Featured | Shandong cement market prices fall; Li Rongshan: Cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

2024-01-09 14:12:31

Shandong cement market price falls; Li Rongshan: cement off-peak production is a win-win policy; Liaoning plans to shut down kilns for 151 days in 2024

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. Shandong Cement Market Price Dynamics ( Click the title to view the full text) On January

8, the East China Cement Price Index was 112.34, down 0.07% month-on-month and 15.78% year-on-year. At the same time, the price of 42.5 bulk cement in Shandong P. O is 340-395 yuan/ton.

2. The price of cement in Jinan area of Shandong Province was reduced by 20 yuan/ton

. In terms of the price of cement, some major manufacturers in Jinan area decided to reduce the actual transaction price by about 20 yuan/ton on the original basis in order to increase the sales volume. In addition, since the 8th, the region has terminated the secondary response to heavy pollution, and the market demand may rebound, the specific situation remains to be observed.

& lt; Today's Focus & gt;

1. Talking about the cold and warm of cement | Li Rongshan: Cement peak-shifting production is a win-win policy

. Cement peak-shifting production is one of the effective measures for the cement industry to cope with the problems of overcapacity and contradiction between supply and demand in recent years. Through off-peak production, enterprises can reduce production, alleviate inventory pressure and contradiction between supply and demand, and also help to reduce environmental pollution and carbon emissions. Although the effect of peak-shifting production is weakening year by year, it is still an important means of regulation and control. The state has formulated relevant policies and measures, such as eliminating backward production capacity and replacing production capacity, in order to further optimize the industrial structure and promote industrial upgrading.

2. Liaoning release! In 2024, the Department of Industry and Information Technology

of Liaoning Province issued a work plan for ecological environment protection in 2024, requiring cement enterprises to normalize peak staggering production and stop kilns for 150 days. The specific time is 15 days from January to March, April, June and August, and December 1-31. Under special circumstances, the kiln shall be shut down on March 16-31 or November 1-31.

3. is 143 million yuan! Huaxin Cement won the mining right

of a mine recently, Huangshi Huaxin Guanggu East New Building Materials Co., Ltd. won the limestone mining right of Taipingshan Mining Area in Huangshi City, Hubei Province for 143 million yuan. Huangshi Huaxin Guanggu East New Building Materials Co., Ltd. is 51% and 49% owned by Huangshi Tieshan Investment Development Company and Huaxin Aggregate Co., Ltd.

4. Increase clinker delivery! In 2024, Conch may increase its efforts in the Guangdong market

. In recent years, Guangxi has vigorously promoted the construction of cement clinker production lines and attracted many enterprises to invest. In addition to abundant limestone resources, the convenient Xijiang Golden Waterway and the market demand of the Pearl River Delta are also important factors. However, the new production line has led to overcapacity and the contradiction between supply and demand is prominent. In order to meet the challenges, Guangxi cement enterprises need to strengthen marketing and export, improve product quality and brand influence, and strengthen cooperation and exchanges with surrounding provinces. The government and industry associations should also play an active role in promoting the healthy and sustainable development of the industry.

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Correlation

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.