< Market Overview & gt;
1. Cement prices in coastal areas of Zhejiang rose (click on the title to view the full text)
from 19 to 20, some major manufacturers in Zhejiang notified Taizhou, Wenzhou, Ningbo and other places to raise cement prices by 15-20 yuan/ton, of which the mainstream of high-standard bulk increased by 20 yuan/ton. So far, the price of cement in Zhejiang has basically completed a general rise. 2
. Cement prices in Henan continued to push up from 19
to 20, and some major manufacturers in Henan continued to try to push up the price of all kinds of cement by 30 yuan/ton. According to the current market situation, the terminal demand performance is general, and the specific implementation of the price increase remains to be observed.
& lt; Today's Focus & gt;
1. [Special Topic] Comprehensive Review of
the Interim Report of Listed Companies in the Cement Industry in 2023 In the first half of the year, the national cement output was 953 million tons, with a year-on-year decrease of 2.4%, and the output hit a new low since 2012. In terms of benefits, due to the deep decline in cement prices and the decline in demand, the benefits of the industry shrank sharply, with a total profit of 16.47 billion yuan in 2023, down 59.8% from the same period last year.
2. Talking about the cold and warm of cement | Xu Guisheng: Follow the conch and turn
around the conch Xu Guisheng said that the current situation of the cement industry is not optimistic, and the decline of cement prices is difficult to stop. Although the market is shrinking, stable expectations and steady growth are still the top priority of economic development in the next stage. It is the consensus of all parties to guide the real estate industry to achieve a "soft landing". With the support of various policies, the demand for cement will be restored to a certain extent.
On September 13, the Guizhou Provincial Office of Industry and Information Technology issued the Announcement on the Results of the First Batch of National Industrial Energy Conservation Supervision in 2023. The announcement showed that of the 92 cement enterprises, 7 were shut down or shut down, 36 failed to meet the energy consumption standards, and 9 could not be accounted for.
According to the statistics of China Cement Network, there are 80 cement clinker production lines in the announced clinker enterprises (excluding shutdown or shutdown), of which 47 production lines meet the energy efficiency standards, 20 production lines reach the energy efficiency benchmark level, and 33 production lines fail to meet the standards or can not be accounted for.
4. Conch, Huaxin and Red Lion "break through"!
At present, China's cement enterprises are mainly large enterprises going out. According to the 2022 overseas investment production list released by China Cement Network, the overseas investment assets of domestic cement enterprises will continue to grow in 2022, reaching 46.793 million tons. The top three are Conch Cement, Huaxin Cement and Red Lion Group.
. The company plans to invest in the construction of 2.2 million tons/year green building materials and supporting projects in Lingshan Luwu Lingang Industrial Park, with a total planned investment of about 500 million yuan and a planned plant area of about 150 mu. The project is planned once and implemented in two phases. After the project is completed, the annual industrial output value will be increased by about 800 million yuan, the tax revenue will be increased by about 28 million yuan, the employment will be increased and promoted by about 500 people, and the annual consumption of industrial waste residue will be about 600000 tons.
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