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. Analysis of the cement market operation in 2023 and the outlook for the future market ( click the title to view the full text) Overall
, the cement output in 2023 hit a new low in the past 13 years. Although the focus of coal price has moved down, the cement price has fallen deeply. Industry profits have shrunk sharply. Looking forward to 2024, we believe that the drag of real estate on cement demand will be weakened, cement production may decline slightly, cement price center will move down under the pressure of overcapacity, and industry efficiency is hard to say optimistic.
2. Why is the price of cement in Guizhou pushed up "loud thunder and small rain"?
Last week, enterprises in Guiyang, Anshun, Qiannan, Qiandongnan and other regions of Guizhou Province notified a substantial increase in cement prices by 60-100 yuan/ton, such a large increase is rare. The "price increase" is false and the "premium" is true. According to the investigation of China Cement Net, in this round of price promotion, the enterprises with better implementation of the previous price increase had a smaller increase in cement price, while the enterprises with lower cement price and poor implementation of the price increase had a "soaring" situation in this round of price promotion, with the highest increase of about 100 yuan/ton. By the end of the year, it may be true that some enterprises are forced by the pressure of operation and performance to adjust the cement price back to a relatively high local level.
The northern market is mostly in the state of off-peak kiln shutdown, coupled with the weather and other factors, the demand is in the traditional off-season, and the cement price is mainly stable; the southern region is affected by the weather, the market demand is low, and the sales volume is not good. Generally speaking, the market supply and demand are weak in the off-season, and the national cement price is stable. Construction in many places is basically over, demand is close to stagnation, and cement prices are expected to remain volatile and weak next week (12.25-12.29).
& lt; Today's Focus & gt;
Recently, new progress has been made in photovoltaic power generation projects of Jidong Cement, Huarun Cement and Shangfeng Cement, including the successful grid-connection of 2m W photovoltaic project of Jidong Cement Zanhuang Company, the start-up of Midu Cement Plant of Huarun Electric Power and Hepu Cement Distributed Photovoltaic Project, and the construction of photovoltaic power generation projects. And Tongling Shangfeng Phase II 4MW photovoltaic power generation project was successfully connected to the grid.
of typical application cases of advanced computing in 2023. On December 22, the General Office of the Ministry of Industry and Information Technology issued a notice on the list of typical application cases of advanced computing in 2023. Among them, the industrial brain of cement production of Tianrui Group Information Technology Co., Ltd. was selected as the list of typical application cases of advanced computing in the field of industrial brain in 2023.
On December 21, the Department of Ecology and Environment of Hubei Province issued a public announcement on the list of A-level, B-level and leading enterprises in the first batch of key industries with heavy pollution weather in Hubei Province in 2023. Among them, 34 enterprises, 1 A-level enterprise, 6 B-level enterprises and 27 performance-leading enterprises were listed in the cement industry.
4. Alpha Smith mining cement business split
recently, Alpha Smith Cement (Beijing) Co., Ltd. issued a statement that in January 2023, Alpha Smith Group announced a PURE PLAY strategic plan to split its mining and cement business segments. All AFS China cement operations (including all related employees, assets, contracts, etc.) will be transferred from AFS Trading (Beijing) Co., Ltd. and AFS Machinery (Qingdao) Co., Ltd. to AFS Cement (Beijing) Co., Ltd.
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