< Market Overview & gt;
1
. Cement prices in Zhanjiang and Maoming areas of Guangdong have risen ( click on the title to see the full text). On the 10th
, leading enterprises in Zhanjiang and Maoming areas notified an increase of 10 yuan/ton in cement prices. Among them, Zhanjiang only raised the price of bulk cement by 10 yuan/ton. At present, the market demand and sales volume are general, and the implementation of the price increase remains to be observed.
2. Cement prices in Hainan fell
on the 9th, leading enterprises in the island notified a reduction of 50 yuan/ton in cement prices, and individual enterprises reduced 20 yuan/ton in some low-price areas.
3. Shanghai Cement Market Review in 2023 and Outlook
in 2024 In 2023, under the downward pressure of national cement demand, Shanghai's performance was relatively bright. In 2023, Shanghai consumed 28.63 million tons, an increase of 27% over the same period last year, reaching the highest level in the past five years. However, in the environment of oversupply in the Yangtze River Delta, cement prices showed a downward trend of shocks throughout the year.
<; Today's Focus >;
1. The cement industry missed a good opportunity to reduce production capacity (click the title to view the full text)
. In the case of limited demand and excess capacity, it is optimistic that cement prices can stabilize at the level of 2023. The industry has reached a consensus on the urgency and difficulty of capacity removal, believing that it has missed a good opportunity to remove capacity, and now it is more difficult to remove capacity. It is precisely because the industry once "indulged" in high investment stimulated by high profits that it can be said that it has lost a good opportunity to resolve the serious overcapacity.
2. 6 cement enterprises on the list! List
of the second batch of A-level, B-level and leading enterprises in Shanxi 2023: A-level cement enterprises include Yuci Cement Co., Ltd. of Zhihai Enterprise Group, Shanxi Yamei Construction Engineering Materials Co., Ltd. and China Resources Cement (Changzhi) Co., Ltd.; B-level cement enterprises include Lvliang Shanshui Cement Co., Ltd.; Zhongyang Taoyuan Cement Co., Ltd. and Shanxi Changgang Ruichang Cement Co., Ltd. are leading enterprises.
On January 10, the Ministry of Industry and Information Technology and other ten departments jointly issued a notice on the implementation plan of high-quality development of green building materials industry. By 2030, the level of "energy saving, emission reduction, low carbon, safety, convenience and recyclability" in the whole life cycle of green building materials will be further improved, and a number of internationally renowned green building materials manufacturers and product brands will be formed.
4. Jiangsu: Cement Industry Staggered Kiln Shutdown for 80 Days
in 2024 Recently, Jiangsu Cement Industry Staggered Kiln Shutdown and Verification Plan for 2024 was released. The total number of kiln shutdown days
in the whole year is 80 days, including 40 days of kiln shutdown during the Spring Festival (from January 1 to March 31) (including 20 days of kiln shutdown for each kiln from February 1 to February 29), 20 days of kiln shutdown during the high temperature season of plum rain (from June 1 to August 31), and 20 days of kiln shutdown during other periods. There are 18 enterprises and 32 production lines involved in clinker production in Jiangsu Province, with an annual clinker production capacity of about 48 million tons.
