First, this week's cement industry chain index showed
that on Friday, the national cement price index was 136.28 points, down 0.44% annually and 19.92% year-on-year; The clinker price index was 140.66 points, with a month-on-month increase of 0.98% and a year-on-year decrease of 12.34%; the price difference index of cement and coal was 117.73 points, with a month-on-month increase of 1.43% and a year-on-year decrease of 26.62%; the glass price index was 116.65 points, with a month-on-month increase of 2.34% and a year-on-year decrease of 17.97%; The concrete index was 140.09 points, which was flat on a month-on-month basis and down 9.39% on a year-on-year basis; the rebar price index was 167.30 points, which was up 0.38% on a month-on-month basis and down 10.93% on a year-on-year basis; the gravel price index was 86.89 points, which was down 0.45% on a month-on-month basis and down 9.26% on a year-on-year basis; The price index of machine-made sand was 93.40 points, down 0.33% on a month-on-month basis and 7.29% on a year-on-year basis; the price index of mineral powder was 70.60 points, flat on a month-on-month basis and down 19.75% on a year-on-year basis; the price index of mortar was 95.62 points, flat on a month-on-month basis and down 5.2% on a year-on-year basis.
Cement Industry Trends
This Week 1. Conch Cement: The net profit in 2022 is expected to drop by 50% -58% compared with the same period last year!
On January 30, Conch Cement issued an annual performance forecast, the company expects a decline in performance from January to December 2022, and the net profit attributable to the owner of the parent company in 2022 is expected to be 13.973 billion yuan to 16.633 billion yuan, compared with the same period last year (statutory disclosure data). It will be reduced by 16.634 billion yuan to 19.294 billion yuan, a decrease of 50% to 58% over the same period last year.
2. Chongqing: support the merger and reorganization to withdraw from inefficient cement production capacity, and do not add independent cement grinding!
Chongqing Economic Information Commission, Development and Reform Commission and Bureau of Ecology and Environment recently jointly issued the "Implementation Plan of Carbon Peak in Chongqing Industrial Field". During the "14th Five-Year Plan" period, the cement clinker in the whole city did not exceed the scale of the "13th Five-Year Plan" period, and supported the gradual withdrawal of low-efficiency cement clinker production lines through market-oriented mergers and reorganizations. No new independent cement grinding capacity will be added.
3. Dismantling 2 cement clinker production lines in Xinjiang! The Office of Industry and Information Technology of
Xinjiang Uygur Autonomous Region issued a notice on the demolition of two cement clinker production lines for capacity replacement. Demolition of Cement Clinker Production Line for Capacity Replacement of Hetian Yaobai Cement Co., Ltd. and Demolition of Cement Clinker Production Line for Capacity Replacement of Hetian Luxin Building Materials Co., Ltd. According to the Notice, the two dismantled production lines are the 1500t/d production line of Hetian Luxin Building Materials Co., Ltd. and the 4500t/d production line of Hetian Yaobai Cement Co., Ltd.
Three, sand and gravel aggregate industry this week dynamic
1, annual output of 70 million tons! Construction of Hubei Qichun Sandstone Aggregate Project of China Power Construction Co., Ltd! On January 31,
2023, Hubei Province held the opening ceremony of major projects in the first quarter. Among them, Shiguchong Green Building Material Base Project in Qichun County, Hubei Province is the largest investment attraction project in the history of Qichun. The project is located at the junction of Liuhe, Shizi and Qingshi towns in the county, with a total investment of 14 billion yuan and a mining scale of 70 million tons per year. It is expected that the single line will be put into operation by the end of July 2024, and all the projects will be completed and the whole line will be put into operation in December 2024.
2. Annual output of 5 million tons! Hunan aggregate line officially started!
On January 31, the project of Cili Green Building Material Recycling Industrial Park, a Zhangjiajie in Hunan Province, was officially launched, and a new aggregate production line with an annual output of 5 million tons will be built, which is planned to be completed by the end of 2023. Located in Lingxi Town, Cili County, with a total investment of 900 million yuan, the project is one of the first batch of key start-up projects in Zhangjiajie City in 2023, invested and constructed by Hunan Runqi Chengxin Materials Co., Ltd.
4. Dynamic comments on
the concrete industry this week 1. Sanhe Pipe Pile issued a performance forecast
for 2022. Sanhe Pipe Pile issued a performance forecast for 2022. The report shows that the net profit attributable to shareholders of listed companies is 130 million to 170 million yuan, an increase of 66.06% to 117.15% over the same period last year; the net profit after deducting non-recurring gains and losses is 106 million to 154 million yuan, an increase of 104.23% to 196.71% over the same period last year. On January 31,
2023, Hainan Ruize New Building Materials Co., Ltd. issued a performance forecast for 2022. The report shows that the net profit of Hainan Ruize is expected to be negative during the reporting period, with a net profit loss of 360 million yuan to 540 million yuan attributable to shareholders of listed companies, and a net profit loss of 590 million yuan to 770 million yuan after deducting non-recurring gains and losses.
3. Chongqing Sifang New Material released the 2022 performance forecast
Chongqing Sifang New Material 2022 performance forecast. The report shows that the net profit attributable to shareholders of listed companies is expected to be-87.4836 million yuan to-0.74 million yuan 13065 in 2022. It is estimated that in 2022, the Company will realize an operating income of approximately RMB0.09 million 165453, representing a year-on-year change of 22.54%. The Company will realize a net profit attributable to the shareholders of the Company after deduction of non-recurring gains and losses of -93.8338 million to -140.1415 million. This
week, the national concrete price index closed at 140.09 points, which was flat compared with that before the Spring Festival, down 9.39% from the same period last year. Regionally, concrete prices in all provinces and cities in China remained stable. In
the next ten days, there will be 30-70 mm of precipitation in Jianghan, Jianghuai, south of the Yangtze River, south of central and southern China, Guizhou and southeast Xizang, and 80-130 mm in some areas; the accumulated precipitation in most of these areas is 40-70% more than that in the same period of the year, and more than twice as much locally; In addition, the cumulative precipitation in the eastern part of Northwest China and the western part of Huanghuai is 3-10 mm. In terms of temperature, the cold air force affecting China is relatively weak. The average temperature in the northern part of Northwest China, North China, the south-central part of Northeast China, Huanghuai, Jianghuai, the south-central part of the Yangtze River and the south-central part of the Yangtze River is 1 to 4 degrees higher than that in the same period of the year, while the temperature in the eastern part of the Xizang, the southern part of Qinghai, the western Sichuan Plateau and the northern part of Heilongjiang is 1 to 3 degrees lower.
To sum up, there will be overcast and rainy weather in the south next week, and the overall construction conditions are general. Workers will return to work one after another after the Lantern Festival, but the downstream construction projects are not expected to fully resume work until the middle and late February, and it is difficult for the market demand to increase significantly in the short term. At the same time, after the Spring Festival, the price of raw materials in the upstream is still mainly falling, and the cost-side support is fatigue. On the whole, the concrete market will be in the recovery stage after the festival next week, and the price of concrete will remain stable, with a slight reduction in some areas.
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