Year after year, year after year. Near the end of the year, project repayment has once again become the top priority for commercial mixed enterprises.
According to the statistics of China Cement Net · Cement Big Data Research Institute, in the first three quarters of 2022, the proportion of accounts receivable in the revenue of listed companies with commercial mixing as the main business in the A-share market increased by about 35% compared with the same period in 2021. From the perspective of the industry, it is estimated that the scale of accounts receivable has exceeded 1 trillion, and the ready-mixed concrete industry accounts for more than half. Lin Jiayi, a commercial mixing analyst at
Cement Big Data Research Institute, said that although many enterprises have reduced the supply of projects with poor repayment this year, the problem of accounts receivable is still more prominent , which is mainly due to the downturn of the real estate market and the financial pressure of the engineering side. Of
course, the downturn of the real estate industry has led to the volume of new construction, which is the main reason for the decline in concrete demand. Statistics from
the National Bureau of Statistics show that from January to November, the national real estate development investment was 12386.3 billion yuan, down 9.8% from the same period last year; the total land acquisition area of the real estate industry was 84.55 million square meters, down 53.8% from the same period last year; The new construction area was 1116.32 million square meters, down 38.9%.
Lin Jiayi said that the new construction volume was the lowest level since 2010, which was the main reason for the decline in concrete demand. Affected by this, the Cement Big Data Research Institute estimates that the output of commercial mixing in 2022 will be around 3.05 billion square meters, with a year-on-year decline of more than 11%. Weakening demand, falling prices, and narrowing profits in the era of high costs, the operating efficiency of the commercial mixed industry in 2022 is not as good as before.
Faced with the downturn of real estate, the state has also increased policy support, such as "Financial 16", "Second Arrow", "Third Arrow" and so on. Under the favorable circumstances of the current real estate policy, can demand for commercial mixing increase in 2023? With the advent of the era of high cost, what will be the benefits of concrete and cement products industry in the future? How will the industry develop? & nbsp; & nbsp;
This Wednesday, Lin Jiayi will make an in-depth analysis and explanation on the demand side of the commercial concrete industry, the industry benefits and repayment situation, and the future trend of the concrete market in the online live broadcast of the cement network APP video number "Sharing Exchange · Weekly Talk on Building Materials". & nbsp; & nbsp;
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