何坤皇指出，当前各级政府都在全力以赴拼经济、促发展，中国经济复苏未来可期，但水泥行业形势依旧不容乐观。
“2022年广东产量同比减少20%，利润大幅下滑，比全国水平还差。”塔牌集团总经理何坤皇在3月14日召开的“水泥经济50人”论坛上表示，当前水泥行业形势不容乐观。
何坤皇指出，当前各级政府都在全力以赴拼经济、促发展，中国经济复苏未来可期，但水泥行业形势依旧不容乐观。
一是产能还是在增加，尤其是广西，这两个月还有产能投放；第二个是需求有所恢复，但受房地产投资下滑等因素印象，水泥总体需求减少的趋势不可逆转，水泥行业产能严重过剩。
何坤皇认为，水泥行业要应对当前态势，需要做到以下三点：
1.去产能是关键。行业要努力促成主管部门出台更多环保、能耗等相关政策，来淘汰落后产能；
2.短时间内，还是需要通过错峰生产、行业协同减产来稳定行业态势；
3.只有推进绿色低碳转型、数字智能升级，才能实现水泥行业的可持续发展。
Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".
2025-04-22 13:34:08
What is happening in the cement industry?
2025-04-22 07:02:03
Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.
2025-04-18 17:05:19
"The formal incorporation of the cement industry into the national carbon market is of great positive significance for speeding up the removal of inefficient production capacity and promoting the high-quality development of the industry." Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, said bluntly.
2025-04-17 09:58:52
Recently, cement enterprises around the country have also disclosed their local peak-staggering production plans. Tapai Group said that in 2025, all clinker production lines in Guangdong Province will be shut down for 95 days per kiln, which will be implemented in two stages.
2025-04-16 09:59:06
What is happening in the cement industry?
2025-04-12 07:02:05
According to China Cement Market Data Center, cement prices in the Pearl River Delta and western Guangdong continued to rise by 20-30 yuan/ton, and Guangxi continued to implement after the rise. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.
2025-04-07 15:42:49
Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.
2025-03-24 17:09:55
Recently, Tapai Group issued a notice. The fourteenth meeting of the sixth board of directors of the company deliberated and adopted the Bill on Investment in Emerging Industries by Using Idle Self-owned Funds and Professional Institutions in 2025, and agreed that the company (including wholly-owned subsidiaries) should fully guarantee the daily operating capital needs, not affect the normal production and operation, and effectively control risks. Use idle self-owned funds with a maximum amount not exceeding (including) RMB70 million to invest in emerging industries.
2025-03-24 10:09:04
According to the document of Guangdong Cement Industry Association, in 2025, all clinker production lines in Guangdong Province are planned to stop kilns for 95 days per kiln, which will be implemented in two stages.
2025-03-21 17:02:11
According to the big data of China Cement Network, the total profit of pure cement business in the cement industry in 2024 may be around 16 billion yuan, with a year-on-year decline of nearly 50%. Most enterprises are in a loss situation, and the business situation is not optimistic.
2025-03-21 09:29:54
What is happening in the cement industry?
2025-03-21 07:02:03
On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.
2025-03-14 16:25:27
Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.
2025-03-13 18:40:31
This summit will bring together industry elites and multi-resources to discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy and frontier promotion of technological innovation, and jointly create a new chapter for the industry!
2025-03-06 14:02:55
In 2024, affected by the continuous decline in cement demand and intensified competition, the company's cement sales decreased by 10.05% year-on-year, and the average sales price of cement decreased by 16.14% year-on-year. Affected by the decrease in the purchase price of raw materials such as coal and labor costs, the average sales cost of cement of the company decreased by 9.34% year on year, the decrease in cost was less than decrease in selling price, the comprehensive gross profit rate decreased by 4.14 percentage points year on year, and the profitability of the main cement industry declined year on year.
2025-02-28 10:08:39
What is happening in the cement industry?
2025-02-28 07:02:02
According to the information from China Cement Market Data Center, the price of cement in the main city of Chongqing and the west of Chongqing in the southwest region has recovered by 50 yuan/ton, and the implementation remains to be observed; the cement market in the southwest region is weak.
2025-02-14 17:21:13
According to China Cement Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.
2025-02-14 17:11:15
China Cement Network will hold the "14th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou on March 13-14, 2025, and the "Cement Economy 50 Forum" at the same time.
2025-02-10 09:15:28
What is happening in the cement industry?
2025-01-24 07:02:05
What is happening in the cement industry?
