Sichuan, Chongqing and Jiangsu cement market dynamics, Jinyu Group's cement sales in the first three quarters increased by 7%, China Resources Cement Fuzhou Company's equity base price of 173 million

2023-11-07 14:04:02

Sichuan, Chongqing and Jiangsu cement market dynamics, Jinyu Group's cement sales in the first three quarters increased by 7%, Huarun Cement Fuzhou Company's equity base price was 173 million, Hebei Yanxin Holding Group's production line relocation plan was announced, and Erlianhot's export cement increased by 11.3 times.

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1 . Sichuan Cement Market Price Dynamics (Click the title to view the full text)

On November 6, the Southwest Cement Price Index was 115.75, up 2.19% from the previous month and down 24.63% from the previous year. At the same time, the price of 42.5 bulk cement in Sichuan P. O is 445-488 yuan/ton.

2. Chongqing Cement Market Price Dynamics

On November 6, the Southwest Cement Price Index was 115.75, up 2.19% month-on-month and down 24.63% year-on-year. At the same time, the price of 42.5 bulk cement in Chongqing P. O is 423-475 yuan/ton.

3. Jiangsu Cement Market Price Dynamics

On November 6, the East China Cement Price Index was 108.77, down 0.16% from the previous month and 29.13% from the previous year. At the same time, the price of 42.5 bulk cement in Jiangsu P. O is 339-377 yuan/ton.

<; Today's Focus >;

1. BBMG Group: The total sales volume of cement and clinker in the first three quarters was 72.07 million tons, representing a year-on-year increase of 7%

. Recently, BBMG Group answered in the Investor Relations Record that the total sales volume of cement and clinker in the first three quarters was 72.07 million tons, representing a year-on-year increase of 7%. Under the background of the continuous introduction of policies such as urban village reconstruction and post-disaster reconstruction, it is expected to boost the demand for cement market in 2024 and maintain the overall sales volume at the same level as this year.

2. Base price 173 million! 100% equity transfer of China Resources Cement (Fuzhou) Co., Ltd. and 100% equity transfer of China Resources Cement (Fuzhou) Co., Ltd., which owns 10000-ton wharf

, with a base price of 173.36 million yuan. It is understood that the business scope of the enterprise is the wholesale of building materials, engaged in loading and unloading, warehousing and operation in Mawei Port Area, without clinker production line and grinding capacity, located in Songmen section of Min'an Village, Tingjiang Town, Mawei District, Fuzhou City, Fujian Province, with a general berth of 20000 tons. One 5,000-ton unloading berth.

3. Announcement of Relocation Plan of a 4500t/d New Dry Clinker Production Line in Hebei!

On November 6, the Department of Industry and Information Technology of Hebei Province issued the Announcement of the Capacity Relocation Plan for the 4500t/d New Dry Clinker Production Line Construction Project of Yanxin Holding Group Co., Ltd. According to the announcement, Yanxin Holdings will relocate a 2000 t/d new dry process clinker production line (Φ4.0m × 60m rotary kiln) and a 2500 t/d new dry process clinker production line (Φ4.0m × 60m rotary kiln) to a 4500 t/d new dry process clinker production line at a ratio of 1:1.

4. Cement exports increased by 11.3 times! In the first nine months of

this year, Erlian Port exported 53,000 tons of cement, an increase of 11.3 times over the same period last year, with a value of 18.157 million yuan, an increase of 11.2 times. With the decline of cement demand and the arrival of the peak of production capacity, the market competition is becoming increasingly fierce, and a cyclical industry shuffle is inevitable. Relying on digital and intelligent technology means, realizing technology and management upgrading, continuously reducing energy consumption, pollutant emissions and carbon emissions, and enhancing the comprehensive competitiveness of enterprises are the key for cement enterprises to meet the challenges.

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Correlation

Sichuan, Chongqing and Jiangsu cement market dynamics, Jinyu Group's cement sales in the first three quarters increased by 7%, Huarun Cement Fuzhou Company's equity base price was 173 million, Hebei Yanxin Holding Group's production line relocation plan was announced, and Erlianhot's export cement increased by 11.3 times.

2023-11-07 14:04:02

The Board considers that the above expected increase in profit is mainly due to the increase in the selling price of the Group's cement products and the decrease in the cost of sales during this period as compared to the corresponding period in 2024.