First, this week's cement industry chain index showed
that on Friday, the national cement price index was 120.81 points, down 1.96% annually and 19.47% year-on-year; The clinker price index was 132.15 points, down 1.97% on a month-on-month basis and 11.11% on a year-on-year basis; the cement-coal price difference index was 114.04 points, down 2.55% on a month-on-month basis and 12.51% on a year-on-year basis; The glass price index was 136.79 points, down 2.33% on a month-on-month basis and up 13.81% on a year-on-year basis; the concrete index was 135.43 points, down 0.12% on a month-on-month basis and down 8.5% on a year-on-year basis; the rebar price index was 151.81 points, up 3.08% on a month-on-month basis and down 16.69% on a year-on-year basis; The price index of crushed stone was 85.65 points, down 0.41% on a month-on-month basis and 9.34% on a year-on-year basis; the price index of machine-made sand was 91.23 points, down 0.51% on a month-on-month basis and 7.76% on a year-on-year basis; the price index of mineral powder was 70.65 points, flat on a month-on-month basis and down 13.58% on a year-on-year basis; The mortar price index was 94.43 points, down 0.13% from the previous month. Year-on-year decline of 3.
.)
2. Chen Ruilong appointed as executive director of Asia Cement (China) and Zhang Caixiong retired
On 9 June, Asia Cement (China) announced that Chen Ruilong had been appointed as executive director at the annual general meeting on 9 June 2023 and Zhang Caixiong retired as executive director.
3. From January to May, the national cement output increased by 1.9%
compared with the same period last year. On June 15, the National Bureau of Statistics released data that the cement output in May was 196.38 million tons, down 0.4% from the same period last year; From January to May, the output of cement was 771.41 million tons, an increase over the same period last year. 1
. III. This week's dynamics
of the aggregate industry: 15 million tons/year! Yunnan successfully sold a sand and gravel mine! 30 thousand tons, recoverable reserves of 66.9304 million tons, annual production scale of 5 million tons, transfer 13. The transfer income of the mine is paid in installments, the first payment ratio is 20% of the transaction price, the remaining 80% of the transfer income is paid in 8 years, 10% per year.
2. Zoomlion Project Signing! Including new construction aggregate production base! The project invests 5 billion yuan, of which the planned land for the new construction aggregate production base is about 100 mu.
4. Comments on
the dynamics of the concrete industry this week 1. CSSC Wind Power Green Assembly Concrete Prefabricated Wind Tower Project Commencement
On June 10, CSSC Wind Power Tower Base Project held a commencement ceremony. The green prefabricated concrete wind tower project of China Shipbuilding Wind Power, which has started construction, is divided into two phases. At present, the factory is under civil construction. It is expected that the production equipment will be installed in July and the trial production of products will be carried out by the end of August. It is expected that 30 sets of concrete towers will be completed this year. The project covers an area of 5.5 hectares, with an annual output of 100 sets of green assembly towers, which can meet the equipment needs of 700000 kilowatts of wind power in Shuangyashan and its surrounding areas.
The successful pouring of the first pier column of the "JJSD-JJ1" bid of the North Connection Project of Jiangyin Jingjiang Yangtze River Tunnel marks a new progress in the substructure of the project and a big step forward in the construction of the project. The total length of the project is 5.518 km, and the main line is in the form of bridge (33 in width). The J62 pier column structure of the first pouring is a square pier column of 2.2m × 2.2m, with a height of about 16.4 meters and a designed concrete volume of 79. Jiangyin Jingjiang Yangtze River Tunnel is a super-large diameter tunnel with the largest section diameter and the highest water pressure in China. After completion, the traffic pressure of Jiangyin Bridge will be greatly alleviated, which is of great significance to improve the regional expressway network, promote the cross-river integration of Xichangtai Group and the integrated development of Chengjing.
3. The first prestressed concrete interval pouring of the Pearl River Delta Water Resources Allocation Project has been completed
recently. The prestressed lining concrete pouring between GZ20 working well and GZ21 working well of the B3 bid project of the Pearl River Delta Water Resources Allocation Project contracted by Guangdong Hydropower has been successfully completed. This is the first prestressed concrete lining section completed in the whole line of the project, which marks that the construction of this major national water conservancy project and Guangdong-Hong Kong-Macao Greater Bay Area important livelihood projects has made significant progress at different stages, laid a good foundation for the follow-up construction of the project, and made a key step for the realization of water supply by the end of the year. It is understood that the water conveyance tunnel between GZ20 working well and GZ21 working well of B3 bid project is 3425 meters long, which began pouring on August 1, 2022, and completed the pouring task after 312 days. This
week, the national concrete price index closed at 135.43 points, down 0.12% from the previous month, with a year-on-year decline of 8. Regionally, the price of concrete in Fujian market dropped by 10-20 yuan per square meter, with individual enterprises falling by 25 yuan per square meter. Concrete prices in other provinces and cities in China continued to run smoothly. In
the next ten days, the cumulative rainfall in parts of southern Jianghan, most of Jiangnan, western and northern Guangdong, northeastern and southern Guizhou, northwestern and southeastern Yunnan, and southeastern Xizang will be 100-150 mm, and the local rainfall will be more than 200 mm, compared with the same period of the year. The accumulated precipitation in the central and eastern parts of Jianghan, the southern part of Jianghuai, the southern part of Jiangnan, the western and northern parts of Guangdong and Guangxi, Yunnan and the southeastern part of the Xizang is 4-80% more than that in the same period of the year, and more than twice as much in some areas. In terms of temperature, from 16 to 17 days, there were high temperatures above 35 degrees Celsius in the eastern part of North China, the central and eastern part of Huanghuai and the western part of Liaoning, the southeastern and western parts of Inner Mongolia, the western part of Gansu and the eastern part of Xinjiang, among which the highest temperatures in most parts of Beijing, Tianjin and Hebei, the northeastern part of Henan, the central and northern part of Shandong, the western part of Liaoning and the southeastern part of Inner Mongolia ranged from 37 to 40 degrees Celsius. The highest temperature in some of these areas will be close to or reach the extreme value of the same period in history. From 22 to 25, high temperatures above 35 degrees Celsius will occur again in southern North China, most of Huanghuai and central and Western Inner Mongolia, with some areas exceeding 37 degrees Celsius. In addition, in the next 10 days, there will be more hot weather in the southern Xinjiang basin, Turpan and other places, with the daily maximum temperature in some areas exceeding 37 degrees Celsius and the local temperature above 40 degrees Celsius.
To sum up, the high temperature and rainy weather in China next week will have a greater negative impact on construction activities. Recently, the growth rate of domestic investment has further declined, the construction volume of downstream infrastructure projects has declined steadily, the construction indicators of real estate have not improved, and the demand for concrete is still showing a downward trend in the short term. In terms of cost, upstream cement and aggregate prices continue to decline, and concrete costs support fatigue. On the whole, the concrete market will probably continue to decline next week.
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