< Market Overview & gt;
1. Cement prices in Hebei continue to rise (click on the title to see the full text).
Since October 9, some major manufacturers in Shijiazhuang, Handan and Xingtai in Hebei have once again pushed up cement prices by about 30 yuan/ton. From the current feedback, the market demand performance is light, the shipment volume is general, and the actual implementation range after the price increase remains to be observed.
September, the leading enterprises in Wuhan, Ezhou, Huangshi, Huanggang, Xianning, Yichang, Xiangyang and other regions notified that the price of cement had been raised by 20-30 yuan/ton. At present, the price has been raised by 10-20 yuan/ton, and some of them have not been implemented. It is expected to continue to push up in the later period.
3. Cement prices remain "strong"! Hainan has been targeted
by cement enterprises in Guangdong and Guangxi, although the decline is different, but the downward demand is already the consensus of Hainan cement enterprises. In this case, the main reasons for the relatively "strong" cement price in Hainan are: first, Hainan Province is surrounded by the sea on all sides, making the market between Hainan and other provinces relatively closed, increasing the difficulty of external cement inflow, which is conducive to the maintenance of the price; second, the degree of overcapacity in Hainan Province is still good, and the number of cement enterprises in the region is small, the concentration is high, and the market environment is relatively stable.
< Today's Focus >
On October 11, Guangdong Tapai Group Co., Ltd. issued a performance forecast for the first three quarters of 2023. The report shows that in the first three quarters, Tapai Group is expected to achieve net profit of about 596 million yuan to 638 million yuan, an increase of 470% to 510% over the same period last year, and basic earnings per share of 0.51 yuan to 0.55 yuan. In the third quarter, the net profit attributable to shareholders of listed companies is expected to be about 111 million yuan to 152 million yuan, turning losses into profits year on year; basic earnings per share is 0.09 yuan to 0.13 yuan.
2. A number of cement enterprises have recruited bankruptcy reorganization investors
due to the shutdown of clinker production lines. Recently, a number of enterprises have recruited bankruptcy reorganization investors on asset trading platforms around the country. Xiaobian noted that a number of cement clinker production lines and grinding station assets have been involved. Even part of the production line has been completed, but it has not been put into production. This means that these enterprises are facing operational difficulties and need new investors to take over and operate the clinker production line.
3. Eight cement enterprises in Jiangxi Province were awarded the provincial "Green Factory"
in 2023. Recently, the Jiangxi Provincial Department of Industry and Information Technology issued the Notice of the Jiangxi Provincial Department of Industry and Information Technology on Publishing the List of Green Manufacturing in Jiangxi Province in 2023. Eight units in Jiangxi Province, including Ganzhou Conch, Luxi South, Ganxian South, Fengcheng South, Evergreen, Yushan South, Yushan Evergreen and Taihe South, were awarded the provincial "Green Factory" in 2023.
4. Western cement Uzbekistan 6000t/d clinker line rotary kiln successfully closed
On October 7, the rotary kiln of Suzhou Sinoma Uzbekistan Andiyan 6000t/d clinker cement production line project was successfully closed.
It is understood that the Andijan project is invested and constructed by China West Cement Group Co., Ltd. with a total investment of 250 million US dollars and a construction period of 14 months. It adopts the world's most advanced new second-generation dry cement production line technology and equipment, and its informatization, intellectualization and various technical indicators have reached the international advanced level.
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