[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2023.6.30)

2023-06-30 17:16:52

[Cement Big Data Research Institute] Cement Industry Chain Index Weekly Report (2023.6.30)

First, this week's cement industry chain index showed

that on Friday, the national cement price index was 117.61 points, down 1.28% annually and 19.09% year-on-year; The clinker price index was 130.33 points, down 1.19% on a month-on-month basis and 10.28% on a year-on-year basis; the price difference index of cement and coal was 107.99 points, down 1.85% on a month-on-month basis and 14.97% on a year-on-year basis; the glass price index was 129.55 points, down 1.27% on a month-on-month basis and 10.77% on a year-on-year basis; The concrete index was 132.71 points, with a month-on-month decrease of 0.92% and a year-on-year decrease of 9.52%; the rebar price index was 148.75 points, with a month-on-month increase of 0.39% and a year-on-year decrease of 12.9%; the gravel price index was 85.49 points, with a month-on-month decrease of 0.19% and a year-on-year decrease of 8.68%; The price index of machine-made sand was 90.98 points, down 0.27% on a month-on-month basis and 6.99% on a year-on-year basis; the price index of mineral powder was 69.33 points, down 1.87% on a month-on-month basis and 10.22% on a year-on-year basis; The price index of mortar was 94.43 points, and the ring ratio was flat.

CNBM executives appointed as non-executive directors

of Conch Capital Conch Capital (00586) announced that, with effect from 26 June 2023, Yu Kaijun has resigned as a non-executive director, a member of the remuneration and Nomination Committee and a member of the strategy, sustainability and risk management committee; And Liu Yan have been appointed as a non-executive Director, a member of the Remuneration and Nomination Committee and a member of the Strategy, Sustainability and Risk Management Committee. Effective June 26, 2023.

3. The production line of cement clinker in Shandong Province has been suspended for 15 days

since July 1. Recently, Shandong Cement Association issued the Notice on Shandong Cement Clinker Enterprises to Carry out Peak Staggered Production in July. In July, Shandong will usher in a hot rainy season, and the cement market will also enter the traditional off-season. Each clinker production line of each cement clinker enterprise shall be stopped for 15 days, and the enterprise shall determine the specific plan and report it to the association for the record before implementation.

Three, sand and gravel aggregate industry this week dynamic

1, 709.43 million yuan! The mine is located in the area of Magou Village, Qianjing Town, Yuzhou City, with a designed reserve of 24484.

2. The mine is located in Anfeng Town, Donghai County, Lianyungang City, with a recoverable reserve of 14.406 million tons, an annual production scale of 4.25 million tons, and a planned transfer period of 5 years. Finally, Jiangsu Jingdu Green Industry Investment Development Co., Ltd. has a 21954

of 32 million tons per year! The trial operation of Shandong Tengzhou No.1 Aggregate Line with materials was successful! It is reported that the project is located in Laojunyuan Village, Chaihudian Town, Tengzhou City, Shandong Province, with 2533 mine resources.

4. This week's dynamic comments on

the concrete industry 1. The world-class three-dimensional warehouse of Tianjin Nangang Ethylene Project was capped

on June 26. With Tianjin Nangang Ethylene Project three-dimensional packaging D warehouse grid modular upgrading in place, the industry's first three-dimensional warehouse grid overall module capping completed, Tianjin Nangang Ethylene Project world-class green intelligent three-dimensional warehouse construction has taken a key step, which will become the largest storage capacity of Sinopec three-dimensional warehouse after its completion and commissioning. There are 112 concrete independent columns in the three-dimensional warehouse, and there is no coupling beam between the columns, so the verticality and accuracy requirements are high, and the design and construction are difficult. In view of the construction difficulties, the project adopted a new construction scheme of prefabricated concrete columns for the first time, which improved the work efficiency by more than 50% compared with the traditional construction methods.

2. The first concrete modular high-rise building in China was completed

at the end of June. The first concrete modular high-rise building in China, Longhua Zhangkengjing affordable housing plot project, will be completed and delivered on June 28. The project innovatively adopts modular building technology to build intelligently in the whole process, and the whole building is divided into independent space units. More than 90% of the elements of each space unit, such as structure, decoration, hydropower, equipment pipelines and bathroom facilities, are completed in the factory, which makes the 100-meter-high residential building project, which originally needed 2-3 years to complete, complete within one year. Compared with the traditional construction mode, the construction period is reduced by more than 60%. Compared with the traditional construction method, the construction stage reduces carbon emissions by about 4190 tons, which is equivalent to the carbon emissions absorbed by about 220000 trees a year. At the same time, the project can also save more than 70% of on-site labor, reduce more than 75% of construction waste and more than 25% of material waste, which has become a typical case to help the construction industry accelerate the realization of the "double carbon" goal.

3. Jiande Haicheng Commercial Concrete Project was formally signed

on the afternoon of June 27, 2023. Hangzhou Jiande City Investment Company and Jiande

this week, down 0.92% from the previous month and 9% from the previous year. Regionally, concrete prices in Anhui, Shanghai, Jiangsu and Zhejiang were generally reduced by 10-40 yuan per square meter. Local concrete prices in Hebei, Henan and Shanxi have been reduced by about 5-20 yuan per square meter, while concrete prices in other provinces and cities in China are mainly stable. In

the next ten days, the main rainfall areas will be located in southern Huanghuai, Jianghuai, Jianghan, northern Jiangnan, Eastern Sichuan Basin, southern Shaanxi, western Yunnan and southeastern Xizang, with a cumulative precipitation of 80-120 mm, 150-180 mm in some areas and more than 200 mm locally; In addition, the accumulated precipitation in the northeast of Inner Mongolia and the eastern part of Northeast China is 40-80 mm, and the local precipitation can reach about 100 mm; the precipitation in most of the above areas is 50% to 1 times more than that in the same period of the year. In terms of temperature, there are still many high temperature weather in the eastern part of North China and the northern part of Huanghuai, with the cumulative number of high temperature days reaching 5 to 8 days, and the highest temperature in some areas reaching 40 degrees Celsius. In addition, from July 6 to 9, there will be high temperature weather in the eastern part of Jiangnan and the eastern part of Guangdong and Guangxi.

To sum up, next week, many places in China will continue to be controlled by high temperature and rainy weather, the downstream is still in the off-season of construction, the progress of the project is slow, the shipment of concrete is difficult to increase significantly, and the market demand is stable at a low level. At the same time, the price of raw materials in the upstream continues to decline, the cost side supports the fatigue, and the mixing station mainly follows the decline. Overall, the concrete market will continue its downward trend next week.

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