有力拉动水泥需求 1-8月公路水路交通固投2.02万亿

2023-10-07 10:05:09

基建投资是拉动水泥需求的关键因素,公路水路交通固定资产投资稳步增长,有利于水泥需求的支撑。

交通运输部消息,今年1-8月全国公路水路交通固定资产投资完成2.02万亿,同比增长8.0%;其中公路建设投资1.89万亿,同比增长6.9%;水运建设投资1261.84亿,同比增长26.5%(内河建设651.23亿,同比正在38.6%;沿海建设投资575.92亿,同比增长10.8%)。

基建投资是拉动水泥需求的关键因素,公路水路交通固定资产投资稳步增长,有利于水泥需求的支撑。

All can be viewed after purchase
Correlation

According to incomplete statistics, there are about 33 listed companies developing mixed business in A-share motherboard, Hong Kong stock and Taiwan stock, and 4 companies developing mixed business in the new third board. Among them, there are 11 companies with mixed business as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in 2024, the detailed analysis is as follows:

2025-05-16 16:28:05

Implementing urban renewal action is an important measure to promote the high-quality development of cities and continuously meet the people's needs for a better life. In order to continue to promote urban renewal, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-05-16 15:50:24

Zhou Yuxian said that cement workers have never been afraid of difficulties and obstacles. The more complex the situation is and the more arduous the task is, the more we should strive to break through difficulties, seek changes and open up new situations. Here are three suggestions to share with you.

2025-05-15 14:35:35

The Eighth Council of China Cement Association has completed its historical mission, and the Ninth Council will usher in a more mature, more perfect and more influential leadership team.

2025-05-15 09:25:19

Zhou Yuxian said in his speech that at present, China's cement industry is facing many challenges, such as overcapacity, insufficient demand and declining efficiency. The industry has entered a very critical stage of transformation and development. The total profit of the domestic cement industry in 2024 is less than 30 billion yuan, which is a huge gap compared with the data disclosed in the annual reports of foreign counterparts. Faced with the severe situation of the development of the industry, all members of the new Council will, in accordance with the excellent working style of the previous councils of the association, hold high the banner of the idea that the interests of the industry are higher than those of the enterprise, and that the interests of the enterprise are bred in the interests of the industry, continue to play a leading, coordinating and serving role, and unite the enterprises of the industry to take the initiative.

2025-05-14 18:49:56

This transaction will help the Group to lay the foundation and seize the opportunities in the cement industry in DRC.

2025-05-08 10:38:56

Aggregate gross margin level has shown a downward trend.

2025-05-07 17:28:35

The sustained development of supply-side policies is conducive to eliminating backward production capacity, optimizing production capacity structure and promoting the healthy development of the cement industry.

2025-05-07 16:59:26

The completion of the canal project will not only optimize the local access to the sea, but also promote industrial agglomeration, create more employment opportunities for local residents, reduce the demand for migrant workers, and promote the vigorous development of industrial parks in the region. It will even accelerate the transfer of coastal manufacturing industry to inland areas and add strong impetus to inland economic development. Economic development is the root cause of cement demand, and the economic development of cities along the line is expected to have a far-reaching impact on the future cement demand pattern. On the whole, the six major canals, which can be called the century's major projects, have the most direct impact on the cement industry, providing support for cement demand in the short term, and the more far-reaching impact lies in the improvement of transportation conditions.

2025-05-07 15:56:21

At present, the cement industry is facing severe challenges and changes. Market demand continues to be depressed, the problem of overcapacity is prominent, "price war" rises and falls one after another, and the profit margin of the industry is severely compressed. In this context, the focus of 2025 work of six cement industry giants, Conch, Tianshan, Jidong, Huaxin, Huarun and Shanshui, has attracted much attention. Their strategic layout and measures are not only related to their own survival and development, but also will profoundly affect the future trend of the entire cement industry.

2025-05-07 10:05:11

The price in the north is stable and the south is under pressure, and the disturbance of rainy season intensifies regional differentiation.

