国家统计局：2023年1—9月份全国固定资产投资增长3.1%

The middle and lower reaches of the Yangtze River are the main demand market for sand and gravel aggregates, with a total annual demand of nearly 5 billion tons. Hubei is located in the middle reaches of the Yangtze River, with natural geographical advantages, while relying on the advantages of water transportation, the production of sand and gravel will be transported to the downstream Yangtze River Delta hot sand and gravel market.

2025-01-14 15:21:52

Looking forward to 2025, we believe that the demand for cement will continue to decline under the background that the real estate has not yet stabilized and the infrastructure is limited, but the industry's awareness of "anti-involution" will continue to increase, coupled with the current good start, it is expected that the average price of cement will rise slightly, and the industry's profits will be restored to a certain extent.

2024-12-31 16:06:01

What is happening in the cement industry?

2024-12-31 07:01:32

According to the China Cement Market Data Center, the cement market in North China, Beijing, Tianjin and Hebei is weak, pushing up the implementation of fatigue; the cement market in Shanxi is weak, and Inner Mongolia maintains stable operation.

2024-12-20 17:51:19

Kangding People's Court held that Paomashan Company has certain reorganization value and necessity. In accordance with the provisions of Article 2, Paragraph 2 of Article 70 and Article 71 of the Enterprise Bankruptcy Law of the People's Republic of China, it was decided to restructure Kangding Paomashan Cement Co., Ltd. from July 18, 2024.

2024-12-13 11:36:14

The report puts forward the key investment work of the group in the next stage. First, strengthen the strategic guidance, optimize the industrial layout, and promote high-quality investment; second, adhere to the "Four Focuses", and promote the concentration of resource elements to the main business and advantageous business; third, ensure that "see clearly" before investment, "invest accurately" during investment, and "manage well" after investment; fourth, do a good job of inspection, check and rectify problems; fifth, strengthen the construction of capital investment talent team.

2024-12-10 15:23:01

Energy-saving effect of oxygen-enriched combustion is the key to investment benefit and payback period. The key of oxygen-enriched combustion technology is oxygen production technology + combustion technology, and the embodiment of energy-saving benefits lies in combustion technology.

2024-11-29 15:32:22

What is happening in the cement industry?

2024-11-29 07:01:23

On November 27, data from the Ministry of Transport showed that from January to October, China completed 306 million yuan of fixed assets investment in transportation, down about 4.38% from the same period last year, of which 2137.2 billion yuan and 176.5 billion yuan were invested in highways and waterways respectively, totaling 231 million yuan, down 9.9% from the same period last year. Transportation infrastructure is the key factor driving cement demand, and the decline in fixed investment in transportation means to a certain extent that the current cement demand side continues to bear pressure.

2024-11-28 15:42:32

"Flood is not blocked by dredging", peak staggering production has helped the cement industry to create brilliance, but also delayed the window period of the industry to capacity, so that the problem of overcapacity is becoming more and more serious. At present, all kinds of disadvantages accumulated in the industry, in the final analysis, are overcapacity, it is imperative to go to capacity, and the cement industry is also the time for strong men to break their wrists.

2024-11-27 10:25:41

Recently, with the recovery of demand, large sand and gravel enterprises along the Yangtze River, such as Queshi Group, Minben Group, China Building Materials Group and Huaxin, have raised the ex-factory quotation of sand and gravel. But has the price of sand and gravel really risen as expected, and will the price fall in the short term?

2024-11-27 09:13:45

According to the data of the National Bureau of Statistics, the cement output from January to September in 2024 is 1326.7 million tons, with a year-on-year decrease of 10.7%; the industry expects that the profit of the whole industry in the first three quarters is only about 3.1 billion yuan, setting the worst record in decades. With the increasingly fierce competition among cement enterprises and the continuous decline of industry efficiency, how can enterprises adjust their development strategies, cross the industry cycle and usher in a new rise in performance? Only when you know yourself and your enemy can you fight a hundred battles with no danger of defeat. If we can accurately grasp the data of industry production and operation demand in real time, it will be the key factor for enterprises to achieve market breakthroughs.

2024-11-12 10:13:04

According to the information from China Cement Market Data Center, the price of cement in Chongqing in the southwest region is pushed up by 50-100 yuan/ton, and the implementation is to be observed; the price in Zhaotong in Yunnan is pushed up by 50 yuan/ton, and the implementation is to be observed; the price in Nanchong, Guang'an and Suining in Sichuan is pushed up by 50 yuan/ton, and the price in Yibin and Luzhou is partially dropped.

2024-11-08 17:19:35

What is happening in the cement industry?

2024-11-08 07:02:02

Looking forward to the fourth quarter, we believe that the demand for cement will continue to weaken, but under the background of the rising voice of "anti-involution" and the increasing awareness of self-help in the industry, enterprises will intensify their efforts to limit production, cement prices are expected to rise, and industry benefits will continue to be restored. Throughout the year, cement demand will face greater downward pressure, and the industry's profit decline is still large.

2024-10-30 17:15:19

What is happening in the cement industry?

2024-10-23 07:02:02

Under the current supply and demand situation of the industry, strict implementation of off-peak production is still the key to maintain the stable development of the industry. According to its introduction, the number of off-peak production days in Chongqing this year may reach nearly 200 days, about 20 days more than last year. However, from the implementation of this year, two key problems need to be solved to promote off-peak production. 1、 Some small enterprises are not enthusiastic about participating. According to its introduction, large enterprises and some small enterprises in the region can strictly implement the peak-staggering production plan, but some small-scale cement enterprises, especially single-line enterprises, have poor enthusiasm for the implementation of peak-staggering production, which makes it difficult to implement the regional peak-staggering production as a whole.

