The market rises slightly; the replacement ratio is 1:1, and Conch Cement will move to build a 4500t/d clinker production line; the cement cooling and heating leader talks about Zhang Xiaohua: in the

< Market Overview & gt;

1. National average price of P.O42.5 bulk cement (10.14-10.20) (Click the title to view the full text)

According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 325.75 yuan/ton, up 1.06% from the previous month. Among them, cement prices in Jiangxi, Fujian and Guizhou led the rise.

2. How about the implementation of the large-scale rise in cement prices across the country? In the middle and last ten days of

October, the demand in many places continued to recover, but the overall situation was still weak, the shipment volume of enterprises was low, while the coal price was high, the cement cost pressure increased, and some areas continued to push up the cement price. Overall, due to the limited recovery of downstream demand, cement prices rose slightly.

3. [Cement Price Index Week 37]: The cost pressure increased, and the market rose slightly!

According to the specific changes of P.O42.5 bulk cement prices in 31 provinces, municipalities and autonomous regions, 13 provinces (cities) rose, 14 provinces (cities) were flat last week, and 4 provinces (cities) declined annually, of which Jiangxi rose significantly, with an increase of nearly 8%.

Market outlook forecast: weak recovery of terminal demand, high coal price and increasing cost pressure of enterprises. It is expected that the cement price will continue to rise slightly next week.

<; Today's Focus >;

1. The replacement ratio is 1:1. Conch Cement will relocate a 4500 t/d clinker production line

. On October 19, Jiangxi Industry and Information Technology Department issued the "Announcement on the Production Capacity of Fenyi Conch Cement Co., Ltd. 'S 4500 t/d Cement Clinker Project". Fenyi Conch Cement plans to implement the overall relocation and technical transformation project of cement clinker production line from the city to the park. It will build a 4500 t/d clinker production line and withdraw from the company's original 2500 t/d and 2000 t/d clinker production lines. The planned ignition time of the

project is June 2025.

2. Zhang Xiaohua: In the next five years, the industry will shift from "reducing production" to "reducing production capacity"

. In the next five years, the industry will shift from "reducing production" to "reducing production capacity". "Cutting overcapacity" can be divided into competition or rational "cutting overcapacity". Downward demand will make 30 ~ 40% of the production capacity retreat completely. Competition "cutting overcapacity" will make the industry efficiency depressed. Many enterprises are difficult to exit, and there are few winners. Rational "cutting overcapacity" can make those who exit the production capacity exit with returns and stay in the enterprises, which can not only improve the concentration but also achieve good benefits.

3. The secret of Tapai Group's performance turning over against the trend: to increase in infrastructure and rural areas, "stock speculation" also earned nearly 100 million yuan

. Tapai Group expects that the net profit attributable to shareholders of listed companies in the first three quarters of this year will be 596 million yuan to 638 million yuan. Compared with the same period in 2022, it is expected to grow by 470% to 510%. After analyzing the reasons, the reporter found that Tapai Group carried out more stringent cost control in the first three quarters of this year, and the cost of cement manufacturing decreased more than price of cement. At the same time, Tapai Group also earned nearly 100 million yuan through "stock speculation".

4. Ministry of Ecology and Environment: Do a good job in reporting and verifying

greenhouse gas emissions of enterprises in some key industries from 2023 to 2025 On October 18, the Ministry of Ecology and Environment issued a notice on doing a good job in reporting and verifying greenhouse gas emissions of enterprises in some key industries from 2023 to 2025. In order to speed up the construction of the national carbon emission trading market (hereinafter referred to as the national carbon market) and standardize the management of greenhouse gas emission data of enterprises in key industries, the key work requirements for greenhouse gas emission reporting and verification of enterprises in key industries such as petrochemical, chemical, building materials, iron and steel, non-ferrous metals, papermaking and civil aviation from 2023 to 2025 are hereby notified as follows.