2025-04-30 17:14:46

In 2024, the photovoltaic business became one of the main businesses of Shijing Science and Technology, accounting for more than 31% of the operating income. In 2023, the first phase of the Anhui Xuancheng photovoltaic project invested by the company has been put into operation, and the second phase of the 9GW project, together with Jingke Energy, has invested 10 billion yuan in the construction of silicon wafer and cell projects in Ziyang, Sichuan. Compared with other battery manufacturers, the company's battery conversion efficiency is more than 26.5%, the product index is leading in the world, photovoltaic business has gradually become a new growth point of the new track, optimistic about the long-term development of Shijing Technology.

2025-04-29 16:44:09

The Company will continue to consolidate the foundation of governance, continue to standardize the governance mechanism, standardize the interests of the Company and its shareholders, guide small and medium investors to actively participate in the general meeting of shareholders, create convenient conditions for various investors to participate in the decision-making of major issues, and enhance the right of participation and sense of gain of investors.

2025-04-27 14:18:48

On April 25, the National Cement Price Index (CEMPI) closed at 125.55 points, down 0.22% month-on-month and up 16.52% year-on-year..

2025-04-25 16:56:49

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

How to meet the "new deal of carbon emissions"? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.

2025-04-24 09:24:04

Indonesia's cement industry aims to achieve sales growth in 2025, tackling the problem of low capacity utilization by consolidating exports and focusing on domestic projects. In 2024, domestic sales declined slightly, exports increased, and capacity utilization increased slightly, but did not reach the pre-epidemic level. Domestic sales are expected to grow with government projects in 2025. Demand in some markets has risen and fallen, and exports are dependent on traditional markets and are expected to be stable. The country will restrict new investment, and the Ministry of Industry will begin to identify products to reduce imports and enhance export potential.

2025-04-22 11:26:25

As the cement industry enters the peak season, the investment in infrastructure construction and the construction progress of key projects are accelerating, and some mixing stations will also increase the purchase of cement to cope with the upcoming peak season of cement, which will become the main driving force for cement demand. The further downward space of cement prices is limited, and it is expected that the cement market prices in the province will stop falling and stabilize in April.

2025-04-21 10:00:44

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

According to the China Cement Network Market Data Center news, inventory has rebounded slightly, coupled with the impact of low prices of some enterprises, cement prices in many markets in the Yangtze River Delta in East China have fallen steadily. Cement prices in Fujian fell slightly by about 10 yuan/ton.

2025-04-18 16:51:01

On April 18, the National Cement Price Index (CEMPI) closed at 125.83 points, down 0.24% annually and up 16.43% year-on-year.

2025-04-18 15:09:05

In Li Kunming's view, with the strengthening of self-discipline and off-peak production of cement enterprises, it is expected that the market will return to normalization in 2025, and the fluctuation space will be narrowed, showing the operation characteristics of "rising with a top and falling with a limit".

2025-04-18 10:47:57

"The formal incorporation of the cement industry into the national carbon market is of great positive significance for speeding up the removal of inefficient production capacity and promoting the high-quality development of the industry." Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, said bluntly.

2025-04-17 09:58:52

Huaxin has been optimistic about Mozambique's economic development for a long time and has continued to increase investment. The 3000t/d clinker production line of Huaxin Mozambique Cement Co., Ltd.'s Nacala Plant was ignited and put into operation on November 29, 2024, and the operation is in good condition.

2025-04-16 11:12:20

Domestic cement demand will maintain a moderate decline, this year, the company will respond to the call of the state, do a good job of anti-involution, continue to reduce costs in an all-round way, and continue to develop in emerging markets. As for the price trend of the industry, it will be determined by the implementation and in-place degree of the production capacity approved and filed by the enterprises.

2025-04-15 15:24:15

Huaxin has always adhered to the concept of "profit is the goal, income is the foundation". When the market demand increases, it is understandable to pursue share, but when the market demand declines, we should pursue income and price, otherwise the loss of both volume and price will be more.

