for the cement industry.
This year's cement market as a whole is "weak in the peak season and weaker in the off-season". The market competition is fierce around the country. Price wars broke out successively in the Yangtze River Delta, Pearl River Delta and other popular areas, and cement production also fell to the lowest level in nearly 11 years. In the downturn of the
market, leading cement enterprises are looking for ways to break the situation, while firmly developing green, low-carbon and high-quality, accelerating the layout of new energy industries such as sand and gravel aggregates, photovoltaic and so on.
At the same time, the change of senior leaders such as China Building Materials and Conch Cement also affects the hearts of the whole industry.
In the past 2022, what hot spots in the cement industry are worthy of our attention? Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. In the global production capacity ranking of Chinese cement enterprises, Red Lion Group surpassed China Resources Cement and ranked fifth.
On October 19, China Cement Network Cement Big Data Research Institute released the "22 + 1 Cement Enterprises Comprehensive Competitiveness Ranking (2022)" . Among them, Tianshan shares rose 15, with comprehensive competitiveness 6.
Keyword 2: The direction of carbon
reduction policy is clear, and the low-carbon development of the cement industry is irresistible
. The State Council issued the Comprehensive Work Plan for Energy Conservation and Emission Reduction in the 14th Five-Year Plan. It is clearly proposed to promote the ultra-low emission transformation of iron and steel, cement, coking industries and coal-fired boilers.
On February 11, the Development and Reform Commission issued the Guidelines for the Implementation of Energy Conservation and Carbon Reduction Upgrading in Key Areas of High Energy Consumption Industries (2022 Edition) , requiring that by 2025, the proportion of clinker production capacity above the energy efficiency benchmark level in the cement industry should reach 30%. The production capacity of clinker below the energy efficiency benchmark level has been basically cleared, the effect of energy saving and carbon reduction in the industry has been remarkable, and the ability of green and low-carbon development has been greatly enhanced.
On November 7, the Ministry of Industry and Information Technology and other four departments jointly issued the Implementation Plan of Carbon Peak in Building Materials Industry, which further clarified the policy direction of carbon reduction in cement industry. The main objectives of the Plan: during the "14th Five-Year Plan" period, significant progress will be made in the structural adjustment of the building materials industry, energy-saving and low-carbon technologies in the industry will continue to be promoted, the unit energy consumption and carbon emission intensity of key products such as cement will continue to decline, and the comprehensive energy consumption level of cement clinker per unit product will be reduced by more than 3%. During
the "15th Five-Year Plan" period, the industrialization of green low-carbon key technologies in building materials industry has achieved major breakthroughs, the level of raw material and fuel substitution has been greatly improved, and the industrial system of green low-carbon cycle development has been basically established. Ensure that the building materials industry will reach its carbon peak by 2030. Focusing on the development goals,
the Plan scientifically and systematically puts forward five key tasks, namely, strengthening total amount control, promoting raw material substitution, transforming energy consumption structure, accelerating technological innovation and promoting green manufacturing.
Among them, the cement industry has clearly put forward the specific objectives and related measures in the carbon reduction work:
strictly implement the capacity replacement policy of the cement industry, strengthen the control of excess capacity, resolutely curb new capacity in violation of regulations, and ensure that the total capacity is maintained in a reasonable range; Improve the peak-shifting production of cement; gradually reduce the consumption of carbonate; accelerate the promotion of solid waste utilization level; improve the quality and application level of cement products, and promote the reduction of cement use; break through the major low-carbon technologies such as cement suspension boiling calcination; accelerate the promotion of energy-saving technical equipment such as low-resistance cyclone preheater, high-efficiency firing, high-efficiency grate cooler, high-efficiency energy-saving grinding, etc. In the cement industry; In key industries such as cement, we will accelerate the implementation of in-depth treatment of pollutants and the transformation of ultra-low carbon dioxide emissions, promote the synergy of pollution reduction and carbon reduction, and build 1000 green low-carbon production lines by 2030; Incorporate carbon emission indicators of cement and other products into the standard system of green building materials, accelerate the certification of green building materials products, expand the supply of green building materials products, and improve the quality of green building materials products.
