< Market Overview & gt;
1. Monthly Report of China Cement Network in October 2023 (click on the title to view the full text)
In October, special bonds continued to be issued at a high level, and infrastructure projects were supported to a certain extent, but there were fewer new projects on the real estate side, and the overall demand was weak; On the supply side, some areas began to enter the winter peak, the supply pressure has been reduced, and the inventory has declined. Overall, the overall demand in October was weak, but the high coal price led to increased cost pressure on cement enterprises, and the price of cement fluctuated and rose. 2
. Tianshan shares: Cement prices are in a slow recovery trend. Talking about
the impact of the issuance of 1 trillion yuan special treasury bonds on cement demand, Tianshan shares said that the issuance of 1 trillion yuan special treasury bonds will help to improve the margin of infrastructure investment and drive cement demand. It will take some time for the policy to be transmitted to the physical demand for cement, so the impact on the demand for cement in the fourth quarter of this year remains to be observed, but it will create certain conditions for the demand stabilization and profit recovery of the cement industry in 2024.
3. Cement prices in Shandong continue to push up
. On the 15th, the whole province will shut down kilns for four months, and enterprises have a strong desire to raise prices. In order to improve profitability, some major manufacturers in the province continue to push up the price of all kinds of cement by 20-50 yuan/ton. At present, the terminal market demand is general, and the implementation of this round of price increase remains to be seen.
<; Today's Focus >;
1. Cement cold and warm talk | Wang Jianchao: Cement demand has entered the downward channel
Wang Jianchao believes that the relationship between supply and demand is the most important factor to improve the efficiency of enterprises, but in the context of such a serious overcapacity, the total energy consumption or the total carbon emissions should be controlled. As a rigid indicator, it is a good way to control cement production capacity, but he personally believes that the total carbon emission control is the best choice to cater to the national policy and achieve capacity removal.
2. The cement industry in many provinces will/has entered the state of peak staggering and shutdown!
Recently, Shaanxi Province issued the Notice on Staggered Production of Cement Industry in 2023-2024. The peak-shifting time is from 0:00 on December 1, 2023 to 24:00 on March 10, 2024; the peak-shifting production scope covers all cement clinker production lines in the province.
The notice requires that the production line of the group should be suspended as a capacity replacement index within two years, that the special funds for air pollution prevention and control should not be declared within three years, and that the performance rating of key industries in heavily polluted weather should be downgraded. 3.
in 2023. Recently, Shanxi Department of Ecology and Environment released the first batch of heavy pollution weather key industry performance classification A-level, B-level and leading enterprises list in 2023. Among them, 13 cement enterprises are A-level, 10 cement enterprises are B-level, and 6 grinding stations are leading enterprises.
4713 million yuan! Weidun Cement Group won the mining right
of a limestone mine for cement in Shanxi Province. Recently, Yuncheng Planning and Natural Resources Bureau announced the results of the listing transfer of the mining right. Among them, Weidun Cement Group Co., Ltd. won the mining right of a limestone mine for cement with 712.5 million yuan.
Resource reserves: the 17827 of limestone resources for cement is 20,000 tons. Limestone resources for building stones are 12789 80000 tons. The resource of dolomite ore body for construction is 10.661 million tons.
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