全国三季度停窑情况对比（2023 VS 2022）

On September 11, Jinyu Group said that in August, the price of cement clinker increased by 3% compared with the same period last year, and continued to improve. In addition, in the first half of the year, the aggregate business of the company achieved a cumulative operating income of 729 million yuan, an increase of 23.7% over the same period last year, and a gross profit rate of 50.7%. In September, Hebei sub-region staggered peak production for 10-17 days, Northeast sub-region staggered peak production for 10-20 days, and Shaanxi staggered peak production for about 15 days, which are currently in the process of implementation.

2024-09-19 10:06:46

What is happening in the cement industry?

2024-09-19 07:13:02

The notice requires that the implementation time of cement peak staggering production in 2024-2025 is from November 1, 2024 to October 31, 2025, and the heating season is from November 1, 2024 to March 31, 2025. The annual peak staggering days are 150 days, including 120 days in the heating season and 30 days in the non-heating season.

2024-09-18 14:17:06

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

September 14, Sichuan Provincial Department of Economy and Information Technology The Department of Ecology and Environment of Sichuan Province issued the Detailed Rules for the Implementation of Normalized Peak-staggering Production Management of Cement Industry in Sichuan Province (hereinafter referred to as the Detailed Rules). The Rules point out that production lines with tasks such as co-disposal of municipal solid waste and toxic and harmful wastes throughout the year can not carry out peak staggering production, but the cement production load should be reduced appropriately.

2024-09-14 11:17:34

Recently, Sichuan Cement Association issued the Notice on Effectively Doing a Good Job in Staggered Peak Production in September 2024, which requires that the number of days of kiln shutdown for each clinker production line in September 2024 should not be less than 15 days. Carry out monthly and quarterly settlement for the statistics of completion results of peak production tasks. Check and settle according to the online detection data every month. The overfulfilled task of the current month can be used to offset the plan of the next month, and the underfulfilled plan of the current month must be made up in the next month. The off-peak production of the quarter shall be liquidated once every quarter, and the completion of the off-peak production task can span months but not seasons.

2024-09-10 10:37:18

The Yangtze River Economic Zone is one of the most dynamic economic regions in China. There are 168 enterprises and 608 production lines in ten provinces and cities in the Yangtze River Basin, with a total clinker production capacity of 720 million tons. If we can take the lead in realizing the high-quality and healthy development of the cement industry in the Yangtze River Basin, the cement industry in other regions can also embark on the road of sound development.

2024-09-10 10:03:17

It is necessary to prevent and correct the vicious competition of "involution" and create a clean and healthy environment for the development of cement industry. Cement industry can not engage in "involution" vicious competition, "volume" can not afford to "volume" can not win. To respect the market, technology and talents, today's cement industry should maintain a rational and scientific attitude than ever before.

2024-09-09 15:42:19

What is happening in the cement industry?

2024-09-05 10:55:13

Recently, leading enterprises in Chongqing's main urban area and western Chongqing have pushed up cement prices by 30-60 yuan/ton.

2024-09-03 17:09:57

What is happening in the cement industry?

2024-08-31 07:01:24

On August 29, Fujian Building Materials Industry Association issued the Notice on the Arrangement of Peak Staggering Work in September. The notice requires all cement enterprises to stagger the peak for 15 days in September according to the current market situation and the decision of the meeting.

2024-08-30 16:10:15

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

According to the big data of China Cement Network, the price of cement in central Hebei has almost always been the highland of Hebei since this year, among which Baoding ranks first in Hebei. At the same time, the special terrain and the relatively high price make Jizhong become the coveted cement enterprises of the surrounding parties. Although there are six cement clinker enterprises in Baoding, which are mainly concentrated in three brands, it is difficult to control the price trend. Local cement enterprises in Tangshan have also said that Baoding and other Jizhong markets account for a large proportion of enterprise sales.

2024-08-29 16:09:34

Recently, Jiangxi Cement Association issued the Proposal on Further Strengthening Industry Self-discipline and Preventing Involution Vicious Competition, which includes the following four points: 1. Recognize the industry situation and strengthen confidence in development; 2. Strengthen industry self-discipline and prevent vicious competition; 3. Firmly stagger peak production and alleviate the contradiction of surplus; 4. Accelerate transformation and upgrading and promote high-quality development. It is proposed that all cement enterprises in the province should recognize the situation and take the initiative to respond to it. The cement industry has entered a period of declining demand, which is the general trend of the economic development cycle and is irreversible in the short term.

2024-08-29 09:23:22

What is happening in the cement industry?

