水泥经济50人论坛|冀东水泥营销管理中心副总经理马建军:2023年持谨慎乐观看法

2023-03-21 09:40:09

马建军表示,去年水泥行业遭遇了寒冬,冀东水泥的情况和其他企业类似,营收、利润、产量都下滑严重。

“今年的形势不见得会好于去年。”在3月14日由中国水泥网主办的“水泥经济50人论坛”上,冀东水泥营销管理中心副总经理马建军表示了担忧。

马建军表示,去年水泥行业遭遇了寒冬,冀东水泥的情况和其他企业类似,营收、利润、产量都下滑严重。

展望2023年,马建军持谨慎乐观的看法,他预计2023年需求会优于2022年,下半年需求好于上半年,但结合北方区域内各水泥企业的想法,今年的形势不见得好于去年,主要在于协同的意识不够。目前区域企业的出货量比去年同期增加了15%—20%,但总体的价格水平远低于去年同期,南方地区可能也是类似的状况。

对于行业发展,马建军也提出了三个观点:

一是大企业在做好自己的同时,更要带动周边企业做好协同,牢固树立行业好,企业才会好的理念。

二是水泥企业要更好的支持协会工作,增强协会的权威性,同时协会也要向上级有关部门传递企业声音。

三是要根据区域内实际情况,让错峰生产工作形成有效管控,让供给有序释放。

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Correlation

According to the data center of China Cement Market, the price of cement in Northwest China is stable as a whole. Prices in Shaanxi have remained stable in the near future.

2024-12-20 17:49:52

According to the China Cement Market Data Center, the cement market demand in North China, Beijing, Tianjin and Hebei fluctuated, and the price tried to push up; the market in Shanxi and Inner Mongolia was stable and weak.

2024-12-06 17:38:59

As a "veteran" of the industry, Li Wenxiu has personally experienced the ups and downs of the cement industry for decades. Faced with the current difficulties, Li Wenxiu believes that solidifying the market and share is the key to stabilizing the development trend of the industry, steadily promoting capacity removal and realizing the "soft landing" of the industry under the background of a sharp decline in demand. "The more the economic downturn, the more stable employment, stable income, capacity is inevitable, but how to go to capacity is the way we can choose, the current solidification of the market, solidification of share, to maintain the basic efficiency of the industry is very critical.".

2024-09-18 11:20:28

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

According to the cement network market data center news, Ningxia prices continue to decline; Shaanxi region recently due to the contradiction between supply and demand and price competition led to a larger price reduction.

2024-08-02 16:39:35

According to the China Cement Network Market Data Center news, the northeast region continued to implement the staggered peak kiln shutdown, clinker supply shortage, 5-10 days to push up 50-60 yuan/ton.

2024-07-12 17:29:19

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

According to China Cement Network Market Data Center, Liaoning cement market sales are stable, and the price of cement has been raised by 60 yuan/ton since the 5th. The price increase is expected to be good, and the price fluctuation in Heiji area needs attention.

2024-07-05 17:21:53

According to the data center of China Cement Market, the price of cement in Northeast China is generally stable, the demand is stable, and the expectation of off-peak kiln shutdown is good.

2024-06-28 17:09:41

Strictly implement rigid and precise peak-staggering production, support the abolition of the peak-staggering production exemption policy, and contribute to the steady growth of regional industry benefits, energy conservation and carbon reduction, and the continuous improvement of atmospheric quality.

2024-06-17 10:16:53

According to the data center of China Cement Market, the price increase of cement in Northeast China has been well implemented, and the new national standard and peak staggering production support the market.

2024-06-07 17:05:38

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

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

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

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

According to the market data of China Cement Network, the Beijing-Tianjin-Hebei region has been dominated by fine weather recently, with the temperature rising and the demand for cement warming up.

2024-03-15 16:16:53

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

According to the cement network market data center news, this week, Ningxia, Qinghai, Xinjiang regional market has no significant change, cement quotation is mainly stable.

2024-03-01 17:18:04

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

According to the cement network market data center news, affected by the low temperature weather, the market demand in Shaanxi has further weakened.

2024-01-26 17:48:05

According to an enterprise in central Hebei, the big drop in cement prices in Hebei in 2023 was mainly due to the price war in the southern market, which caused cement prices in Shandong, Henan and other places to drop sharply and had to rush northward at a low price.

2024-01-19 10:34:15

Although the industry has created brilliance during the ten years of capacity removal, it has not really solved the problem of overcapacity in the end.

2024-01-15 11:05:10

According to the data center of China Cement Market, this week, the provinces in East China began to gradually enter the peak period of kiln shutdown. Prices in Jiangsu, Zhejiang, Shanghai and Anhui showed signs of decline in the week, while quotations in Fujian and Shandong were temporarily stable in the week.

2024-01-12 16:42:37

East China, Yunnan, Chongqing and Sichuan cement prices slide; Zou Weibin: The cement industry has experienced winter, can spring be far behind?

2024-01-08 15:11:59

The number of days of off-peak kiln shutdown is increasing rapidly year by year, but the effect of off-peak production is weakening year by year. Especially this year, with the further sharpening of the contradiction between supply and demand, the impact of off-peak kiln shutdown on the cement market has been greatly weakened.

