< Market Overview & gt;
1. Up to 70 yuan/ton! Can many attempts to push up cement prices be successfully implemented? (Click on the title to view the full text)
In the first ten days of September, although the demand in many places was better than that at the end of August, the degree of recovery was extremely limited and had not yet reached the level of the same period. The overall situation was still relatively weak, and the decline in the north was significantly expanded. Overall, the market sentiment is relatively low, and the market is still bottoming out. Market outlook forecast: the recovery of terminal demand is limited, the market sentiment is relatively low, the price rise is difficult, and it is expected that the cement price will continue to be weak this week. 2
. National average price of P.O42.5 bulk cement (9.2-9.8) According to
the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 320.12 yuan/ton, down 2.39% from the previous month, with Fujian leading the rise. Ring up 9.02%, Henan fell the most, down 10.10%.
. According to the data center of China Cement Market, the market demand in East China is still weak and the inventory is relatively high. Recently, the price of clinker in the Yangtze River Delta region has dropped by 10-20 yuan/ton. In terms of cement prices, except for Bengbu, Fuyang and Huainan markets in northern Anhui, which pushed up by 20 yuan/ton, the quotations in other areas were basically running smoothly, among which the implementation of cement prices in Fujian was generally unsatisfactory.
< Today's Focus >
1. Attention! Hebei Cement Staggered Peak Rules Changed
On September 6, the 2023-2024 Annual Cement Staggered Peak Production Policy Publicity Training Meeting of Hebei Province was held in the form of video in Hebei Building Materials Industry Association. If the environmental performance of 4000t/d and above enterprises reaches Grade A Standard for Environmental Performance of Key Industries in Hebei Province (Trial) by the end of 2023, the number of days of kiln shutdown will be reduced by 50 days in the heating season (decreasing annually thereafter). If the existing A-level enterprises with environmental performance fail to meet the Standards by the end of 2023, they will still enjoy the original policy of reducing and exempting peak staggering for 20 days, and the state-level green factory enterprises will no longer enjoy the policy of reducing and exempting peak staggering.
of general manager of Jidong Cement On September 10, Jidong Cement announced that due to job adjustment, Mr. Li Yan applied to resign as director, general manager, member of the strategic committee of the board of directors and member of the nomination committee of the board of directors of the ninth board of directors of the company. No longer hold any position in the company. Mr. Li Yan has confirmed that he has no disagreement with the Company and the Board and there is no matter relating to his resignation that needs to be brought to the attention of the shareholders of the Company.
3. The latest progress of Qilian Mountain Restructuring Cement Assets is managed
by New Tianshan on September 8. Tianshan shares announced that Xinjiang Tianshan Cement Co., Ltd. intends to restructure its major assets in Gansu Qilian Mountain Cement Group Co., Ltd. 100% equity of Gansu Qilianshan Cement Group Co., Ltd. held by China Communications Construction Co., Ltd. and China Urban and Rural Holding Group Co., Ltd. after the replacement of entrusted assets.
4. Northeast-5000t/d clinker line project! The 5000t/d new dry process intelligent cement clinker production line project of Mudanjiang Linkou North Far East Cement Co., Ltd. is planned to be put into operation
in June next year. It is expected that the office building will be completed in October this year and the ground production line will be completed by the end of October. Install the main equipment to ensure that the project is fully completed and put into production before June 2024. The North Cement Clinker Production Line Project has been listed by CNBM as the only reserved new project in Northeast China during the "14th Five-Year Plan" period. After completion, it is estimated that the annual output of cement clinker will be 1.55 million tons.
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