2024-08-29 07:01:59

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

The company will pay close attention to the macroeconomic situation and industrial policies, optimize the strategic layout, promote the "vertical integration" expansion of the industrial chain, and build the ecological chain of the building materials industry. The company will deepen its main business, widely use digital intelligence technology and green technology, and promote the optimization and upgrading of the cement industry chain; Expand the industrial layout to promote the healthy development of the industry from the strategic height, expand the layout of the commercial concrete industry around the core areas, and further enhance the market influence and discourse power; precisely supplement the chain, combine the company's resource endowment, Industrial base, cultivate related diversified industries, and cultivate the second growth curve.

2024-08-28 11:00:03

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?

2024-08-27 07:01:30

Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.

2024-08-20 16:27:06

Jilin Provincial Building Materials Association advocates that enterprises in the industry should establish a sense of fair competition, abide by market rules, maintain good order in the industry, and resolutely resist unfair competition. At the same time, enterprises in the industry should strengthen their own construction, pay attention to technological innovation and brand building, and improve the quality of products and services, so as to improve the core competitiveness of enterprises.

2024-08-19 15:32:16

Henan cement market is facing unprecedented challenges. In the first half of the year, the cement output of Henan Province decreased by 16.6% compared with the same period last year, and the demand was seriously lower than expected at the beginning of the year. In terms of production, the average number of off-peak shutdown days of 62 clinker production lines in Henan Province from January to July reached 136 days, the production time was 77 days, and the average kiln line operation rate was only 36%.

2024-08-16 13:19:30

According to the statistics of all compliant cement clinker production lines in the city listed in the list in 2023 (as of December 31, 2023), there are 47 production lines in 31 enterprises. After deducting the 8 production lines of 4 enterprises that have been announced to be relocated, there are 39 production lines of 27 enterprises in normal production. There are 21 production lines of 14 enterprises that have not completed the peak staggering production task in 2023. Regardless of the number of enterprises or the number of production lines, more than half of the peak staggering production tasks have not been completed in 2023.

2024-08-16 11:06:02

In order to ensure the implementation of peak staggering production in the cement industry and ensure the smooth and orderly operation of the cement industry. Recently, Yunnan Provincial Office of Industry and Information Technology organized Kunming and Yuxi Bureau of Industry and Information Technology, Yunnan Cement Association and some key enterprises to hold a special research conference on peak staggering production in the cement industry. Kunming, Yuxi Bureau of Industry and Information Technology and the responsible persons of enterprises have conducted in-depth exchanges on further strengthening industry management and strictly implementing peak staggering production.

2024-08-16 09:09:42

This lack of demand is the general trend of the economic cycle, which is irreversible in the short term. It is determined by the economic development cycle and is a problem in the process of development and transformation. The disorderly competition among enterprises leads to the meager profits of the whole industry. Therefore, we need to take the initiative to respond, maintain strategic strength, strengthen confidence in development, advocate the concept of fair competition and win-win cooperation, and jointly promote the healthy and orderly development of the industry.

2024-08-16 09:09:17

As of December 31, 2023, there are 47 cement clinker production lines in Chongqing, of which 21 production lines of 14 enterprises have not completed the task of peak staggering production.

2024-08-15 16:10:15

What is happening in the cement industry?

2024-08-15 07:02:03

Recently, the Chongqing Municipal Economic and Information Commission issued the Announcement on the Update of the List of Cement Clinker Production Lines in Chongqing, which verified the situation of all compliant cement clinker production lines in the city in 2023 (up to December 31, 2023). According to the public list, as of December 31, 2023, there are 47 cement clinker production lines in Chongqing, of which: 21 production lines of 14 enterprises have not completed the off-peak production task in 2023; 8 production lines have been announced to be relocated.

2024-08-14 16:48:30

Those who sell below the cost price are regarded as "involution" vicious competition in the cement industry. Market stability is the prerequisite for the industry to obtain reasonable profits. Strengthen the self-discipline of the cement industry, prevent and resist "involution" disorderly competition, low-price dumping and other acts harmful to the interests of the industry, promote the smooth operation of the market, orderly development, fair competition, and create a good environment for the development of the industry.

2024-08-13 10:02:36

On the 10th, major enterprises in Chengde, Hebei notified an increase in cement prices by 30 yuan/ton.

2024-08-12 15:19:52

We should strengthen industry communication and enterprise dialogue, abandon the Cold War mentality, not vicious competition, not "cheap" products, not "involution" marketing, consciously resist the use of low-price dumping, loss-making sales and other improper means, jointly create a fair and stable market environment and competition order, build a good industry ecology, and reduce waste of resources and environmental pressure.

