1、 Cement Net Exclusive: Will Cement Prices Continue to Strengthen in November?
China cement net cement big data research Institute cement analyst Li Kunming analysis, the supply side, the north into the heating season staggered peak, many areas in the south continue to carry out independent staggered peak, the supply side is expected to be relatively stable as a whole; the demand side, the issuance of special bonds is completed, the capital situation continues to improve, downstream construction activities will continue to strengthen, but the weather is getting colder, it is expected that the degree of demand improvement is relatively limited; Generally speaking, the supply-demand relationship in the cement market continued to improve in November, coupled with the enhanced self-discipline awareness of enterprises and strong willingness to rise, cement prices are expected to show a strong trend in November.
2、 Cement Net News: The Latest Development of Cement Price in Hebei
China Cement Network Market Data Center News: According to market feedback, the recent end of environmental warning in southern Hebei, the market demand rebounded slightly. At the same time, the local peak staggering production has been implemented since November, and the supply side has been reduced. In order to increase profits, leading enterprises in Shijiazhuang, Xingtai, Handan and other places in Hebei notified an increase in cement prices by 50 yuan/ton on the 6th. The implementation of this price increase needs further follow-up and observation.
On November 5, a seminar on value investment of central enterprises sponsored by Guoxin Investment, a subsidiary of Guoxin, was held in Beijing. He said that in the next step, the Shanghai Stock Exchange will deepen its cooperation with China in an all-round way, and through systematic measures, drive all parties in the market to participate in the value investment of central enterprises, and serve the construction of a strong financial country and the development of the real economy. Up to now, public funds have successfully issued 17 ETF products of related indices to help investors better grasp the investment opportunities of central enterprises, which fully reflects the recognition of professional investors and institutions of China's new professional competence.
4、 Cement net video: continue to suspend trading! The latest announcement of Tianrui Cement
On November 5, Tianrui Cement announced that the Listing Committee of the Stock Exchange had given the company a remedy period until November 5, 2024, otherwise its listing status would be cancelled. The company has applied for a review on November 5, and the result is uncertain. At the same time, the joint venture company of Tianrui Cement refused to cooperate with the special audit work, refused to provide accounting books and accounting vouchers, and accused Tianrui Cement of having abnormal purposes. Tianrui Cement has sent a legal letter but has not received a response. In addition, trading continues to be suspended.
Recently, the Yunnan Provincial Office of Industry and Information Technology announced the list of "leader" enterprises in energy efficiency of industrial enterprises in 2024, with two enterprises in the cement industry on the list. Compared with the four "leaders" of energy efficiency in the cement industry in 2023 announced by the Ministry of Industry and Information Technology and other three departments in June this year, the comprehensive energy consumption per unit product is 78.18, 79.28, 89.66 and 90.23. Among the basic requirements listed in the notice of the three departments of the state to organize the selection of energy efficiency "leader" enterprises in key industries in 2023, the requirement that the use of green power is significantly higher than national average level is included. Since there are new requirements for the basic requirements of the leader, the rules for the selection of the leader should be revised and published in time.
In the first three quarters of this year, the national railway completed fixed assets investment of 561.2 billion yuan, an increase of 10.3% over the same period last year, and put into operation 1820 kilometers of new railway lines, including 1210 kilometers of high-speed rail. After the completion of the West Chongqing high-speed rail, the journey from Xi'an to Chongqing will be shortened to about 2.5 hours. Since this year, the national "eight vertical and eight horizontal" high-speed rail network has been continuously improved, the main channel has been completed and put into operation about 80%, and the construction scale is about 15%.
The fourth quarter of 2024 CNBM is the key stage to win the year-round goals and tasks. This honor not only highlights the competitiveness of BNBM in the global business arena, but also demonstrates its outstanding contribution to sustainable development and social responsibility. Through this conference, FABCOM not only demonstrated its own strength and technological advantages, enhanced the influence of the industry, but also laid the foundation for future cooperation. This project is the first ultra-fine grinding project of Chengdu Institute of Building Materials, which can further promote the comprehensive disposal goal of 100% "reduction, recycling, harmlessness and industrialization" of industrial solid waste in Wu'an City.
8、 Opening to Traffic at the End of the Year, Huaxin Cement Helps Huangshi New Landmark
Construction site of Cihu Bridge On November 2, the construction site of Cihu Bridge, the green corridor project of Cihu Lake in Huangshi, was busy. Hundreds of builders were speeding up the completion of T-beam erection. The bridge across Cihu Lake in Huangshi has taken shape and is sprinting for the completion and opening of the bridge by the end of the year. The Cihu Bridge under construction is planned to invest 550 million yuan in Huangshi Cihu Green Corridor Project, which is about 1.5 kilometers long. The road grade is urban trunk road, and the two-way four-lane technical standard is adopted. The cement required for the construction of Cihu Bridge Project is exclusively supplied by Huaxin, which has supplied about 25000 tons.