2025-01-21 07:02:03
What is happening in the cement industry?
2025-01-18 07:02:04
In 2024, facing the continuous shrinkage of demand, the low price and the sharp decline in efficiency, the cement industry has experienced unprecedented challenges. Tapai Group has thoroughly implemented the "1152" work deployment and the requirements of reducing costs and strengthening the foundation, continuously reduced costs and increased efficiency internally, and strengthened cost control in an all-round way. To promote external development, strengthen marketing, strengthen inter-industry cooperation, accelerate the development of businesses such as environmental protection, new energy and financial investment, and continuously improve the contribution of business to the net profit of enterprises.
2025-01-13 17:01:31
What is happening in the cement industry?
2024-12-24 07:01:36
Cement Big Data Research Institute of China Cement Network released the TOP100 list of global cement production capacity (2024) based on the global perspective. This list is ranked according to the cement production capacity scale of cement enterprises at the end of 2023. Tapai Group entered the list with 22 million tons of cement production capacity, ranking 43rd.
2024-12-18 16:26:22
What is happening in the cement industry?
2024-12-08 07:02:02
In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.
2024-11-22 16:15:43
Asia Cement said in the third quarter report that looking forward to the fourth quarter, the demand for cement will pick up to a certain extent. With the support of increasing peak staggering efforts, the contradiction between supply and demand of cement will be alleviated in stages. It is expected that the results of the increase in cement prices in the third quarter will be maintained until the end of the year, and the benefits of cement enterprises are expected to usher in marginal improvement.
2024-11-06 10:05:59
According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.
2024-11-01 17:35:36
Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.
2024-10-29 09:40:30
Recently, a number of cement companies have released three quarter performance reports. In the first three quarters, due to the continuous decline in cement demand and intensified competition, their performance declined in varying degrees, and some enterprises suffered serious losses.
2024-10-29 09:26:00
Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.
2024-10-25 10:56:53
What is happening in the cement industry?
2024-10-25 07:08:56
What is happening in the cement industry?
2024-10-10 07:02:02
The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.
2024-09-13 11:55:23
According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.
2024-09-10 17:04:29
Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.
2024-08-30 10:06:24
According to the China Cement Network Market Data Center news, the implementation of the rebound in cement prices in the Pearl River Delta region of central and southern Guangdong is not optimistic, and the Guangxi region is tepid. The market prices of the two lakes are basically stable, and there is a decline in some areas. Leading enterprises in Guangdong try to restore the price of cement, but under the influence of high temperature weather, the actual effect is not good. The rain weather in Guangxi is decreasing, the market demand is limited, the price is stable, and the local market is falling. Cement prices in Hubei are stable, and high temperatures affect demand. The Hunan area continues the high temperature, the demand is weak, the partial price falls. Affected by rainfall, the market demand in Henan is not good, and the price is stable.
2024-08-09 17:12:17
Guangxi and Fujian implement the "monthly settlement and monthly clearance" method for peak-staggering production, that is, at the end of this month, the number of peak-staggering production days for the next month is formulated. In the middle and last ten days of June, there were two rounds of price increases totaling 40 yuan, and in July, there was a pullback of 10-15 yuan yuan. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market.
2024-08-08 13:34:06
Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.
2024-07-09 09:30:18
The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.
2024-05-31 14:35:19
Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.
2024-05-23 14:01:48
According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.
2024-05-21 17:09:01
In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".
2024-05-07 09:20:19
According to China Cement Market Data Center, cement prices in central and southern China were mixed this week, with cement prices in Hainan and parts of Guangxi rising by about 10-30 yuan/ton, while other market prices fell.
2024-04-28 10:03:06
In 2024, with the further decline of cement demand, it remains to be seen how the market share of cement enterprises will change.
2024-04-28 09:07:08
At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".
2024-04-02 17:13:02
According to the data center of China Cement Market, the demand in many places is general, the price continues to decline, and the price push has little effect.
2024-03-30 00:48:34
On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.
2024-03-29 18:00:30
CEMPI
125.55
+0.22 +0.18%
CONCPI
100.34
-0.09 -0.09%
CLKPI
126.73
+0.01 +0.01%
SPPI
49.38
-0.07 -0.14%
MORPI
77.95
-0.03 -0.04%
By the end of 2025, 50% of the cement clinker production capacity of the whole province will be transformed; by the end of 2028, the cement clinker production enterprises in key areas will be basically transformed, and 80% of the cement clinker production capacity in other areas will be transformed.
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