1、 Cement Net Video: List of Third Quarter Performance of Cement Listed Companies in 2024
The article mainly provides a list of the performance of cement listed companies in the third quarter of 2024. The content specifically mentioned that "Asia Cement (China)" issued a performance forecast, but did not give specific figures or details. Overall, the article aims to show readers the financial performance of listed companies in this industry in the third quarter.
The Ministry of Industry and Information Technology issued a new version of the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry. The main changes include: tightening the requirements for cement replacement, not allowing the replacement of inefficient capacity and the transfer of capacity splitting; improving the way of capacity verification, canceling the old regulations, unifying the filing and actual capacity; implementing regional difference management, restricting the replacement of new capacity in some regions; simplifying the procedures for inter-provincial capacity transfer; To strengthen the coordination of energy efficiency and environmental protection policies, inefficient energy production capacity should not be replaced. The measures will be implemented from November 1, 2024.
3、 Cement net exclusive: a cement enterprise in Anhui imports Korean clinker
A cement company in Anhui has imported a shipment of clinker from South Korea, which is now on its way to Zhoushan.
On October 29, 2024, Xuzhou Longshan Cement Co., Ltd. completed the world's first 5,000t/d clinker production line 5-stage to 7-stage preheater technical transformation project, invested 350 million yuan, adopted advanced technology and materials, realized energy saving and consumption reduction, reduced a large number of emissions, greatly reduced the energy consumption and power consumption of clinker production, and reached the leading level in the same industry.
5、 Wanbei Cement: Win the Market by Quality and Products
Under the background of the decline of cement production in Henan Province, Wanbei Cement has maintained a good sales volume by relying on quality and products. The low-alkali cement produced by the company has been recognized in the field of infrastructure construction, with high-quality mine resources and advanced production equipment, to achieve the whole process of quality control. Wanbei Cement pays attention to R & D and technological progress, and has obtained many patents. The company has passed ISO quality system certification, the product strength exceeds the national standard, and the quality stability and adaptability are in the lead, which has been recognized by the construction party. In the future, Wanbei Cement will continue to provide high-quality special cement to help improve the quality of the project.
6、 Cement Net News: Cement Prices in Fujian Are Planned to Rise Again
Cement prices in Fujian are planned to be raised again. Due to the recent good weather, the rebound in demand for construction sites, and the tight inventory caused by the shutdown of kilns in some enterprises in Longyan, major manufacturers intend to raise the price of cement by about 30 yuan/ton from November 1. Since September, the price of cement in Fujian may increase by 60-80 yuan/ton. The implementation of the specific price adjustment remains to be seen.
Coal resources in Inner Mongolia will increase by 1.8 billion tons in 2024, and the A-share market rose sharply today, with the performance of stocks with the word "Chuan" shining. The Ministry of Industry and Information Technology issued the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2024 version), which came into effect on November 1, 2024, aiming at tightening the replacement requirements, improving capacity verification, implementing regional difference management, prohibiting the replacement of low energy efficiency capacity, and promoting the green and low-carbon development of the industry. At the same time, the renewable energy policy is favorable, the trend of cement price increase is obvious, the building materials sector rebounded, and the real estate sector rose in volume. The new regulations raise capital requirements for financial leasing companies, enhance transparency, lift restrictions on foreign investment in manufacturing, and promote green development.
8、 Cement Network Report: Higher Electricity Costs Trigger Price Rise of Cement in Vietnam
Due to the rising cost of electricity, Vietnam's major cement manufacturers announced an increase in cement prices from October 20, 2024, with an average increase of about VND/ton 50000. Electricity prices have risen by 4.8% since October 11, affecting the cost of cement production, accounting for 15% -20%. In addition, fluctuations in coal and packaging costs due to global geopolitical conflicts have intensified the pressure. The selling price of Vietnam cement has been lower than production cost for a long time, and the price adjustment is regarded as a necessary measure to ensure the stability of the business. From the beginning of 2024 to September, domestic cement consumption stagnated and export volume decreased. Cement manufacturers are expected to continue to adjust prices in the future.
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