< Market Overview & gt;
1. The cement output in the first three quarters was about 9.3 million tons, and the cement situation in Xizang was good (click the title to see the full text).
Recently, China Cement Network learned from the exchanges with many cement enterprises in Xizang that, unlike the cliff-like decline in demand in other provinces and cities in China, the "price war" is everywhere. The overall market of Xizang this year is better than past two years. "Up to now, the cement sales volume of our enterprise is significantly higher than that of last year." A cement enterprise in Lhasa said that not only one of our enterprises, but also many cement plants Xizang this year are better than previous two years. The person in charge of a cement enterprise in Changdu area said in the exchange that the market demand has performed well this year. 2
. Cement prices in Hunan were pushed up again on the 26th
, and some major manufacturers in Hunan continued to push forward the fourth round of raising cement prices by 20 yuan/ton. From the overall market feedback, the four-round push up is more than 60 yuan/ton, and the specific implementation remains to be observed.
< Today's Focus >
1. Losses! Profits have fallen sharply! How can cement enterprises "save themselves"?
Recently, many cement enterprise leaders have said in their exchanges with China Cement Network that relying on digital and intelligent technology, energy saving, cost reduction, quality and efficiency improvement, and enhancing competitiveness are the key for cement enterprises to meet the challenges. Liu Yongxing, chairman of Oriental Hope Group, pointed out that when the industry is at its normal development and peak, "scale is king" and "cost is king" when the industry is at its low ebb.
2. [Comments] From the report of listed companies, we can see the regional difference
of cement market. The overall shrinkage of cement business of listed companies, with the largest decline in revenue in North China. According to the six regions, the overall decline of cement revenue of listed companies in North China, East China and Central and South China is relatively large. Among them, the price competition in East China and Central South China is sufficient, the risk of price reduction has been basically released, and there is room for subsequent price recovery, but the rhythm remains to be observed.
compared with the same period last year. Sichuan Shuangma announced its third quarter results on the evening of October 30 that its revenue in the first three quarters of 2023 was about 806 million yuan, a decrease of 9.61% compared with the same period last year; Net profit attributable to shareholders of listed companies was about 668 million yuan, a decrease of 12.68% over the same period last year.
4. 13 companies made profits and 5 companies lost money!
At present, 18 cement listed companies have released their performance in the first three quarters, of which 6 have increased revenue, 13 have made profits and 5 have lost money. Highest
profit: Conch Cement 8.672 billion yuan
Most loss: Yatai Group-1.337 billion yuan
Most net profit growth: Tapai Group 487.3%
year-on-year growth Highest revenue: China Building Materials Minimum revenue of 159.581 billion yuan
: Fujian Cement & nbsp; largest decline in
revenue of 1.495 billion yuan: Evergreen Cement & nbsp; a year-on-year decrease of 28.63%.
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