& lt; Market Overview & gt;
Decline in Demand, External Cement Impact, Jiangsu Cement Price Continues to Decline
In the traditional off-season of July, affected by high temperature and rain, the market demand is still low, the shipment volume of enterprises is weak, the inventory is running at a high level, and the market competition is fierce. Around July 6-8, some major manufacturers in Yancheng, Yangzhou, Taizhou and other places in Jiangsu continued to notify the reduction of cement prices by about 10-20 yuan/ton, and cement prices in Lianyungang, Suqian and other surrounding places in northern Jiangsu also showed signs of reduction. P.O42.5
cement is approaching 200 yuan/ton Henan market is facing tremendous pressure
, local enterprises said that the price of P.O42.5 bulk cement in northern Henan and Zhengzhou has dropped to about 205 yuan/ton, while the cost of enterprises has reached 220 yuan/ton, and enterprises are basically selling at a loss. It is expected that the cement industry in Henan will face a large loss in the first half of the year.
< Today's Focus & gt;
compared with the same period last year. Tianshan Cement (000877. Decreased by 97.13% -95.69% as compared with the same period of last year; net profit loss after deduction of non-recurring profit and loss was RMB400 million to RMB500 million, compared with a profit of RMB2,962,566,500 for the same period of last year; basic earnings per share was RMB0.0115 per share to RMB0.0173 per share.
. Qilian Mountain issued a performance forecast on the evening of July 12. It is estimated that the net profit attributable to shareholders of listed companies will be about 222 million yuan to about 242 million yuan in the first half of 2023. Compared with the same period last year, it is expected to decrease by 260 million yuan to 280 million yuan, a decrease of 51.76% to 55.74%. CNBM
in China, one less than last year. This year, Shanshui Cement is not included in the list, and CNBM Co., Ltd. ranks 58th in the list, still ranking in the top 100. It is understood that the total operating income of China's top 500 listed companies this year reached 65.8 trillion yuan, with a net profit of 4.7 trillion yuan. The annual revenue threshold of listed companies is close to 23.7 billion yuan. The ranking is detailed in the following list:
Many energy-saving initiatives! Cement "Power Limitation Market" can Rise Again?
It is reported that the current electricity load in Sichuan, Guangdong, Guangxi, Yunnan, Guizhou and Hainan provinces and regions has reached a record high. Many cement enterprises in many places in Sichuan received the notice from relevant departments that the steel and cement industry implemented production regulation from July 5 to August 10, reducing 60% of the power load of short-process steel and allowing production from 23:00 to 8:00; all cement clinker production enterprises shut down their kilns, reducing 80% of the power load and allowing production of cement mills from 23:00 to 8:00. The foreign cargo ship
carrying 6,000 tons of cement suddenly broke down and urgently entered Sanya for maintenance
. It is understood that the Indonesian cargo ship "Monteka" had a propeller failure when sailing to the sea area 34 nautical miles away from Sanya. The cargo ship turned to Sanya Frontier Inspection Station for help and applied for rapid entry for maintenance. At the time of the incident, the cargo ship was carrying more than 6000 tons of cement heading for Hong Kong, with 18 Indonesian crew members on board.
浙公网安备33010802003254号