2023年，受房地产持续调整等影响，水泥行业发展景气度继续下降。一季度下游复工情况尚佳，整体需求好于同期；二、三季度“旺季不旺、淡季更淡”，需求减弱明显，加之市场竞争激烈，水泥价格持续走低；四季度需求弱势恢复，水泥价格小幅上涨。总体来看，2023年水泥产量创下近13年新低，尽管煤价重心有所下移，但水泥价格降幅较深，行业利润大幅萎缩。展望2024年，我们认为地产对水泥需求拖累减弱，水泥产量或将小幅下降，产能过剩压力下水泥价格中枢下移，行业效益难言乐观。
[专题]2023年水泥市场运行分析与后市展望
2023-12-22 17:20:42
2023年，受房地产持续调整等影响，水泥行业发展景气度继续下降。一季度下游复工情况尚佳，整体需求好于同期；二、三季度“旺季不旺、淡季更淡”，需求减弱明显，加之市场竞争激烈，水泥价格持续走低；四季度需求弱势恢复，水泥价格小幅上涨。总体来看，2023年水泥产量创下近13年新低，尽管煤价重心有所下移，但水泥价格降幅较深，行业利润大幅萎缩。展望2024年，我们认为地产对水泥需求拖累减弱，水泥产量或将小幅下降，产能过剩压力下水泥价格中枢下移，行业效益难言乐观。
Correlation
Sincerely hope that colleagues, the future of the cement industry where to go, carry out a big discussion within the industry, brainstorm, and work together to break the situation!
2024-11-13 15:58:52
What is happening in the cement industry?
2024-11-13 07:01:22
At the meeting, Yan Haochun brought the theme report "Dream of Blue Sky: Exploring the Green Footprint of Cement Industry in the Context of Carbon Market". She pointed out that the cement industry faced the risk of rising costs in the context of the carbon market.
2024-11-01 16:10:56
The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.
2024-09-25 09:05:05
From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.
2024-09-03 09:43:58
What is happening in the cement industry?
2024-09-03 07:01:29
Cement output in the first half of the year was 85047 million tons, compared with 953 million tons in the same period last year, a decrease of 103 million tons or 10.76%. Sales of China Resources Building Materials Cement fell by only 2.9%, which has outperformed the market. Not to mention the sales volume of clinker, which rose against the trend, increased by 24.7%. In the downturn of the industry as a whole, China Resources Building Materials Technology has made such a brilliant achievement, perhaps with the "grab share, keep the bottom line, optimize the structure, improve the status" set at the beginning of this year. "Related to the core market strategy.".
2024-08-19 11:12:51
This lack of demand is the general trend of the economic cycle, which is irreversible in the short term. It is determined by the economic development cycle and is a problem in the process of development and transformation. The disorderly competition among enterprises leads to the meager profits of the whole industry. Therefore, we need to take the initiative to respond, maintain strategic strength, strengthen confidence in development, advocate the concept of fair competition and win-win cooperation, and jointly promote the healthy and orderly development of the industry.
2024-08-16 09:09:17
According to China Cement Market Data Center, this week, the current round of kiln shutdown in Northeast China is coming to an end. Since April, leading enterprises have repeatedly pushed up prices, making cement prices in the region currently at the leading level in the country.
2024-06-14 17:27:12
In 2023, Jianfeng Group achieved a total of 5.96 million tons of cement and clinker sales, an increase over the same period last year. 1.9%。 In 2023, the cement production was 5.6338 million tons, a year-on-year decrease of 1.22%, and the cement sales volume was 5.6344 million tons, a year-on-year decrease of 1.27%.
2024-04-29 17:47:56
Operating revenue was approximately RMB2.051 billion, representing a decrease of 20.83% as compared with the previous year.
2024-04-26 10:07:55
Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.
2024-04-18 11:15:12
According to the data center of China Cement Market, the demand in many places is not good, and the price of cement is under pressure.
2024-04-08 10:15:54
According to the annual report of Jinyu Group in 2023, the company's operating income was about 107.956 billion yuan, an increase of 4.99% over the previous year, but the net profit returned to the mother dropped by 97.92% to about 25.2628 million yuan, and the loss of non-net profit deducted expanded to 2.028 billion yuan. The decline in performance is mainly related to the large provision for impairment of assets, especially the inventory impairment of real estate projects. The decline in investment in real estate development across the country has affected the company's real estate development business. Cement production reached a new low, and the company's comprehensive sales of cement and clinker increased, but the gross profit margin decreased. In order to seek new markets, BBMG Group invested in the home and promoted the growth of the whole business. Faced with greater debt pressure, the company plans to optimize the debt structure by issuing debt financing instruments, and use idle funds to invest in financial management to improve capital efficiency.
2024-04-03 09:25:12
Shao Jun believes that the industry should analyze its internal and external causes, take the initiative to solve the problems of overcapacity, the elimination of the elimination, the merger of the merger, the volume of the volume, the development of the development.
2024-03-29 11:12:17
According to the data center of China Cement Market, the market demand in East China is bleak this week, and the cement quotations of enterprises all over the country have declined.
2024-03-22 17:40:09
Can we still confidently say that "the world's cement looks at China"?
2024-03-22 14:20:10
Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.
2024-03-18 13:43:28
At present, the international political and economic situation is complex and changeable, which has a great impact on the cement industry. Cement enterprises, especially many member enterprises from emerging countries, still have to face such issues as "how to attach equal importance to social responsibility and shareholder returns, how to balance sustainable development and short-term survival, and how to coordinate overcapacity and transformation and upgrading".
2024-03-11 09:38:39
China Resources Building Materials Technology Co., Ltd. held the 2024 Working Conference of "Opening the New Situation" in Guangzhou, Guangdong Province.
