First, this week's cement industry chain index showed
that on Friday, the national cement price index was 132.55 points, down 1.81% annually and 19.89% year-on-year; The clinker price index was 145.14 points, with a month-on-month decrease of 0.30% and a year-on-year decrease of 12.77%; the price difference index of cement and coal was 120.25 points, with a month-on-month decrease of 2.35% and a year-on-year decrease of 20.22%; the glass price index was 154.34 points, with a month-on-month increase of 1.19% and a year-on-year increase of 15.30%; The concrete index was 138.04 points, with a month-on-month decrease of 0.50% and a year-on-year decrease of 7.49%; the rebar price index was 148.20 points, with a month-on-month decrease of 1.11% and a year-on-year decrease of 26.01%; the gravel price index was 87.35 points, with a month-on-month increase of 0.38% and a year-on-year decrease of 8.12%; The price index of machine-made sand was 93.12 points, down 0.21% on a month-on-month basis and 7.39% on a year-on-year basis; the price index of mineral powder was 73.87 points, down 0.42% on a month-on-month basis and 12.91% on a year-on-year basis; The price index of mortar was 95.49 points, flat on a month-on-month basis and down on a year-on-year basis. 3
. 2. Cement industry dynamics
this week 1. "Liaoning Province Carbon Peak Implementation Plan" was released! The building materials industry is required to strictly implement the capacity replacement policy, establish a normal mechanism for off-peak cement production, focus on the development of alternative technologies for non-carbonate calcareous raw materials, and promote the co-disposal of domestic waste in cement kilns.
2. China Building Materials, Conch and BBMG were selected as the "Top 500 Chinese Brand Value List in 2023"! In the cement-related industries, CNBM ranked 47th in the list with a brand value of 63.892 billion yuan, one place higher than previous year; Conch Cement ranked 262.3
, and the kiln was shut down for at least 130 days! There are more than 100 cement clinker production lines in this province! Among them, 45 days in the first quarter, 30 days in the second quarter, 40 days in the third quarter and 15 days in the fourth quarter.
Three, sand and gravel aggregate industry this week dynamic
1, 1 billion 640 million yuan! The proposed transfer period is 30 years, and the production scale is 9.5 million tons/year, which will eventually be controlled by Weihui Xintou Mineral Resources Co., Ltd. 16. Weihui Xintou Mineral Resources Co., Ltd. is wholly owned by a subsidiary company of Xinxiang Investment Group Co., Ltd.
25 million tons/year! The mine is located in Chenjiawan, Hanzeng Town, Jiangyou City, Mianyang City. The mining mineral is limestone, the available resources are 33000 tons of 12416, the designed production scale is 5 million tons per year, and the transfer period is 20 years. It is the first "net ore" transfer mining right in Mianyang City in 2023. Finally, Mianyang Tianhui Mining Co., Ltd., a local private enterprise, made a
dynamic comment on
the concrete industry this week. 1. Guangdong Province increased the promotion
of prefabricated building concrete structure on May 8. Guangdong Development and Reform Commission and other 10 departments issued the Implementation Plan for the Comprehensive Implementation of Cleaner Production in Guangdong Province (2023-2025). The plan proposes to focus on building materials and other characteristic industries, guide enterprises to implement green transformation at the international advanced level, carry out in-depth diagnosis of energy conservation and emission reduction, establish advanced and backward lists of energy efficiency and pollutant emissions, systematically promote energy-saving transformation and upgrading and in-depth treatment of pollutants, and improve the green level of production technology and technical equipment. Promote green construction in an all-round way, accelerate the industrialization of construction, vigorously develop prefabricated buildings, promote steel structure housing, and carry out prefabricated decoration pilot projects. By 2025, the proportion of green buildings in new buildings in cities and towns in the province will strive to reach 100%, and the proportion of prefabricated buildings in new buildings in cities and towns will reach 30%. From
January to March
2023, the cumulative output of commercial concrete decreased by 2.9%, the cumulative output of concrete drainage pipes decreased by 9.2%, and the cumulative output of concrete pressure pipes increased by 22.5%. The accumulative output of concrete poles decreased by 10.4% year on year; the accumulative output of precast concrete piles increased by 3. The main business income of concrete and cement products industry above designated size decreased by 12.1% year on year, 2.9 percentage points less than previous month; The total profit decreased by 29.51% compared with the same period last year, and decreased by
0.3 compared with the previous month. The first floor of Qingshan Tunnel of Yilu Expressway began to be poured
on May 8. The first floor of Qingshan Tunnel, which was constructed by YL-YZ4 Project Department of Yilu Expressway of the Fourth Bureau of China Railway, began to be poured. It marks that the project has entered the main structure construction stage in an all-round way. Yilu Expressway Shanghai-Shaanxi Expressway to the North Embankment of the Yangtze River starts from the north side of Tongshan Hub of Shanghai-Shaanxi Expressway, crosses Ningqi Railway and 328 National Highway continuously, crosses Yizheng Chemical Industry Park by tunnel, crosses 356 Provincial Highway, ends at the North Embankment of the Yangtze River, and connects with the Longtan Yangtze River Bridge under construction. The total length of the line is 12. The Qingshan Tunnel constructed by China Railway No.4 Engineering Group Co., Ltd. is the only underpass tunnel in the whole line. The total length of the line is 1778 m, and the design speed is 100 km/H. The open-cut construction method is adopted. The bottom slab poured this time is 40 m long, 35.1 m wide and 1.3 m thick.
This week
, the national concrete price index closed at 138.73 points, down 0.50% from the previous month and 7% from the previous year. Regionally, concrete prices in Zhejiang and Guangdong local markets fell by 10-20 yuan per square meter. Concrete prices in Jiangxi, Guangxi, Hainan, Henan, Shanxi, Hunan, Hebei, Shandong and Hubei fell by 5-10 yuan per square meter, while concrete prices in other provinces and cities in China continued to run smoothly. In
the next ten days, the cumulative precipitation in southern Jianghuai, northeastern and western Jiangnan, most parts of Guangdong and Guangxi, southern and northwestern Yunnan, southeastern Xizang and Eastern Northeast China will be 40-60 mm. Parts of central and southern Guangdong and Guangxi, southern Yunnan, and southeastern Xizang have 70-120 millimeters, and locally more than 200 millimeters; the accumulated precipitation in northern Xinjiang, northeastern Inner Mongolia, eastern and northeastern North China, and southeastern Northwest China has 10-30 millimeters, and locally more than 40 millimeters. Compared with the same period of normal years, the precipitation in southern Yunnan, western Guangdong, southeastern Xizang and southern Northeast China is 5-80% more, more than twice as much locally, and less in most other parts of China.
To sum up, the local precipitation in the south next week is still on the high side, which will continue to affect the downstream construction intensity. At present, the shortage of funds in real estate enterprises is still prominent, the project repayment can not be guaranteed, the order volume of concrete in real estate is significantly lower than same period in previous years, and the overall market shipments remain at a low level. At the same time, the upstream cement price is still facing downward pressure, and the cost support is relatively weak. On the whole, the concrete market will be weak next week, and the quotation of enterprises will fall steadily.
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