海螺水泥总经理助理潘忠虹表示，受前些年部分企业产能扩张，以及房地产下行、疫情多点散发等影响，去年水泥行业经历了寒冬，利润大幅下滑，大家的日子都不好过，海螺水泥也不例外。
3月14日，由中国水泥网主办的“水泥经济50人论坛”在杭州成功召开，论坛主题为：强信心 谋突破 促发展。
海螺水泥总经理助理潘忠虹表示，受前些年部分企业产能扩张，以及房地产下行、疫情多点散发等影响，去年水泥行业经历了寒冬，利润大幅下滑，大家的日子都不好过，海螺水泥也不例外。
在交流中潘忠虹指出，海螺集团将围绕创建世界一流企业，构筑以水泥制造为基础，新能源、新材料、环保产业、数字经济、国际贸易五大产业相互促进的“一基五业”高质量发展新模式，加快转型升级步伐。
对于水泥市场行情，潘忠虹也表达了他的看法，他认为从目前情况来看，经济恢复比预想的要好，今年水泥行业形势将好于去年，且下半年会优于上半年。
短期来看，大家还是要建立信心，抱团取暖，一起携手共同克服困难。长期来看，水泥需求持续下行，产能过剩会越来越严重，建议推进水泥行业的碳配额相关工作，用降碳作为重要抓手来解决水泥行业供需矛盾尖锐问题。
The Yangtze River Economic Zone is one of the most dynamic economic regions in China. There are 168 enterprises and 608 production lines in ten provinces and cities in the Yangtze River Basin, with a total clinker production capacity of 720 million tons. If we can take the lead in realizing the high-quality and healthy development of the cement industry in the Yangtze River Basin, the cement industry in other regions can also embark on the road of sound development.
2024-09-10 10:03:17
What is happening in the cement industry?
2024-08-31 07:01:24
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
What is happening in the cement industry?
2024-08-30 07:02:02
What is happening in the cement industry?
2024-08-29 07:01:59
What is happening in the cement industry?
2024-08-27 07:01:30
Seeing the title, some people are sure to say: "This is not true. A few years ago, everyone in the cement industry ushered in six years of good times in the process of sharing happiness." Is this really the case? As a typical cyclical industry, the development of cement industry is full of ups and downs. From the past experience, when the industry encounters a low ebb, it is easier for enterprises to form a consensus and deal with challenges together; however, after the industry recovers, it is difficult to maintain this spirit of unity.
2024-08-20 16:27:06
What is happening in the cement industry?
2024-08-15 07:02:03
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
Shaanxi Guanzhong cement prices have reached the bottom and stabilized, the price war has eased, the market adjustment, the full recovery still needs time. Ningxia enterprises plan to raise prices by taking the opportunity of off-peak kiln shutdown, and the specific effect remains to be tested. Gansu, Qinghai and Xinjiang markets are stable, Xinjiang prices are stable, Gansu is partially fine-tuned and overall stable, Gansu will implement peak staggering and kiln shutdown, and market trends are concerned. The price of cement in Qinghai maintains the status quo without significant fluctuation.
2024-08-09 16:37:18
In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).
2024-07-23 16:45:00
According to the cement network market data center news, thanks to the staggered peak kiln, most of the market is relatively stable.
2024-07-12 15:50:01
According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.
2024-07-12 15:40:36
In 2024, the company will follow the general idea of "profit is the purpose, share is the basis", take the annual target as the guidance, and take various measures to improve operating efficiency.
2024-07-09 10:11:54
According to the China Cement Network Market Data Center, heavy rainfall is prevalent in East China this week, with mountain torrents and floods in some areas. Many construction sites have been shut down, cement demand has plummeted, and cement prices have fallen slightly.
2024-07-05 16:08:54
Wang Jianchao believes that there are objective and subjective reasons for the current predicament of the cement industry.
2024-06-26 10:23:37
According to the cement network market data center news, this week, the price of cement in Northeast China is stable, the peak is over, and the kiln lines resume operation.
2024-06-21 16:28:46
According to the China Cement Network Market Data Center, the price of cement in some markets in Sichuan and Chongqing has been raised by 50-130 yuan/ton, which is a large increase, and the actual implementation remains to be observed.
2024-06-14 20:06:50
According to the China Cement Network Market Data Center, this week, the second round of cement prices in Guangxi began to rise by 30-40 yuan/ton in a month, while cement prices in Guangdong were mixed.
2024-06-14 19:47:39
According to the cement network market data center news, the implementation of the new national standard, the cost of cement increased, Gansu Wuwei, Ningxia, northern Shaanxi major enterprises notice to raise the price of cement 30-50 yuan/ton, the implementation remains to be observed.
2024-06-07 13:57:03
According to the market data of China Cement Net, the price of cement in Guizhou has bottomed out and rebounded. Around the 20th, enterprises in most parts of the province notified the price of cement to be raised by 20-50 yuan/ton, and the implementation remains to be observed.
