Featured | 2024 cement situation is grim; from now on, Yunnan kilns will be shut down; Huaxin Cement will be put into production in Tanzania

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. Return to rationality Guangdong cement prices continue to rebound ( click the title to view the full text) In 2023

, Guangdong cement market competition is fierce, and prices continue to decline. Since October, with the arrival of the construction season, cement prices have bottomed out and rebounded. It is expected that the industry situation will remain grim in 2024, and the cement industry needs to strengthen coordination and self-discipline to help the healthy development of the industry.

2. December 2023: The drag of real estate is still obvious, and the cement production in the month is lower

than the same period last year. With the approaching of the Spring Festival, the construction activities continue to decrease, and it is expected that the demand for cement will continue to weaken. On the supply side, due to the accumulation of inventory pressure, the southern enterprises further reduced the operation time of kiln grinding, and the northern enterprises were mostly in a state of shutdown. It is expected that the cement output in January will show a downward trend both on a month-on-month basis and on a year-on-year basis.

3. Jiangsu cement market price dynamics

January 17 East China market demand decline, East China cement price index was 109.79, down 0.32, down 0.29%, down 15.17% in the same period last year. At the same time, the average price of 42.5 bulk cement in Jiangsu P. O is 364.36 yuan/ton.

& lt; Today's Focus & gt;

1. Kilns will be shut down in Yunnan from now on!

Yunnan Province issued a notice on peak staggering production in the cement industry in the first quarter of 2024, requiring all cement clinker production lines in the province to stagger peak production for no less than 60 days in the first quarter. The kiln shutdown time is from January 16 to March 31, and the rules of peak staggering and replacement are stipulated.

On January 14, the second phase of Huaxin Cement Plant, invested by Huaxin Cement Tanzania Marvini Company and constructed by China Railway Construction Group East Africa Co., Ltd., was officially ignited and put into operation. As the largest cement enterprise in Tanzania, it will help the country bid farewell to the history of cement import.

3. China National Building Material Group has been listed in the Top 500 Global Brand Value List

for six consecutive years. On January 17, Brand Finance, a British brand finance consulting company, released the report "Top 500 Global Brand Value in 2024". China National Building Material Group has entered the list for six consecutive years, ranking 238th in the world with a brand value of 9.053 billion US dollars.

4. Five departments shall organize and carry out the acceptance

of the unveiling units of intelligent manufacturing demonstration factories. Acceptance objects: enterprises included in the list of unveiling units of intelligent manufacturing demonstration factories jointly announced by the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Finance, the State-owned Assets Supervision and Administration Commission of the State Council and the General Administration of Market Supervision.