< Market Overview & gt;
1
. Low temperature, rain and snow! Cement prices in Hubei and other areas along the Yangtze River may fall again! (Click the title to view the full text)
According to market feedback, affected by the low temperature, rain and snow weather, cement prices in Hubei and other areas along the Yangtze River may fall again, and the market will be difficult to maintain stability during the year. "Cement prices fall well, destroy HL, destroy HX, and everyone sinks together." In the Hubei region, the mood of helplessness is already spreading.
2. Zhejiang Cement Market Price Dynamics
On December 19, the East China Cement Price Index was 111.51, representing a month-on-month decrease of 0.12% and a year-on-year decrease of 22.52%. At the same time, the price of 42.5 bulk cement in Zhejiang P. O is 440-491 yuan/ton.
< Today's Focus
Recently, the Guizhou Provincial Department of Industry and Information Technology and the Department of Ecology and Environment jointly issued the Notice on Staggered Production of Cement Industry in 2024. All new dry process cement clinker production lines in the province are required to implement peak staggering production, and the kiln shutdown time of each line is 180 days, of which the first quarter is not less than 60 days, the second quarter is not less than 30 days, the third quarter is not less than 30 days, and the fourth quarter is not less than 60 days. The provincial cement association shall closely track and analyze the cement market of the whole province, adjust the days of kiln shutdown in real time according to factors such as environmental protection, energy consumption, emission reduction, environmentally sensitive period and market conditions, and increase the time of kiln shutdown by no more than 50 days in principle.
Recently, the Fifth China Cement Intelligent Summit Forum sponsored by China Cement Network was held in Hangzhou, Zhejiang Province. Yang Yong, general manager of Sichuan Yide Intelligent Technology Co., Ltd., was invited to attend. He also made the theme report of "Research and Development and Application of Intelligent Clearing Equipment Technology for Cement Silos". In the report, Yang Yong introduced the innovative work done by the company to solve the problem of cement silo clearance.
a trading platform, which shows that many cement assets of China's building materials are being sold. Including 38.32% equity of Shandong Yantai Zhonghong Cement Co., Ltd., 49% equity of Taiyuan Shitou Cement Co., Ltd., 1000t/d clinker production line in Pengzhou, Chengdu, Sichuan, and other assets. It is understood that Yantai Zhonghong Cement can produce 900,000 tons of high-quality general-purpose Portland cement annually; Shitou Cement Company has a 4500t/d cement clinker new dry process production line, with an annual clinker output of 1.55 million tons, an annual cement output of 2 million tons, and a waste heat power generation of 60 million KWh/a..
Recently, China Resources Cement (Fuzhou) Co., Ltd. has successfully sold 100% of its shares, with a transfer base price of 173.36 million yuan and a transaction price of 195.36 million yuan. Wharf without clinker production line, grinding station with only grinding capacity, 2500t/d production line with backward configuration.. The enterprises cleared by China Resources Cement are indeed "non-performing assets" that are not competitive in the current market, which is similar to the above industry insiders.
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