2024-10-15 14:42:58

What is happening in the cement industry?

2024-10-11 07:01:19

What is happening in the cement industry?

2024-09-19 07:13:02

What is happening in the cement industry?

2024-08-30 07:02:02

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

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

By 2035, China will build a physical network with a total scale of about 700000 kilometers, including about 200000 kilometers of railways, 460000 kilometers of highways and 25000 kilometers of high-grade waterways. There are 27 major coastal ports, 36 major inland river ports, about 400 civil transport airports and about 80 postal express hubs.

2024-08-13 14:24:57

The future demand for cement depends on the construction progress of new projects and continued projects. It is expected that cement demand will be difficult to improve in the future, and enterprises should reduce demand expectations in order to cope with the downward trend and develop rapidly.

2024-08-02 10:18:05

Looking forward to the second half of 2024, we believe that the demand for cement will improve compared with the first half of the year, and the price will continue to rebound. However, under the constraints of weak demand and serious overcapacity, the repair of cement price is limited. Throughout the year, cement demand will face

2024-08-01 09:19:52

Demand is declining, supply is increasing, and the price of sand and gravel industry is adjusted in an all-round way.

2024-07-31 15:56:20

The industry must rationally face the current situation of insufficient demand.

2024-07-29 15:09:40

If enterprises can produce more clinker within the approved total amount of pollutants and energy consumption, it shows that the level of pollutant prevention and control and energy efficiency of enterprises is better, and such enterprises should be encouraged to overproduce.

2024-07-26 13:33:59

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

A property rights trading platform shows that the starting price of Kangding Paomashan Cement Co., Ltd. is 216 million yuan.

2024-07-22 09:56:15

According to China Cement Market Data Center, the actual turnover of cement in Guangdong and Guangxi local markets fell slightly by 10-20 yuan/ton this week, but the overall quotation of large factories stabilized. Cement prices in many places in the two lakes have fallen back to the level before the rise.

2024-07-19 17:14:59

According to the research and statistics of the People's Bank of China, according to the issuance plans announced by various places, the issuance scale of new local bonds in the third quarter was as high as 1966.9 billion yuan, an increase of 605.3 billion yuan over the same period last year; plus the maturity scale of 1067.6 billion yuan of local bonds, it is expected that in the third quarter

2024-07-10 14:08:28

There is little hope that the demand for cement on the real estate side will recover, and infrastructure will remain the "biggest reliance" for cement demand for a long time to come. If the demand for cement at the infrastructure end can not play a supporting role, or even decline by a large margin, the cement supply side will drive the cement to rise.

2024-07-01 12:02:26

What is the driving force for the development of the next curve of the cement industry? Through the transformation and development of new quality productivity, the second curve of cement industry will be created to achieve a new leap forward in economic and social benefits.

2024-06-19 09:24:26

For a long time, cement has been recognized as a "short-leg" product. With the advancement of water transport construction, the capacity of major transport channels such as the Yangtze River and the Xijiang River has been improved. With the implementation of rail-water intermodal transport and river-sea intermodal transport, the radius of cement transport has been increasing.

2024-06-18 15:57:19

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.

2024-05-24 15:36:32

The reduction of new construction projects and the weakness of infrastructure have a direct impact on cement demand.

2024-05-21 09:52:34

The economic slowdown is another challenge facing the U.S. cement market in 2024.

2024-04-28 17:17:33

From January to March 2024, the cement output was 10,000 tons 33684, a decrease of 11.8% over the same period last year, an increase of 10.2 percentage points over the previous value. According to the full-caliber calculation, the output of cement in January-March decreased by 16.3% year-on-year.

2024-04-16 15:55:59

Looking forward to the second quarter, with the gradual stabilization of real estate and the accelerated issuance of special bonds, demand is expected to continue to release, but we should also be alert to the adverse factors such as insufficient funds, the arrival of rainy season and busy farming season, the amount of project start-up may be variable, the overall demand may still be less than the same period, and the space for cement price to rise under high inventory pressure. It is expected that the profit level may be at a low level in recent years.

2024-04-12 16:16:19

On the evening of April 9, Li Jiangming, executive director, joint company secretary and authorized representative of China Tianrui Cement, responded exclusively that the company was operating normally and that today's sharp fall might be due to the passive liquidation of some minority shareholders.

2024-04-10 09:13:56

Why can Xinjiang stabilize the market and achieve counter-trend growth in 2023?

2024-04-08 10:48:21

Zheng Jianhui expects cement demand to decline by at least 3% in 2024.

2024-04-03 15:12:49

In 2024, the setting of Xinjiang's economic development target indicates that the cement market demand will continue to grow, and the market is expected to remain stable.

2024-03-26 14:06:11

In the future, cement enterprises will still have to face the situation of insufficient market demand and the rising trend of production costs, and the industry will face great operational pressure.

2024-03-26 09:58:44

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

The board of directors of Qingsong Jianhua in 2023 showed that the company's operating income increased by 20.01% year on year, but its operating cost increased by 22.92%, resulting in a 2.2 percentage point decrease in gross interest rate. Nevertheless, the net profit attributable to shareholders of listed companies increased by 11.53%, and the net profit after deducting non-recurring gains and losses increased by 65.10%. Especially in the cement sector, despite the overcapacity of cement in Xinjiang, the company achieved 35.51% growth in cement sales and 23.75% growth in sales revenue through regional policies and investment recovery, while the gross profit margin remained almost unchanged, only decreased by 0.04 percentage points, reflecting that the company effectively controlled costs in the case of rising raw material and fuel prices.

2024-03-26 09:11:22