News of a price increase! Looking at the macro-economy in the first half of the year from the perspective of cement, new trends of Conch New Material, Fujian Cement and Tianshan Cement

2023-07-18 13:18:04

The price of cement in many places in Sichuan was notified to be raised, and the net profit of Shanshui Cement in the first half of the year decreased by about 145% -150% compared with the same period last year; the net profit loss of Conch New Material in the first half of 2023 was 4.5 million -2.5 million; the senior personnel of Fujian Cement changed; the investment was 210 million yuan, and Fukang Tianshan Cement planned to carry out ultra-low emission transformation within 3 years.

< Market Overview & gt;

1. Leading enterprises in Chengdu, Leyamei, Ganzi, Yibin and other regions notified an increase in cement prices by 30 yuan/ton from

17 to 18. Other markets in the province also have price increase plans, and the implementation needs to be followed up. Click: Limited sale of clinker line production, Sichuan cement up 30 yuan/ton , see details! 2

. [Market Link] Up to 50 yuan/ton! The news of price increase came from some areas! What is the real situation? In the middle of

July, due to the high temperature in many places and the influence of local rainwater, the construction of downstream construction sites and mixing stations slowed down further, the market demand was weak, and the price in some areas was raised due to power limitation and peak staggering, but the actual effect was relatively general. On the whole, the six regions of the country continue to decline in the off-season.

< Today's Focus >

1. [Commentary] Looking at the Macro Economy in the First Half of the Year from the Perspective of Cement: a glimpse of the

future cement demand is determined by investment, while the current investment rhythm and changes can be reflected by cement. In the first half of this year, the gross domestic product (GDP) was 59303.4 billion yuan, an increase of 5.5% over the same period last year in terms of constant prices, and the overall economic operation picked up and improved. Among them, the added value of the secondary industry where the cement industry is located is 23068.2 billion yuan, an increase of 4.3%. The pulling effect of unit GDP on cement production has dropped to a new low, and consumption is the core driving force of GDP growth.

2. The net profit of Shanshui Cement in the first half of the year decreased by about 145% -150%

compared with the same period last year. On July 17, China Shanshui Cement Group Co., Ltd. Profit attributable to equity holders of the Company decreased by approximately 145% to 150% as compared to approximately RMB477,009,000 for the same period of 2022, which was mainly due to the significant decrease in the sales price of cement during the period as compared to the same period of last year.

3. Conch New Materials Net profit loss in the first half of 2023 4.5 million – 2.5 million

Recently, Conch (Anhui) Energy Conservation and Environmental Protection New Materials Co., Ltd. issued a performance forecast for the first half of 2023. The net profit loss attributable to shareholders of listed companies was 4.5 million yuan to 2.5 million yuan, compared with a loss of 8.0095 million yuan in the same period last year. Net profit loss after deduction of non-recurring profit and loss was RMB30 million to RMB20 million, compared with a loss of RMB21.7508 million for the same period last year.

4. Fujian Cement

announced that the board of directors of the company received the resignation of Mr. E Zongmei, the deputy general manager of the company, on July 17, 2023. Mr. E Zongmei resigned from the position of deputy general manager of the company due to job changes. After the above resignation, Mr. E Zongmei no longer holds any position in the Company. At the same time, Fujian Cement issued the Announcement of Resolutions of the Sixth Meeting of the Tenth Board of Directors, which was recommended by the controlling shareholder and approved by the Nomination Committee of the Board of Directors, and agreed to appoint Mr. Wu Jianzhong as the deputy general manager of the company.

5. With an investment of 210 million yuan, Fukang Tianshan Cement plans to carry out ultra-low emission transformation

within three years. In the first two months of this year, according to the emergency response requirements of the level I red warning of heavy pollution weather in Fukang City, Xinjiang, two carbide slag cement production lines of Fukang Tianshan Cement Co., Ltd. in Xinjiang were shut down for 28 days. In April this year, the company identified eight upgrading measures, and planned to invest 211.2 million yuan in ultra-low emission transformation projects in the cement industry within three years, of which 51.58% of the emission reduction ratio will be completed this year.


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Correlation

July 20, Anhui, Yunnan, Hunan cement market dynamics; concrete, cement, sand and gravel enterprises losses, bankruptcy! How to break the game?

2023-07-21 13:09:39

Danger! Many cement enterprises have lost hundreds of millions of yuan! Can second half of the year be reversed? Cement production increased by 1.3% in the first half of 2023. What is the real demand? Which cement enterprises can survive? Cement production decreased by 24 million tons in the first half of the year, why is it still growing year on year?

2023-07-19 13:15:27

The price of cement in many places in Sichuan was notified to be raised, and the net profit of Shanshui Cement in the first half of the year decreased by about 145% -150% compared with the same period last year; the net profit loss of Conch New Material in the first half of 2023 was 4.5 million -2.5 million; the senior personnel of Fujian Cement changed; the investment was 210 million yuan, and Fukang Tianshan Cement planned to carry out ultra-low emission transformation within 3 years.

2023-07-18 13:18:04

A cement enterprise is holding a "SCR Denitrification Technical Reform Project Construction Safety and Quality Progress Promotion Meeting" in the conference room with smoking utensils on the conference table. After investigation, the municipal government where the enterprise is located issued Article 21 of the Regulations on Smoking Control in Public Places in 2020, which stipulates that smoking should be controlled in public places within the enterprise!