Outbreak! Over 30 Trillion Investment Announced! Cement enterprises seize the opportunity

2023-01-31 09:14:44

The Central Economic Work Conference emphasized expanding domestic demand and steady growth, and it is expected that infrastructure investment will remain one of the important grasps of steady growth in the first half of 2023, and the high boom in infrastructure investment is expected to continue.

According to the China Cement Network Market Center, market feedback shows that during the Spring Festival, some enterprises in the markets around Chaohu Lake stopped kilns at the wrong peak, and the inventory declined slightly. In addition, some major enterprises along the Yangtze River in Anhui have tried to raise the price of clinker by 10 yuan/ton since the 29th of the previous adjustment, the ex-factory quotation of clinker along the Yangtze River is about 290-300 yuan/ton.

In addition, in Guangxi, market feedback shows that the cost of cement production is still high, the Spring Festival holiday and the off-peak shutdown time are extended, and the inventory pressure of enterprises is not high. From January 29 to 30, some manufacturers in Nanning, Chongzuo, Baise, Yulin, Guigang, Guilin and other regions of Guangxi notified that most of the construction sites and mixing stations of bagged

At the same time, some cement enterprises in Tangshan , Hebei, issued a price increase notice, and the implementation remains to be observed.

starts construction intensively everywhere A new round of cement demand is about to start

. At the beginning of the Rabbit Year, major projects launched a "spring offensive". Henan Province, Shaanxi Province, Sichuan Province, Hunan Province, Guangdong Province and other places held intensive commencement ceremonies for major projects after the resumption of work during the Spring Festival, or issued plans for major projects in 2023, striving to achieve a "good start". The Central Economic Work Conference held at the end of

last year proposed that government investment and policy incentives should be used to effectively stimulate investment in the whole society, accelerate the implementation of the 14th Five-Year Plan major projects, and strengthen inter-regional infrastructure links.

According to incomplete statistics, the total amount involved in recent centralized start-up projects and planned investment projects has exceeded 3 billion yuan. With the successive landing of major projects, a new round of cement demand will also be formed. The People's Government of

Henan Province

issued the Policies and Measures for Vigorously Boosting Market Confidence and Promoting Economic Stability. We will sort out about 10000 major projects and strive to complete the investment of more than 2 trillion yuan in 2023.

On January 28, the seventh "three batches" project construction activities were held in Henan Province. All provincial municipalities, Jiyuan Demonstration Zone, Airport District and counties (cities and districts) hold "three batches" project construction activities simultaneously. According to statistics, 611 projects were signed in the province, with a total investment of 706 billion 900 million yuan; 1271 projects have been started. Total investment 1.

Shaanxi Province

a total investment of 564.6 billion yuan and an annual investment of 228.5 billion yuan. The centralized start-up projects include 493 collaborative innovation and development projects in Guanzhong, 146 transformation and sustainable development projects in northern Shaanxi, and 156 green cycle development projects in southern Shaanxi.

According to reports, Shaanxi plans 643 provincial key projects this year, with a total investment of about 2 trillion yuan and an annual investment of 481.8 billion yuan. Next, Shaanxi will establish and improve the rolling update mechanism of "four lists" of project planning, reserve, start-up and production, and accelerate the construction of a modern industrial system with outstanding competitive advantages.

On January 28, the Chengdu Municipal Government issued document No.1 of 2023, Chengdu Key Project Plan for 2023, which plans to list 900 key projects with a total investment of 24425 100 million yuan. Annual planned investment 35 11. Among them, the annual planned investment increased 36 compared with 2022.

Changsha, Hunan Province

: January 29, Changsha held a campaign to "fully implement the spirit of the 20th National Congress of the Communist Party of China and strive to implement the strategy of" strong provincial capital "to accelerate the centralized start-up of major projects for high-quality development in Changsha. There are 340 major projects with an investment of more than 50 million yuan, with a total planned investment of 195.1 billion yuan and an annual planned investment of 64 billion yuan.

Zhuzhou: On the morning of January 30, Zhuzhou City held the first quarter commencement activity of major projects in the "Year of Project Struggle" in 2023. A total of 103 projects were started, with a total investment of 22.76 billion yuan and an annual investment of 125.

Shaoyang: On January 29, Shaoyang City held a centralized start-up of key projects in 2023, with 106 key projects with a total investment of over 33.1 billion yuan , which set off a construction boom in the Spring Festival.

Guangdong

key industrial projects is the "strong engine" and "ballast stone" for stable investment to promote growth. This year, Guangdong will arrange 1530 provincial key projects throughout the year, with a total investment of about 8. Among them, there are 205 projects with a scale of more than 10 billion yuan and 152 projects with a scale of 5 billion to 10 billion yuan, including infrastructure projects, industrial projects and livelihood security projects. The list of major provincial-level projects in

Jiangsu Province

in 2023 identified 220 projects, with a total annual planned investment of 566.6 billion yuan , an increase of 7.6 billion yuan over the previous year. The General Office of the Zhejiang Provincial Government

of Zhejiang Province

recently issued the Implementation Plan for Major Projects of Expanding Effective Investment in Zhejiang Province in 2023. According to the Implementation Plan, about 1000 major projects will be promoted in 2023, with an investment of more than 1 trillion yuan planned to be completed. The first batch arranged 791 major projects in the province, with an annual planned investment of 833.7 billion yuan. The construction rate of new projects will reach 100% and the investment completion rate will exceed 100%. On the afternoon of January 28,

Fujian

Development and Reform Commission issued a notice on the issuance of the list of provincial key projects in 2023 (hereinafter referred to as the "Notice") on the website of Fujian Development and Reform Commission. 1580 provincial key projects were identified in 2023. Total investment 4.

