[Special Topic] Operation Analysis and Prospect of Concrete Industry in the First Quarter of 2024

What is happening in the cement industry?

2025-04-26 07:03:06

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

It is planned to rebuild 100000 kilometers of rural roads throughout the year, add 250 townships with three or more grades of roads, and add 12000 natural villages (groups) with large population with hardened roads. Industry insiders said that the new reconstruction of 100000 kilometers of rural roads is expected to boost domestic cement demand to a certain extent, but the volume will not be very large, expected to be 20,000-30,000 tons.

2025-04-25 16:26:25

On April 24, Ningxia Building Materials released a report for the first quarter of 2025, which showed that the company's operating income in the first quarter was 878 million yuan, down 44.0% from the same period last year; the net profit attributable to the parent company changed from a loss of 15.47 million yuan in the same period last year to a loss of 8.41 million yuan, and the loss was reduced; The net profit after deduction of non-attributable profit was changed into a loss of RMB18.32 million from a loss of RMB37.33 million in the same period of last year, and the amount of loss decreased; the net operating cash flow was RMB-27.59 million, representing a year-on-year increase of 56.4%.

2025-04-25 15:54:27

On April 24, the Chongqing Economic and Information Commission issued the Announcement on the Calculation Days of Annual Production Capacity of Chongqing Cement Clinker Production Line and the List of Enterprises Affiliated to It. According to the announcement, among the 47 cement clinker production lines in Chongqing, the annual production capacity of 22 cement clinker lines is 300 days, and that of 25 cement clinker lines is 270 days.

2025-04-25 15:54:20

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

"Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.

2025-04-25 10:46:42

Jinyuan announced that its operating income in 2024 was 6.734 billion yuan, an increase of 136.79% over the same period last year. Net profit attributable to shareholders of listed companies was 39.7145 million yuan, an increase of 105.85% over the previous year. Basic earnings per share is 0.05 yuan per share. The company plans not to distribute cash dividends, not to distribute bonus shares, and not to increase capital stock with reserve funds.

2025-04-25 10:42:03

According to the agreement, the two sides will adhere to the principles of complementary advantages, win-win cooperation and common development, and carry out in-depth cooperation in the fields of regional comprehensive development, material business and industrial integration, low-carbon and new energy industries, so as to create a model of cooperation between central and state-owned enterprises.

2025-04-25 10:42:01

Among them, 95 batches of cement products were sampled, 10 batches of unqualified products were detected, and the problem detection rate was 10.53%.

2025-04-25 10:36:16

Enterprise investigation APP shows that recently, Tianjin Dongsheng Urban Renewal Industry Operation Co., Ltd. was established. Its legal representative is Han Taoyuan, with a registered capital of 100 million yuan. Its business scope includes: park management services; landscaping construction; non-residential real estate leasing; housing demolition services, etc. Enterprise investigation of equity penetration shows that the company is jointly owned by China Jiaotong Second Highway Engineering Bureau Co., Ltd.

2025-04-25 10:27:53

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

The average selling price of the company's cement products was higher than that of the same period last year, and the total operating income increased year on year. At the same time, through the work of "increasing income, reducing cost, controlling cost and increasing efficiency", the cost of cement manufacturing decreased by 2.16% year on year, and the comprehensive gross profit rate increased.

2025-04-25 10:14:17

As at the end of the reporting period, the total annual production capacity of cement clinker of the Company was approximately 18 million tons, the total annual production capacity of cement was approximately 20 million tons, the annual waste heat power generation capacity was approximately 86 MW, the total annual production capacity of commercial concrete was approximately 600,000 cubic meters, and the total annual production capacity of aggregate was approximately 18 million tons.

2025-04-25 10:04:31

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

On the evening of April 24, Shangfeng Cement released its annual report and quarterly report, while highlighting a new five-year development plan and a dividend scheme with a dividend rate of up to 7.5%. In the case that the scale of production capacity has not entered the top ten of the industry, the company's annual net return to the parent company ranks third among the listed companies in the industry, the comprehensive gross profit rate ranks first among the listed companies in the industry, and the net return to the parent company in a single quarter increases by 447.6%. While maintaining the high efficiency of the main business, the company's equity investment performance is outstanding, and a number of invested semiconductor science and technology enterprises have started to declare for listing one after another, and the newly released five-year planning report also clearly shows that the accumulation of its series of new economic equity investment will help the company to improve its quality and transformation.

2025-04-25 10:00:21

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

The content shows that the replacement capacity of Xin'an Zhonglian Wanji Cement 4500t/d clinker production line is 1300t/d, and the capacity after replacement is 5800t/d. The transferred capacity comes from the 2500t/d clinker production line of the same company, which is used for the current capacity of 1300t/d, and the replacement ratio is 1:1.

2025-04-25 09:28:11

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

What is happening in the cement industry?

2025-04-25 07:02:04

The market price of C30 concrete in Inner Mongolia ranges from 265 yuan/m3 to 315 yuan/m3, showing certain regional differences. Haraqin Banner in Chifeng City of Inner Mongolia has the highest price of 315 yuan per square meter, while Qingshuihe County and Tuoketuo County in Hohhot City of Inner Mongolia have the lowest price of 265 yuan per square meter.

2025-04-24 16:01:31

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

June this year is the 24th National "Safety Production Month", with the theme of "Everyone talks about safety, everyone will respond to emergencies-to find potential safety hazards around us", and June 16 is the National "Safety Publicity and Consultation Day".