Next, with the continuous promotion of relevant policies, the low-carbon development of the cement industry is expected to accelerate.
Keyword 3: Industry Chain
Cement Enterprises Accelerate Mine Reserve and Aggregate Business Layout
After entering the "14th Five-Year Plan", based on the prediction of the future development trend of the cement industry and the needs of their own development, aggregate has become one of the key directions for the expansion of cement enterprises. In 2022, while the market pressure of the industry is increasing, the aggregate business layout of cement enterprises is advancing rapidly.
Taking the industry leader Conch Cement as an example, in the first three quarters, the sales volume of Conch Cement Aggregate was 10 million tons, an increase of 37% over the same period last year. Conch Cement plans to reach 100 million tons of production capacity by the end of 2022 and 300 million tons by the end of the 14th Five-Year Plan. The company makes full use of the advantages of its own mines to build and expand aggregate projects; at the same time, it seeks suitable targets according to the market and transportation conditions to expand the resources of aggregate mines.
According to the statistics of China Cement Network, in the first half of 2022, 13 listed companies achieved a total aggregate income of 6.536 billion yuan, an increase of 35. The aggregate revenue of Tianshan Cement Co., Ltd. was 24.On December 30,
2022, the completion and commissioning ceremony of Wuxuan Cement's annual output of 10 million tons of fine aggregate project was successfully held. This project is the fourth large-scale aggregate project put into operation by China Resources Cement in the past two months after Shangsi, Tianyang and Nanning projects. So far, the annual production capacity of fine aggregate of China Resources Cement in Guangxi has reached 35 million tons.
According to the statistics of Cement Big Data Research Institute, by the end of July 2022, 131 of the 2938 cement enterprises in China had aggregate production lines with an annual output of more than 1 million tons. The proportion is about 4.
Among the "cement +" business, the aggregate business has become an important choice for enterprises to expand the industrial chain with its broad market and considerable profits.
Cement production fell to its lowest level
in nearly 11 years. On December 15, the National Bureau of Statistics released economic data for November. Among them, in November 2022, cement output was 192 million tons, down 4.7% from the same period last year; From January to November, the cement output was 1.95 billion tons, down 10 from the same period last year.
According to the cement big data of China Cement Network, the monthly cement output in November and the cumulative cement output from January to November were the lowest in 11 years since 2012. Li Kunming, a cement industry analyst at
China Cement Network Cement Big Data Research Institute, predicts that. The annual cement output in 2022 is 21.
Key words 5: new energy
large-scale layout of photovoltaic and energy storage cement enterprises to increase the number of new energy positions
to reduce carbon emissions and effectively cope with rising energy costs. As a key link to achieve green and sustainable development, photovoltaic power generation projects have been favored by cement enterprises in recent years, especially in 2022, the cement industry has made rapid progress in the field of photovoltaic.
According to China Cement Network, Tianshan shares plan to invest 19 photovoltaic and wind power green energy projects in 2022, which are distributed in Henan, Central South, Shanghai, Xinjiang and other regions. In the first half of 2022 only, the new The emission reduction of replacing carbon dioxide by Tianshan cement fuel is about 34,400 tons;
Conch Cement also pointed out that in 2022, Conch Cement plans to invest 5 billion yuan in the development of photovoltaic power stations, energy storage projects and other new energy projects, which will achieve full coverage of photovoltaic power generation in its factories. Relevant statistics show that as of December 2022, Conch Cement has registered 100 enterprises under the name of "Conch New Energy". December 30,
2022, Quanjiao Conch 5.
In addition to photovoltaic, Conch Cement and Jidong Cement are also actively investing in the layout of hydrogen energy projects. Kong Qinghui, secretary and chairman of the Party Committee of Jidong Cement, once pointed out that in the post-cement industry era, low-carbon, intelligent and service-oriented are the development trends of the cement industry. The integration of cement and related industries, the development of new energy and environmental protection industries meet the policy requirements and the needs of the situation, and are important ways to achieve high-quality development.