2024-01-02 09:06:26

贵州水泥价格大幅上调60-100元/吨;亚泰集团拟以近10亿收购公司;四川计划2024年一季度每条熟料生产线错峰生产50-60天

2023-12-18 13:14:07

广东珠三角水泥价格下滑,贵州黔中大幅上调;湖南郴州市调整水泥企业错峰生产停窑时间;海螺环保高层人事变动;葛洲坝、冀东等四家水泥企业拟入围湖南能效“头雁”企业名单。

2023-12-13 15:21:49

据中国水泥网行情数据消息,河北地区目前大部分地区企业处于停窑状态,整体价格相对稳定,京津、内蒙古地区市场无明显变化。

2023-12-01 17:20:48

当前水泥行业利润下滑严重、市场态势低迷的情形,很大程度上是诸多市场参与者共同酿成的。

2023-11-19 11:38:25

河南、海南水泥价格迎涨,内蒙古部分水泥企业停产。2023年前三季度,全国水泥产量同比下降4.32%,行业效益大幅萎缩。水泥行业产能过剩问题并非只因为“产能过剩”,大企业之间的恶性竞争才是更大原因。水泥企业通过卖股权、撤销熟料项目等方式寻求“自救”。河北发布2023-2024年水泥行业错峰安排。

2023-11-16 13:20:42

日前,河北省建筑材料工业协会发布《2023-2024年度河北省水泥行业自律自救错峰生产安排的通知》。

2023-11-15 17:22:41

海南、山西、四川等地水泥价格上调;1-10月全国水泥产量全口径下降7304万吨;川渝地区发布2023-2024年错峰停产计划。金隅集团冀东水泥业绩下滑,受市场需求偏弱影响。

2023-11-15 14:11:28

据中国水泥网行情数据中心消息,陕甘市场需求偏弱运行,局部地区有赶工情况,本周主要厂家对外报价以稳为主。新疆企业涨价意愿强烈。近日区域内一些主要企业通知上调水泥价格20-50元/吨不等,具体落实待观察。

2023-11-10 17:04:00

1. 贵州、浙江、湖北武汉等地水泥价格上调。 2. 陈文胜表示,水泥行业应保持合理利润,转型升级是“必修课”。 3. 山东省发布2023-2024年度水泥常态化错峰生产工作通知,采暖季错峰生产共计120天。 4. 贵州省多家水泥企业获得大气污染防治资金,主要用于大气污染物超低排放改造。 5. 吉林省3家水泥企业入选省级节水型企业名单。

2023-11-03 14:31:42

据中国水泥网行情数据中心消息,陕西关中地区主要企业曾于12日通知上调水泥价格20元/吨,实际落实不佳。甘肃、宁夏地区市场需求变化不大,部分企业出货量在4成上下。

2023-10-27 17:47:58

据中国水泥网行情数据消息,月初河北石家庄地区推涨水泥价格30-40元/吨,据市场反馈,下游客户接受程度较低,水泥价格陆续回落至涨前水平。近日山西地区一些熟料生产线企业陆续执行错峰停窑,区域内主要企业虽有意在停窑期间推涨,但市场需求较前期无明显上升,提价动力不足。

2023-09-15 17:51:05

多地尝试涨价,能否落实? 1.注意!河北水泥错峰规则有变 2.冀东水泥总经理换人 3.祁连山重组最新进展 水泥资产由新天山管理 4. 东北一5000t/d熟料线项目!计划明年6月投产

2023-09-11 14:12:58

辽宁金中合资公司成立后,按照股东双方的战略要求,立足辽宁,开展水泥行业整合工作,现已完成双方在辽企业的尽职调查及审计评估现场工作,其他各项前期准备工作正在稳步推进中。

2023-08-31 12:18:19

据中国水泥网行情数据消息,18日起京津唐地区趁夏季错峰停窑之际推动上调水泥价格30元/吨,但从市场反馈来看,此番推涨价格落实并不乐观。近期山西地区市场需求表现一般,企业库存高位承压,加之受外来低价水泥持续进入影响,本地销售压力较大。

2023-08-25 17:56:09

2023年上半年,陕西省的固定资产投资和基础建设投资的增速均下降,省市重点建设项目有所增长,陕西省暂无新增熟料生产线投产,供给方面保持稳定。

2023-08-25 13:23:45

据中国水泥网行情数据中心消息,本周辽宁大连地区通知上调水泥价格10元/吨。黑龙江、吉林地区水泥报价暂未有明显波动。

2023-08-18 17:51:07

河北省建筑材料工业协会发布全省水泥熟料生产企业开展行业自律错峰生产的工作通知,时间为8月10日到24日,错峰停窑15天。

2023-08-11 17:18:25

受台风影响,黑吉辽地区多地出现强降雨天气,施工活动有所减少,水泥需求表现低迷,厂家发货量不佳。

2023-08-11 17:06:05

进入7月传统淡季,受雨水天气影响,河北邢台、邯郸地区市场需求表现欠佳,企业出货量不高,库存高位运行。

2023-07-14 16:39:52

东北黑龙江、吉林地区企业计划执行错峰生产15天。

2023-07-07 16:29:51

超百家水泥企业已报名前来参会,报名仍在火热持续中

2023-07-03 09:38:39

Etuoke Banner Yongheng Cement Co., Ltd. was established on July 29, 2009, with its registered address located in the south of Jinghua Oxygen Plant, Qipanjing Industrial Park, Qipanjing Town, Etuoke Banner, Ordos City, Inner Mongolia Autonomous Region, and its legal representative is Wu Yongping. Its business scope includes licensed business items: production and sales of cement. General business items: sales of coal gangue, fly ash, clinker, limestone, granulated slag and gypsum.