1. Cement Industry Chain Index Performance
On December 15, 2023, the national cement price index closed at 113.03 points, down 0.59% annually and 23.56% year-on-year; The clinker price index closed at 114.64 points, down 0.25% on a month-on-month basis and 20.14% on a year-on-year basis; the cement-coal price difference index closed at 97.29 points, down 1.9% on a month-on-month basis and 21.95% on a year-on-year basis; The glass price index closed at 137.60 points, with a month-on-month increase of 1.08% and a year-on-year increase of 26.68%; the concrete index closed at 125.26 points, with a month-on-month increase of 0.10% and a year-on-year decrease of 11.71%; the rebar price index closed at 159.44 points, with a month-on-month decrease of 0.32% and a year-on-year increase of 1.13%; The gravel price index closed at 85.17 points, up 0.15% on a month-on-month basis and down 5.09% on a year-on-year basis; the machine-made sand price index closed at 89.07 points, up 0.01% on a month-on-month basis and down 7.42% on a year-on-year basis; the mineral powder price index closed at 63.72 points, down 0.65% on a month-on-month basis and down 11.35% on a year-on-year basis; The mortar price index closed at 92.78 points, flat on a month-on-month basis and down 4.
2. Appointment of Vice President of Tianshan Cement as Non-executive Director
of Conch Environmental Conch Environmental (00587) announced that with effect from 11 December 2023, Xiao Jiaxiang resigned as a non-executive director and a member of the Strategy, Sustainability and Risk Management Committee; Jiang Dehong has been appointed as a non-executive director and a member of the Strategy, Sustainability and Risk Management Committee.
3. Decrease by 82.75 million tons! Among them, in November, the national cement output was 189 million 790 thousand tons, an increase of 1.6% over the same period; From January to November 2023, the national cement output was 186735 10000 tons, a decrease of 0. From January to November 2022, the national cement output was 1950.1 million tons, a decrease of 82.75 million tons. Decline 4
. 3. Sand and gravel industry dynamics
1. [The largest scale in South China] China Power Construction has invested more than 17.4 billion yuan, and 54.2 million tons/year sand and gravel mine is about to start!
It is understood that the Chongwangling project is a green aggregate project managed by China Electric Power Construction (Yunfu) New Materials Co., Ltd. The total investment is 174.2
. [3.6 million tons/year] The soil and water conservation scheme of Leiming Kehua Hunan Jingzhou Sandstone Project, which will be completed in June next year, has been approved
. Recently, the soil and water conservation scheme of Leiming Kehua's limestone mine construction project (annual production of 3.6 million tons of sand and gravel) in Baguyan Mining Area, Jingzhou County, Hunan Province, has been approved. It is understood that the total investment of the project is 560 million yuan (5.
4. Concrete Industry Dynamics
1. Chongqi Highway and Railway Yangtze River Bridge is about to enter the construction stage
of the main pier bearing platform. Recently, the underwater concrete of the steel cofferdam of the No.4 main pier of Chongqi Highway and Railway Yangtze River Bridge has been completed five times. The construction of the project will enter the construction stage of the main pier bearing platform. Main pier No.4 of Chongqi Changjiang River Rail-cum-Road Bridge is designed as a double-wall steel cofferdam with plane dimensions of 72.7m × 47.45m and a height of 24.4m. The designed bottom-sealing concrete is 4m thick with a total designed concrete volume of 10240 m3, which is poured in five times, featuring large bottom-sealing area and long continuous operation time. The "pan" operation mode is adopted on the construction site, and the new technology of pipe insertion construction after sweeping the riverbed is used to reduce the unevenness of the concrete bottom, improve the quality of bottom sealing, and lay a solid foundation for the later water outlet construction.
2. Guangzhou-Zhanjiang high-speed rail Foshan Bridge has successfully completed
the pouring of the main pier No.0 of the high-speed continuous beam across Foqing. Recently, the Guangzhou-Zhanjiang high-speed rail Foshan Bridge, invested by Guangzhou-Zhanjiang Railway Company, which belongs to the Railway Investment Group, has successfully completed the pouring of the main pier No.0 of the high-speed continuous beam across Foqing. It provides a strong guarantee for the subsequent construction of large-span continuous beam. Foshan Grand Bridge and Foqingcong Expressway intersect in Nanhai District, Foshan City, Guangdong Province, and the design adopts (67 + 136 + 67) m double-track continuous box girder crossing. The Foshan Bridge is 14 meters long, 12.6 meters wide at the top of the beam, 10 meters high at the top of the pier, 677.1 square meters of total concrete, 1625.3
square meters of segment weight, and the main project
of the largest hydropower station under construction in China. The main project of Mengdigou Project, the largest hydropower station under construction in the Yalong River Basin, has officially started construction. The total installed capacity of the power station is 2400 MW, which is one of the largest hydropower projects under construction in China. Mengdigou Hydropower Station Project is located on the main stream of Yalong River at the junction of Ganzi Prefecture and Liangshan Prefecture in Sichuan Province, and is the fifth-stage hydropower station planned for the section from Lianghekou to Kara River in the middle reaches of Yalong River. The hydropower station is composed of water retaining structure, flood discharge structure and diversion and power generation system. It adopts concrete double-curvature arch dam with a maximum dam height of 198 meters. The project preparation period is 18 months, the preparation period is 22 months, the construction period of the main project is 74 months, and the total construction period is 108 months.
5.
From December 11 to December 15, the national concrete price index closed at 125.26 points, up 0.10% annually, down 11. Regionally, the price of concrete in Fujian increased by 5-10 yuan per square meter. The price of local concrete in Zhejiang was raised by 5 yuan per square meter, and the price of concrete in other provinces and cities in China continued to run smoothly. In
the next ten days, the cumulative precipitation in the northwest of Xinjiang, the eastern part of Northeast China, Jianghuai, Jiangnan, Guangdong and Guangxi, Chongqing, Guizhou and southern Yunnan will be 3-15 mm, and that in the eastern part of Jiangnan will exceed 25 mm. After 19 days, the precipitation in most parts of the country will be significantly weakened. In terms of temperature, due to the influence of strong cold wave and supplementary cold air, the average temperature in most parts of China is 2-4 degrees lower than that in the same period of the year, except in the Qinghai-Xizang Plateau and Yunnan, which is more than 6 degrees lower than that in North China, Northeast China, Huanghuai, Jianghuai, Jianghan and Jiangnan.
To sum up, affected by cold air activities next week, China will usher in a new round of cooling process, and the overall construction conditions will further weaken. Recently, the downstream stock demand has shown a downward trend, the number of new projects is insufficient, and the demand for concrete procurement has continued to decline. At the same time, the pressure of repayment of mixing stations is high, and the enthusiasm of supply is limited. In terms of cost, the upstream cement price has gradually fallen, and the support has weakened. Overall, next week, the domestic concrete market off-season atmosphere is gradually strong, and the price trend is more likely to be stable and weak.
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