Time flies forward, and 2023 is also the end of the year. For the cement industry, 2023 is destined to be an unforgettable year, half confused and half sad.
In this year, the market competition around the country intensified, and the price of cement fell again and again; the real estate continued to be depressed, and the demand for cement fell again and again; the volume and price fell, and the profit of the cement industry fell sharply year-on-year, and the income fell again and again.
At the same time, relevant policy documents such as ultra-low emission, carbon emission reduction and steady growth have been issued one after another, which has a great impact on the development of the cement industry. Some cement enterprises are also facing many challenges, continuing to lay out new energy and intelligent fields, and seeking "new opportunities" in the crisis.
The difficulty has not passed, but the future has come. Next, let's review the hot events in the cement industry in 2023, sum up the past and work hard to move forward.
Keyword 1: The price war
is filled with the smoke of gunpowder, and the price reduction of cement is becoming more and more intense
. In 2023, the overall trend of the national cement price fluctuated downward. According to the big data of China Cement Network, as of December 25, the national cement price index CEMPI has fallen 28 points from the beginning of the year, the national cement price has hit a new low in nearly five years, and the cement price in East China has returned to the level of 2009.
Even the hot areas in previous years have suffered from price disputes this year.
For example, at the end of September, the price war in Guangdong and Guangxi started, leading enterprises cut prices to grab the market "shopping", and more enterprises in Guangxi said that the Guangdong market was blocked, so they should try their best to grab the market share of Guangxi, not hesitate to "die"; For another example, the price war between several enterprises in the Fujian region has continued to spread. How can we have both fish and bear's paw in the https://price.ccement.com/pricenewslist-1-350000-0.? At present, the price of cement has reached a relatively low level, and it is worth paying attention to whether it will continue to bottom or reverse in 2024.
Key words two: bankruptcy
winter is coming? The People's Court of Weiyang District of
Xi'an City ruled that Shaanxi Qinling Cement Group Xi'an Co., Ltd. was bankrupt and the bankruptcy liquidation procedure was terminated; the People's Court of Yuzhong County of Gansu Province ruled that Gansu Gaoya Jincheng Cement Co., Ltd. was bankrupt; the Intermediate People's Court of Yunfu City of Guangdong Province ruled that Guangdong Yunfu Cement Plant was bankrupt; The People's Court of Huili City, Liangshan Yi Autonomous Prefecture, Sichuan Province, declared the bankruptcy of Liangshan Huili Chuancheng Cement Co., Ltd.
In addition to cement enterprises, the concrete and sand industries in the same industrial chain also felt a strong "chill" in 2023, and many enterprises faced a grim reality and had to go bankrupt. These include Weihai Huasen Concrete Co., Ltd., Beijing Chengwu Concrete Co., Ltd., Yangzhou Runcheng Concrete Co., Ltd., Chongqing Raymond Rock Sandstone Products, Hongshun Sandstone, Evergreen Sandstone and so on. Under
such circumstances, how can enterprises "survive" and laugh proudly?
The scope is expanding and the time is extending, but more and more people realize that with the intensification of the contradiction between supply and demand in recent years, the expected effect of peak staggering production is getting worse and worse.
From a certain point of view, when the market demand is still acceptable, peak staggering production not only enables the industry to enjoy a high profit period for several years, but also protects inefficient capacity to a certain extent, which plays a negative role in effectively resolving overcapacity and misses the "window" period of resolving serious overcapacity.
