[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2023.10.20)

2023-10-20 17:17:49

[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2023.10.20)

First, this week's cement industry chain index showed

that on Friday, the national cement price index was 107.30 points, up 1.05% annually and down 30.62% year-on-year; The clinker price index was 114.89 points, with a month-on-month increase of 0.62% and a year-on-year decrease of 23.41%; the price difference index of cement and coal was 87.65 points, with a month-on-month increase of 2.2% and a year-on-year decrease of 28.21%; the glass price index was 143.35 points, with a month-on-month decrease of 0.03% and a year-on-year increase of 23.03%; The concrete index was 125.50 points, with a month-on-month decrease of 0.01% and a year-on-year decrease of 11.19%; the rebar price index was 148.64 points, with a month-on-month increase of 0.74% and a year-on-year decrease of 5.9%; the gravel price index was 84.16 points, with a month-on-month flat and a year-on-year decrease of 6.45%; The price index of machine-made sand was 88.24 points, with a month-on-month decrease of 0.08% and a year-on-year decrease of 7.45%; the price index of mineral powder was 67.26 points, with a month-on-month increase of 0.33% and a year-on-year decrease of 10.4%; the price index of mortar was 91.34 points, with a month-on-month decrease of 0.22% and a year-on-year decrease of 3.47%.

China National Building Material Co., Ltd.: The profit for the first three quarters is expected to drop by about

70% compared with the same period last year. China National Building Material Co., Ltd. issued a profit warning on October 16, announcing that after preliminary review of the relevant financial statements prepared by the company and its subsidiaries in accordance with the Chinese 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. It is reported that the net profit attributable to the owner of the parent company in the first three quarters of 2022 is 6.989 billion yuan.

2. Decrease by 67.56 million tons! From January to September, the full-caliber comparison of cement production continued to decline

. On October 18, the National Bureau of Statistics released economic data for September 2023. Among them, the national cement output in September this year was 188.87 million tons, with a year-on-year decrease of 7.2%; the national cement output from January to September was 1495.21 million tons, and the cement output from January to September last year was 1562.77 million tons, with a year-on-year decrease of 0.7%, with a total decrease of 67.56 million tons, with a year-on-year decrease of 4.32%.

3. Ningxia Cement Enterprises will stop production for 150 days

from November 1 to October 19. The Department of Industry and Information Technology of Ningxia Autonomous Region and the Department of Ecology and Environment of Ningxia Autonomous Region jointly issued the Notice on Peak Staggering Production in Some Key Industrial Sectors in 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.

Western Construction: The net profit for the first three quarters is expected to decrease by 36.14% -47.21%

compared with the same period last year. Recently, CSCEC Western Construction Co., Ltd. released its performance report for the first three quarters of 2023. As of September 30, 2023, the net profit attributable to shareholders of listed companies was 310 million yuan to 375 million yuan, down 36.14% to 47.21% from the same period last year; The estimated net profit attributable to shareholders of CSCEC West Construction in the third quarter is RMB0.17 million for 14504 and RMB0.17 million for 21004, representing a year-on-year change of -29.30% -2.38%. During the reporting period, the construction of the western region was affected by the macro environment, the pressure of competition increased, the sales volume and price of major products decreased year-on-year, and the sales revenue and net profit are expected to decrease year-on-year.

2. Successful research and development

of "bendable concrete" Zhenjiang Jianke Construction Technology Co., Ltd. has independently developed an ultra-high toughness concrete material, which has the characteristics of high strength, high toughness, good durability, excellent deformation resistance and crack resistance, and is called "bendable concrete". Ultra-high toughness concrete is a kind of fiber reinforced cementitious composite material, which has the rigidity of ordinary concrete and the toughness of fiber materials, so it has a wide range of applications in the field of reinforcement. At present, the product has been applied in the reinforcement project of urban and rural dangerous old houses in Zhenjiang, which can greatly improve the seismic and crack resistance of dangerous old houses.

3.

On October 16, the 0 # block of the concrete structure low-pylon cable-stayed bridge with the largest span of Jibin high-speed rail was successfully poured, and the 0 # block of the concrete structure low-pylon cable-stayed bridge with the largest span of 200 meters of Jibin high-speed rail was successfully poured. It marks a breakthrough in Jinan East Bridge, and the continuous beam construction of the project has formally entered a critical stage. The poured 0 # block pier of 145 # main pier is located at Yaoqiang Airport Expressway on Jinan East Super Major Bridge. It is a single-box four-room mechanism. The beam section of continuous beam (including concealed column) is 12 m long, 10.91 m high, 17.6m wide at the top plate, 17.6m wide at the bottom plate, and 1619.25 m ³ in volume. C55 high-grade concrete is used and casted by cantilever casting method at one time, with a pouring volume of about 1600 cubic meters.

This

week, the national concrete price index closed at 125.50 points, down 0.01% from the previous month and 11.19% from the previous year. Regionally, the price of local concrete in Jiangsu was reduced by 5 yuan per square meter, the price of concrete in some enterprises in Guangxi was slightly increased by 5 yuan per square meter, and the price of concrete in other provinces and cities in China remained stable. In

the next ten days, the accumulated precipitation in the western and southern parts of Jiangnan, Guangdong, Guangxi and the eastern part of Southwest China will be 40-80 mm, including 100-250 mm in parts of southeastern Guangxi, southwestern Guangdong and Hainan Island, and about 300 mm locally; The accumulated precipitation in most of the above areas is 80% ~ 2 times more than that in the same period of the year, more than 3 times more than that in local areas, and the precipitation in most of the rest of China is less or close to that in the same period of the year. In terms of temperature, the average temperature in the Qinghai-Xizang Plateau and southern Guangdong and Guangxi is 1 to 2 degrees lower than that in the same period of the year, while the temperature in Xinjiang, North China, Northeast China, Huanghuai, Jianghuai and western Jiangnan is 1 to 3 degrees higher, and the temperature in the rest of China is basically close to that in the same period of the year.

To sum up, the domestic precipitation will increase slightly next week, but it will have little impact on the downstream construction. Although the northern part has entered the rush stage, the construction increment in most other regions in China is still relatively limited, and the demand for concrete market remains at a low level in the same period in previous years. In terms of cost, upstream cement enterprises continue to push for price increases, with limited implementation, and cost support is basically stable. Overall, the domestic concrete market demand will increase slightly next week, and the market price will be stable, with a slight increase in raw materials.

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