< Market Overview & gt;
1. The "Guangdong Campaign" is about to start! The price war
in Guangdong market is about to start, China Resources Cement has taken the lead in reducing the price by 20 yuan/ton, Conch Cement will follow up the downward adjustment, the "shopping" of both sides is about to be staged, and other cement enterprises in the region are also difficult to stand alone, with a high probability of follow-up. A "melee" is about to begin. 2
. Prices of cement enterprises along the Yangtze River are generally pushed up!
On September 18, the price of clinker along the Yangtze River in Anhui rose by 20 yuan/ton. From 18-19, some major manufacturers in Hefei, Chaohu, Chuzhou, Chizhou, Xuancheng and other places began to try to raise the price of cement by 20 yuan/ton.
3. National average price of P.O42.5 bulk cement (9.16-9.22)
According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 319.88 yuan/ton, up 0.36% from the previous month. Among them, Henan led the rise, up 11.92% annually, followed by Shanghai, Jiangsu, Zhejiang and Anhui.
<; Today's Focus >;
on September 22, China Resources Cement Holdings (01313. The Board proposes to change the English name of the Company from "China Resources CementHoldings Limited" "to" China Resources Building Materials Technology ". Holdings Limited "and the dual foreign Chinese name of the Company was changed from" China Resources Cement Holdings Limited "to" China Resources Building Material Technology Holdings Limited ". The Board is of the view that "cement" can no longer fully cover the type of business of the Group. By changing the company name, the business scope will be consistent with the name of the company, which will accurately interpret the positioning of the Company and better respond to the corporate vision. 2.3
On September 22, Hunan Provincial Department of Ecology and Environment issued the "Announcement on the Evaluation Results of A-level and B-level Enterprises for Emergency Emission Reduction of Heavily Polluted Weather in Hunan Province", which shows that in order to actively respond to heavily polluted weather, precise pollution control, scientific pollution control and law control are further highlighted. According to the requirements of the Technical Guidelines for the Formulation of Emergency Emission Reduction Measures for Key Industries in Heavily Polluted Weather (Revised Edition 2020) (No.340 of the Atmospheric Letter of the Environmental Office), through enterprise declaration, preliminary evaluation at the municipal level, public announcement and provincial evaluation, the ecological environment department has approved three new A-level enterprises and six B-level enterprises in this round. A total of 4 A-level enterprises and 8 B-level enterprises have been assessed in key industries in the province. Enterprises rated as A-level and performance-leading enterprises can take emission reduction measures independently and reduce the frequency of supervision and inspection in case of heavy pollution weather emergency.
. Due to the increase in rainfall, the navigation capacity of the Xijiang River has been enhanced, the cement transported from Guangxi to the Pearl River Delta regional market through the Xijiang River has increased, and the impact of external cement has increased. Cement prices continue to fall. The next fourth quarter is the traditional peak season for cement sales in the southern region, and we predict that the cement sales situation will be improved.
of September 20, the 4000t/d clinker cement production line of Xigaze Yaqu New Building Materials Co., Ltd. was certified by Guinness World Records as "the highest altitude cement production line", with an altitude of 4251.951 meters.
on Public Solicitation of Opinions on the Action Plan for Comprehensive Air Pollution Control in Beijing-Tianjin-Hebei and Surrounding Areas and Fenwei Plain in Autumn and Winter 2023-2024 (Draft for Opinions) to Promote Ultra-low Emission Renovation Projects in Iron and Steel, Cement and Coking Industries with High Quality. Enterprises should choose mature and applicable technical routes according to factory conditions, strictly control the quality of the project, strengthen operation management, and ensure that the whole process and the whole link meet the ultra-low emission requirements.