< Market Overview & gt;
1
. The highest price difference of cement is nearly 100 yuan! Why are prices so different in different regions of Gansu? (Click on the title to see the full text)
a cement enterprise in Lanzhou said that its sales volume, price and benefit in 2023 all declined year on year, and the average price of cement dropped by 100 yuan/ton. China Cement Network learned that the price of cement in Hexi area of Gansu Province is relatively high, and the price in the southeast is relatively low, of which the price in Pingliang and Qingyang is the lowest, and the average price difference between northwest and southeast can reach nearly 100 yuan. This market pattern is closely related to the distribution of clinker production capacity, Gansu's geographical location and demand.
Recently, China Cement Network Market Data Center news showed that on the 9th, the island's leading enterprises notified a 50 yuan/ton reduction in cement prices, and individual enterprises reduced 20 yuan/ton in some low-price areas. Up to now, the price of cement in Hainan has been reduced by about 90 yuan/ton from January 5 to January 11.
3. Demand continues to weaken, prices rise less and fall more! (1.8 ~ 1.12)
The national clinker price index continued to decline, and most of the six regional markets closed down. It is expected that the cement price will continue to fluctuate weakly next week. Of the 31 provinces, municipalities and autonomous regions, 2 rose, 16 were flat and 13 fell, with Hainan falling significantly.
& lt; Today's Focus & gt;
. In 2023, the contradiction between supply and demand in the cement industry was further intensified, the market competition was fierce, and the industry efficiency declined sharply. Xu Mingxia, vice president of Anhui Cement Association, said that the development trend of the cement industry in 2024 was not optimistic, the problem of overcapacity became more and more prominent, and the effect of peak staggering production was weakened. In order to alleviate the current industry dilemma, the normalization of off-peak production is one of the effective measures, but the continuous extension of off-peak production days may lead to waste of resources and other issues. Xu Mingxia appealed to large enterprises to play a leading role, actively eliminate backward production capacity, and truly implement the resolution of serious overcapacity.
2. Hainan will build a new phase of a cement and marine admixture project
with an annual output of 6 million tons. The project is located in Meiyupo, an old town in Chengmai County, and the land use is industrial land. The original planning permit was obtained on October 19, 2020, and now the economic and technical indicators are adjusted.
3. Increase clinker delivery! Conch may increase its efforts in Guangdong market
in 2024. Recently, the implementation plan of ultra-low emission transformation of cement and coking industries in Jiangsu Province was issued. It is clear that by the end of 2025 and 2027, cement enterprises in the province should complete the transformation of ultra-low emission and cleaner production, and meet the corresponding assessment and monitoring requirements. New and expanded cement projects should reach the ultra-low emission level. The plan also specifies the organized emission control indicators for each link of cement production: the hourly average emission concentration of particulate matter, sulfur dioxide, nitrogen oxides and ammonia shall not be higher than 10, 35, 50 and 8 mg/m3 respectively under the condition that the reference oxygen content of the cement kiln and the waste heat utilization system at the kiln tail is 10%.
4. Xinjiang Huacheng Cement Co., Ltd. adjusted the off-peak production
time in 2024 as follows: March 5, 2024 to March 14, 2024 (10 days) and September 1, 2024 to September 10, 2024 (10 days).
5. Tianshan Building Materials Co., Ltd. obtained the control
of Ningxia Building Materials Cement Business On 13 January 2024, Ningxia Building Materials Group Co., Ltd. issued the Announcement on the Receipt of the Letter of Undertaking from the Actual Controller on Matters Relating to Material Asset Reorganization. Tianshan shares will acquire the controlling rights of cement and other related business subsidiaries of Ningxia Building Materials and the related trademarks and other assets held by them through capital increase. The unsold cement business of Ningxia Building Materials will be sold to Tianshan Shares within three years after the completion of the transaction. If the relevant approval or consent is not obtained, China National Building Materials Group will make a proposal to the shareholders'meeting of Ningxia Building Materials every year until the completion of the sale. At present, the transaction time, scheme and consideration have not yet been determined.
