< Market Overview & gt;
1. Hebei Cement Market Price Dynamics on September 25 (Click the title to view the full text)
On September 25, the market demand in North China was strong, and the North China Cement Price Index was 115.74, up 1.28, up 1.12% from the previous month. Down 25.89% in the same period last year. At the same time, the average price of 42.5 bulk cement in Hebei P. O is 397.16 yuan/ton.
of Tianjin Cement Market on September 25 On September 25, the market demand in North China was strong. The price index of cement in North China was 115.74, up 1.28, up 1.12%, down 25.89% from the same period last year. At the same time, the average price of 42.5 bulk cement in Tianjin P. O is 380.83 yuan/ton.
<; Today's Focus >;
1. [Research] Summary of the latest research on concrete enterprises (09.25-09.26)
In September 2023, China Cement Network Big Data Research Institute conducted a telephone survey on some enterprises related to the concrete industry. At present, concrete enterprises generally hold a cautious and optimistic attitude, believing that with the release of favorable policies, the market will rebound in the short term. However, in the medium and long term, most concrete enterprises believe that market shrinkage is inevitable, and confidence is still insufficient.
2. The 7000t/d clinker production line project in the south of Yicheng was completed
on September 23, and the 2023 Chinese Peasant Harvest Festival and the 2nd Yixing Exi Culture and Art Festival were officially opened. As a major project at the municipal level, the project is constructed by Jiangsu Yicheng Southern Cement Co., Ltd. with a total investment of 1.8 billion yuan. According to the new requirements of the state for the development of the cement industry, the project carries out system integration and innovation from the aspects of optimization design, intelligent equipment upgrading, energy saving and emission reduction, and reaches the leading level of new cement production technology in China. The annual output value is 1.2 billion yuan.
3. Conch Cement: Reduce the cement clinker trading business
with relatively low gross profit margin Conch Cement said on the interactive platform for investors on September 25 that the coal used in the company's production is thermal coal. In 2022, the overall price of thermal coal showed a trend of high before and low after, and the annual average price rose year-on-year, maintaining a high overall level. And that production cost of the cement is increase. The main trading business carried out by the Company was profitable, but the overall gross profit margin was not high. Affected by the decline in cement market demand and the downturn in market conditions in the past two years, the Company optimized and adjusted the trading business structure, reducing the cement clinker trading business with relatively low gross profit margin.
4. Fujian Cement: It has obtained the production license
for nuclear power cement. On the evening of September 24, Fujian Cement disclosed the company's performance presentation. Fujian Cement said that in 2023, the company will continue to build three capabilities of "lowest system cost, leading regional market and innovation-driven development", and strive to achieve the company's business plan for 2023. At the same time, when investors asked whether the company had nuclear power cement, Fujian Cement said frankly that the company had obtained a nuclear power cement production license.
24, China Evergrande announced an inside story in Hong Kong stocks. China Evergrande said that in view of the ongoing investigation of its subsidiary Evergrande Real Estate Group, the group's current situation is unable to meet the qualifications for issuing new notes. On September 25, China Evergrande's share price plunged and closed down more than 25% in the afternoon. According to the Hurun Global Rich List 2023, Xu Jiayin is now worth only 20 billion yuan, ranking 1100th in the world, down 712 places from last year and more than 90% from two years ago. Just two years ago, in 2021, Xu Jiayin's net worth was as high as 204 billion yuan, ranking 50th in the world.
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