1. Cement Industry Chain Index Performance
On January 19, 2024, the national cement price index closed at 109.79 points, down 2.10% annually and 19.79% year-on-year; The clinker price index closed at 110.81 points, down 1.84% on a month-on-month basis and 20.45% on a year-on-year basis; the cement-coal price difference index closed at 96.48 points, down 1.52% on a month-on-month basis and 16.88% on a year-on-year basis; the glass price index closed at 139.32 points, down 0.10% on a month-on-month basis and up 22.73% on a year-on-year basis; The concrete index closed at 124.37 points, with a month-on-month decrease of 0.10% and a year-on-year decrease of 11.22%; the rebar price index closed at 156.88 points, with a month-on-month decrease of 0.30% and a year-on-year decrease of 5.16%; the gravel price index closed at 84.34 points, with a month-on-month flat and a year-on-year decrease of 3.37%; The price index of machine-made sand closed at 88.34 points, down 0.07% on a month-on-month basis and 5.73% on a year-on-year basis; the price index of mineral powder closed at 62.60 points, flat on a month-on-month basis and down 11.33% on a year-on-year basis; the price index of mortar closed at 92.32 points, flat on a month-on-month basis and down 3.45% on a year-on-year basis.
National Bureau of Statistics: In 2023, the national cement output was 2.023 billion tons, down 0.7%
from the same period last year. On January 17, the National Bureau of Statistics released the economic data for December 2023. In December, the national cement output was 158 million tons, down 0.9% year on year. In 2023, the national cement output was 2.023 billion tons, down 0.7% from the same period last year.
2、 China Building Materials 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 been listed for six consecutive years, ranking 238th in the world with a brand value of 9.053 billion US dollars.
3、 in the first quarter of 2024, Yunnan will carry out peak staggering and kiln shutdown for no less than 60 days
. Recently, the announcement of peak staggering production in Yunnan cement industry in the first quarter of 2024 was issued. All cement clinker production lines in the province shall be subject to peak-shifting and kiln shutdown, and the peak-shifting production shall not be less than 60 days. Kiln shutdown time in January: 16 days from January 16 to January 31. Kiln shutdown time in February: 29 days from February 1 to February 29. Kiln shutdown time in March: 15 days from March 17 to March 31.
Three, sand and gravel industry dynamics
1, [net ore] resource price nearly 1 billion! A
few days ago, the mining right of Yushantai construction limestone mine in Liudu Township, Yushan County, Shangrao City, Jiangxi Province was taken by local state-owned enterprises! The reserve of the mine is 39.124 million cubic meters (105767 of 5000 tons), the recoverable resources are 91000 tons of 10047, the production scale is 5.4 million tons per year, the proposed transfer period is 18.6 years, the transaction price is about 111 million yuan (11163 of 71000 yuan), and the winner is Yushan County Yutou Land and Space Ecological Restoration Co., Ltd. The income from the transfer of mining rights shall be paid in installments. Hunan Hanshou Machine-made Sand Project with
2、 investment of 400 million yuan and annual output of 4.5 million tons will be put into trial production
at the end of the month. The construction of Xiaofanzhou Machine-made Sand Plant in Canggang Town, Hanshou County, Changde City, Hunan Province has entered the final stage and is scheduled to be put into trial production at the end of January 2024.
It is understood that the total investment of the project is 400 million yuan, the planned land is 79.56 mu, the construction of a machine-made sand processing plant, the annual output of high-quality machine-made sand is 4.5 million tons after reaching the production capacity, and the supporting construction of a sand and gravel distribution center with an annual throughput of 9.7 million tons. On September 23, 2023, the project was officially started.
