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1. Cement prices in many markets in Fujian fell after rising (click the title to view the full text).
After some major manufacturers in Fujian pushed up the cement price by 30 yuan/ton at the beginning of the month, the transaction prices in Fuzhou, Ningde and Nanping markets have basically fallen back to the level before the rise. Among them, the quotations of some enterprises in Xiamen, Zhangzhou and other places in southern Fujian are still strong, and the actual implementation range may be narrowed. 2
, and the price of bagged cement was temporarily stable. At present, the overall market demand is weak, the shipment of enterprises is about 60%, and the high inventory is under pressure. This increase may have the effect of calling for a rise and stopping a fall, and the actual implementation remains to be observed.
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 weak, and the decline in the north was significantly expanded. Overall, the market sentiment is relatively low, and the market is still bottoming out. Regionally, most of the large regions closed down last Saturday.
& lt; Today's Focus & gt;
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 held in Zhengzhou, Henan Province. Qiao Longde, former president of
China Building Materials Federation, made a report on "Creating a New Pattern of Development and Governance with New Thinking in the New Era". He said that there are some problems in the current cement industry, such as confusion in development, lack of governance and decline in economic benefits, and put forward four new patterns for the cement industry at this stage.
2. Red Lion, Tianrui, Jinfeng and Huaxin were listed as the top
500 private enterprises in China in 2023. On September 12, the All-China Federation of Industry and Commerce released the list of "Top 500 Private Enterprises in China in 2023" and the "Research and Analysis Report of Top 500 Private Enterprises in China in 2023". Among them, Hongshi Holding Group Co., Ltd., Tianrui Group Co., Ltd., Jiangsu Jinfeng Cement Group Co., Ltd. and Huaxin Cement Co., Ltd. ranked 160, 181, 275 and 445 respectively. In addition, Dongfang Hope Group Co., Ltd., which includes cement business, ranks 35th.
From September 1 to 8, the Environmental Resources Department of the National Development and Reform Commission interviewed the responsible comrades of the Development and Reform Commission of Hubei, Shaanxi, Gansu and Qinghai provinces on the lagging progress of the "14th Five-Year Plan" energy-saving target. The interview pointed out that the reduction of energy consumption intensity is a binding target of the Outline of the 14th Five-Year Plan, and the established objectives and tasks must be accomplished. In the first two years of the 14th Five-Year Plan, energy consumption in Hubei, Shaanxi, Gansu, Qinghai and other regions increased rapidly, while energy efficiency improved slowly . After deducting the consumption of raw materials and renewable energy, the decline in energy intensity still lagged behind the target progress requirements of the 14th Five-Year Plan, and some regions even rose instead of falling. The situation of energy conservation is very serious because of the lax review of energy conservation in relevant areas, the fatigue of high energy consumption, high emission and low level project management.
4. Involving 145! Another major cement province announced the detailed list
of cement grinding enterprises in 2022. On September 11, the Shanxi Provincial Office of Industry and Information Technology released the list of production lines of independent grinding stations in Shanxi Province (as of December 2022). There are 89 independent grinding enterprises in the province, with a total capacity of 58.38 million tons per year. There are 56 non-independent grinding enterprises, with a total capacity of 70.221 million tons per year. Independent grinding enterprises include three projects under construction, two reconstruction projects, two new enterprises, three enterprises'clinker production capacity transfer to independent grinding stations, and six enterprises' production lines shutdown.
5. Talking about Cement Industry | Gao Changming: Major Historical Responsibilities and Obligations
of Cement Industry under the Background of "Double Carbon" Gao Changming, Senior Consultant of China Cement Network, made a report on "Major Historical Responsibilities and Obligations of Cement Industry under the Background of" Double Carbon ". He said that the cement industry must go hand in hand to fulfill its major historical responsibilities and obligations through the two major transformations of carbon emissions and carbon reduction roles.
He also proposed five effective ways to reduce carbon emissions in the cement industry, namely, the process carbon emissions of cement, the combustion carbon emissions of cement, the electricity consumption carbon emissions of cement, the carbon sink function of cement structures and cement products, and the adoption of a round and bottom-up approach. He said that China's cement industry has a solid foundation in these five carbon reduction technology paths, as long as the scientific deployment is appropriate, the cement industry in 2050 to achieve carbon neutrality is a big probability event.
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