Many cement enterprises in Northeast China have implemented the strategy of peak staggering and kiln shutdown to balance supply and demand, resulting in Jilin Yatai, Xintianshan and other enterprises announcing that cement prices have risen by 50-100 yuan/ton since August 22. The factors affecting the price rise include: the implementation of off-peak production in the short term to reduce the supply; the high degree of self-discipline and cooperation among enterprises to stop production; the high concentration of the cement industry in Northeast China. Cement prices of some enterprises have increased by 200-300 yuan/ton in the year.
2、 Jidong Cement invested 100 million yuan to set up a new company
Tangshan Jidong Cement Co., Ltd. invested 100 million yuan to set up Hebei Jinyu Jidong Supply Chain Co., Ltd. and held 100% of the shares. The company, with Fan Liqun as its legal representative, was established on August 21, 2024 with a registered capital of 100 million yuan and is located in Shijiazhuang City. It mainly deals in sales of building materials, cement products, chemical products (excluding dangerous goods), hardware, furniture, mechanical and electrical equipment, provides information consultation, freight forwarding, warehousing services, supply chain management, etc., and independently carries out business activities not prohibited by law.
3、 Cement Net News: Cement Prices in Many Places in Jiangxi Are Rising Again
Cement prices in many places in Jiangxi have risen recently. Due to the improvement of the overall market situation and the impact of rising prices in the surrounding markets, enterprises in northeastern Jiangxi, Nanchang, Yichun, Ji'an and other places announced an increase in cement prices by 20 yuan/ton from the 26th. Although the current inventory is not high, but the demand is not up to expectations, the market support is limited, whether the price increase can be fully implemented still needs continuous attention.
The navigation capacity of Nanchang hub (main branch) of Ganjiang River will be increased from 1000 tons to 3000 tons in dry season, which will help cement transportation. Li Lin, deputy director of Nanchang Water Conservancy Bureau, pointed out that this would solve the problem of navigation difficulties in dry season and enhance navigation capacity. The project is expected to be completed by the end of 2026, which is expected to further facilitate cement transportation and improve the competitiveness of cement transportation in northern Jiangxi, but also bring challenges of intensified competition from foreign cement.
Building materials plate shocks higher, Western Construction and Leizhi Group trading, Tianshan shares and other stock prices also rose sharply. Real estate sector rebounded, building materials ETF (159745) rose 1.4%. Everbright Futures Energy and Chemical Daily pointed out that crude oil prices were weak, domestic demand was weak, and the market situation of other chemical products was different. The housing pension system is misunderstood as a real estate tax, but it does not actually increase the personal burden, and relevant policies promote the growth of demand for housing inspection and quality insurance assessment. The Shanghai Composite Index fell slightly in half a day, and solid-state battery concept stocks strengthened. Rumors of housing pension charges have been refuted, emphasizing that unlike real estate taxes, funds come from multiple channels. The construction sector was activated by policy catalysis, and many stocks such as Jianke shares rose and stopped.
6、 By the end of 2028, Guangdong cement enterprises will complete the transformation of ultra-low emission in an all-round way.
Several departments in Guangdong Province jointly issued the Work Program for Ultra-low Emission Transformation of Cement Industry in Guangdong Province, which stipulates that cement clinker production enterprises and independent grinding stations in Guangdong Province must complete ultra-low emission transformation by the end of 2028, and carry out monitoring, evaluation and publicity. Emission transformation covers all production links and transportation processes, and enterprises not within the scope of transformation need to meet emission standards and shut down and withdraw in time. The plan also puts forward a number of specific tasks and safeguards, such as strict control of production capacity, promotion of energy conservation and emission reduction, and comprehensive management.
According to the performance report of Ningxia Building Materials in the first half of 2024, the company realized business income of 4.3 billion yuan, a slight increase of 0.85% over the previous year, but its net profit dropped by 65.36% to 53.4967 million yuan. Net profit after deducting recurring gains and losses dropped by 79.4% to 28.4894 million yuan. The company is mainly engaged in the production of cement and commercial concrete, with a market share of nearly 50%, and is currently promoting the "I am looking for a car" digital logistics business, which has covered 31 provinces with 1.647 million registered vehicles.
8、 Announcement of Replacement Plan for 150,000 Tons of Cement Clinker Production Capacity of Basu Conch Cement Co., Ltd.
The Department of Economy and Information Technology of the Xizang Autonomous, in accordance with the requirements of the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry issued by the Ministry of Industry and Information Technology, entrusted China Cement Association to hold a hearing on the 150,000 tons of cement clinker capacity replacement scheme of Basu Conch Cement Co., Ltd. on August 13, 2024, and the scheme has been passed. The scheme is now publicized to the public from August 26 to September 6, 2024. The public can know the details at the designated address and telephone of the Department of Economy and Information Technology of the Xizang Autonomous.
浙公网安备33010802003254号