy consumption per unit of clinker products will be reduced by 5%, from 106.9 kg standard coal per ton to below 101.5 kg standard coal per ton; The proportion of clinker production capacity reaching the national level 1 (benchmark) standard has increased from 13% to more than 50%.
Three, sand and gravel aggregate industry this week dynamic
1, annual output of 2 million tons! Hebei Sandstone Aggregate Project EIA Acceptance
Recently, Hebei Pingquan Tongying Building Material Sales Co., Ltd. has accepted the EIA of 2 million tons of Sandstone Aggregate Project. Located in Siheyuan Village, Pingquan Town, Pingquan City, Chengde City, Hebei Province, the project is a new project with a total investment of over 50 million yuan and a construction period of 8 months.
2. Invest 1.5 billion! Annual output of 15 million tons!
Recently, Kunming Richangsheng New Materials Co., Ltd. announced the environmental impact assessment of the aggregate project with an annual output of 15 million tons. The project, with a total investment of 1.5 billion yuan, is located in the Second Street Base of Jinning Industrial Park, Kunming City, Yunnan Province, and can produce 15 million tons of stone powder, machine-made sand, melon seed stone and inch stone annually.
3. 1.12 million m3/year! Guangdong Shanwei sold nearly 20 million cubic meters of sand and stone ore!
On April 14, the Public Resources Trading Center of Shanwei City, Guangdong Province, issued an announcement on the listing and transfer of the mining right of tuff mine for construction in Jianbishan (Tiger Foot) Quarry, Kengkou Village, Pingdong Town, Haifeng County. The mine is located in Jianbishan (Hudijiao), Kengkou Village, Pingdong Town, with a resource reserve of 19.855 million cubic meters, a design production scale of 1.12 million cubic meters per year, a transfer period of 17 years and a starting price of 360 million yuan.
4. Comments on
the dynamics of the concrete industry this week 1. Maerdang Hydropower Station: The first concrete placement of the dam panel was opened and poured
. On April 16, good news came from Maerdang Hydropower Station-the first concrete placement of the dam panel was successfully opened and poured. It marks that the Maerdang Hydropower Station ushered in another project node after the dam filling, laying a solid foundation for the impoundment of the sluice at the end of October this year. The Maerdang Hydropower Station adopts a super-high concrete face rockfill dam in the alpine and high altitude area, with a dam height of 211 meters and 37 dam face slabs, which are poured in three phases, with a total concrete pouring volume of about 38,800 cubic meters. The No.23 panel of the first phase is 163.3 meters long and 12 meters wide, with a height difference of more than 180 meters and a slope distance of more than 300 meters from the bottom elevation to the construction platform, setting a new record for similar projects.
2. Western Construction: The contracted volume in the first quarter was 19.4326 million square meters, representing a year-on-year decrease of 13.35%
. CSCEC Western Construction released a briefing on its operation in the first quarter of 2023. The report shows that in the first quarter of China Construction Western Construction, the concrete contract volume was 19.4326 million square meters, down 13.35% year-on-year, and the concrete sales volume was 9.9264 million square meters, down 0.58% year-on-year.
3. Shandong: In 2022, producers will produce 227 million cubic meters of commercial concrete, a decrease of 13.6%
. In 2022, enterprises above designated size in Shandong Province will produce 227 million cubic meters of commercial concrete, a decrease of 13.6% compared with the same period last year. They will produce 1,638 kilometers of cement drainage pipes, a decrease of 4.5% compared with the same period last year; The Group produced 1,043 kilometers of cement pressure pipes, representing a year-on-year decrease of 11.7%; 370,000 cement poles, representing a year-on-year decrease of 5.2%; and 14.32 million meters of cement concrete piles, representing a year-on-year decrease of 8.8%.
This
week, the national concrete price index closed at 138.73 points, down 0.52% from the previous month and 7.24% from the previous year. Regionally, local concrete prices in Heilongjiang, Jilin, Liaoning, Shandong and Zhejiang markets have been reduced by 10-30 yuan per square meter, local concrete prices in Jiangsu market have been reduced by 5 yuan per square meter, and concrete prices in other provinces and cities in China have been stable. In
the next ten days, the accumulated precipitation in most areas of southern Jianghan, southern Jiangnan, central and southern China, eastern Sichuan, Chongqing and Guizhou will be 50-110 mm, with 130-180 mm in some areas; the accumulated precipitation in eastern Northwest China, North China, Huanghuai and Northeast China will be 10-30 mm, with local precipitation exceeding 40 mm. The precipitation in the above areas is 4 to 80% more than that in the same period of the year, and the local area is more than twice as much. In terms of temperature, the average temperature in the northern part of Xinjiang, the eastern part of Northwest China, North China, Inner Mongolia, Northeast China, Huanghuai, Jianghuai, Jianghan and the northwestern part of Jiangnan is 1 ~ 3 ℃ lower than that in the same period of the year, and 4 ℃ lower in some areas; the average temperature in the southern part of Central South and Yunnan is 1 ~ 2 ℃ higher than that in the same period of the year; the temperature in most other areas of China is basically close to that in the same period of the year.
To sum up, there will be frequent precipitation in the southern region next week, and the domestic construction index will decline. Recent downstream demand is mainly supported by infrastructure projects, but there is a trend of marginal decrease in new orders. At the same time, real estate projects are still constrained by capital problems, and the start-up situation is still weak, which makes it difficult to stimulate concrete demand. In terms of cost, as the demand recovery falls short of expectations, the upstream cement and aggregate prices have entered a downward adjustment stage, and the support for concrete prices is weak. Overall, the concrete market will remain weak next week, and prices will continue to decline.
浙公网安备33010802003254号