First, this week's cement industry chain index showed
that on Friday, the national cement price index was 141.12 points, up 2.19% annually and down 17.32% year-on-year; The clinker price index was 146.93 points, with a month-on-month increase of 0.23% and a year-on-year decrease of 13.85%; the price difference index of cement and coal was 124.44 points, with a month-on-month increase of 4.26% and a year-on-year decrease of 9.26%; the glass price index was 116.06 points, with a month-on-month increase of 0.72% and a year-on-year decrease of 25.45%; The concrete index was 139.76 points, flat on a month-on-month basis and down 7.77% on a year-on-year basis; the rebar price index was 169.92 points, up 1.03% on a month-on-month basis and down 12.72% on a year-on-year basis; the gravel price index was 86.30 points, up 0.10% on a month-on-month basis and down 9.67% on a year-on-year basis; The price index of machine-made sand was 92.81 points, with a month-on-month decrease of 0.09% and a year-on-year decrease of 7.53%; the price index of mineral powder was 73.32 points, with a month-on-month increase of 0.66% and a year-on-year decrease of 16.18%; Mortar price index was 94.93 points, representing a month-on-month decrease of 0.27% and a year-on-year decrease of 5.
II. Cement Industry Dynamics
of the Week 1. Asia Cement (China): Profit attributable to owners of the Company in 2022 was RMB420 million, representing a year-on-year decrease of 76.2%! Profit attributable to owners of the Company was RMB420 million, representing a year-on-year decrease of 76.2%. Basic earnings per share 0. The decrease in revenue during the period was mainly due to the decrease in sales volume and average selling price of the Group's products in 2021.
2. The 6200t/d cement clinker production line in Hubei will be put into production soon! Ccement. Com/brandnewslist-1-1000331.3
, 1 million 20%! Ccement. Com/brandnewslist-1-1000106. According to the data, Shaoxing Wannianqing Cement Co., Ltd. was established on April 30, 2004, registered in Jinshu Village, Taoyan Town, Yuecheng District, Shaoxing City, Zhejiang Province, and its legal representative is Zhong Shengli. Business scope includes production: cement grinding. Distribution: building materials. It is understood that Shaoxing Evergreen Cement has a cement grinding station with an annual capacity of 500000 tons.
Three, sand and gravel aggregate industry this week dynamic
1, annual output of 5 million tons! A large mine in Hubei was successfully sold! The mine is located in Douan Village, Xinghua Township, Hongan County, Huanggang City. The mined ore is gneiss, with a resource reserve of 99.1072 million tons, a production scale of 5 million tons per year and a transfer period of 19.5 years. The final 15465
of Hubei Senxin Mining Co., Ltd., a local state-owned enterprise, is 240 million yuan! Zhejiang state-owned enterprises won the annual output of 2.9 million tons of sand and gravel mine! The annual production scale is 2.9 million tons, the transfer period is 5 years, and finally the local state-owned enterprise Xinchang County Transportation Resources Development Co., Ltd.
! The project is located in Meiyuan Village, Xinxi Village Committee, Jinjiang Township, Xiajiang County, with a total investment of 10 million yuan. It uses iron ore tailings to make sand, with an annual output of 1.2 million tons of machine-made sand, 600,000 tons of melon seeds and 1.2 million tons of stones. The construction unit is Ji'an Deyouli Building Materials Co., Ltd.
4. Comments on
the dynamics of the concrete industry this week 1. Concrete construction: "Jumping method" replaces "post-pouring belt" to improve quality and efficiency, saving 600000 yuan
. The project of Southern Headquarters Base C is located near the Pearl River in Haizhu District, Guangzhou. Its basement area is 3. The project construction not only faces the impact of humid and cold air, but also faces the great challenge of "resisting" the temperature stress and shrinkage tension of concrete materials. Based on the idea of "resisting and releasing simultaneously", "releasing first and then resisting" and "giving priority to resisting", the technical team uses the principle of "resisting and releasing" which is easy to release the internal stress before the performance of concrete is not stable and completely solidified in 5 to 10 days, and adopts the "jumping warehouse method" to construct, dividing the basement foundation, wallboard and roof into 21 blocks according to 30 construction joints. According to the division of blocks, one grid shall be poured at an interval. "Jumping method" pouring not only reduces 1200 meters of post-pouring belt, ensures the integrity of basement floor, but also avoids the cost of construction joint cleaning and expansion reinforcement belt pouring. After accounting, the "jump warehouse method" was adopted to construct the basement floor, which saved nearly 600000 yuan.
2. Lingbi: 10 concrete mixing stations have stopped production and 3
are being demolished. Since February 20, 2023, Lingbi County, Suzhou City, Anhui Province, has launched a special rectification action for concrete mixing stations and stone processing points throughout the county. A total of 52 enterprises have been investigated and 13 enterprises without legal EIA procedures have been investigated and dealt with. As of March 1, 10 mixing stations without EIA procedures have been shut down and 3 are being demolished.
3. Gansu: With a total investment of 1,651.2 billion yuan, the list of major projects in 2023 has been released
. Recently, the investment plan for major construction projects in Gansu Province in 2023 has been approved by the provincial government and issued and implemented in the document of Gan Zheng Ban Fa [2023] No.5. It will focus on promoting the construction of 287 major provincial projects in eight major areas, with a total investment of 1651.2 billion yuan and an annual planned investment of 251.2 billion yuan. Among them, 119 new projects (15 transportation and logistics projects), 148 renewal projects (20 transportation and logistics projects) and 20 preparatory projects (4 months of transportation and logistics projects) are planned.
This week, the national concrete price index closed at 139.76 points, which was flat compared with last week and fell year-on-year. 7. Regionally, concrete prices in all provinces and cities in China remained stable. In
the next ten days, the cumulative precipitation in most areas of northwestern Xinjiang, Eastern Northeast China, southern and Eastern Yunnan, Eastern Sichuan, Chongqing, Guizhou, Hunan, Hubei, north-central Jiangxi and north-central Zhejiang will be 15-30 mm, which is basically close to or slightly more than normal; Among them, parts of northeastern Guizhou, southeastern Chongqing, central Hunan and southeastern Hubei have 40-60 mm, which is 50% to 2 times more than normal years. Precipitation in most parts of North China, the central and eastern parts of Huanghuai, the southeastern part of Jiangnan, and the southern part of central and southern China continued to be significantly less. In terms of temperature, except that the average temperature in Xinjiang, the eastern part of Northeast China, most of North China, Huanghuai, Jianghuai and most of Jiangnan is still 1 to 3 degrees higher than that in the same period of the year, the average temperature in most other areas is close to that in the same period of the year.
To sum up, affected by the cold wave weather in China next week, the precipitation will increase slightly, but the overall construction conditions are acceptable. The downstream part is limited by capital factors, the number of new construction projects is limited, the growth of concrete demand is slowing down, and the market competition is fierce. In terms of cost, the upstream cement price has gradually risen, the production cost of mixing stations has been rising, and the support of raw materials for concrete prices has been strengthened. On the whole, the concrete market demand will continue to recover slowly next week, and the price will be mainly stable.
浙公网安备33010802003254号