4. Concrete Industry Dynamics
1. Guangzhou's first concrete structure modular integrated assembly building project landed in Nansha
on January 16, and the announcement of the successful bidding of the general contracting project for the design and construction of Nanwan Campus Expansion Project in Nansha Primary School Age was completed. It marks that the first concrete modular integrated assembly building in Guangzhou has officially landed in Nansha District. The whole life cycle of the project will run through the integration and innovative application of new technologies such as building information model (BIM), green building and near-zero energy consumption. In the construction stage, the single building of the teaching building of the project adopts the modular integrated assembly building (MiC) independently developed and manufactured by China Construction International Group Co., Ltd., which will realize "building a house like a car". In the operation stage, it is proposed to build the complex building into a demonstration benchmark of green and environmentally friendly near-zero energy consumption buildings by setting up solar photovoltaic systems.
2、 that China's first major water conservancy project started
on January 17 this year, the comprehensive treatment project of the Tongling section of the Yangtze River started on the Bund of Xinxing Gate polder in Tongguan District, Tongling City, Anhui Province. The comprehensive treatment project of the Tongling reach of the Yangtze River is one of the 150 major water conservancy projects in the country, and is also a key project promoted by the Ministry of Water Resources and the Anhui Provincial Government. The project starts from Yangshanji and ends at Digang Town, with a total length of 59.9 kilometers. On the basis of the existing revetment works, the dangerous sections of Tongling River are protected and harnessed, including 16 sections of revetment works, with a total length of 39.05 kilometers, including 29.53 kilometers of new water slope protection works and 37.43 kilometers of new underwater toe protection works. The total investment approved by the feasibility study of the project is 1.01 billion yuan, and the total construction period is 21 months.
3、 Western Construction: Concrete contract volume and sales volume achieved double growth
in the fourth quarter of 2023 On January 18, Western Construction disclosed the operating briefing for the fourth quarter of 2023. During the reporting period, the company's concrete contract volume was 41.942 million square meters, an increase of 29.41% over the same period last year; The sales volume was 17.2289 million square meters, an increase of 16.48% over the same period last year, and the contract volume and sales volume achieved double growth. At the same time, in the fourth quarter, 101 major projects of more than 100000 square meters were signed in the western construction, and the total concrete contract volume of major projects was 15.4184 million square meters.
5.
From January 15 to January 19, the national concrete price index closed at 124.37 points, down 0.10% annually and 11.22% year-on-year. Regionally, the price of concrete in Tianjin, Hainan and Hubei was reduced by 10 yuan per square meter, the price of concrete in Inner Mongolia and Gansu was reduced by 5 yuan per square meter, and the price of concrete in other provinces and cities in China remained stable. In
the next ten days, the accumulated precipitation in Jianghan, Jianghuai, Jiangnan, southern central and southern China, Sichuan Basin and Guizhou will be 10-30 mm, and in parts of southern Jianghuai, Jiangnan, most of Guangdong and Guangxi, Chongqing, southern Guizhou and southern Yunnan will be 40-60 mm, with local precipitation exceeding 100 mm; There is 2-8 mm precipitation in the eastern part of Northwest China, North China and Northeast China; the precipitation in most of the above areas is 3-90% more than that in the same period of normal years, 1-3 times more locally, and the precipitation in other areas of China is close to that in normal years or less. In terms of temperature, except that the temperature in Xinjiang and the eastern part of Northeast China is 1-2 degrees higher than that in the same period of the year, the temperature in most other parts of China is lower, including the eastern part of Northwest China, Inner Mongolia, the northern part of North China, Jianghan, Jianghuai and most parts of Jiangnan.
To sum up, there will still be intermittent rain weather in some parts of the country next week, which will have a certain negative impact on construction activities. On the demand side, as the Spring Festival is approaching and workers are returning home one after another, except for a few key projects, the downstream construction end has basically entered a state of stagnation, and concrete shipments have dropped to a low level. At the same time, the upstream cement and sand aggregate prices are mainly falling, and the cost side support is insufficient. Overall, the activity of the domestic concrete market will continue to weaken next week, and the transaction price will be mainly stable, with a slight downward adjustment in some areas.