Key words six: the market
"the peak season is not prosperous, the off-season is weaker" industry profits have shrunk
dramatically in 2022, after the Spring Festival, the expected first half of the peak season has not arrived, due to the downturn of real estate and the impact of the epidemic, cement demand continues to be depressed. Local price wars broke out successively in hot markets including the Yangtze River Delta and the Pearl River Delta.
Anhui area, shortly after the beginning of the year, prices fell by more than 100 yuan in just half a month. The cement market competition in Guangdong, which has always been strong in demand, has become increasingly fierce. As the demand continues to be depressed and the war escalates again and again, the price of cement has dropped to about 280 yuan/ton. Wuhan market, located in the middle reaches of the Yangtze River, is full of complaints about Anhui Cement, which goes against the river in the lower reaches. The war continues to spread, and the market conflicts among enterprises around the country are becoming more and more obvious. After
entering the second half of the year, the traditional peak season has arrived, but the demand has not increased significantly. Although cement prices around the country have been rising, they are not the same as in previous years.
By the end of December, the national cement price index (CEMPI) declined 41 compared with the same period last year. Looking back on 2022, "the peak season is not prosperous, and the off-season is weaker" is the basic melody of the national cement market.
sharply in the first three quarters compared with the same period last year. In 2022, the profit of the national cement industry will be 70-80 billion yuan , which is more than "cut in half" compared with 169.4 billion yuan in 2021.
On May 16, Conch Group reported that the Anhui Provincial Party Committee decided that Comrade Yang Jun was appointed Secretary of the Party Committee of Anhui Conch Group Co., Ltd. and nominated as Chairman of the Board. Wang Cheng was relieved from the post of Party Secretary and Chairman of Anhui Conch Group Co., Ltd. Subsequently, on the evening of July 13, Conch Cement announced that Yang Jun was the chairman of the ninth board of directors of the company.
In addition to Conch Group, cement giants including China Building Materials, Jinyu Jidong, Tianrui Cement and Evergreen Cement also ushered in high-level personnel changes in 2022.
On January 17, Gui Tongsheng was appointed as the party secretary of Gezhouba Cement Company and appointed as the chairman of Gezhouba Cement Company; Fu Jun was removed from the positions of party secretary and chairman of Gezhouba Cement Company.
On March 10, the legal representative of Shanshui Cement was changed from Chang Zhangli to Li Huibao.
On March 22, Shanshui Cement announced that Zhang Jiwu had been appointed General Manager of Shandong Shanshui Cement Group Co., Ltd.
On April 26, the board of directors of BBMG Group received the resignation report of Mr. Zeng Jin, who resigned as the chairman, executive director and director of the strategic and investment and financing committee of the sixth board of directors of the company due to job changes.
On April 29, Ningxia Building Materials announced that Wang Yulin had resigned as president and Jiang Minggang had just taken office as president.
On May 6, China Resources Cement announced that Li Fuli had resigned as chairman of the board of directors and Ji Youhong was appointed as chairman of the board of directors.
On May 10, Asia Cement announced that Wu Zhongli had resigned as the company's chief executive officer, and Zhang Zhenkun was transferred from the company's deputy chief executive officer to the company's chief executive officer.
On May 13, the board of directors of Jinyu Group announced the appointment of Mr. Jiang Yingwu as the general manager of the company.
On September 15, Fujian Cement announced that the board of directors elected Wang Jinxing as the chairman of the tenth board of directors of the company; Hua Wanzheng was reappointed as the general manager of the company.
On October 21, China Tianrui Cement announced that Li Xuanyu (formerly known as Li Haofeng) had been appointed as executive director and chairman of the board of directors.
On December 1, China Building Materials announced that Chang Zhangli was no longer the president of China Building Materials and appointed Wei Rushan as the president of the company.
