< Market Overview & gt;
1. Notice of cement price increase in Dali and Lijiang areas of Yunnan (click the title to view the full text)
From 28-30 days, leading enterprises in Dali and Lijiang areas notified an increase of 60 yuan/ton in cement price. 2
improve the quality of operation, the leading enterprises in Hainan recently notified Chengmai, Sanya, Haikou, Wanning, Changjiang, Danzhou and other areas to raise the price of bulk cement by 30 yuan/ton.
3. Cement prices in Shandong fell
around 29-30 days, cement prices of some major manufacturers in Jining, Zaozhuang, Linyi and other places fell by about 10-20 yuan/ton, and prices of some enterprises basically fell back to the level before the rise. Affected by this, it is expected that the price of cement in other markets in the province will also fall.
prices in Henan, after some major manufacturers in the region notified the third round of increase in cement prices by 30 yuan/ton on the 20th, the transaction prices of most enterprises have also been loosened and dropped by about 10-20 yuan/ton. Overall, since August, Henan has pushed up three rounds in a row, with a cumulative notification range of 90 yuan/ton, and the actual mainstream implementation range is about 30-50 yuan/ton.
<; Today's Focus >;
1. How will the six major enterprises of Conch, Tianshan, Huarun, Huaxin, Tianrui and Shanshui do in the second half of the year (click on the title to see the full text)
? According to the content of the report, Xiaobian has sorted out the work priorities and plans of Conch, Tianshan, Huarun, Huaxin, Tianrui and Shanshui in the second half of the year. In order to actively respond to the national environmental protection policy and implement the concept of green and low-carbon development, China Cement Network will hold the "2023 Cement'Double Carbon 'Conference and the 10th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference" in Zhengzhou, Henan Province, to help the cement industry move towards a low-carbon, more energy-saving and greener high-quality development.
Comprehensive review: In the first half of 2023, Sinoma International achieved an operating income of 20.549 billion yuan, a slight decrease of 0.79% over the same period last year, and a net profit attributable to the parent company of 1.368 billion yuan, an increase of 6.53% over the same period last year. In the first half of the year, in the face of challenges such as significant fluctuations in international exchange rates and weakening domestic demand, the Company maintained its strategic focus and responded calmly, strived to promote and lead the transformation and upgrading of the industry, and continued to consolidate its leading position in the global cement technology and equipment and engineering services market. The amount of new orders and contracts increased significantly, and the operating profit increased steadily.
3. Chongqing 4960t/d cement clinker production line relocation project was completed
on August 29, Chongqing Economic and Credit Commission issued a public announcement on the completion of the cement clinker production line relocation project of Chongqing Fufeng Cement Group Special Cement Co., Ltd. The actual production line of the project is the technical transformation project of capacity replacement and upgrading of 4960t/d cement clinker production line, and one Φ4.3/Φ4.8 × 60m rotary kiln.
. Jianfeng Group released its semi-annual report for 2023 on August 30. The operating income in the first half of the year was RMB1.381 billion, representing a year-on-year decrease of 21.65%. The operating income of cement was RMB698 million, down by 14.41% year on year; the net profit attributable to shareholders of the listed company was RMB112 million, down by 22.74% year on year; and the basic earnings per share was RMB0.3244. In the first half of the year, the company achieved cement sales of 2.5073 million tons, down 5.26% from the same period last year.