< Market Overview & gt;
1. Production and sales fell by nearly half! Some cement enterprises in Yunnan said that the "golden nine silver ten" was completely lost (click on the title to see the full text)
. The person in charge of the enterprise said that in the case of serious overcapacity and sharp decline in demand, it is difficult to drive the price of cement in Yunnan even if the price of coal rises. "Downward market conditions, the region's major enterprises'main battle 'strong mood, cement prices rise resistance.".
2. The price of cement in the Pearl River Delta region of Guangdong is planning to rise
. Leading enterprises in the Pearl River Delta region plan to slightly raise the price of cement by 10 yuan/ton on the 14th. At present, some enterprises have issued a notice of increase, and the actual implementation needs to be tracked.
the National Day. After the National Day, the cement market was expected to improve demand, coupled with the pressure on the cost side, cement enterprises generally had the willingness to raise prices. Generally speaking, the actual recovery of demand varies from place to place, and there are differences in cement price increases, but the overall price index still shows a slight upward trend. Market outlook forecast: the cost pressure of cement enterprises is high in the near future, coupled with the gradual recovery of market demand, the willingness to push up is generally strong, and it is expected that the cement price will continue to rise slightly next week.
< Today's Focus >
Some insiders said that the continuous launch of cement clinker projects in Central Asia may add instability to the cement market in Xinjiang. At the same time, with the vigorous promotion of "the Belt and Road", railway transportation in China, Kazakhstan, Uzbekistan and other places has become increasingly convenient. If the production capacity of clinker in Central Asia is excessive and the price of cement in Xinjiang rises to a profitable level, it is possible to "bite back" the cement market in Xinjiang.
2. China Coal Association: China's total coal supply and demand will maintain a slight growth
for a period of time in the future. China's coal production has generally shown a fluctuating upward trend since 2000, and China's coal production will reach 4.56 billion tons in 2022. The report points out that in the coming period, China's total coal production will increase slightly, showing a downward trend after reaching a high level in 2027, and falling to about 4.2 billion tons in 2030. On the whole, China's coal production will show a trend of "steady increase-peak-decline" in the future.
3. Tapai Group established a new energy development subsidiary
with 80 million yuan. Recently, Guangdong Tapai New Energy Development Co., Ltd. was established with a registered capital of 80 million yuan. Its business scope includes: solar power generation technology services; photovoltaic equipment and components manufacturing; photovoltaic equipment and components sales, etc. The company is 100% owned by Tapai Group.
of ultra-low emissions from September to October 2023, Tengzhou Dongguo Cement Co., Ltd. and Lunan Zhonglian Cement Co., Ltd. It has successively organized and held an expert review meeting on the assessment and monitoring of ultra-low emission transformation, which has become the first cement enterprise in Zaozhuang City to complete the ultra-low emission transformation and pass the expert acceptance, promoted the in-depth implementation of the ultra-low emission transformation of cement enterprises in the city, and played an exemplary role in the transformation, upgrading and green development of the cement industry.
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