First, this week's cement industry chain index showed
that on Friday, the national cement price index was 135.73 points, down 0.92% annually and 19.27% year-on-year; The clinker price index was 146.74 points, with a month-on-month decrease of 0.98% and a year-on-year decrease of 12.02%; the price difference index of cement and coal was 123.02 points, with a month-on-month decrease of 1.35% and a year-on-year decrease of 23.18%; the glass price index was 147.57 points, with a month-on-month increase of 7.75% and a year-on-year increase of 8.64%; The concrete index was 138.73 points, flat on a month-on-month basis and down 7.28% year on year; the rebar price index was 151.67 points, down 4.52% on a month-on-month basis and down 23.18% year on year; the gravel price index was 86.62 points, down 1.01% on a month-on-month basis and down 9.20% year on year; The price index of machine-made sand was 93.29 points, down 1.08% on a month-on-month basis and 7.29% on a year-on-year basis; the price index of mineral powder was 75.51 points, down 2.11% on a month-on-month basis and 12.55% on a year-on-year basis; Mortar price index was 95.49 points, a month-on-month decrease of 0.21% and a year-on-year decrease of 3.
II. Cement industry dynamics
this week 1. Conch Cement: net profit in the first quarter was 2.551 billion yuan, a year-on-year decrease of 48. The report shows that Conch Cement achieved operating income of 31.368 billion yuan in the first quarter. Net profit was RMB2.551 billion, representing a year-on-year decrease. 48. During the reporting period, the year-on-year decrease in profit was mainly due to the year-on-year decrease in selling price.
2. 30 clinker enterprises in Hebei shut down kilns for 10 days! Many places issued a notice to stop production! The peak staggering time is from 0 o'clock on April 25 to 24 o'clock on May 4, 2023, and the kiln will be shut down for 10 days, covering the cement clinker enterprises in central and southern Hebei.
3. Guizhou Cement Association elects a new leadership! ccement.com/brandnewslist-1-1000634.html" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> Chairman Gong Leihai of Southwest Cement Co., Ltd. is the president, and President Zheng Yongwen of Guizhou Conch Cement Co., Ltd. is the executive vice president. Southwest Guizhou III. Sandstone Aggregate Industry Dynamics
This Week 1. Annual Output of 9.8 Million Tons!"! Hubei Chuxin Mining Yidu Green Building Materials Industrial Park Key Project Officially Started! Hubei Chuxin Mining Co., Ltd. is a subordinate enterprise of Transportation Resources Investment Group of Zhejiang Communications Group. The resource reserves of the mining right of the project exceed
2.2, and the annual output of the first phase is 5 million tons! Anhui Xuancheng Machine-made Sand Production Line Phase I Project EIA Announcement! The total investment of the project is 1. After the completion of the first phase of the project, the annual output of machine-made sand and gravel will be 5 million tons.
3. Annual output of 3.5 million tons! Trial production of aggregate line of Linya Group!
4. Comments on
the dynamics of the concrete industry this week 1. Eighteen units led by the Eighth Bureau of China Construction issued new standards
for seamless concrete construction in the residential construction industry. The announcement of the Ministry of Housing and Urban-Rural Development on the issuance of the Standard for Seamless Construction of Super Long Concrete Structures (JGJ/T492-2023) was led by Academician Xiao Xuwen, co-edited by the Eighth Bureau of China Construction and Zhejiang Urban Construction Group, and specifically responsible by the Engineering Research Institute of the Bureau. China State Construction Engineering Corporation Limited, Beijing Architectural Design and Research Institute, East China Architectural Design and Research Institute, Tongji University and other 18 design, construction and university research institutes assisted in the completion, which is one of the industry standards in the field of concrete structure construction in China.
2. YJIC Concrete: revenue in 2022 amounted to RMB1.681 billion, representing a year-on-year decrease of 20.1%. According to the report, revenue in 2022 amounted to RMB1.681 billion, representing a year-on-year decrease of 20.1%, and profit before income tax amounted to RMB36.4 million, representing a year-on-year increase of 142.7%; Net profit of RMB29.9 million, representing a year-on-year increase of 346.3%; and net profit attributable to owners of the parent company of RMB27.2 million, representing a year-on-year increase of 378.5%. As at 31 December 2022, the total assets of Yunnan Jiantou Concrete amounted to RMB4.831 billion, representing a year-on-year increase of 1.4%; Total liabilities amounted to 3.461 billion yuan, accounting for 71.65% of the total assets, representing a year-on-year increase of 1.3
. Sifang New Material: net profit in 2022 was -97.494 million yuan, representing a year-on-year decrease of 172. The report shows that the operating income of Sifang New Material in 2022 was 1.653 billion yuan, representing a year-on-year increase of 22.46%; The net profit attributable to the shareholders of the listed company was RMB-97.494 million, representing a year-on-year decrease of 172. The main reasons for the decline in performance include: firstly, affected by the continued downturn in the real estate industry and the sharp decline in the new construction area of real estate in Chongqing, the fierce competition in the commercial concrete market and the continued low price, resulting in a year-on-year decline in the gross profit margin of the company's commercial concrete. Second, due to the impact of the aforesaid market conditions, the operating results of the subsidiaries acquired by the Company did not meet expectations, resulting in the Company's provision for impairment of goodwill of a relatively large amount and a significant increase in asset impairment losses during the year. Third, due to the lack of liquidity of funds of downstream enterprises in the industrial chain and other factors, the risk of recovery of accounts receivable of the Company increased, and it is expected that the credit impairment losses will increase year-on-year.
This week, the national concrete price index closed at 138.73 points, flat on a month-on-month basis and down on a year-on-year basis. 7. Regionally, concrete prices in all provinces and cities in China remained stable. In
the next ten days, the accumulated precipitation in southern Jianghan, Jianghuai, Jiangnan, central and northern Guangdong, Chongqing, eastern Guizhou and southeastern Xizang will be 50-100 mm, with 120-180 mm in some areas; the accumulated precipitation in eastern Northwest China, western North China, northeastern Inner Mongolia and northeastern China will be 10-30 mm. The precipitation in most of the above areas is 5-80% more than that in the same period of the year, and more than twice as much locally. In terms of temperature, except that the average temperature in the central and eastern parts of Inner Mongolia, Northeast China and Eastern Yunnan is about 1 ℃ higher than that in the same period of the year, the average temperature in most other parts of the country is 1-2 ℃ lower than that in the same period of the year, and that in some parts of Xinjiang is more than 3 ℃ lower.
To sum up, compared with the same period in previous years, the precipitation in most southern regions next week is still on the high side. In addition, affected by holiday factors, the construction progress of downstream construction projects is slow, and the demand for concrete market is difficult to increase significantly. At the same time, the recent decline in upstream raw material prices, enterprises have a strong willingness to reduce the price of shipments, the cost side is difficult to form a strong support in the short term, the follow-up will still bring downward pressure on concrete prices. On the whole, the competition in the concrete market will remain fierce next week, and the price will remain weak.
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