< Market Overview & gt;
1. The price of cement in Chengdu, Sichuan and its surrounding markets was lowered again (click the title to view the full text).
In order to maintain the market share, the leading enterprises in Chengdu lowered the price of cement by 30-50 yuan/ton around the 26th after lowering the price of cement by 30 yuan/ton in the middle of the year. Affected by this, the leading enterprises in the surrounding areas such as Demian, Leyamei and Ganzi have lowered the cement price by 20-50 yuan/ton. In this adjustment, the mainstream of bulk cement decreased by about 20-30 yuan/ton. 2
August, the market demand did not improve, but prices in many places fell to a low level, with limited downward space. Some areas began to rise due to the impact of off-peak kiln shutdown and market expectations, and the implementation needs to be tracked. On the whole, the market turning point or has come, cement prices stopped falling and rose.
& lt; Today's Focus & gt;
leading enterprises such as Conch, Tianshan and Jidong in advance for many years, increased corresponding rigid investment, accelerated transformation and upgrading, and entered the stage of green, low-carbon and high-quality development. In the first half of this year, Conch successfully connected 15 photovoltaic projects to the grid and started construction of one wind power project, generating 198.7 million kwh of electricity, further reducing carbon dioxide emissions from fossil energy. The carbon dioxide emission reduction of raw material substitution of Tianshan Coal is about 764,000 tons, the carbon dioxide emission reduction of fuel substitution is about 114,000 tons, the carbon dioxide emission reduction of low-carbon clinker is about 4,800 tons, the photovoltaic self-generated energy is 11.93 million degrees, equivalent to saving 1,339.7 tons of coal, and the carbon dioxide emission reduction of green power is about 11,900 tons. Click to view the advanced deployment of cement enterprises such as Jidong Cement and Huaxin Cement .
On August 25, the Ministry of Industry and Information Technology, the Development and Reform Commission, the Ministry of Finance and other eight departments jointly issued a circular on the Work Program for Steady Growth of the Building Materials Industry, which clearly put forward the requirements, objectives, measures and safeguards for the steady growth of the building materials industry in 2023-2024. What should the cement industry do around the Plan? The author believes that in order to achieve the goal of steady growth in the building materials industry, the cement industry must take the lead. Only when the cement industry stabilizes and achieves a certain growth, can building materials industry achieve the goal of increasing the value added in 2023-2024.
3. Conch Cement intends to take over the management of two Taiwan Cement companies!
On August 25, the Shanghai Municipal Market Supervision and Administration announced that Conch (Zhejiang) Holding Co., Ltd. had acquired the control rights of Fuzhou Taini Cement Co., Ltd. and other two companies through contracts. Conch (Zhejiang) Holding Co., Ltd. ( "Zhejiang Conch") is entrusted by Taiwan Cement International Group Co., Ltd. ( "Taiwan Cement International") to manage the production and operation of Fuzhou TCC Cement Co., Ltd. ( "Fuzhou TCC") and Fuzhou TCC Yangyu Wharf Co., Ltd. ( "Yangyu Wharf", together with Fuzhou TCC, the "Target Company").
. Comprehensive review: In the first half of 2023, Huaxin Cement achieved an operating income of 15.832 billion yuan, an increase of 10.02% over the same period last year, and a net profit attributable to the parent company of 1.193 billion yuan. The gross profit margin was 24.38%, down 3.64 percentage points from the same period last year. Under the pressure of the main cement industry, non-cement business has become a new contributor to the company's performance, and the rapid development of overseas business has led to an increase in the company's revenue. However, the price and sales volume of domestic cement clinker declined in the first half of the year, resulting in a reduction in profits in the first half of the year.
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