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。

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According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38

According to China Cement Network Market Data Center, cement prices in East China, Yangtze River Delta, Shanghai, Southern Jiangsu and other places began to increase by 20 yuan/ton this week, and the rest of the market will follow up. The price of cement in Fujian has risen by 10 yuan/ton, and the implementation remains to be observed.

2025-02-21 17:22:06

At the end of the Spring Festival, the market is highly concerned about the trend of sand and gravel in the new year. 2024 is an indisputable year of sand and gravel shrinkage. Demand is fatigue, supply is excessive, sand and gravel prices continue to decline in depth, profits are reduced, and labor pains are difficult to stop. In the new year of 2025, will we continue to struggle in the cold winter or break the ice?

2025-02-21 10:48:43

Jiang Xun also said that according to the current forecast situation of various institutions, the forecast center of real estate development investment in 2025 is about-9%, and the forecast center of new construction area is about-17%. According to the model prediction of China Concrete Network, the output of ready-mixed concrete in 2025 will be the same as that of The ratio interval was -5% ~ -10%, and the prediction center was biased to the lower edge of the interval.

2025-02-21 10:33:51

In this context, cement enterprises are facing unprecedented pressure to survive, and the transformation and upgrading of the industry is imminent. Only through technological innovation, management optimization and business transformation, can we find new development opportunities in this industry transformation.

2025-02-18 10:40:02

In 2024, due to the downturn of real estate and the slowdown of infrastructure growth, the demand of domestic cement industry continued to shrink, the profits of the industry declined sharply, and enterprises generally faced the dilemma of overcapacity and intensified price war. In this context, leading enterprises such as Conch Cement, Jidong Cement and Huaxin Cement have listed overseas development as the core strategic direction in 2025.

2025-02-17 13:23:10

Conch, Tianshan, Jidong, Huaxin, Hongshi and other giants in the cement industry have attracted much attention in 2025. 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.

2025-02-17 09:39:54

According to China Cement Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.

2025-02-14 17:11:15

Cement enterprises actively open up supply and demand channels, for both sides, is a mutually beneficial and win-win move, but also the key to promote the steady development of the entire construction industry.

2025-02-14 09:30:57

At the same time, with the "involution" vicious competition in the industry in 2023 and 2024, resulting in a continuous sharp decline in efficiency, it is expected that in 2025, the industry's awareness of normalization, self-discipline and peak staggering will be further enhanced, and the contradiction between supply and demand is expected to gradually improve.

2025-02-13 10:05:35

On February 10, the executive meeting of the State Council pointed out that efforts should be made from both sides of supply and demand to resolve structural contradictions in key industries and promote the healthy development and upgrading of industries. We should optimize the industrial layout, strengthen standard guidance, promote integration and reorganization, promote the withdrawal of backward and inefficient production capacity, and increase the supply of high-end production capacity. We should optimize market supervision, strengthen industry self-discipline, and jointly safeguard the market order of fair competition and survival of the fittest.

2025-02-11 14:50:59

In the new cycle, let us use the power of the summit to break the shackles of "involution", explore the way to break through, and work together to promote the cement industry towards a new journey of high-quality development. See you in Hangzhou!

2025-02-10 15:38:26

China Cement Network will hold the 14th China Cement Industry Summit and TOP100 Award Ceremony in Hangzhou on March 13-14, 2025, and the C50 Market Forum at the same time.

2025-02-10 09:15:28

The author predicts that in the fourth quarter of 2024, the impairment loss of the company's real estate business assets is still large, which is the main reason for Yatai Group's sustained huge losses.

2025-01-23 14:10:23

Implementing the strategy of Rural Revitalization is an important decision made by the Party Central Committee with Comrade Xi Jinping as its core, focusing on the overall situation of the cause of the Party and the state, and is the master of the work of "agriculture, countryside and farmers" in the new era and new journey. In order to effectively promote the overall revitalization of the countryside, this plan is formulated.

2025-01-23 10:22:44

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole.

2025-01-17 17:44:02

First, take a broad view of the main business areas and carefully develop the peripheral market; second, focus on the main business, moderately extend the industrial chain, and avoid overlong battle lines; third, train capital market talents, familiarize themselves with relevant economic and financial, laws and regulations, and improve the success rate of mergers and acquisitions.

2025-01-17 09:55:07

Under the background of the current market downturn, cement enterprises are facing heavy pressure. The decline of market demand leads to the decrease of cement production and sales, which has a serious impact on the profits and operation of enterprises. In this case, for cement enterprises, new clinker projects should be carefully considered!

