The cement industry is facing difficulties such as sluggish demand, and enterprises need to pay attention to data in order to cross the cycle. Cement network "cement observation" heavy online, real-time monitoring of the key data of the national kiln line, including cement kiln operation monitoring to grasp production trends, storage capacity and shipment to control market supply and demand, clinker production and sales to understand the rhythm of production and marketing, as well as project information to capture growth opportunities, these data can help enterprises know each other, insight into opportunities, in the industry. Create brilliance again.
2、 Cement Net Exclusive: Some Thoughts on How to Break the Situation in Cement Industry
The situation of cement industry is grim, and the output and profit are declining year after year. The operation rate of the enterprise is low, the overall loss is serious, the layoffs are serious, and the coordination function of the association and the integrity of the enterprise are lost. Conventional thinking can not solve the problem, and the current problem stems from overcapacity rather than involution in the period of economic transformation. It is suggested that the main task is to eliminate excess capacity, eliminate excess capacity by market means, and cancel the policy of peak staggering production and capacity replacement. Although these proposals involve sensitive topics and multiple interests, they are intended to throw out a brick to attract jade and trigger industry discussions to break the situation together.
Shandong Province issued a notice on peak-shifting production in the cement industry from 2024 to 2025, and the clinker production lines of cement clinker enterprises in the province will implement peak-shifting production from November 15, 2024 to March 15, 2025, with a duration of 120 days. At the same time, it is stipulated that enterprises that violate the regulations for the first time will be interviewed and rectified by municipal departments, and if they still fail to rectify, they will be interviewed by provincial departments, and measures such as restricting capacity transfer will be taken.
4、 Three cement clinker production lines in Xinjiang with a total capacity of 1.86 million tons have been dismantled.
The Bureau of Industry and Information Technology of the Corps announced that three companies, Tumushuke Qianhai Building Materials, Yili Qingsong Nangang Huocheng Cement Plant and Xinjiang Jinta Cement, had dismantled their cement clinker production lines for capacity replacement in accordance with the relevant notification requirements of the Ministry of Industry and Information Technology. The production line with a daily output of 2000 tons replaced by Tumushuke Qianhai Building Materials in March 2023, the production line with a daily output of 1000 tons replaced by Yili Qingsong Nangang Huocheng Cement Plant in October 2023, and the production line with a daily output of 3000 tons replaced by Xinjiang Jinta Cement in March 2023 have all been dismantled, with a total annual clinker production capacity of 1.86 million tons.
Cement Evening News on November 13 contains various contents: multimodal transport promotes logistics cost reduction, but there are blockages, and many parties are working together to solve them; the cement industry has low capacity utilization rate and low profit in the first three quarters, and is expected to increase both volume and price in the fourth quarter; more than 2200 companies in Shanghai Stock Exchange have disclosed ESG information; the "two-wheel drive" of infrastructure and manufacturing industry shows the trend of investment strength; Shandong cement enterprises began off-peak production on November 15; CNBM was certified by the carbon management system of the cement industry; the 9th China International Sandstone and Aggregate Conference will be held in Chongqing in mid-December.
6、 Cement Net News: Notice of Cement Price Increase in Southeast Shanxi
The price of cement in southeastern Shanxi (Changzhi and Jincheng) was raised. With the winter heating season approaching, the region is expected to begin to implement the peak staggering policy in the middle of the year. Affected by this, the leading enterprises in the region have notified the cement price increase of 30 yuan/ton, but the specific implementation remains to be seen.
7、 Cement net video: registered capital of 100 million! Jidong Cement set up a new company
Xingtai Jidong, a subsidiary of Jidong Cement, holds 51% of the shares and jointly holds shares with Puli Mineral Company of Lincheng County to establish Xingtai Jinyu Gangxin Mineral Development Co., Ltd. with a registered capital of 100 million yuan. Its business scope includes non-coal mining, non-metallic mining and product sales. The purpose of Jidong Cement is to vigorously promote the acquisition of mine resources and make up for its own development.
8、 Cement Net News: Notice of Cement Price Increase in Ningxia
The clinker production line enterprises in Ningxia area implement the winter peak staggering and kiln shutdown, and some clinker stocks are tight. On the 13th, in order to increase profits and lay the foundation for market prices in the new year, major enterprises took the lead in notifying an increase in cement prices by 10 yuan/ton, and some enterprises were on the sidelines. In November, low temperature, rain and snow reduced outdoor construction, market demand entered the off-season, and local market competition still exists, whether this round of price push can be implemented remains to be seen.
