The Department of Environment and Resources of the National Development and Reform Commission interviewed the energy conservation authorities of Zhejiang, Anhui, Guangdong and Chongqing, and what is t

< Market Overview & gt;

1. The price of cement in Fujian will be raised again (click the title to view the full text).

Since the 18th, some major manufacturers in the province have tried again to push up the price of all kinds of cement by about 20 yuan/ton. Whether this round of price can be implemented remains to be seen.

2. Rising operating costs a number of cement companies in South Korea have raised their shipping prices

. Recently, a well-known cement company in South Korea announced a 6.9% increase in the price of its bulk cement from October 16. Not only this cement enterprise, but also seven well-known cement enterprises in South Korea have indicated that they will raise cement prices by about 10% from this month and next month. According to statistics in recent years, the cumulative rate of increase in cement prices has reached 75.8% in the last two years. With the rising prices of various building materials, the cost of residential construction has increased sharply, and the price of apartments in South Korea has risen.

3. Cement prices have been pushed up continuously in many places.

Generally speaking, after the National Day holiday, there is an expectation of demand improvement in the cement market. In addition, the pressure on the cost side is greater, and cement enterprises generally have the willingness to raise prices. The actual recovery of demand varies from place to place, and there are differences in cement prices, but the overall price index still shows a slight upward trend.

<; Today's Focus >;

1. The Department of Environmental Resources of the National Development and Reform Commission interviewed the competent energy-saving departments

of Zhejiang, Anhui, Guangdong and Chongqing provinces (cities), emphasizing that the competent energy-saving departments in the relevant regions should attach great importance to the target task of reducing energy consumption intensity in the 14th Five-Year Plan, strengthen progress management on an annual and quarterly basis, and focus on energy conservation. Energy consumption, input-output and cost-effectiveness are comprehensively arranged by cities, industries and enterprises. We should strictly carry out energy conservation review, ensure access to new projects, and resolutely curb the blind launching of "two high and one low" projects.

2. Four provinces (cities) were interviewed for lagging progress in energy intensity reduction! What is the impact on the cement industry? In the

short run, the interview may prompt Zhejiang, Anhui, Guangdong and Chongqing to pay more attention to and strengthen the management and control of energy-consuming industries, including cement, and take corresponding measures to effectively control the energy consumption and emissions at the supply side of cement and other industries.

In the long run, under the background of increasingly "white-hot" market competition, the long-term competition of cement industry is the competition of energy consumption level. For those cement enterprises with high energy consumption level, they will face great risk of elimination. 3.

150 days!

On October 19, the Department of Industry and Information Technology of Ningxia Autonomous Region and the Department of Ecological Environment of Ningxia Autonomous Region jointly issued the Notice on the Development of Peak-Staggered Production in Some Key Industrial Sectors in the Winter and Spring of 2023-2024. Among them, all cement clinker production enterprises in the region have to stagger peak production for 150 days, and the number of days that have not completed peak production within the time limit will be supplemented by the end of 2024. The off-peak production time is from November 1, 2023 to March 31, 2024.

4. Li Yeqing: Spreading China's technology, products, management and influence to the world

On October 17, the third "the Belt and Road" International Cooperation Summit Forum was held in Beijing. Li Yeqing, president of Huaxin Cement Co., Ltd., was invited to attend. He said that Huaxin will continue to draw a bright picture of green and high-quality development in the "the Belt and Road" on the basis of win-win cooperation, and contribute to the benefit of the local people and the promotion of friendship among countries.

At the "the Belt and Road" entrepreneurs'conference, Huaxin Cement signed an agreement with foreign parties to acquire 100% equity of Natal Cement Company. "After the successful acquisition, the cement business in South Africa and Mozambique will be handed over to us as a whole." Li Yeqing said. The company was originally in Tanzania, Zambia, Malawi and other state-owned businesses, and this cooperation will radiate the company's business to South Africa and Mozambique, which is expected to bring more than 3 million tons of cement market, and will play a positive role in the company's development in the African market.