11.5 Cement Morning Post: Guangxi Cement Price Rise; Central Enterprise Restructuring and Asset Replacement; Over 40 Cities Control Cement Industry

2024-11-05 07:01:22

What is happening in the cement industry?

1、 Cement Net News: Full Notice of Cement Price Increase in Guangxi

According to market feedback, benefiting from the fine weather and warmer market demand in Guangxi, combined with the rising prices in the peripheral market and the planned off-peak shutdown of kilns by some enterprises, cement enterprises in Guangxi actively adjust their price strategies to improve profits. From November 3 to 4, major cement manufacturers in the region have begun to notify an increase in cement prices, which is expected to rise between 30 and 70 yuan per ton, of which the mainstream increase of 42.5 grade bulk cement is about 50 yuan per ton. The specific implementation needs further observation.

2、 11.4 Cement Evening News: New Path of Splitting and Restructuring of Central Enterprises; Replacement of Over 30 Billion Assets of Central Enterprises; High-quality Development of Free Trade Port

The article focuses on the separation and reorganization of central enterprises, asset replacement and trusteeship, the development of free trade ports and the practice of green transportation. The spin-off and listing of Xingfu Electronics of Xingfa Group shows a new path to optimize the allocation of resources; the replacement of more than 30 billion assets between China Communications Group and China Building Material Group has enhanced the competitiveness of the design sector; the high-quality development of Hainan Free Trade Port has achieved remarkable results and the economic structure has been optimized; Beijing has reduced pollution and carbon emissions through the "public transit railway" to promote green transportation.

3、 Cement Network Video: Hebei, Henan, Shandong, Anhui and other over 40 cities released! Control cement production, transportation..

More than 40 cities have implemented control measures due to heavy pollution weather warning, involving Beijing, Tianjin, Hebei, Anhui and other places. The main measures include stopping off-road mechanical operations and requiring heavy polluting industries such as iron, steel and cement clinker to use environmentally friendly vehicles for material transportation in order to reduce pollution emissions.

4、 Cement companies on the list! Typical Cases of "No Waste Park" and "No Waste Enterprise" Announced!

The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment announced typical cases of "waste-free parks" and "waste-free enterprises" to promote industrial parks and enterprises to adopt waste-free production methods, improve resource efficiency and reduce industrial solid waste. In the announcement, the diversified source reduction and large-scale comprehensive utilization mode of Dalian Changxing Island Economic and Technological Development Zone was identified as a typical case of "waste-free park"; the cement kiln co-disposal mode of Wu'an Xinfeng Cement Co., Ltd. was selected as a typical case of "waste-free enterprise".

5、 Cement Network Data: Summary of National Cement Price Adjustment Information (10.28-11.3)

Recently, the price of cement in China is mainly rising. Cement prices in Jiangxi, Yunnan, Guangdong, Fujian and Hainan rose due to weak demand and stable prices in the north, better weather in the south, warmer demand, kiln shutdown and rising costs. Jiangxi increased by 30 yuan/ton, Yunnan increased by 100 yuan/ton, Guangdong Pearl River Delta increased by 30-40 yuan/ton, Fujian planned to increase by 30 yuan/ton, Hainan increased by 60 yuan/ton. The specific implementation remains to be observed. More information is available on the Cement Big Data website.

6、 Wu Xiaomei: Reflections on the Impact of Cement Kiln Co-processing Technology on Cement Production and Performance

The article discusses the role of cement kiln co-processing technology in reducing carbon emissions and improving the sustainability of cement production. The article points out that the use of alternative fuels and alternative raw materials has an important impact on the quality and performance of cement, but also brings challenges, such as the proportion of fuels and quality control. Wu Xiaomei put forward several considerations, including optimizing the use of alternative fuels, the complexity of dealing with solid hazardous waste, and the need for flexible production control technology and intelligent automation. These measures are of great significance to realize the green transformation and social responsibility of the cement industry.

7、 Cement Network Weekly Report: Cement & Construction Steel Market Monitoring Weekly Report No.41, 2024 (10.28-11.3)

The 41st (10.28-11.3) Cement & Construction Steel Market Monitoring Weekly in 2024 showed that the National Cement Price Index (CEMPI) rose by 1.37% annually and 20.05% year-on-year, reaching 131.68 points. The Yangtze River Basin Cement Price Index (YRCEMPI) also showed growth, with a slight increase of 0.15% annually and a year-on-year increase of 22.79%, closing at 133.52 points. Meanwhile, the national clinker price index (CLKPI) rose 2.97% month-on-month and 17.88% year-on-year, closing at 135.83 points, indicating that the prices of cement and related building materials showed an upward trend.

8、 Cement Net Monthly Report: The Demand for Concrete Is Divided between the North and the South, and the Price Trend Is Still Weak (10.1-10.31)

In October, the demand for concrete in the north and south was divided, the construction in the north ended as the temperature dropped, and the construction activity in the south increased. The overall demand is not up to expectations, and the rising price of raw materials has brought pressure to enterprises. The concrete market in most regions has stabilized, but prices have declined as a whole, with the national concrete price index falling by 0.62% compared with the end of September. Prices in central and southern China have fallen most significantly, while raw material costs have risen, and concrete enterprises are facing greater cost pressures. It is expected that the concrete market will remain weak and prices will stabilize in November.

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What is happening in the cement industry?

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