< Market Overview & gt;
1. Notice of cement price increase in Yibin and Luzhou, Sichuan (click on the title to view the full text)
From the 16th, leading enterprises in Yibin and Luzhou, Sichuan notified an increase of cement price by 30-50 yuan/ton. At present, the market demand and sales volume are general, and the implementation of this round of increase remains to be observed.
15th, leading enterprises in Nanchang, Shangrao, Jingdezhen, Yichun, Ganzhou and other regions in Jiangxi notified an increase in cement prices by 20 yuan/ton.
3. Cement prices in Shandong tried to push up
again on the 14th, and some major manufacturers in the province tried to push up the price of cement again by about 30 yuan/ton. At present, most enterprises have issued a notice of increase, but some enterprises are still on the sidelines, and after repeated failures in pushing up prices in the early stage, market confidence is insufficient, and whether the current round of prices can be finally implemented remains to be seen.
4. The price of cement in Jinhua, Quzhou and Lishui areas in Zhejiang Province has been pushed up
again. Since the 15th, some major manufacturers in the province have tried to push up the price of all kinds of cement in Jinhua, Quzhou and Lishui by 20 yuan/ton, and the specific implementation remains to be observed. In addition, it is reported that after the price of cement in Zhejiang rose by 15-20 yuan/ton in mid-September, the actual implementation range of the market in many places may be adjusted by 5-10 yuan/ton, and the quotation of large factories tends to be stable after rising.
& lt; Today's Focus & gt;
70% compared with the same period last year. China Building Materials issued a profit warning on October 16, announcing that after a preliminary review of the relevant financial statements prepared by the company and its subsidiaries in accordance with China Accounting Standards. The Group's unaudited profit attributable to equity holders for the nine months ended 30 September 2023 is expected to decrease by approximately 70% as compared to the same period in 2022. The above expected decrease was mainly due to the decrease in selling prices of cement, commercial concrete and glass fiber, the decrease in sales volume of cement and commercial concrete, the decrease in share of results of associates, and the decrease in gain on disposal of assets.
of Wuhai Huayuan Cement Co., Ltd. will be auctioned soon, with a starting price of 74.549 million yuan.
3. The base price is 66.29 million yuan!
On October 17, according to the National Property Rights Industry Information Integrated Service Platform, Jiangxi Southern Cement Co., Ltd. was listed to transfer 100% equity of Jiangxi Ningdu Southern Cement Co., Ltd. at a base price of 66.2856 million yuan. As of August 31, 2023, the operating income of Ningdu Southern Cement was 1.2529 million yuan, the operating profit was -3.8271 million yuan, and the net profit was -3.7881 million yuan. According to the data of China Cement Network, the annual cement grinding capacity of Ningdu Southern Cement in Jiangxi Province is 1 million tons.
. Recently, Fujian Provincial Department of Industry and Information Technology released the implementation plan of carbon peak in building materials industry in Fujian Province (draft for public comments). According to the requirements of the document, by the end of 2025, the comprehensive energy consumption per unit product of cement clinker will be reduced by 3.7% compared with the end of 2020. The energy efficiency of cement, flat glass and building sanitary ceramics industries has reached the benchmark level of energy efficiency benchmarking level and benchmark level in key areas of high energy-consuming industries (2021 edition) issued by the National Development and Reform Commission and other departments, and the proportion of production capacity of benchmarking level has reached more than 30%.
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