煤价持续上涨！或将带动水泥价格上涨！

The weather is fine, the demand has recovered slightly, and the price of concrete is stable.

2024-11-08 15:25:26

What is happening in the cement industry?

2024-11-01 07:02:03

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

The pressure of market competition in East China is greater, and the rise in concrete prices is fatigue..

2024-10-25 16:49:34

Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.

2024-10-25 10:56:53

What is happening in the cement industry?

2024-10-25 07:08:56

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

What is happening in the cement industry?

2024-10-24 07:02:03

On the 23rd, cement enterprises in some areas of Beijing, Tianjin and Hebei notified an increase in cement prices by 50 yuan/ton.

2024-10-23 14:22:38

What is happening in the cement industry?

2024-10-22 07:01:25

In general, if the alternative fuel is mainly domestic waste or general industrial combustible waste, when the substitution ratio is high, it may bring more alkali content to the clinker, thus causing the 28-day strength of the clinker to decrease. Because the calorific value, combustion rate and feeding rate of alternative fuels fluctuate greatly, the output and quality of clinker will also increase.

2024-10-18 09:17:18

What is happening in the cement industry?

2024-10-18 07:01:47

Every employee should know what emission sources are available in his position, what emission reduction measures are available, and how much emission reduction can be achieved by these measures, so that they can understand the principle of emission, learn the method of accounting, use the carbon management platform, and improve the carbon management ability of each position, so as to achieve "carbon management in the whole process".

2024-10-16 13:15:57

Limited improvement in demand in October, coupled with excessive price increases in some areas around the National Day, it is difficult to maintain the follow-up, and it is expected that cement prices will show a slightly stronger trend in October.

2024-10-12 09:57:40

What is happening in the cement industry?

2024-10-11 07:01:19

On the 9th, the leading cement enterprises in Shijiazhuang, Hebei, once again pushed up the price of cement by 50 yuan/ton.

2024-10-10 10:49:23

Strengthen dust control in mines, construction sites and traffic. Mines, sand and gravel factories, stone factories, slate factories, etc. shall stop open-air operations in accordance with the law (enterprises participating in the performance rating shall be implemented in accordance with the performance rating measures); except for emergency rescue (included in security projects), in principle, earthwork operations, building demolition, spraying and painting, slope protection and shotcrete operations are prohibited in accordance with the law at the construction site; Transport vehicles such as coal, dregs, sand and gravel, which are easy to scatter without sealing devices, are prohibited from going on the road according to law.

2024-10-10 09:59:21

What is happening in the cement industry?

2024-10-10 07:02:02

What is happening in the cement industry?

2024-10-01 07:01:20

Strictly implement the policy of capacity replacement, strengthen the control of excess capacity, resolutely curb illegal new capacity, build new cement projects according to ultra-low emission level, eliminate backward capacity according to law and regulations through comprehensive means, give full play to the standard role of energy consumption, environmental protection, quality, safety, material consumption and water consumption, and guide high energy consumption. Conditional areas can formulate plans for the withdrawal of restricted capacity.

2024-09-29 10:25:13

What is happening in the cement industry?

2024-09-27 07:01:23

We will continue to optimize and adjust the industrial structure, eliminate backward coal production capacity of 1 billion tons, steel production capacity of 300 million tons and cement production capacity of 400 million tons, complete ultra-low emission transformation of more than 95% of coal-fired power units and more than 45% of crude steel production capacity, and build the world's largest clean power system and clean steel production system.

2024-09-26 17:16:57

What is happening in the cement industry?

2024-09-26 07:01:20

The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines. According to the actual situation of the enterprises themselves, they should seek advantages and avoid disadvantages, turn inward, practice hard, continuously reduce their carbon emissions per ton of clinker, reduce the production cost of clinker, and win in the current industry trend. So that their enterprises can survive and develop better.

2024-09-25 09:05:05

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

The environmental protection planning of Tapai Group mainly includes: promoting the construction of the 300,000 tons/year general solid waste resource comprehensive utilization project of Jiaoling Branch, which has been reviewed and approved by the eighth meeting of the fifth board of directors; the company plans each Alternative fuel projects will be built in the clinker production line of 5000t/d, with the goal of replacing 30% of coal consumption and reducing the total energy consumption.

2024-09-13 11:39:14

Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

2024-09-06 10:01:57

Leading cement enterprises in Shijiazhuang, Hebei, once again pushed up cement prices by 50 yuan/ton and clinker prices by 30 yuan/ton.

2024-09-03 16:23:19

What is happening in the cement industry?

2024-09-03 07:01:29

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

What is happening in the cement industry?