Yunnan Province

Jiangxi Province

In 2023, Jiangxi will fully play the key role of investment." We will continue to fight the "project war" in six major areas, vigorously promote the "four key actions" of project construction, and initially plan to implement 3527 provincial large and medium-sized projects in 2023, with a total investment of 4.

Hubei Province

learned from the Wuhan Development and Reform Commission on January 28 that the list of 1154 major projects with more than 1 billion yuan in Wuhan in 2023 was released. Total investment 4. In accordance with the requirements of the work report of the Wuhan Municipal Government in 2023, the city will implement the "Year of Project Investment" campaign, do everything possible to expand effective investment and better play the role of "ballast stone" in investment. In the

list, major projects with more than 1 billion yuan are divided into five categories: completion, renewal, new construction, pre-construction and planning. There are 926 projects with 1 billion yuan to 5 billion yuan, 148 projects with 5 billion yuan to 10 billion yuan, 80 projects with more than 10 billion yuan, and 105 major projects are expected to be completed this year. On January 28,

Shandong Province

issued the "Three-year Action Plan for Deepening the Conversion of New and Old Kinetic Energy to Promote Green, Low Carbon and High Quality Development in Jinan City (2023-2025)" at the "Project Breakthrough Year" Mobilization Conference in Jinan City in 2023. The first batch of 1301 key projects in ten areas of Jinan in the next three years has been identified, with a total investment of more than 2. The Action Plan has refined the annual tasks, including 545 new projects in 2023, with a total investment of more than 660 billion yuan.

Guizhou Province

recently held a conference on the development and reform of Guizhou Province, which revealed that in 2023, Guizhou plans to promote the implementation of more than 4000 major projects in the province and complete investment of more than 800 billion yuan. We will unswervingly expand effective investment, optimize the investment structure, and maintain a reasonable growth in investment.

On January 28, the official website of the Anhui Provincial People's Government issued the Notice of the General Office of the Anhui Provincial People's Government on the Issuance of the Implementation Plan for Further Revitalizing Stock Assets and Expanding Effective Investment. It is clear that the integration of platform companies in cities and counties will be accelerated, and in principle , each city will build a comprehensive state-owned capital operation group with total assets of more than 50 billion yuan.

, in the first quarter of this year, 1017 projects have been started in the province, with a total investment of 706.91 billion yuan and an annual planned investment of 1956. Various departments around the province will enhance the sense of urgency of "fighting" and "grabbing", focus on key areas, strengthen project support, highlight the attraction of large and strong projects, and promote the rapid construction, completion and commissioning of projects. Strive for a "good start" in the first quarter. Infrastructure investment is expected to maintain a relatively rapid growth

in 2023. Looking ahead to 2023, industry insiders believe that the Central Economic Work Conference emphasizes expanding domestic demand and steady growth, and that infrastructure investment is expected to remain one of the important grasps of steady growth in the first half of 2023. The boom in infrastructure investment is expected to continue. The research report of

the Bank of China Research Institute predicts that in 2023, the government will continue to strengthen the reserve of infrastructure projects, expand the sources of funds by increasing financial support and using quasi-financial tools, promote the early start of infrastructure projects, the early use of special debt and other funds, and the investment in infrastructure is expected to maintain a relatively rapid growth. In terms of

capital, Guosheng Securities believes that policy-based financial instruments are expected to be further strengthened. It is expected that the new quota of special debt in 2023 will have limited room to rise, and the scale of policy-based financial instruments and policy-based loans in 2023 will continue to increase significantly compared with 2022, which is one of the main sources of funds to determine the flexibility of infrastructure investment in 2023.

Industry insiders said that large-scale project investment is bound to drive cement demand, benefit the release of regional production capacity, and stimulate cement prices to rise.

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The Central Economic Work Conference emphasized expanding domestic demand and steady growth, and it is expected that infrastructure investment will remain one of the important grasps of steady growth in the first half of 2023, and the high boom in infrastructure investment is expected to continue.

2023-01-31 09:14:44

The title is "Cement and Clinker Inventory Statistics". The statistics include the data of storage location (%), year-on-year storage location (percentage point) and month-on-month storage location (percentage point) of clinker and cement in different regions of the country on July 25. In terms of clinker, the data of different regions are different. The change value of year-on-year storage location in East China is considerable, and the change value of month-on-month storage location in Northeast China is relatively obvious. In terms of cement, the change value of year-on-year storage location in Southwest China is more prominent, and the change value of month-on-month storage location in Central and South China is relatively small.