2025-04-15 15:14:38

Recently, the total investment of major projects in Zhejiang, Hubei, Anhui and Chongqing has exceeded trillion yuan, which has injected strong momentum into the high-quality economic development of various regions.

2025-04-15 09:25:28

In the first three quarters of 2024, the operation of the industry declined sharply. In the second half of the year, the whole industry gradually changed its concept, the price of cement was gradually restored, and the profits of the industry and enterprises were improved. The company expects that demand will continue to decline in the first half of 2025, but the decline in demand will gradually narrow in the second half of the year. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid. The company will earnestly implement the relevant policy requirements against industry involution, inject confidence into the recovery of the industry, and help to achieve a balanced development of social and economic benefits.

2025-04-14 16:38:17

According to China Cement Net Market Data Center, the northwest cement market as a whole recovered weakly last week, Gansu and Gannan regions had doubts about the landing, Shaanxi Guanzhong was stable, Xinjiang market started price repair adjustment, but the actual transaction price did not fluctuate, and the pattern of weak supply and demand was obvious.

2025-04-14 16:10:13

According to China Cement Net Market Data Center, the price of cement in Liaozhong area ended the previous decline, manufacturers tentatively raised the quotation by 20-50 yuan/ton, and Huludao rose by 30 yuan/ton synchronously. However, due to the lack of terminal demand and the problem of kiln shutdown, the mainstream transaction price is still at a low level.

2025-04-14 14:45:50

In 2024, the company sold 4.86 million tons of special and customized cement, up 47% year-on-year, accounting for 6% of sales. The average tax-inclusive price is higher than average price of the whole company, especially the profit contribution of moderate to low fever, oil wells, iron standard cement and other varieties. Judging from the situation in 2024, the demand for special scenarios such as water conservancy, nuclear power and pumped storage will continue to grow, and the company will increase the R & D and promotion of special and high-performance cement products such as moderate to low fever, oil wells, nuclear power, Ryu (iron) aluminate and high Belite, while intensively cultivating the civil market and promoting low carbon. And extend that mortar

2025-04-14 14:12:26

In 2025, the company will tap the potential of operation and management, improve efficiency and efficiency in an all-round way, and continue to build core competitiveness. First, market-oriented, enhance differentiation and new product value creativity.

2025-04-14 14:07:44

At present, the company has taken Liaoning Jinzhong Company as a platform to promote integration in the Northeast cement market, and has successively acquired Shuangyashan New Age Company and Liaoning Hengwei Cement Group, which has achieved initial results. It has completed the integration of the management and control system of the whole business chain of Shuangyashan New Age Cement, and the integration of Liaoning Hengwei Cement Group is steadily advancing. The next step is to continue to play the role of Liaoning Jinzhong Company.

2025-04-14 13:49:26

The company's overall sales volume in the first quarter was basically the same as the same period last year, the comprehensive price of cement clinker increased by more than 20 yuan/ton, the cost decreased year on year, and the gross profit rate increased significantly. Thank you for your interest.

2025-04-14 10:05:58

Holcim released the 2030 strategy, focusing on sustainable development and innovation, committed to upgrading environmental standards, optimizing product structure, releasing long-term potential value, and leading the green transformation of the industry.

2025-04-11 09:39:17

On April 7, Ningxia Building Materials held its annual performance presentation in 2024 by means of video combined with online text interaction. Wang Yulin, Chairman of the Company, Luo Libang, Independent Director and Chairman of the Audit Committee of the Board of Directors, Liang Yan, Chief Financial Officer, and Lin Fengping, Secretary of the Board of Directors and General Counsel, attended the results presentation and communicated with investors.

2025-04-09 14:44:10

On the basis of the sharp decline in demand in the second half of last year, the company expects that demand will continue to decline in the first half of 2025 due to insufficient rolling of stock projects and the reduction of new start-up projects. However, as the country continues to push the real estate market to stop falling and stabilize, and the capital situation is expected to improve, some infrastructure projects have been launched, and the demand decline is expected to gradually narrow in the second half of the year.

2025-04-09 10:16:20