< Market Overview & gt;
1. Cement prices in Liuzhou, Hechi and Laibin areas of Guangxi continue to rise (click the title to view the full text)
29-31 days, the above market leading enterprises notified that the price of cement will be raised by 20-30 yuan/ton. At present, the market demand and sales volume are general, and the implementation of this increase remains to be observed.
. In October, the domestic construction conditions are still acceptable, coupled with the increase in the rate of capital construction funds in place, local construction is accelerated, but the overall demand is still lower than same period in previous years, and the rise and fall of concrete price is relatively small. By the end of October, the National Concrete Price Index (CONCPI) closed at 125.04 points, down 0.49% from the end of September and 12.02% from the same period last year.
3. [Overview of Cement Market] October: Cost Drive Is Obvious, Market Shocks Upward! On the
demand side, the northern region entered the off-season in November. Although there are rush projects in the southern region, there are fewer new projects, and the demand for cement is limited. It is expected that the demand will remain weak. On the supply side, most areas in the north have entered the heating season to stagger the peak and shut down kilns, while the southern region has independently arranged to stop production under the constraints of greater inventory pressure, and it is expected that the supply side will shrink as a whole; To sum up, the supply-demand relationship in November is difficult to improve significantly, coupled with the coal price callback, the enterprise cost support has weakened, it is expected that the cement price trend in November may show a slightly stronger shock, the increase is relatively limited.
& lt; Today's Focus & gt;
1. Cement Cold and Warm Big Brother Talk | Jiang Xiaomeng: Cost control is the kingcraft
in industries with serious homogenization. Jiang Xiaomeng believes that changes in the economic environment and the decline in real estate investment are the core factors leading to the decline in cement demand. At the same time, the continuous release of new capacity has aggravated the problem of overcapacity; the trust between industries has been reduced or even broken, breaking the original synergy situation and making the industry enter vicious competition.
. On October 31, Tianshan Stock issued a record of investor relations activities, focusing on its main business, focusing on the transformation of "high-end, intelligent and green". Grasp the three factors of "double carbon, cement + and internationalization", continue to improve and strengthen the industrial chain, promote integrated operation according to local conditions, and strive to increase profits and return shareholders through the coordinated development of the industrial chain.
3. Cancellation of production licenses for industrial products of 11 cement enterprises in Zhejiang!
According to the Notice of the General Office of the General Administration of Market Supervision on Further Improving the Management of the Examination and Approval Authority of Industrial Product Production Licenses after Decentralization, entrusted by the General Administration of Market Supervision, the Zhejiang Provincial Market Supervision and Administration has cancelled the industrial product production licenses of 13 enterprises, and issued the industrial product production licenses of 13 enterprises. The cement enterprises include Zhejiang Feihu Cement, Jiangshan Hejiashan Cement, Haiyan Nanfang Cement, Zhejiang Jianuo Cement, Zhejiang Hongshi Cement, Huzhou Gangqiang Cement, Huzhou Linghu Xinyang Cement, Huzhou Linghu Zhaoqiang Building Material, Huzhou Nanxun Shengchuan Cement, Huzhou Liufang Cement and Jiande Chengli Building Material.
4. Who earned the most in the first three quarters of the nine central construction enterprises?
As of October 31, the performance reports of nine central construction enterprises for the third quarter of 2023 have been released. According to statistics, the most profitable central construction enterprise in the third quarter is China Construction, with a net profit of 14.68 billion yuan; the largest profit decline in the third quarter is CCCC Real Estate, with a net profit decline of 79.23% year-on-year; the largest profit decline in the first three quarters is also CCCC Real Estate, with a loss of 1.032 billion yuan, a decline of 492.31% year-on-year.
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