2024-08-30 07:02:02

The purchase cost of coal, electricity and other energy consumption in the cement products of the Company accounts for more than 50% of the comprehensive cost of the products on average. Once the coal price rises by a large margin, the production cost of the Company will face upward pressure. If the resulting cost increase cannot be fully transmitted to the product price, it will have a negative impact on the profit of the Company. With the rising cost of safety, environmental protection and labor, the cost pressure of enterprises will further increase.

2024-08-29 16:08:07

From a supply perspective. In 2024, the cement industry still showed a trend of "serious overcapacity". Although the expectation of environmental protection and low carbon still maintains the trend of "continuous overweight", "normalization of staggered peak production" and "carbon peak" have some constraints on the compression of cement supply in most regions, due to the overall weakening of market demand, the original production intensity of compressed cement has been difficult to reverse the current contradiction between supply and demand in a large scale, and the market. The effect of regulation and control on the supply side of superimposed peak staggering production is weakened, and the market competition is further intensified.

2024-08-28 11:34:46

Influenced by factors such as the continuous bottoming of real estate investment, the slowdown of infrastructure investment and the increase of seasonal rainfall in Jiangxi and the surrounding areas, the demand for cement in the market areas covered by Evergreen continued to be weak, the contradiction between supply and demand intensified competition, and the low price led to the continuous decline of industry efficiency. According to the Evergreen Announcement, through the organic combination of resource orientation and market regional characteristics, the company has achieved the integration of upstream and downstream development of the industrial chain.

2024-08-28 10:46:16

What is happening in the cement industry?

2024-08-28 07:01:48

In the first half of the year, Tianshan's revenue was 39.699 billion yuan, down 25.72%, with a net loss of 3.414 billion yuan. The main reason for the decline in performance was the sharp drop in cement demand and the decline in gross profit margin caused by the price drop exceeding the cost drop.

2024-08-27 11:52:21

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Tianshan shares in the evening of August 26th issued 2024 semi-annual report, the company achieved operating income of 39.699 billion yuan in the first half of the year, down 25.72%; net loss of 3.414 billion yuan, profit to loss; basic earnings per share -0.394 yuan. During the reporting period, due to the continuous decline in real estate investment and insufficient funds for infrastructure projects, the demand for cement declined significantly. Although the year-on-year decline in coal prices led to a significant reduction in costs, due to the continued low price, the year-on-year decline was greater than cost decline, the gross profit margin declined year-on-year, and the benefits declined significantly year-on-year.

2024-08-27 09:14:28

During the reporting period, real estate investment continued to decline and infrastructure investment slowed down, which directly affected the demand for cement, and this trend became more obvious after the Spring Festival, resulting in a continuous decline in the demand for cement. During the reporting period, the company's cement sales decreased by 577900 tons, and the average price of cement decreased by 45.03 yuan, or 17.26%. During the reporting period, the company suspended the production of high-cost Strait Cement and reduced the marketing scale of Jinyinhu Cement, which had a positive impact on the year-on-year loss reduction.

2024-08-26 10:40:10

In the first half of 2024, China Resources Building Materials Science and Technology focused on the management theme of "strengthening the foundation and upgrading, promoting transformation through scientific and technological innovation", focusing on the improvement of concept, ability and style, concentrating on the operation and management of basic building materials, implementing the lowest cost strategy of the system, building the cost analysis ability of the whole value chain, and reducing the production cost of the system.

2024-08-22 10:03:52

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

Recently, China Cement Network communicated with Dr. Ma Weiping (a former senior executive of Lafarge, Holcim, Italian Cement Western Cement and other groups). Ma Weiping pointed out that it is inevitable that the cost of cement production will continue to rise.

2024-08-13 14:01:25

"Cement is a resource-based industry," Ma Weiping pointed out, "limestone, coal and other resources will rise in price over time." Labor cost is also a major factor leading to the rise in production and operation costs of cement enterprises, Ma Weiping said. It is understood that the salaries and operating costs of employees of major cement listed companies account for about 15%. At present, the cement industry is still inadequate in terms of employee welfare, and making up for the shortcomings in this area is also the key to achieve high-quality development of the cement industry.

2024-08-13 10:59:26

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

2024-08-06 11:40:39

Cement Network officially released the National Water Slag Price Index.

2024-08-01 15:54:02

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Tapai Group released its semi-annual performance report for 2024 on July 30. In the first half of the year, it achieved a total operating income of 1.976 billion yuan, down 31.17% from the same period last year. The net profit attributable to shareholders of listed companies was 226 million yuan, down 53.2%.

2024-07-31 10:33:42