2024-05-24 15:36:32
According to the data center of China Cement Market, the overall demand for cement in East China has been bleak in recent years, and cement prices in many places have been lowered to varying degrees.
2024-05-17 17:31:09
Fujian's new measure of peak staggering is a positive attempt to alleviate the competitive pressure of local cement enterprises, but the complexity of implementation and the actual effect need to be carefully considered.
2024-05-16 17:05:59
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 the China Cement Network Market Data Center News, Northeast China: Northeast market demand is weak and stable, cement prices have loosened.
2024-04-19 16:57:31
According to the China Cement Network Market Data Center news, this week, all regions basically completed a round of general rise, but the implementation of individual regions is not good.
2024-04-19 15:53:19
According to the data of China Cement Network, the overall market is weak, with prices falling by 15-40 yuan/ton in central and southern Hebei and north of Jinzhong.
2024-04-19 15:34:55
Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.
2024-04-18 11:15:12
After the market competition, the business strategy of the enterprise tends to be rational, and there is a strong willingness to increase the off-peak production and stabilize the market. It is expected that the cement price will continue to fluctuate in 2024.
2024-04-17 09:50:03
Should Conch Cement grab the share? What is your point of view? Feel free to leave a comment.
2024-04-15 16:50:08
Cement prices have remained relatively stable since 2000.
2024-04-15 16:06:10
Several years later, the capacity was effectively removed through market shuffling, and the capacity utilization rate of the cement industry returned reasonably. Perhaps it is the golden sentence of the cement industry, the world cement looks at China, China cement looks at conch!
2024-04-11 14:04:43
The key to determine the efficiency of the industry is the supply structure and enterprise behavior.
2024-04-07 16:00:37
In 2024, what are the development plans and layouts of the major cement enterprises in the market? According to the annual report of the enterprise, the following are arranged..
2024-04-03 13:45:12
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
Under the background of such a complex and severe cement market, how can the cement industry survive and develop next? The participants had a heated discussion.
2024-03-28 21:39:54
Pan Zhonghong, deputy general manager of Anhui Conch Cement Co., Ltd., said that the current situation of the industry is very anxious and we do not want to see it. The serious overcapacity and the sharp decline in demand have further intensified the contradictions in the industry.
2024-03-28 18:49:53
In 2024, if the price of cement in Zhejiang is difficult to stabilize, how can the price of cement in the whole Yangtze River Delta and even in East China be supported?
2024-03-22 16:43:40
According to China Cement Market Data Center,
2024-03-22 16:06:11
At present, the demand for cement is declining and the market competition is fierce. In the future, the competition of cement enterprises will eventually be the cost competition. We can reduce the cost and increase the efficiency of standard conch cement, so as to occupy a favorable position in the market competition and avoid being eliminated by the market.
2024-03-22 14:06:21
Although the current "Belt and Road" countries still have a large market demand, they should also be alert to the hidden risks and challenges. Cement enterprises should not only learn to recognize gold, but also guard against dangerous reefs on the seabed.
2024-03-21 17:31:55
In the context of declining demand, Conch Cement will also increase sales, and will definitely need to expand market share and increase market competition.
2024-03-20 09:53:15
Enterprises with strong competitiveness and rapid response to the external environment can win the future.
2024-03-19 15:10:10
The price adjustment measures, on the one hand, is to reduce the price to stimulate sales, reduce inventory pressure in order to restart the production line; on the other hand, it is also to cope with the impact of Chongqing Conch Cement down the river.
2024-03-15 16:20:58
Ten enterprises, including Guangyuan Conch, Luding Shansheng, Yibin Changning Red Lion, Yibin Huafu Shuangsan, Jiangyou Red Lion, Qianwei BMW, Dazhou Conch, Junlian Southwest, Beichuan Four Stars and Yibin Ruixing, have not completed the task of peak staggering production.
2024-03-15 13:35:23
A person in the industry said frankly, now who will spend money to buy capacity indicators to build lines ah, in the current situation, capacity indicators can sell 40 yuan/ton is good.
2024-03-12 09:17:17
It is expected that new production capacity will be put into operation in 2024. Although the implementation of off-peak production will be strengthened, the weak demand pattern will not change, the high inventory state of the industry is likely to continue, the cement price is likely to continue to show a bottom shock trend, and the overall pressure of enterprises is still high.
2024-03-07 10:32:04
The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?
2024-03-06 15:32:49
Generally speaking, the main reason for the decline in volume and price in Fujian Province in 2023 is the sharp contradiction between supply and demand.
2024-03-06 15:16:32
Therefore, it is easy to form regional monopoly for aggregate enterprises with mines around the demand market.
2024-03-04 10:26:50
CEMPI
115.66
+0.2 +0.17%
CONCPI
112.93
-0.24 -0.21%
CLKPI
116.98
+0.01 +0.01%
SPPI
47.74
-0.06 -0.13%
MORPI
84.00
0 0%
In order to survive and develop in the fierce market competition, cement enterprises must abandon the illusion of relying on others to "give" opportunities, and win the recognition and respect of the market through self-innovation and promotion.
