投资超3000亿!全球最长隧道开始勘察!水泥需求获支撑

2023-09-02 13:34:16

近日,国家海事局官网发布《关于划定渤海海峡跨海通道工程勘察作业临时安全作业区的航行通告》,在渤海海域划定工程勘察临时安全作业区,船舶进行地质勘察作业。这是继2022年8月首次发布后,官方再次发布工程勘察通告。

近日,国家海事局官网发布《关于划定渤海海峡跨海通道工程勘察作业临时安全作业区的航行通告》,在渤海海域划定工程勘察临时安全作业区,船舶进行地质勘察作业。这是继2022年8月首次发布后,官方再次发布工程勘察通告。

随着渤海海峡跨海通道建设有关工作进入新阶段,研究新成果《渤海海峡跨海通道与国家区域发展战略研究》也受到广泛关注。该研究是课题组在前期研究基础上,积极服务国家重大战略,将跨海通道建设和区域发展战略紧密结合,聚焦东北亚及“一带一路”沿线通道建设、环渤海区域协调发展、东北老工业基地振兴以及辽宁和山东两大半岛区域可持续发展等而开展的一项前瞻性、战略性、系统性研究。专家认为,跨海通道工程的建设,将带来两端山东、东北城市经济联系的增强,有望形成新兴的跨海城市群,促进海峡南北两岸区域全面协调一体化发展,形成三个层次的“哑铃”结构,改变我国的区域经济版图。

渤海海峡跨海通道研究,是面向 21世纪中国东部沿海地区乃至全国经济社会发展而提出的一项重大而深远的研究课题。其基本设想是利用渤海海峡的有利地理条件,从山东蓬莱经长山列岛至辽宁旅顺,以跨海桥梁、海底隧道或桥梁隧道结合的方式,建设跨越渤海海峡的直达快捷通道,将有缺口的C形交通变成四通八达的Φ形交通,化天堑为通途,进而形成纵贯我国南北从黑龙江到海南十一省(市、自治区)长达5700余千米的东部公路、铁路交通大动脉。

从初步研究方案来看,这条跨海通道长度约125公里,预估总投资或超3000亿,具体采用桥梁还是隧道未定,但从各大媒体的报道来看,会是桥梁与隧道兼顾,更是会成为人类历史上建设的最长距离跨海工程。业内预计,该项目启动之后将会极大程度的拉动国内水泥需求。

All can be viewed after purchase
Correlation

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

Faced with the adverse effects of the deep adjustment of real estate and the slowdown of infrastructure investment, the company will adhere to the principle of "market, resources and returns" and enhance market control to promote high-quality M & a projects in areas with low industry concentration and blank markets.

2024-09-13 15:27:16

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

The company will pay close attention to the macroeconomic situation and industrial policies, optimize the strategic layout, promote the "vertical integration" expansion of the industrial chain, and build the ecological chain of the building materials industry. The company will deepen its main business, widely use digital intelligence technology and green technology, and promote the optimization and upgrading of the cement industry chain; Expand the industrial layout to promote the healthy development of the industry from the strategic height, expand the layout of the commercial concrete industry around the core areas, and further enhance the market influence and discourse power; precisely supplement the chain, combine the company's resource endowment, Industrial base, cultivate related diversified industries, and cultivate the second growth curve.

2024-08-28 11:00:03

Influenced by factors such as the continuous bottoming of real estate investment, the slowdown of infrastructure investment and the increase of seasonal rainfall in Jiangxi and the surrounding areas, the demand for cement in the market areas covered by Evergreen continued to be weak, the contradiction between supply and demand intensified competition, and the low price led to the continuous decline of industry efficiency. According to the Evergreen Announcement, through the organic combination of resource orientation and market regional characteristics, the company has achieved the integration of upstream and downstream development of the industrial chain.

2024-08-28 10:46:16

In the first half of the year, Tianshan's revenue was 39.699 billion yuan, down 25.72%, with a net loss of 3.414 billion yuan. The main reason for the decline in performance was the sharp drop in cement demand and the decline in gross profit margin caused by the price drop exceeding the cost drop.

2024-08-27 11:52:21

Tianshan shares in the evening of August 26th issued 2024 semi-annual report, the company achieved operating income of 39.699 billion yuan in the first half of the year, down 25.72%; net loss of 3.414 billion yuan, profit to loss; basic earnings per share -0.394 yuan. During the reporting period, due to the continuous decline in real estate investment and insufficient funds for infrastructure projects, the demand for cement declined significantly. Although the year-on-year decline in coal prices led to a significant reduction in costs, due to the continued low price, the year-on-year decline was greater than cost decline, the gross profit margin declined year-on-year, and the benefits declined significantly year-on-year.

2024-08-27 09:14:28

During the reporting period, real estate investment continued to decline and infrastructure investment slowed down, which directly affected the demand for cement, and this trend became more obvious after the Spring Festival, resulting in a continuous decline in the demand for cement. During the reporting period, the company's cement sales decreased by 577900 tons, and the average price of cement decreased by 45.03 yuan, or 17.26%. During the reporting period, the company suspended the production of high-cost Strait Cement and reduced the marketing scale of Jinyinhu Cement, which had a positive impact on the year-on-year loss reduction.

