12.10 Cement Morning Post: Tianrui Cement Resumed Trading, Up Over 1000%; Imported Clinker Arrives in Hong Kong, Cement Industry Is Worse; Selection of Top 100 Suppliers in Cement Industry Starts

2024-12-10 07:02:05

What is happening in the cement industry?

1. Resumption of Tianrui Cement! Up more than 1000% after resumption! At the beginning of this month, it announced that the interim results of 2024 are subject to finalization and may be subject to significant changes and accounting adjustments. It appointed Hongliang to consult and evaluate. Hongliang expects to issue a valuation report before December 18, and the company will complete and publish the interim results within two days after receiving the report. Tianrui Cement was suspended after a 99% plunge on April 9 this year. Controlling shareholder Yu Kuo had a margin securities account that was forced to sell shares due to a fall in share prices. The forced sale of 10 million shares was not properly executed and was cancelled.

2, cement net exclusive: Imported clinker arrived in Hong Kong one after another! The cement industry is even more difficult! Japan and South Korea have excess cement production capacity and export clinker to China at low prices, while their domestic cement prices exceed 600 yuan/ton. China's cement industry also has excess production capacity, enterprises coordinate self-discipline to stagger peak and stop production to ease the pressure, the behavior of importing clinker damages the interests of the domestic industry, may lead to price war and aggravate market chaos, but also exposes the problems of the local cement industry in Shandong and the lack of overall awareness of some enterprises, the domestic cement industry is already difficult, imported clinker makes it worse.

4. Cement network data: Summary of national cement price adjustment information (12.2-12). This week, the national cement price is mainly rising, but most of them are falling or poorly implemented after pushing up in the early stage, and there is a dark drop in many areas. Prices are expected to fall in the off-season of mid-late December. The weather in Hainan is good, the demand for rush work at the construction site is good, the shipment volume of enterprises is about 70%, and the price of enterprises in the island is raised 1-2 days; the price of some areas in Hunan is lowered; the transaction in some areas in Fujian is declining, and the leading enterprises plan to push up; the transaction price in the Pearl River Delta in Guangdong is declining, and the leading enterprises plan to raise the price, all of which remain to be observed.

8. < a href = "In order to respond to the national energy conservation and carbon reduction plan, the https://www.ccement.com/news/content/43730553130105001. will increase the proportion of alternative fuels and reduce carbon emissions." The Department of Industry and Information Technology and the Department of Ecology and Environment of the Autonomous Region have decided to approve Yingjisha < a href = "https://price.ccement.com/brandnewslist-1-1000155." to announce the list of the first batch of enterprises to adjust the off-peak production time. Public supervision is welcome (Tel: 0991-2801341, Email: gxtjcc @ 163.

All can be viewed after purchase

Correlation

CEMPI

127.55

-0.12 -0.09%

CONCPI

109.20

-2.19 -1.97%

CLKPI

132.17

-1.06 -0.80%

SPPI

50.22

-0.68 -1.34%

MORPI

80.32

-0.30 -0.37%

Deepening Strategic Cooperation between Taiwan Cement Group and Beijing Guojian Lianxin Certification Center

In recent years, Taiwan Cement Group has actively responded to the initiative of "double control of energy consumption to double control of carbon emissions", based on long-term and sustainable development, promoting scientific and technological innovation, strengthening international cooperation, and accelerating green design and development and clean production.