< Market Overview & gt;
1. List of average price of P.O42.5 bulk cement in all regions of China in September 2023 (click the title to view the full text)
According to the market data of China Cement Network, the average price of P.O42.5 bulk cement in September 2023 was 331.58 yuan/ton. Among them, cement prices in Shanghai, Jiangsu, Zhejiang, Anhui and Fujian have risen slightly.
. In September, domestic precipitation decreased as a whole, and construction conditions improved slightly. However, due to insufficient new projects, demand recovery fell short of expectations, and concrete prices still fell. By the end of September, the National Concrete Price Index (CONCPI) closed at 125.65 points, down 1.29% from the end of August and 10.76% from the same period last year.
3. Coal prices continue to rise! Or will drive up cement prices!
Coal is the main fuel in the process of cement production, and its cost accounts for 50% ~ 55% of the cost of cement clinker. The fluctuation of coal price has a direct impact on the cost of cement. Since the beginning of this year, due to factors such as the decline in demand and the intensification of the contradiction between supply and demand, the national cement price has been "falling endlessly", and the cement price in most areas has approached the cost line. Therefore, the current continuous rise in coal prices may directly affect the rise in cement costs, thus driving the rise in cement prices.
< Today's Focus >
1. Will it accelerate the merger and acquisition of cement business? BBMG Group replies!
On October 9, BBMG released a record of investor relations activities, which answered questions such as the contribution of infrastructure and real estate to cement demand in the first half of the year, the operation of aggregate business in the first half of the year, whether it will accelerate the merger and acquisition of cement business, and the current storage location of cement and clinker. According to the "14th Five-Year" development plan,
the company will focus on the strategic framework of "main cement industry + digital economy, new environmental protection and new energy", coordinate the industrial layout and spatial layout, promote the optimization and adjustment of industrial structure and the extension and development of industrial chain with high quality, so as to further consolidate its dominant position in the core and key regions.
2. Price reduction of nearly 13 million!
Recently, Chengdu Ronglian Cement Co., Ltd. auctioned its 12% stake in Kangding Paomashan Cement Co., Ltd. again, with a starting price of 22.6474 million yuan. This is the third auction of the project, and the third starting price is 12.7391 million yuan lower than first starting price. It is understood that Kangding Paomashan Cement Co., Ltd. is located in Kangding City, Ganzi Xizangan Autonomous Prefecture, Sichuan Province, with a 2500t/d clinker production line. Yaobai Special Cement Group Co., Ltd. holds 55% of the shares and is the major shareholder of the company.
3. Hundreds of commercial concrete, cement, sand and gravel enterprises have not survived this year
. In recent years, the economic downturn of downstream industries, especially the real estate industry, has had a greater impact on the concrete industry. According to the DataBM. Com of Digital Building Materials Network, in 2022, the average price, overall business income and profit of the national commodity concrete market showed a significant downward trend, and 3700 concrete enterprises in the industry lost money throughout the year, which accounted for 22.68% of the industry. The increase in losses has led many concrete enterprises to go bankrupt or face the risk of bankruptcy, and 63 concrete enterprises have filed for bankruptcy or entered bankruptcy proceedings since this year.
announced on September 27 that it had reached the legal retirement age. On September 26, 2023, Mr. Wu Xiaoming submitted a written resignation report to the Supervisory Committee of Anhui Conch Cement Co., Ltd. (Hereinafter referred to as the "Company"), applying for resignation from the positions of chairman and supervisor of the Supervisory Committee of the Company. The Supervisory Committee of the Company nominated Mr. He Chengfa as a candidate for the office of supervisor of the ninth session of the Supervisory Committee of the Company and submitted for consideration and approval at the general meeting. The term of office will take effect from the date of approval at the general meeting and will end on the expiry date of the term of the ninth session of the Supervisory Committee.
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