< Market Overview & gt;
1. Notice of cement price increase in Chongqing area (click the title to view the full text)
From 3 to 4 days, the leading enterprises in the main city of Chongqing and the western region of Chongqing will increase the cement price by 30 yuan/ton, and the price of bagged cement in some areas will not be adjusted for the time being. At present, the inventory of enterprises is still under high pressure, and the implementation of this round of increase remains to be observed.
2. The price of bulk cement in Guangdong has been raised
by 10-20 yuan/ton from 3 days in the Pearl River Delta and some leading enterprises in northern and western Guangdong. Since October, leading enterprises in the province have continuously notified the Pearl River Delta region to raise the price of bulk cement, with a cumulative increase of 50 yuan/ton.
3. National average price of P.O42.5 bulk cement (10.28-11.3)
According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 335.59 yuan/ton, up 0.88% from the previous month. Among them, Hubei, Hunan and Guangdong led the rise.
4. The price of Zhejiang cement rose slightly every month! Since
November 2, some major manufacturers in Jinhua, Quzhou and other areas of Zhejiang have continued to push up the price of all kinds of cement by 15 yuan/ton.
Earlier, on September 15, some major manufacturers in Zhejiang began to notify Jinhua, Quzhou, Lishui and other places to raise the price of all kinds of cement by 15 yuan per ton. Since October 15, some major manufacturers in Zhejiang Province have once again tried to promote the price of all kinds of cement in Jinhua, Quzhou and Lishui at 20 yuan/ton.
& lt; Today's Focus & gt;
1. Weak demand Nearly 90% of cement enterprises' net profits in the first three quarters declined
year-on-year. In the first three quarters of this year, both cement demand and prices declined, resulting in a decline in the profits of many cement enterprises. In order to cope with the pressure, enterprises have transformed and upgraded to find new profit growth points. It is expected that the demand and price of cement industry will gradually improve in the fourth quarter and next year, and the bottom of the industry has been clear.
Cement network data show that in the first three quarters of this year, the national cement price trend showed the characteristics of "low peak season, weaker off-season", and the overall shock was downward. By the end of September, the average price of P.O42.5 bulk cement was 323.6 yuan/ton, down 24.7% from the beginning of the year and 29.9% from the same period last year. Statistics from the National Bureau of Statistics show that in the first three quarters of this year, the national cement output was 1.495 billion tons, down 0.7% from the same period last year, a new low since 2011.
Recently, the Sichuan Department of Ecology and Environment released the performance rating results of the first batch of enterprises in key industries of heavily polluted weather in Sichuan Province in 2023. Among them, there are three A-level cement enterprises, namely, Sichuan Yadong Cement Co., Ltd. (Second-line), Dazhou Conch Cement Co., Ltd., and Guangyuan Conch Cement Co., Ltd; There are 31 Class B cement enterprises and 3 performance-oriented grinding stations.
3. Conch Cement: Intends to repurchase A shares
with 400 million yuan to 600 million yuan. On the evening of November 3, Conch Cement disclosed that the company intends to use its own funds with no less than 400 million yuan (inclusive). No more than 600 million yuan (including) to repurchase a shares of the company. The repurchase price shall not exceed 32.3 yuan per share (inclusive). The repurchase period shall not exceed three months from the date of approval of the repurchase plan by the board of directors. The repurchased shares are used to safeguard the value of the company and the rights and interests of shareholders.
4. Robots are rapidly replacing manual labor to "occupy" cement plants
. At present, industrial robots are becoming more and more popular in cement plants. It is becoming an irreversible trend to use artificial intelligence and technological innovation to lead the transformation of industrial production mode and promote the development of cement industry.
To this end, China Cement Network will hold the "Fifth China Cement Intelligence Summit Forum" in Hangzhou on November 29, 2023 with the theme of "Data-driven Decision-making Intelligence Leads the Future", inviting industry experts, scholars and representatives of relevant enterprises to discuss and promote the intelligent process of the cement industry.
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