< Market Overview & gt;
1. The price of cement in Hangzhou-Jiaxing-Huzhou-Shaoxing area of Zhejiang was raised again (click the title to view the full text).
On the 22nd, some major manufacturers in Zhejiang continued to push up the price of all kinds of cement in Hangzhou-Jiaxing-Huzhou-Shaoxing area by 20 yuan/ton, and the specific implementation remains to be observed.
2. Cement prices in southern Jiangsu have been pushed up
since the 22nd. Some major manufacturers in Nanjing, Suzhou, Wuxi, Changzhou, Nantong and other places in Jiangsu have successively notified to raise the price of high-standard cement by 20 yuan/ton, and the specific implementation remains to be observed. Cement prices in the surrounding areas of central and northern Jiangsu are expected to follow up a few days later.
3. The price of cement in many places in Anhui has been raised
from 22 to 23 days. Some major manufacturers in Wuhu, Xuancheng, Tongling, Ma'anshan and other places have been notified to raise the price of high-standard cement by 20 yuan/ton. The specific implementation remains to be observed.
21 to 23 days, and the implementation remains to be observed.
<; Today's Focus >;
. On October 20, Caijing magazine held the third "Carbon Neutralization Summit Forum" in Beijing, and released the new year's carbon list of listed companies at the forum. Compared
with 2021, the total carbon emissions of listed companies in the cement industry showed a downward trend, but the carbon efficiency of revenue decreased slightly. The cement industry is generally stable in 2022, but faces multiple challenges, such as the impact of the epidemic, the real estate downturn, and changes in the domestic and international situation. These factors led to a significant reduction in cement demand, which was at a low level throughout the year, and cement production hit a new low in the past decade.
2. Zhou Yuxian is a guest on CCTV's Dialogue: Talking about the ESG vivid practice
of CNBM's participation in the construction of "the Belt and Road" Zhou Yuxian: From the perspective of enterprises, I understand that the spirit of the Silk Road and the requirements of "the Belt and Road" are highly consistent with the ESG concept. In this sense, the implementation of ESG concept can make the "the Belt and Road" more smooth and solid. "The Belt and Road" can also provide a broader practical space for ESG concepts to be translated into action.
. Conch is accelerating the transformation and development of the industry, taking effective investment as the orientation, strengthening the main cement industry and the upstream and downstream industrial chain, promoting the development of environmental protection, new energy and digital industries, and there is still a certain capital demand for industrial development.
peak. According to the data released by Shanxi Statistical Bureau on October 23, the output of raw coal in the first nine months of this year was 101439 0.07 million tons, an increase of 4.5% over the same period last year. With the arrival of the heating season in the north, the demand for coal is increasing rapidly. At present, the price of 5500 kcal steam coal in northern ports is about 1020 yuan per ton. Industry insiders said that the main reason for the rise in coal prices was the strong demand for coal chemical industry caused by the rise in crude oil prices, which coincided with the heating season, and the demand for coal continued to increase.