First, this week's cement industry chain index showed
that on Friday, the national cement price index was 112.87 points, down 2.15% annually and 21.10% year-on-year; The clinker price index was 125.70 points, down 2.78% on a month-on-month basis and 13.42% on a year-on-year basis; the cement-coal price difference index was 102.40 points, down 1.85% on a month-on-month basis and 16.31% on a year-on-year basis; The glass price index was 127.28 points, up 0.01% on a month-on-month basis and 10.34% on a year-on-year basis; the concrete index was 132.11 points, down 0.20% on a month-on-month basis and 8.75% on a year-on-year basis; the rebar price index was 147.76 points, down 1.03% on a month-on-month basis and 6.91% on a year-on-year basis; The price index of crushed stone was 84.18 points, down 1.53% on a month-on-month basis and 9.41% on a year-on-year basis; the price index of machine-made sand was 89.59 points, down 1.29% on a month-on-month basis and 7.69% on a year-on-year basis; the price index of mineral powder was 68.72 points, down 0.88% on a month-on-month basis and 7.89% on a year-on-year basis; The mortar price index was 93.27 points, down 0.63% from the previous month and 3.73% from the previous year.
Two, the cement industry this week dynamic
1, Sichuan Star Ship City acquisition of a cement enterprise!
Recently, 100% equity of Baihetan Cement Co., Ltd. in Ningnan County, Sichuan Province was successfully sold, and the winner was Sichuan Xingchuancheng Cement Co., Ltd. with a transaction price of 168 million yuan.
2. Announcement
of a 9000 t/d clinker production capacity replacement project in East China On July 10, the Department of Industry and Information Technology of Jiangsu Province issued an announcement on the integrated construction plan of the cement clinker production line of Liyang Qianfeng Cement Co., Ltd. Liyang Qianfeng Cement Co., Ltd. intends to integrate relevant cement clinker production capacity and build a new cement clinker production line with a daily output of 9000 tons. The planned ignition time is July 2025. Results
of Tianshan Cement for the first half of the year Tianshan Cement (000877. SZ) announced the results forecast for the first half of 2023, and the net profit attributable to the shareholders of the listed company during the reporting period was 100 million yuan to 150 million yuan, a decrease of 97.13% to 95.69% over the same period last year; Net profit loss after deduction of non-recurring profit and loss was RMB400 million – RMB500 million, compared to a profit of RMB2,962,566,500 for the same period last year; basic earnings per share was RMB0.0115 – RMB0.0173 per share.
Three, sand and gravel aggregate industry this week dynamic
1, reserves 310 million tons! Two super-large mines
will be launched in Hangzhou and Taizhou, Zhejiang Province, on July 10, and the mining rights trading system of Zhejiang Province issued two super-large mine listing transfer announcements. It is understood that the total reserves of these two mineral resources are 30977 7.24 million tons (310 million tons), with a total annual production capacity of 15.5 million tons and a total starting price of 2646.9 million yuan (2.65 billion yuan). The listing time is from August 7, 2023 to August 18, 2023, and joint bidding is not accepted.
2, more than 1.4 billion transactions!
On July 13, Zhongnengjian Assembly Building Technology (Dingan) Co., Ltd. won the mining right of granite mine for construction in Daling, Longhe Town, Dingan County, Hainan Province with a reserve of 43.18 million cubic meters. The total recoverable reserves of the mine is 43.183 million cubic meters (32.0803 million cubic meters of granite for construction and 11.1027 million cubic meters of stripping), the total mining scale is 2.43 million cubic meters per year (1.8 million cubic meters of granite for construction and 630,000 cubic meters per year of stripping), and the transfer period is 20 years.
4. Comments on
the dynamics of the concrete industry this week 1. Western Construction: The net profit was positive and declined
in the same direction. On July 13, China Construction Western Construction issued a semi-annual performance forecast for 2023. The announcement shows that the net profit of the western construction is expected to be 133 million yuan to 165 million yuan, down 56.81% to 65.18% from the same period last year. The announcement also said that during the reporting period, the gross profit margin of commercial concrete sales declined due to the obvious decline in the market price of commercial concrete in the areas covered by the company, and the sales revenue and net profit are expected to decline compared with the previous year.
