Major project construction is an important grasp to stimulate investment and expand domestic demand, and also an "accelerator" to promote economic development. Recently, the construction of major projects in many places has frequently spread the news of centralized signing and construction, involving more than 3 trillion yuan.
For example, on October 7, Anhui Province held the mobilization meeting for the commencement of the fourth batch of major projects in 2023, at which 1089 projects were mobilized, with a total investment of 707.46 billion yuan , including 31 projects with more than 5 billion yuan, and the number of newly started major projects increased. Since the autumn of
Liaoning Province, the construction of projects around the country has not been reduced, and more than 1100 new projects have been started recently, with a total investment of more than 160 billion yuan, adding new momentum to the investment in fixed assets throughout the year. It is understood that the projects started in this batch include more than 440 infrastructure projects such as transportation and water conservancy, with a total investment of about 53 billion yuan; more than 30 social livelihood and ecological environmental protection projects, with a total investment of about 4.2 billion yuan; more than 50 real estate projects, with a total investment of about 20 billion yuan.
In addition, Chongqing recently held a major project start-up and commissioning activity in the third quarter of 2023, with 172 projects and a total investment of 106.2 billion yuan; In the third quarter of 2023, major projects in Hubei Province were centralized, including 1881 major projects with a total investment of more than 100 million yuan, with a total investment of 1.02 trillion yuan, and 210.4 billion yuan will be invested in the year, all exceeding the same period last year.. According to statistics from
relevant institutions, from January 1 to early September 2023, 7914 major infrastructure projects were started nationwide, with a total investment of nearly 5.7 trillion yuan.
Among them, there are 62 new highways, with a total investment of 320.241 billion yuan; 8 new railways and 10 rail transit projects, with a total investment of 247.381 billion yuan; 60 new water conservancy and water affairs projects, with a total investment of 393.673 billion yuan; There are 1391 new housing/municipal projects, with a total investment of 16903 64 million yuan, mainly infrastructure and urban development and renewal projects. In addition, there are 8 airport projects, with a total investment of 15.358 billion yuan, and 4 port and shipping projects, with a total investment of 19.78 billion yuan; There are 6,371 other projects, mainly high-tech projects and industrial projects, with a total investment of 30085 1.33 billion yuan. The construction of
major projects has always been one of the main sources of demand in the cement industry. According to incomplete statistics, a total of over 8 trillion investment projects have been started this year, among which infrastructure construction is the most important, which can be described as hot. On the contrary, the situation in the cement industry is not optimistic. Statistics from
the National Bureau of Statistics show that from January to August this year, China produced 1.306 billion tons of cement, an increase of 0.4% over the same period last year. In the same period last year, the national cement output was 1.355 billion tons, a decrease of 49 million tons, or 3.62%. In terms of
price, data from China Cement Network show that the current domestic average price has hit a five-year low, and the average price of cement in East China has returned to the level of 2009. Since the beginning of this year, the national cement price index (CEMPI) has fallen by nearly 40 points. In terms of
profits, in the first half of this year, the vast majority of domestic cement enterprises experienced a sharp decline in profits, or even a loss. The total profit of the industry was 16.4 billion yuan, a new low since 2015. The industry expects that the annual profit of the cement industry may be less than 40 billion yuan, also a new low since 2015. Projects have been started
around the country, and the accumulated investment has reached trillions. At the same time, the current cement production has dropped by only about 3%, but the cement market continues to be depressed, and the industry profit has hit a new low in recent years. What do you think is the reason?
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