Recently, a number of cement grinding enterprises have been ruled bankrupt or entered bankruptcy proceedings.
On December 13, the People's Court of Keshiketeng Banner of Chifeng City announced that, according to the application of Inner Mongolia Re-Guarantee Co., Ltd., on October 17, 2023, it decided to terminate the implementation of the reorganization plan of Keshiketeng Hongshan Cement Co., Ltd. of Chifeng City and declared the bankruptcy of Keshiketeng Hongshan Cement Co., Ltd. of Chifeng City.
It is understood that Chifeng Keshiketeng Hongshan Cement Co., Ltd. was established in April 2009, with a 1.2 million tons/year grinding station.
On December 17, the bankruptcy document of Lianfeng Cement Manufacturing Co., Ltd. in Fengkai County was released. According to the application of Guangdong Qinrong Law Firm, the Intermediate People's Court of Zhaoqing City,
Guangdong Province, decided on October 7, 2023 to accept the bankruptcy liquidation case of Lianfeng Cement Manufacturing Co., Ltd. in Fengkai County. On December 7, 2023, Zhaoqing Cailian Enterprise Liquidation Co., Ltd. was appointed as the administrator of Fengkaixian Lianfeng Cement Manufacturing Co., Ltd.
According to China Cement Network, Fengkai Lianfeng Cement Manufacturing Co., Ltd. is located in Fengkai County, Zhaoqing City, Guangdong Province, and has a cement grinding station with a capacity of 500,000 tons per year.
On December 17, the bankruptcy document of Shaog uan Lingpeng Cement Co., Ltd. was released. According to the
announcement, the Intermediate People's Court of Shaoguan City, Guangdong Province, held that the existing evidence showed that Lingpeng Cement Co., Ltd. of Shaoguan City could not pay off its debts due, and its assets were insufficient to pay off all its debts, which met the conditions for declaring bankruptcy. In accordance with the provisions of Article 2 of the Enterprise Bankruptcy Law of the People's Republic of China, the court declared the bankruptcy of Shaoguan Lingpeng Cement Co., Ltd. on December 5 , 2023.
It is understood that the company is located in Qujiang District , Shaoguan City, Guangdong Province, and has a 1.2 million tons/year cement grinding station.
In addition, according to a trading platform, the assets of the bankruptcy portfolio of Baiyin Xinhua Cement Co., Ltd. and Baiyin Huafeng Industry and Trade Co., Ltd. were auctioned, including a cement grinding station with an annual output of 1 million tons. The starting price dropped from 118 million yuan to 60.5 million yuan.
An industry insider said that in the face of the current complex and severe situation, grinding stations may be the first group of enterprises to feel the "biting chill", especially independent grinding stations.
According to the operation mode of the grinding station, the grinding station can be divided into two categories: one is the grinding station under the cement enterprise (group), which is a link in the cement production chain of the cement enterprise, and the source of clinker is usually allocated by the group enterprise; Second, there is no large enterprise group background and no independent grinding station with clinker production line, which is also the largest category.
The first type of grinding station, because of its strong "backing", can give full play to its superior characteristics, and its survival status is relatively good, while the independent grinding station appears to be "more difficult" in the current environment. Where is the
difficulty?
On the one hand, cement demand has declined sharply, supply and demand are seriously unbalanced, industry profits have declined sharply, and market competition has intensified. However, due to the lack of a stable source of clinker, independent grinding stations are congenitally deficient in the survival and development of enterprises, easily constrained by large enterprises, facing the possibility of shutdown at any time, and are at a disadvantage in the fierce competition for market share.
On the other hand, local governments are also speeding up the removal of small independent grinding stations. Shandong has made it clear that all cement mills with a diameter of 3.2 meters or less have been integrated and withdrawn, and the task list of "resolutely eliminating a batch" (cement grinding) involves 182 enterprises and 238 grinding equipment in Shandong. In April this year, the Office of Industry and Information Technology of Inner Mongolia Autonomous Region issued a public announcement on the list of restricted cement grinding stations, involving 54 enterprises with a total capacity of 23.71 million tons. The vast majority of enterprises involved in the above are small independent grinding stations.
Industry insiders said that the current demand for cement is weakening, the contradiction between supply and demand is intensifying, small and medium-sized independent grinding stations are facing a severe living environment, and enterprises with poor competitiveness are being eliminated by the market.
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