2024-08-26 10:40:10

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

Since the beginning of this year, enterprises around the country have generally increased their efforts to stagger the peak, but it is still not enough to reverse the imbalance between supply and demand. In the future, the cement industry may face a severe test.

2024-08-05 13:48:41

According to the China Cement Network Market Data Center, the shutdown of kilns in Liaoning, Northeast China, was extended to 20 days in August, the overall price was high and stable, the demand performance was not good, and the momentum to push up again was insufficient.

2024-08-02 17:28:08

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the market data of China Cement Network, affected by the high temperature weather and rainy season, the demand performance of Beijing-Tianjin-Hebei region is flat and the price is weak.

2024-08-02 17:12:52

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the data center of China Cement Market, due to the low ex-factory prices in various regions, some regions began to resume pricing this week.

2024-08-02 16:30:32

The future demand for cement depends on the construction progress of new projects and continued projects. It is expected that cement demand will be difficult to improve in the future, and enterprises should reduce demand expectations in order to cope with the downward trend and develop rapidly.

2024-08-02 10:18:05

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.

2024-07-26 17:06:09

According to the data center of China Cement Market, the intensity of peak staggering has been increased, and the price of cement in Yunnan-Guizhou region has been raised by 30-100 yuan/ton, and the implementation remains to be observed. Cement prices in some markets in Sichuan and Chongqing have dropped by 30-50 yuan/ton.

2024-07-26 16:56:03

From the perspective of various factors, the cement industry was flat in the first half of the year, and in the second half of the year, under the stimulation of the steady growth policy, the physical workload of the project landing was expected to increase.

2024-07-25 10:00:09

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

In the first half of this year, due to the continuous decline in real estate investment, the slowdown in infrastructure investment and the impact of rainy weather, the downstream demand of the cement industry was insufficient, the contradiction between supply and demand intensified, and the sales volume and price of the company's products declined year on year, resulting in a decline in operating income and profits.

2024-07-11 14:22:17

According to the research and statistics of the People's Bank of China, according to the issuance plans announced by various places, the issuance scale of new local bonds in the third quarter was as high as 1966.9 billion yuan, an increase of 605.3 billion yuan over the same period last year; plus the maturity scale of 1067.6 billion yuan of local bonds, it is expected that in the third quarter

2024-07-10 14:08:28

In the second quarter, especially since June, the cement market demand is gradually recovering, the cement price in some regions has improved significantly, and the performance of Jidong Cement is expected to be restored with the recovery of the industry.

2024-07-09 11:06:30

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

Listen to the singing of new willow branches, "old trees" blossom and "flowers" are more red. We believe that this cement production enterprise with a glorious history of more than 50 years will create a more brilliant future in the new journey of pursuing high-quality development.

2024-07-02 10:10:04

There is little hope that the demand for cement on the real estate side will recover, and infrastructure will remain the "biggest reliance" for cement demand for a long time to come. If the demand for cement at the infrastructure end can not play a supporting role, or even decline by a large margin, the cement supply side will drive the cement to rise.

2024-07-01 12:02:26

According to the data center of China Cement Network, the cost of cement production has risen, and the price of cement in Dali and Lijiang areas of Yunnan has risen again by 30 yuan/ton. The market demand in Sichuan and Chongqing is weak, and local cement prices have fallen.

2024-06-28 17:06:31

Following the increase of cement price by 50 yuan/ton at the end of May, leading enterprises in Dali and Lijiang areas of Yunnan continued to notify the increase of cement price by 50 yuan/ton from June 25.

2024-06-26 16:51:15

The contradiction between supply and demand intensifies, and the price prospect of natural sand is worrying.

2024-06-26 15:22:12

Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.

2024-06-26 10:23:37

It is estimated that the profit of the cement industry in the first half of the year will be about 3.5 billion yuan (about 16.5 billion yuan last year), down about 76% from the same period last year.

2024-06-18 14:30:41

According to China Cement Network Market Data Center, driven by factors such as kiln shutdown and the implementation of the new national standard, the price of cement in Guangxi Province has risen by 30 yuan/ton, and the implementation remains to be observed. The Guangdong market is tepid, and the quotation is temporarily stable. After the market of the two lakes rose, the implementation was not good.

2024-06-07 16:54:49

What are the outstanding contradictions and deep-seated problems in the field of tendering and bidding at present? How to crack it from the institutional level? The reporter interviewed the responsible comrades of the Law Department of the National Development and Reform Commission.

2024-06-04 11:06:51

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

According to the incomplete statistics of China Cement Network, there are about 24 companies with aggregate business in A-share motherboard and Hong Kong listed companies, of which 16 listed companies disclose specific aggregate income..

2024-05-28 16:59:57

According to the environmental impact report of the project, the overall relocation and technical transformation project of Fenyi Conch 4500 t/d cement clinker production line from the city to the park is located in the digital building materials industrial park of Fenyi Industrial Park, Xinyu City. It is a relocation project to build a 4500 t/d new dry process cement clinker production line and a 7.5MW waste heat power generation system. Supporting construction of cement grinding production line and material storage and transportation projects.