Especially in the current situation of downward demand and increasing contradiction between supply and demand, the "tacit understanding" of cement enterprises to implement peak staggering production is no longer, the situation of "face and heart discord" occurs from time to time, the role of peak staggering production on the supply side has been very limited, and the cement industry should be more aware that if it can not fundamentally solve the problem of serious overcapacity. "Staggered peak dependence" will only make the industry "incurable". On January 1,
2023, on the occasion of New Year's Day, the "2022 Top 100 List of China's Cement Clinker Production Capacity" was released as scheduled, which is the 19th consecutive year that China Cement Network has released the list. The top 10 of the list changed, with Red Lion Group, previously ranked sixth, overtaking China Resources Cement and months" in 2022. According to the list, China ranked first with 2.130 billion tons of cement production, India ranked second with 384 million tons, and Vietnam ranked first with 1.05 million tons
. China Cement Network Cement Big Data Research Institute released the list of the top ten cement clinker sales in China in 2022. CNBM, Conch Cement and Red Lion Group have 31660 in total sales volume respectively.
Keyword 5: Photovoltaic
Red Lion Becomes the Leading Cement Enterprise in Silicon Materials and Seizes the New Outlet
of Photovoltaic In 2023, in response to national requirements and industry demand, cement enterprises will accelerate the layout of silicon materials, photovoltaic and other fields. Actively expand the new energy track.
Red Lion Group has decided to build the future development strategy of "cement + polysilicon" dual main industry pattern. On March 22, Red Lion Group received formal approval from the State Administration of Market Supervision and Administration to acquire the controlling right of Asia Silicon Industry (Qinghai) Co., Ltd. After the completion of the transaction, Red Lion Group will hold more than 68% of the total equity of Asia Silicon Industry and become the controlling shareholder of Asia Silicon Industry.
As cement enterprises speed up the layout of silicon and photovoltaic projects, China Cement Network also timely launched the "Digital New Energy DNE", aiming to build a large data platform covering photovoltaic, hydrogen energy, energy storage and other new energy industries, to help the healthy and high-quality development of the industry.
On August 25, the Ministry of Industry and Information Technology and other eight departments issued the Work Program for Steady Growth of Building Materials Industry. The overall requirements, main objectives, work measures and safeguards for the steady growth of the building materials industry are fully deployed.
As the second largest sub-industry of the building materials industry, the stable operation of the cement manufacturing industry is crucial to the steady growth of the building materials industry. To achieve the goal of steady growth in the building materials industry, the cement industry must take the lead.
However, in 2023, the prosperity of the cement industry declined further, and the price of cement fell deeply. It is estimated that the total profit of the cement industry in 2023 will be around 31 billion yuan, with a year-on-year decline of more than half.
How to grow steadily?
Keyword 7: Personnel
China Cement Association, Tianshan Stock, China Resources Cement and other high-level changes
On September 19, the first president's office meeting of China Cement Association in 2023 was studied and proposed, and recommended by China National Building Material Group Co., Ltd. After fulfilling the relevant procedures stipulated in the Constitution of the Association, Comrade Xiao Jiaxiang was appointed Executive Chairman of China Cement Association.
In addition, on January 18, Wannianqing announced that Lin Rong would no longer serve as director, chairman and chairman of the strategic committee of the board of directors due to job transfer. The board of directors elected Chen Wensheng as the chairman of the ninth board of directors of the company and the chairman of the strategic committee of the board of directors. On the evening of
February 2, Western Cement announced that Dr. Ma Weiping had resigned as an executive director and president with effect from February 2, 2023 in order to devote more time to other personal commitments; Mr. Cao Jianshun had been appointed as an executive director and president with effect from February 2, 2023.
In April, China Resources Cement Holdings announced that since April 18, 2023, Ji Youhong will no longer serve as president, and Jing Shiqing will be appointed as president, executive director and member of the Strategic and Investment Committee. Ji Youhong continues to serve as chairman of the board of directors and executive director.
On July 21, Sinoma International held a cadre meeting. At the meeting, the relevant appointment and removal documents were read out. Comrade Yin Zhisong was the party secretary and chairman (legal representative) of Sinoma International, and Comrade Zhu Bing was the deputy party secretary and president of Sinoma International. On the evening of August
23, Tianshan Stock Company issued the Announcement on the Election of the Chairman, the Adjustment of the Members of the Special Committee of the Board of Directors and the Appointment of Senior Managers, saying that it agreed to elect Liu Yan as the Chairman of the Eighth Board of Directors of the Company.