2024-08-12 11:33:12

According to China Cement Network Market Data Center, the market demand in southwest Sichuan and Chongqing continued to be weak, cement prices in some regions fell by 10-20 yuan/ton, and Yunnan-Guizhou region was mixed. The market demand continued to be weak due to the high temperature off-season in Sichuan and Chongqing, and some enterprises in Sichuan lowered the cement price to increase the shipment volume, while the original plan to raise the price in Chengdu was not implemented. The demand for cement in Chongqing is declining and the price is stable. Rainy weather in Yunnan is frequent, market demand is low, and prices in some areas have fallen after pushing up. Cement prices in Guizhou are generally stable.

2024-08-09 17:19:44

According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.

2024-08-09 17:12:17

Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.

2024-08-09 16:37:18

Hebei Building Materials Industry Association issued a proposal to jointly resist the "involution of vicious competition" to promote the healthy and stable development of the industry, saying that since this year, with the continuous weakening of the cement market demand, the contradiction between supply and demand in the cement industry in our province has intensified, and some enterprises are still conservative in the "quantity and profit" business thinking. Vicious competition has occurred from time to time, and the benefits of the cement industry in the province have fallen to the lowest level in the past 10 years.

2024-08-09 16:08:45

Guangxi and Fujian implement the "monthly settlement and monthly clearance" method for peak-staggering production, that is, at the end of this month, the number of peak-staggering production days for the next month is formulated. In the middle and last ten days of June, there were two rounds of price increases totaling 40 yuan, and in July, there was a pullback of 10-15 yuan yuan. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market.

2024-08-08 13:34:06

The introduction of the policy is a signal, which reveals the government's determination, but the real implementation still needs the joint efforts of all parties. Enterprises should respond positively, build self-discipline mechanism, start from themselves, and reduce excessive competition.

2024-08-07 10:54:49

On August 5, the interim report of Shanshui Cement showed that revenue in the first half of the year was 6.567 billion yuan, down 25.8% from the same period last year, and shareholder losses increased to 530 million yuan.

2024-08-06 14:20:00

By the end of 2025, the province will have made significant progress in ultra-low emission of cement, striving to complete organized and unorganized ultra-low emission transformation of 50% of cement clinker and coking production capacity; by the end of 2028, the province will strive to complete ultra-low emission transformation of 80% of production capacity.

2024-08-06 11:09:27

On August 5, Shandong Cement Industry Association issued the Initiative on Jointly Resisting "Involution Vicious Competition" to Promote the Healthy and Stable Development of the Industry, saying that since this year, as the market demand continues to decline, the contradiction between supply and demand in the cement industry in Shandong Province has intensified.

2024-08-06 10:01:09

According to the analysis of the report, in the first half of 2024, the cement industry showed the operational characteristics of "continuous decline in demand, low price fluctuation and continuous loss of the industry".

2024-08-06 09:50:31

Since the beginning of this year, enterprises around the country have generally increased their efforts to stagger the peak, but it is still not enough to reverse the imbalance between supply and demand. In the future, the cement industry may face a severe test.

2024-08-05 13:48:41

According to China Cement Net, Fujian Building Materials Industry Association issued the Notice on the Arrangement of Staggered Peak Work in August (hereinafter referred to as the Notice) on August 2, deciding that cement enterprises in Fujian Province should stagger peak for 16 days in August and need to do so on August 2.

2024-08-05 10:18:40

According to China Cement Market Data Center, the demand and sales in southwest China are sluggish, cement prices in Sichuan and Chongqing continue to fall, and some regions have fallen back to the level before the price increase in June. Some markets in the surrounding Yunnan-Guizhou region are still pushing up in the week, and the implementation remains to be observed.

2024-08-02 17:25:15

According to the China Cement Network Market Data Center, the price of cement in the Pearl River Delta region of Guangdong in central and southern China has recovered by 10-15 yuan/ton, and the quotation in Guangxi is temporarily stable. Prices in some areas of the two lakes have fallen in the early stage, and the overall market is mainly stable this week.

2024-08-02 17:16:26

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

Pursue quality management and effective development, reduce production and consumption intensity, and reduce ineffective supply.

2024-08-02 13:05:35

At the beginning of July, the market along the Yangtze River ushered in the third round of cement price increase in the year, with a range of 50 yuan/ton, but most of them only implemented 20-30 yuan/ton, and some markets did not even increase the price at all.

2024-08-01 14:23:38