8.15 Cement Morning Post: Yatai planned to sell its assets; the price of Hunan cement was increased by 50 yuan; the peak staggering of 14 cement enterprises in Chongqing was not completed.

2024-08-15 07:02:03

What is happening in the cement industry?

1、 Yatai Group plans to sell major assets

Yatai Group plans to sell 20.81% of its shares in Northeast Securities to Changchun City Development Investment Holding Group, and intends to sell 9% of its shares to Changchun Financial Holding Group or its subsidiaries. At present, the two sides are conducting communication, consultation and due diligence. The transaction plan is still under further demonstration, and the approval and information disclosure procedures will be completed in accordance with laws and regulations.

2、 Cement Net Exclusive: How is the implementation of the 50 yuan/ton cement price increase in Hunan?

Since the 12th, many enterprises in Hunan began to raise the price of cement by 50 yuan/ton due to the increase in production costs caused by the rising price of raw materials and the off-peak shutdown of kilns. However, due to the increasing difficulty of coordination among enterprises and the pressure of external market competition (such as the ineffective implementation of price adjustment in Hubei market), the implementation of specific price increases is complex and market stability is affected. At the same time, the cement industry in Hunan is facing a severe situation, and some enterprises have taken measures such as salary cuts and layoffs.

3、 Chongqing: 21 production lines of 14 cement enterprises have not completed peak staggering

Chongqing Municipal Economic and Information Commission has carried out the latest verification of cement clinker production lines in the city. The announcement shows that by the end of 2023, there are 47 production lines in the city, of which 21 lines of 14 enterprises have not completed peak staggering production, and another 8 lines are planned to be relocated. The list of production lines that have not completed the task of peak staggering and planned relocation has been published.

4、 Removal of two clinker production lines of Conch Cement

On August 8, Wuhu Municipal Bureau of Industry and Information Technology announced that Baimashan Cement Plant of Anhui Conch Cement Co., Ltd. and Digang Conch Cement Co., Ltd. had each dismantled a Φ4 × 60m, 2000t/d cement clinker production line. The capacity of these two production lines was replaced by Anhui Chizhou Conch Cement for the construction of 10000t/d production line. The demolition work conforms to the relevant capacity replacement policy, and the on-site verification confirms that the two production lines are no longer qualified for reproduction.

5、 Hubei Cement Industry Association organized the training of new national standard for cement products in Wuhan

Hubei Cement Industry Association held a training course on the new national standard for cement products in Wuhan to help technicians understand the new national standard, improve product quality and adapt to market changes and industry requirements. The training emphasizes the establishment of carbon emission management system, the promotion of enterprise transformation and upgrading and ultra-low emission transformation, and the implementation of green label certification. At the same time, enterprises are required to strictly abide by quality standards, jointly resist vicious competition and ensure the healthy development of the industry. The training was supported by many scientific and technological enterprises, and included special lectures on cement testing technology.

6、 [Conch Cement] Two units of Conch Cement were selected into the list of intelligent factories and digital workshops in Anhui Province

Anhui Provincial Department of Industry and Information Technology announced the list of intelligent factories and digital workshops in 2024, and two units of Conch Cement, Suzhou and Zongyang, were selected. Suzhou Conch is recognized as an intelligent factory for the whole process of cement production, and Zongyang Conch is a digital workshop for intelligent quality control and testing. In recent years, Conch Cement has actively promoted intelligent transformation and digital transformation. At present, 13 factories have been appraised as provincial and national intelligent factories, and the construction of intelligent factory clusters has achieved results.

7、 Cement Net Comments: How can Sand Enterprises Stand Firm and Not Be "Beaten Off the Horse" When Bankruptcy and Unsuccessful Auction Appear Frequently?

The bankruptcy of sand and gravel enterprises in Leping City, Jiangxi Province, reflects the pressure of sand and gravel industry. In 2024, many sand and gravel enterprises have gone bankrupt, the market demand has declined, and the sand and gravel mining rights have been sold frequently. In order to survive, enterprises need to reduce costs, transform and upgrade, emphasize cost control and market competition self-discipline, and avoid vicious competition. Large enterprises should take the lead and jointly respond to market challenges.

8、 Changes in market prices of important means of production in the circulation field in the first ten days of August 2024

In early August 2024, the market price monitoring of 50 kinds of important means of production in 9 categories in the national circulation field showed that compared with late July, there were 9 kinds of rising products, 36 kinds of falling products and 5 kinds of flat products. Sulfuric acid (7.5%), liquefied natural gas (3.5%) and live pigs (5.7%) increased significantly, while lead ingots (-4.6%), coking coal (-4.8%) and cis-1,4-polybutadiene rubber (-3.6%) decreased significantly. This reflects the changing trend of current market demand and supply.

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Correlation

尽管在需求旺盛时期,过多的产能大部分可以被吸收,但近年来我们看到需求低迷造成全球产能过剩,特别是在中国、欧洲、东地中海和中东地区。

2018-05-14 11:08:58

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.