First, this week's cement industry chain index showed
that on Friday, the national cement price index was 141.43 points, up 0.22% annually and down 18.15% year-on-year; The clinker price index was 147.64 points, with a month-on-month increase of 0.48% and a year-on-year decrease of 14.29%; the price difference index of cement and coal was 124.89 points, with a month-on-month increase of 0.36% and a year-on-year decrease of 16.88%; the glass price index was 118.38 points, with a month-on-month increase of 2% and a year-on-year decrease of 20.42%; The concrete index was 140.04 points, up 0.2% on a month-on-month basis and down 7.47% on a year-on-year basis; the rebar price index was 170.32 points, up 0.24% on a month-on-month basis and down 11.11% on a year-on-year basis; the gravel price index was 87.04 points, up 0.86% on a month-on-month basis and down 8.93% on a year-on-year basis; The price index of machine-made sand was 93.18 points, with a month-on-month increase of 0.40% and a year-on-year decrease of 7.20%; the price index of mineral powder was 75.38 points, with a month-on-month increase of 2.81% and a year-on-year decrease of 13.19%; Mortar price index was 95.56 points, up 0.66% month-on-month, down 4.
II. Cement industry dynamics
this week 1. Shanshui Cement : net profit in 2022 7. The operating revenue of the Company in 2022 was approximately RMB21.489 billion (2021: RMB24.66 billion), representing a decrease of 12.9% as compared with that in 2021; The operating profit for 2022 was approximately RMB1.464 billion (2021: RMB4.198 billion), representing a decrease
of 65.2% as compared with 2021, and the transaction price was approximately RMB32.4 million! ccement.com/brandnewslist-1-1000026.html" rel="noopener noreferrer" target="_blank" style="color: rgb(66, 132, 244); Conch Cement won 15% equity of Shuicheng Conch Panjiang Cement! Conch (Guizhou) Holding Co., Ltd. is 100% owned by Conch Cement.
3. National Bureau of Statistics: From January to February 2023, the national cement output was 198.55 million tons! From January to February, the national cement output was 198.55 million tons, down 0 from the same period last year.
3. This week's dynamics
of the aggregate industry 1. Annual output of 6 million tons! The project is located in Jinyang Village, Sansha Town, Xiapu County, Ningde City, Fujian Province. The raw materials come from the waste rocks produced by the project site leveling or other surrounding construction. It is a new project. The project constructs a production line of sand and gravel for construction, with an annual output of 4.8 million tons of machine-made sand and 1.2 million tons of gravel for construction. The total investment of the project is 425 million yuan. The construction unit is Xiapu Zhongye Langchen Investment Co., Ltd.
2. Annual output of 1.8 million tons! The project is located in Gongcha Community, Qifo Township, Qingchuan County, Guangyuan City, with a total investment of 30 million yuan and a construction aggregate production line. The construction unit is Qingchuan Kaiquan Building Materials Co., Ltd.
4. Comments on
the dynamics of the concrete industry this week 1. The construction
of the "mirror" concrete in the world's largest section discharge tunnel has been started recently. The anti-scour and wear-resistant concrete pouring of the first section of the tunnel spillway of the flood discharge system of Shuangjiangkou Hydropower Station, the world's largest section discharge tunnel under construction by China Railway Construction Bridge Bureau, has been completed, marking the full opening of the lining of the tunnel spillway. In the early stage of the project construction, a special scientific and technological research class was set up to carry out research projects, and more than 60 groups of concrete mixing schemes were studied and tested. After thousands of groups of test partners, the optimal mix proportion data of abrasion-resistant and wear-resistant concrete with "smooth, wear-resistant and crack-resistant" performance were determined. By introducing the first set of "ethylene glycol + water cooling" pre-cooled aggregate temperature control mixing system in China to control temperature, adopting precise control ratio to reduce hydration heat, and taking effective measures to strictly control quality and safety, the technical problems were successfully overcome, and the smoothness of concrete surface was greatly improved by cooperating with internal intelligent water supply and surface intelligent maintenance. After the completion of Shuangjiangkou Hydropower Station, the main stream of Dadu River will increase about 6.6 billion kilowatt-hours of dry season electricity, save about 2.96 million tons of standard coal and reduce about 7.18 million tons of carbon emissions annually, which will actively achieve the overall goal of "promoting green development and harmonious coexistence between man and nature".
2. The scale is rare in the world! The north anchorage of Yanji Yangtze River Bridge adopts a unique "8" -shaped gravity anchorage structure, which is the key project with the longest construction period and the largest volume in the whole concrete project of Yanji Yangtze River Bridge, with a total concrete consumption of 420,000 cubic meters and a total weight of more than 1 million tons, which is rare in the world. In the light of the problem of easy cracking caused by large hydration heat of mass concrete and large shrinkage deformation of anchor bottom plate with huge single bin plane size (diameter up to 75 meters) and total thickness of 6 meters, the excellent concrete with low temperature rise, low shrinkage and high crack resistance is prepared by using "double mixing technology" and composite high performance expansion agent. The intelligent temperature control system of mass concrete developed by China Railway Bridge Research Institute is introduced to measure and control the temperature field of concrete components dynamically and accurately. The national concrete price index closed at 140.04 points
this week, up 0.20% from the previous month and down 7 from the previous year. Regionally, concrete prices in Zhejiang, Jiangsu and Shanghai markets rose by 5-10 yuan per square meter. Concrete prices in Shanxi and Hainan markets were partially reduced by 5 yuan per square meter, while concrete prices in other provinces and cities in China remained stable. In
the next ten days, there will be an obvious rainfall process in the southern region, with a cumulative rainfall of 25-50 mm in eastern Sichuan, Chongqing, central and Eastern Guizhou, Jianghan, Jianghuai, most of Jiangnan, southern central and southern China, southeastern Northwest China and southeastern Xizang. The rainfall in the eastern part of Guizhou, the southeastern part of Chongqing, the south of the Yangtze River and the northern part of Guangdong is 70-100 mm, and the local rainfall is more than 200 mm. The rainfall in most of these areas is 4-80% more than that in the same period of the year, and the local rainfall is 1-2 times more. The cumulative precipitation in northern Xinjiang, southern Qinghai, central and Western Xizang, central and Eastern Inner Mongolia, Heilongjiang, southeastern Jilin, Eastern Liaoning, Huanghuai and Western North China is 3-8 mm, and 10-15 mm locally. In terms of temperature, the temperature in the northeastern part of Inner Mongolia, most parts of Northeast China, the eastern part of Huanghuai, the eastern part of Jianghuai, the central and eastern part of Jiangnan, and the southern part of central and southern China is still 1 ~ 3 ℃ higher than that in the same period of the year; the temperature in the Qinghai-Xizang Plateau and the northern part of Xinjiang is 1 ~ 3 ℃ lower; and the temperature in most other parts of China is close to that in the same period of the year.
To sum up, the precipitation in the south next week will be more than same period last year, and the construction conditions will be slightly weakened. The construction of downstream infrastructure projects is more active, which supports the market demand, while the improvement of the real estate market is limited, the demand growth is slow, and the overall concrete shipments are mainly stable. In terms of cost, upstream cement prices have risen in several rounds, and the cost support of mixing stations has further strengthened. On the whole, the concrete market will run smoothly next week, with a slight increase in local prices.
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