2025-01-16 16:59:38

On January 15, the Tianshan Material 2025 Working Conference and the Second Session of the First Workers'Congress were held in Shanghai. Zhou Yuxian, Secretary and Chairman of the Party Committee of China Building Material Group and Secretary and Chairman of the Party Committee of China Building Material Co., Ltd., attended the meeting and made an important speech. Wei Rushan, Standing Committee and Deputy General Manager of the Party Committee of China Building Material Group, Deputy Secretary and President of the Party Committee of China Building Material Group, and Liu Yan, Standing Committee of the Party Committee of China Building Material Group and former Chairman of Tianshan Materials, attended the meeting and put forward work requirements. Zhao Xinjun, Secretary of the Party Committee, Chairman of the Board of Directors and President of Tianshan Materials, made a speech entitled Facing Difficulties Concentrate on improving quality and efficiency, reform and innovation to promote the company's high quality

2025-01-16 15:38:08

Overall, the demand for cement declined significantly in 2024. Although the overall decline in coal prices reduced the pressure on production costs, the average price of cement declined and the profits of the cement industry continued to shrink. Cement Big Data Research Institute estimates that the total profit of the cement industry in 2024 will be around 16 billion yuan (excluding non-cement business such as aggregates and overseas cement profits).

2025-01-16 09:44:17

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

According to the incomplete statistics of Cement Research Institute of China Cement Network, in the past ten years, 94 production lines have been suspended or cancelled due to the shortage of funds and the decline of demand, involving about 148 million tons of annual clinker production capacity.

2025-01-14 14:41:43

In 2024, facing the continuous shrinkage of demand, the low price and the sharp decline in efficiency, the cement industry has experienced unprecedented challenges. Tapai Group has thoroughly implemented the "1152" work deployment and the requirements of reducing costs and strengthening the foundation, continuously reduced costs and increased efficiency internally, and strengthened cost control in an all-round way. To promote external development, strengthen marketing, strengthen inter-industry cooperation, accelerate the development of businesses such as environmental protection, new energy and financial investment, and continuously improve the contribution of business to the net profit of enterprises.

2025-01-13 17:01:31

According to China Cement Market Data Center, The cement market in southwest China is weak. The cement market in Chongqing is weak, and the current demand shows a weakening trend. However, the policy of staggering peak and stopping kilns is implemented in the region, the inventory of manufacturers is not high, and most enterprises mainly stabilize prices.

2025-01-10 17:13:20

"Although the dream is far away, the pursuit can be achieved; although the wish is difficult, the holding can be realized.". Conch Material Science and Technology will take on the important task of transformation and development of the group, take the listing of the company as a new starting point, give full play to the function of capital enlargement, optimize the allocation of resources, increase R & D investment, improve the market layout at home and abroad, further consolidate and expand its leading position in the field of building materials and chemical materials, and strive to develop other epoxy derivatives. To contribute new and greater strength to the development of "one base and five industries" of the Group.

2025-01-09 16:51:10

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. The market demand of Gansu, Qinghai and Ningxia continued to weaken, the shipments of most cement manufacturers dropped to a low point, and the overall price of cement remained stable.

2025-01-03 17:43:04

According to the China Cement Network Market Data Center, cement prices in the central and southern regions of Guangdong and northern Guangdong were lowered by about 20 yuan/ton this week, while the Pearl River Delta market was temporarily stable after falling. Cement prices in many places in Guangxi began to decline by 20-30 yuan/ton. Cement prices in the two lakes region are mainly stable, and cement prices in some areas have begun to pull back.

2025-01-03 17:39:32

According to the data center of China Cement Market, the cement market in southwest China is weak. In January, Chongqing continued to implement the policy of peak staggering and kiln shutdown for 25 days, which led to a decline in the inventory of enterprises in the region. Recently, some clinker production lines in Yunnan have been stopped at off-peak, and near the end of the year, leading enterprises intend to stabilize prices, and there is no significant change in the quotation of leading enterprises in many places in the week.

2025-01-03 17:36:40

When the cycle goes up, we can go faster, and when the cycle goes down and the pressure is high, we should go steadily. The steady operation of an enterprise is to make as few mistakes as possible, not to make mistakes, not to be defeated first and then to win; to plant one mu of land well, and learn to create a small environment and climate suitable for the enterprise itself. "Stability" creates conditions for "progress", and "progress" contributes to the long-term "stability" of enterprises, which is a dialectical relationship.

2025-01-02 09:22:44

The much-anticipated "2024 Top 100 List of China's Cement Clinker Production Capacity" was released!

2025-01-01 00:08:52

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

In the first half of 2024, Tianrui Cement sold 8.2 million tons of cement products, a decrease of about 3.8 million tons or 31.4% compared with about 12 million tons in the same period of 2023. The average price was approximately RMB227.0 per tonne, representing a decrease of RMB29.1 per tonne, or 11.4%, as compared to the same period last year.

2024-12-31 10:13:27

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-27 17:23:41

This week, the pace of downstream resumption of work in most regions of China is still relatively slow, coupled with the unstable support of the cost side, the price of concrete has declined steadily. From February 17 to February 21, the national concrete price index closed at 100.27 points, down 1.76% annually and 19.23% year-on-year.