On August 24, Jinyu Group announced the appointment of Mr. Gu Yu as general manager and Mr. Kong Qinghui as deputy general manager of the company. At the same time, Mr. Kong Qinghui ceased to be the assistant to the general manager of the Company. In the same period, Jinyu Group announced that Mr. Jiang Changlu resigned as deputy general manager of the company due to job changes.
On December 19, Gansu On November 15, Huang Runqiu, Minister of the Ministry of Ecology and Environment, chaired an executive meeting of the Ministry to consider and adopt in principle the Opinions on Promoting the Implementation of Ultra-low Emissions in the Cement Industry. On June 15, the Ministry of Ecology and Environment issued the Opinions on Promoting the Implementation of Ultra-low Emission in Cement Industry (Draft for Opinions), which mentioned that under the condition of 10% of the benchmark oxygen content, the hourly average emission concentrations of particulate matter, sulfur dioxide and nitrogen oxides in flue gas from cement kilns and waste heat utilization systems at kiln tail were not higher than 10, 35 and 50 mg/m3, respectively. It can be expected that the document "Opinions on Promoting the Implementation of Ultra-low Emission in Cement Industry" will be officially issued soon, and the work of ultra-low emission in cement industry will be carried out in an all-round way. In order to conform to the industry trend of ultra-low emission and green development, the "China Cement Industry Green Development Summit Forum and Ultra-clean Emission Technology Exchange Conference" sponsored by China Cement Network was held in time to promote technical exchanges, promote industry progress and make the green development of the cement industry to a higher level. In April, the Standardization Administration of the People's Republic of China, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other 11 departments jointly issued the Guidelines for the Construction of Carbon Peak and Carbon Neutralization Standard System, which proposed to focus on the basic general standards. As well as carbon emission reduction, carbon removal, carbon market and other development needs, the carbon peak carbon neutralization standard system has been basically established. In October, the Ministry of Ecology and Environment issued the Notice on Reporting and Verification of Greenhouse Gas Emissions of Enterprises in Some Key Industries from 2023 to 2025, which introduced in detail the formula for calculating carbon emissions from cement clinker production. In November, the National Development and Reform Commission issued the National Carbon Peak Pilot Construction Plan. On November 24, the National Development and Reform Commission and other departments jointly issued opinions on speeding up the establishment of a product carbon footprint management system, which will lead to "traceable" carbon emission accounting in the cement industry. With the continuous promotion of relevant policy documents, it is urgent for cement enterprises to accelerate the popularization and application of carbon reduction technology, establish a carbon emission management system and enhance the ability of carbon asset management. In order to actively respond to the national environmental protection policy and implement the concept of green and low-carbon development, on September 12, the "2023 Cement'Double Carbon 'Conference and the 10th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference" sponsored by China Cement Network was also held to help the cement industry move towards a low-carbon, more energy-saving and greener high-quality development. Keyword 10: GPTChatGPT opens a new era of AI and accelerates the intelligent upgrade of cement industry. As a hot entry throughout 2023, the emergence of ChatGPT shocked the world. It can be said that with the rapid development of science and technology and the advent of the era of intellectualization, all walks of life are facing tremendous changes. At the Fifth China Cement Intelligent Summit Forum held by China Cement Network, Xiao Jiaxiang, Executive Chairman of China Cement Association, said frankly that digital and intelligent transformation is an inevitable choice to promote new industrialization and achieve high-quality development of the industry. Driven by the new round of industrial transformation, the competition among enterprises is no longer a game of "force", and winning by "wisdom" is becoming a sharp weapon to change the fate of the industry. At present, China Building Materials, Conch Cement, China Resources Cement, Huaxin Cement, " At the same time, the cement network ChatCEM cement industry model is officially launched! Whether you like it or not, the era of artificial intelligence has come.
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