< Market Overview & gt;
1
. Monitoring Report on Cement Price Index Operation in the Fourth Quarter of 2023 ( click the title to view the full text) CEMPI
rose by 0.87% in the fourth quarter compared with the previous quarter. Affected by the off-peak production in winter, the supply pressure in some areas was reduced. The supply and demand of the national
cement market is weak, but the demand has improved, the cost pressure has increased, and the willingness of enterprises to raise prices is strong, which leads to the fluctuation of cement prices. The regional market performance is divided, the demand in East China is stable and weak, the demand in Central and South China is limited but the willingness to raise prices is strong, the inventory pressure in Southwest China is reduced, the demand in North China is cold, the enterprises in Northwest China stop kilns at the wrong peak, and the demand in Northeast China is seasonally weak.
2. Concrete Price Index Operation Monitoring Report
for the Fourth Quarter of 2023 In the fourth quarter of the year, the construction in some regions in China was gradually completed, and the scale of rush work was less than the same period in previous years. In addition, the focus of work of mixing stations shifted to repayment, the market supply and demand continued to weaken, and the price of concrete was mainly low. Overall, the national commodity concrete price index (CONCPI) fell 2.98% in the fourth quarter.
3. In December, the price of gravel turned from strong to weak
, and the price index of gravel and machine-made sand showed different performances at the end of December, with the price of gravel rising and the price of machine-made sand falling. The sand and gravel market showed a trend from strong to weak in December, and the differences in demand and supply in different regions led to the differentiation of price trends. The demand in Northeast China, North China, Northwest China and Southwest China decreases, and the price of sand and gravel tends to be stable; the demand in East China and Central South China is better, which promotes the price of sand and gravel to rise. Overall, at the end of the year, the market demand declined and the sand and gravel market weakened.
< Today's Focus >
1. The "darkest hour" of the cement industry has not yet arrived! (Click on the title to view the full text)
a few days ago, some cement enterprises said publicly that the 2024 cement industry has difficulties and challenges, but more is a bright future.
Many people in the industry also agree with this, believing that the cement industry is still confident despite the difficulties. However, in my opinion, the cement industry may be bright in the long run, but the "darkest" moment of the cement industry has not yet arrived.
2. Three people were fined 1.29 million yuan
for illegal mining. In December 2023, He, Liang and Zhu were fined 1.29 million yuan for illegal mining. Without permission, they mined sand in the Liaodong Bay in the northern Bohai Sea and were seized by the marine police. This has resulted in the destruction of the country's mineral resources and the seabed ecosystem. The Wudi County Procuratorate filed a public interest lawsuit, and the court decided that they should compensate for the losses and impose corresponding penalties.
national standards. On January 4, the Department of Industry and Information Technology of Qinghai Province issued the "Announcement on the Results of Double Random Energy Conservation Supervision of 87 Industrial Enterprises Including Qinghai Qilianshan Cement Co., Ltd.", in which the energy efficiency of unit products of several cement enterprises did not meet the national standards.
. In 2024, there will be 1282 provincial-level key "four in one batch" projects with a total investment of 3.96 trillion yuan. Among them, there are 915 industrial projects with a total investment of 2.46 trillion yuan, 247 infrastructure projects with a total investment of 1.38 trillion yuan, 159 social and livelihood projects with a total investment of 282.9 billion yuan.
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