2024-03-01 10:13:56
Although the company suffered losses in the context of the sharp decline in the operating performance of the whole industry, the operating cash flow in the first three quarters was basically flat compared with the previous year, maintaining financial stability and ensuring the potential for development.
2024-02-05 09:23:30
China United Cement Corporation 2024 Working Conference and the Second Session of the Second Workers' Congress was held in Jinan.
2024-01-24 09:10:42
The 2024 Working Conference of China Building Material Group and New Tianshan Cement was successfully concluded, summarizing the past and looking forward to the future. The regional companies affiliated to New Tianshan Cement earnestly implement the spirit of the annual meeting of the superior companies, hold working meetings to summarize the deployment work, unify ideas, clarify objectives, and go all out to do a good job in 2024.
2024-01-19 17:02:30
Cement market price shocks; Zhang Xiaohua: "Rational capacity reduction" is an important strategy for the cement industry to get out of the predicament; the Ministry of Industry and Information Technology released the list of typical application scenarios and cases of industrial green microgrid in 2023.
2024-01-04 13:09:03
作为行业龙头，大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局，水泥巨头们又是如何“出招”的呢？
2023-12-29 14:53:53
2023年，受房地产持续调整等影响，水泥行业发展景气度继续下降。一季度下游复工情况尚佳，整体需求好于同期；二、三季度“旺季不旺、淡季更淡”，需求减弱明显，加之市场竞争激烈，水泥价格持续走低；四季度需求弱势恢复，水泥价格小幅上涨。总体来看，2023年水泥产量创下近13年新低，尽管煤价重心有所下移，但水泥价格降幅较深，行业利润大幅萎缩。展望2024年，我们认为地产对水泥需求拖累减弱，水泥产量或将小幅下降，产能过剩压力下水泥价格中枢下移，行业效益难言乐观。
2023-12-22 17:20:42
陕西关中、安徽多地水泥价格上涨；国家统计局：2023年1-11月全国水泥产量下降0.9%；温州预计年进口水泥量将达到100万吨
2023-12-15 14:44:41
浙江、河南水泥价格上调； 1.[专题]2023年水泥行业上市公司中报综评 2.水泥冷暖大家谈|徐贵生：跟着海螺走 围着海螺转 3.再不抓紧节能降碳技改，两年后贵州33条熟料生产线将面临淘汰！ 4.海螺、华新、红狮向外“突围”！ 5.总投资约5亿！海螺水泥拟建220万吨/年绿色建材项目
2023-09-20 13:15:38
9月6日，在海螺水泥上半年业绩说明会上，海螺水泥执行董事、总经理李群峰表示，市场份额是企业可持续发展的基础。接下来，海螺将坚持“份额是基础，盈利是目的”的思路，维持合理的市场份额，努力提升经营效益。
2023-09-08 09:10:25
近两年水泥需求下降，相关上市公司业绩不振。据海螺水泥日前披露的半年报显示，今年1月份至6月份公司实现营业收入654.36亿元，同比增长16.28%；实现净利润64.68亿元，同比下降34.26%。产品综合毛利率为26.81%，较上年同期下降6.3个百分点。
2023-09-07 09:35:30
“水泥行业的寒冬尚未过去，市场需求下行的颓势依然在延续，作为一家多年来专注于水泥产业的企业，面对未来，我们唯有继续走在勇于改革、大胆创新的路上，不断前行。”何坤皇说。
2023-09-05 11:08:34
冀东水泥公布2023年半年度报告，报告期营业收入144.86亿元，同比下降14.01%；归属于上市公司股东的净利润为-3.69亿元，同比盈转亏。
2023-08-25 09:53:52
全国P.O42.5散装水泥均价一览（7.29-8.4）；逆势上调出厂价，业内称下半年水泥价格回升阻力仍不小；塔牌集团中期净利大增，水泥行业分化明显；天瑞集团日产6000吨生产线升级改造项目最新进展；一年产百万吨水泥厂项目投产；“双碳”即未来！ “2023水泥行业‘双碳’先进企业”评选火热报名中
2023-08-08 13:23:23
塔牌集团(002233)8月7日晚披露2023年半年度报告，公司实现营业收入28.71亿元，较上年同期增长了10.72%；实现净利润4.86亿元，较上年同期大幅增长了178.03%；基本每股收益0.42元。
2023-08-08 10:13:17
7月28日晚间，塔牌集团披露的业绩快报显示，上半年，公司实现的归属于上市公司股东的净利润（以下简称“净利润”）4.86亿元，比上年同期增加3亿元。
2023-08-01 09:24:29
近日，华新水泥公布2023—2025年核心员工持股计划，将按年度分3期子计划实施。预计参与对象的总人数不超过900人，3期总规模不超过2.235亿元。
2023-07-26 17:08:25
海螺水泥6月6日晚间公告称，公司拟与海通开元投资有限公司、芜湖产业投资基金有限公司等6位合伙人共同投资设立安徽海螺海通工业互联网母基金合伙企业(有限合伙)(下称“合伙企业”)，基金总规模为50亿元。
2023-06-08 16:24:30
中国水泥工业已进入长期性、全局性的产能过剩时代，目前产能过剩率已超过40%，预计未来需求量还将继续下降，行业供需矛盾也会进一步加剧。
2023-05-25 17:17:36
CEMPI
133.77
+0.03 +0.02%
CONCPI
112.35
-0.15 -0.13%
CLKPI
141.57
+0.39 +0.28%
SPPI
50.58
-0.05 -0.10%
MORPI
80.53
+0.10 +0.12%
What is happening in the cement industry?