2. Zhangzhou, Fujian: Two-way linkage inspection, pay close attention to the quality control
of ready-mixed concrete. Recently, Zhangzhou Housing and Urban-Rural Development Bureau, together with relevant departments, carried out supervision and spot checks on the production activities of ready-mixed concrete in the first half of 2023, and publicized and implemented the newly revised Measures for Quality Management of Ready-mixed Concrete in Fujian Province. This special operation is divided into two groups. One group inspects the ready-mixed concrete production enterprises (stations). A total of 21 ready-mixed concrete enterprises are sampled, mainly inspecting the production site, laboratory standardization, raw material quality and the integrity of account data. The other group extends to inspect the quality of ready-mixed concrete entities of ready-mixed concrete enterprises related to construction projects under construction, focusing on the rebound test of concrete strength. Zhangzhou Municipal Bureau of Housing and Urban-Rural Development will take the two-way joint spot check of ready-mixed concrete production activities as a normal work, earnestly implement the quality supervision responsibility of ready-mixed concrete, keep the bottom line of ready-mixed concrete quality, provide high-quality ready-mixed concrete products for construction projects in Zhangzhou, ensure the quality and safety of housing construction and municipal engineering, and effectively promote the quality of urban and rural construction.
3. Shanghai Construction Engineering Group Co., Ltd.: Turned losses into profits, with a net profit of 600 million to 800 million
. On July 14, Shanghai Construction Engineering Group Co., Ltd. issued a semi-annual performance forecast for 2023. The announcement shows that the net profit attributable to shareholders of listed companies is expected to reach 600 million yuan to 800 million yuan in the first half of 2023, which will turn losses into profits compared with the same period last year. It is estimated that the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses will be 500 million yuan to 600 million yuan in the first half of 2023. Shanghai Construction Engineering analysis of the main reasons for the increase in net profit is: the company's production and operation return to normal, the industry recovery. The company's operating income increased by about 43.5 billion yuan over the same period of last year, and the expenses for dealing with shutdown decreased year on year, and the profit increased.
This
week, the national concrete price index closed at 132.11 points, down 0.20% from the previous month and 8.75% from the previous year. Regionally, local concrete prices in Shaanxi, Jiangxi, Shandong and Jiangsu have been reduced by about 5-10 yuan per square meter, while concrete prices in Sichuan market have been reduced by 20-30 yuan per square meter, while concrete prices in other provinces and cities in China have remained basically stable. In
the next ten days, the main rainfall areas are located in the southern part of central and southern China, northeastern China, northwestern Yunnan, southeastern Xizang and northeastern Inner Mongolia, with a cumulative precipitation of 40-70 mm in most areas and 80-150 mm in some areas, of which more than 250 mm are located in the coastal areas of Guangdong and Guangxi; The precipitation in most of the above-mentioned areas is 2 to 60% more than that in the same period of the year, more than twice as much locally, and the precipitation in Northwest, North China and Jianghan is obviously less than that in the same period of the year. In terms of temperature, the daily maximum temperature in most areas of Jiangnan, Xinjiang Basin, Hexi of Gansu Province and western Inner Mongolia can reach 38-40 degrees Celsius in some areas, and the local daily maximum temperature in Xinjiang Basin and western Inner Mongolia can reach 41-42 degrees Celsius. From 19 to 21, the eastern part of North China will also have a daily maximum temperature of 35 to 38 degrees Celsius.
To sum up, the domestic precipitation will decrease slightly next week, but the high temperature weather is still common, the downstream construction intensity is difficult to improve significantly, the market off-season atmosphere is relatively strong, and the demand for concrete is expected to remain low. At the same time, the upstream raw material prices continued the downward trend, and concrete enterprises continued to fall. On the whole, the concrete market will maintain a steady downward trend next week.
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