2025-04-24 15:18:38

Implementing the negative list system of market access is an important decision-making arrangement made by the Party Central Committee and the State Council, and an important institutional arrangement for building a high-level socialist market economic system.

2025-04-24 14:39:18

The building materials industry carries out the docking activities of green building materials supply and demand and the cooperation and docking activities of inorganic non-metallic new materials industry chain. Implement the national cement production capacity management policy, guide the cement industry to carry out differentiated peak staggering production, and promote the recovery of cement prices.

2025-04-24 11:03:11

In accordance with the relevant provisions of the Company Law of the People's Republic of China and the Articles of Association of CCCC Shanghai Dredging Co., Ltd., the first meeting of the seventh session of the board of directors of CCCC Shanghai Dredging Co., Ltd. unanimously passed the following resolution: agreed to dismiss Wang Minqiu as the general manager of CCCC Shanghai Dredging Co., Ltd.; agreed to appoint Ding Jian as the general manager of CCCC Shanghai Dredging Co., Ltd.

2025-04-24 10:56:32

The content shows that there are 36 cement enterprises in the list in 2024 and 2025.

2025-04-24 10:52:51

The existing new dry process cement clinker production line with a daily output of 2500 tons (Φ4.0 * 60m) will be merged into a new dry process cement clinker production line with a daily output of 4000 tons (Φ4.8 * 72m) (i.e. 2 # clinker line). The total capacity will remain unchanged after the merger.

2025-04-24 10:42:22

On the evening of April 23, Tianshan Stock Company issued a quarterly performance announcement, saying that the revenue in the first quarter of 2025 was about 14.947 billion yuan, a decrease of 8.64% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 1.494 billion yuan. The basic earnings per share loss was 0.2101 yuan. The revenue in the same period last year was about 16.359 billion yuan; The net profit loss attributable to shareholders of the listed company was approximately RMB1.923 billion, and the basic earnings per share loss was RMB0.222.

2025-04-24 10:03:28

Beginning in 2024, according to the requirements of the relevant policy documents of the Ministry of Industry and Information Technology, the cement industry began to fill the overcapacity. According to the statistics of China Cement Network, as of April 23, 57 production lines in the national cement industry had completed their production capacity, with a total of 19.45 million tons of cement clinker production capacity, and at least 41 production lines had been withdrawn, with a total capacity of 31.65 million tons.

2025-04-24 10:01:53

In 2024, the output of cement industry in the United States declined by 4.44%, and the dependence on imports increased. The decline in production was affected by factors such as factory closures, and domestic consumption was generally stable but seasonal differentiation. It imports 24 million tons of cement from many countries. Rising cement prices in the United States, the Trump administration's tariff policy brings uncertainty, if the tariff on Canada and Mexico has a significant impact, although American cement companies may benefit, there are also risks such as supply shortage, and some enterprises are more "Americanized".

2025-04-24 10:00:03

Xizang Langxian Gaozheng Building Materials Co., Ltd. intends to build a 4000t/d cement clinker production line project (hereinafter referred to as "Langxian Project") in Nyingchi City Langxian County by means of capacity replacement within the autonomous region.

2025-04-24 09:43:00

How to meet the "new deal of carbon emissions"? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.

2025-04-24 09:24:04

What is happening in the cement industry?

2025-04-24 07:01:18

Since April 23, the main cement enterprises in Liaozhong area have again notified the increase of cement price by 10 yuan/ton.

2025-04-23 17:24:32

The market price range of C30 concrete in Tianjin is between 280 yuan/m3 and 290 yuan/m3, showing some regional differences. Jinnan District has the highest price of 290 yuan per square meter, while Jizhou District and Xiqing District have the lowest price of 280 yuan per square meter.

2025-04-23 17:14:42

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Relevant technicians of Suzhou Shijing Science and Technology Co., Ltd. pointed out that SCR is a very mature denitrification technology, which has been widely used in power and other industries. However, the cement industry still needs to focus on the catalyst, soot blower and reaction tower flow field to further optimize the three aspects.

2025-04-23 15:08:00

For a long time, cement has been the main loading and unloading cargo in Changgang Port. Faced with the continuous decline of domestic cement market demand in recent years, Changgang actively responded to the situation, actively sought change, timely adjusted the market development strategy, and took the development of foreign trade cement market as an important breakthrough in transformation and upgrading through comprehensive consideration of the domestic and foreign cement market.

2025-04-23 13:40:23

On April 21, information from the Beijing Property Exchange showed that 51% of the shares of Xin'an Zhonglian Wanji Cement Co., Ltd. held by China United Cement Group Co., Ltd. were listed for transfer at a base price of about 200 million yuan.

2025-04-23 11:50:52

Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

The two sides will deepen cooperation around green building materials, new energy materials, circular economy and other fields, jointly create a new benchmark for the coordinated development of the industrial chain, and inject new momentum into the construction of "three places and one district" in Anhui.

2025-04-23 10:18:33

According to the announcement, the production capacity of Luoyang Huanghe Tongli Cement Co., Ltd. is 5000t/d after the cement clinker production line with a daily output of 4500 tons is completed. The replacement capacity for this project is 1000t/d of the 2000t/d clinker production line of Henan Tongli Cement Co., Ltd., and the replacement ratio is 2:1.

2025-04-23 10:13:11