On December 20, Comrade Chen Wensheng was appointed Party Secretary and Chairman of Jiangxi Building Materials Group Co., Ltd. At the end of
December, Zhao Xinjun served as the chairman of Sinoma Cement , and Rong Yakun served as the director and president (legal representative) of Sinoma Cement.
On November 29, 50% of the shares of Yunnan Cement Building Materials Group Co., Ltd. were listed and transferred for the second time. Base price 31. According to the data of China Cement Network, Yunnan Cement Building Materials Group has 1162 clinker production capacity.
The equity transfer of Yunnan Cement Building Materials Group is only a microcosm of the trend of equity and asset transfer in the cement industry in 2022. According to the incomplete statistics of China Cement Network, there were 36 equity and asset transfers in the national cement industry in 2022, covering domestic cement giants such as China Building Materials, Conch Cement, Jidong Cement and China Resources Cement.
China Cement Network Cement Big Data Research Institute, believes that under the background of declining industry efficiency and increasing pressure on the transformation of high-energy-consuming industries under the "double-carbon" policy, cement enterprises should strip off inefficient assets, optimize the allocation of resources, actively transform and upgrade, so as to enhance operating efficiency or the main reasons for future mergers and acquisitions in the cement industry. Industry concentration will be further enhanced.
Keyword 9: Staggered peak production
The contradiction of excess production capacity is prominent and the number of kiln shutdown days is further increased
. In 2022, due to the sharp decline in market demand, the problem of excess production capacity in the cement industry is further highlighted, coupled with rising energy costs, the pressure on enterprises is enormous.
In this context, the cement industry in many parts of the country has increased its efforts to stagger peak production in order to alleviate the rising pressure of product inventory and fuel costs.
According to the incomplete statistics of China Cement Network, Guangdong, Gansu, Hebei, Shaanxi, Shandong, Henan, Sichuan, More than ten regions, including Ningxia, have released plans to stagger the peak and shut down kilns in the autumn and winter of 2022-2023, as follows:
New Tianshan Cement, has previously said that in the current complex and severe market environment, no enterprise can be alone, and all enterprises must safeguard the interests of the industry, otherwise the industry will be chaotic and the enterprise will not be good. Both large and small enterprises should firmly and jointly grasp the self-discipline of the industry and firmly grasp the off-peak production. Wang Jianchao, vice chairman
of Conch Cement, said that cement enterprises should make full use of and maintain the period when the demand for cement is still acceptable during the 14th Five-Year Plan period, and further improve the normal peak staggering production of cement. The contradiction between supply and demand in each region is different, some regions may stagger the peak for 50 days, some regions may need 80 days, some may need 120 days, 150 days, or even higher. The industry should be implemented synchronously, and only a few regional peak staggering can not solve the problem. Cement enterprises should have a clear understanding of the future, do not expect that after this year, it will be better after a period of time. Peak-staggering production requires everyone's participation, as well as everyone's influence on small and medium-sized enterprises in the region, and large enterprises should play a leading role.
Key words 10: The fire at the city gate of real estate
brought disaster to the fish in the pond, and the demand for cement was difficult to recover. Statistics from the National
Bureau of Statistics showed that from January to November, the investment in real estate development nationwide was 12386.3 billion yuan, down 9.8% from the same period last year; Among them, residential investment was 9401.6 billion yuan, down 9. The new housing construction area was 1116.32 million square meters, down 38.1 to November, and the capital in place of real estate development enterprises was 13631.3 billion yuan, down 25
from the same period last year. The total amount of land taken by TOP100 enterprises was 1162.1 billion yuan, and the scale of land taken decreased by 50.5% compared with the same period last year, which was 0% larger than that of last month.
The proportion even reached 50%. The decline of the real estate market has directly led to the intensification of the contradiction between supply and demand in the cement industry market this year.
beads flow on the wall. 2022 has come to an end, and 2023 has arrived. What major events will the cement people experience in the coming year?
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