Selected | Fluctuation of cement price in Sichuan and Hebei: down in Sichuan, up in Hebei; GB175-2023 "General Portland Cement" new standard will be implemented soon; 2024 ten predictions of cement industry

2024-01-23 14:30:40

Fluctuation of cement price in Sichuan and Hebei: lower in Sichuan and higher in Hebei; the new standard of GB175-2023 "General Portland Cement" will be implemented soon; ten predictions of cement industry in 2024

< Market Overview & gt;

1

. The price of cement in Leshan, Ya'an, Meishan, Ganzi and other areas in Sichuan was lowered ( click the title to view the full text). From 18

to 22, leading enterprises in Leshan, Ya'an, Meishan, Ganzi and other areas in Sichuan lowered the price of cement by 20 yuan/ton.

2. The price of cement in Shijiazhuang area of Hebei Province has been notified to rise

since 18th. Some major enterprises in Shijiazhuang area of Hebei Province have notified to raise the price of cement by 50 yuan/ton. However, the market demand is insufficient near the end of the year, new orders are basically absent, the actual transaction is not clear, and the specific implementation remains to be observed.

< Today's Focus >

1. What should cement enterprises do when the new standard of GB175-2023 General Portland Cement is about to be implemented? On November 27,

2023, the mandatory national standard GB 175-2023 "General Portland Cement" formulated by the Ministry of Industry and Information Technology was approved and issued by the State Administration of Market Supervision and Administration and the National Standardization Management Committee, and will be implemented on June 1, 2024. Enterprises can only passively, comprehensively and accurately understand the content of the standard, and according to their own actual situation, seek advantages and avoid disadvantages, practice hard, continuously reduce production costs, improve cement quality and performance, in order to win a good reputation in the market, win peers in the industry trend, and achieve better development. 2.

2024 Top Ten Predictions for Cement Industry: Inward-looking and Vigorous!

First, the demand continues to decline, breaking the platform period; second, the clinker production capacity tends to decline steadily, and the contradiction of excess is becoming more acute; third, the intensity of peak-shifting production is tightening, and the adjustment effect is gradually declining; fourth, the market competition cost is the king, and the number of enterprises withdrawing from the market continues to increase; V. Industry efficiency will remain low & nbsp; Non-cement business contribution will increase..

3. An earthquake of magnitude 7.1 occurred in Wushi County, Xinjiang! What is the impact of local cement enterprises? 09

on January 23, a magnitude 7.1 earthquake occurred in Wushi County, Aksu Prefecture, Xinjiang, with a focal depth of 22 km. China Cement Network immediately called the relevant person in charge of local cement enterprises, one business person said that the earthquake was strongly felt but had little impact, another business person said that the cement plant was shutting down the kiln, which did not affect cement transportation at present. The registered capital of

the 4. is 30 million yuan! Wuxi Jingkai East China Materials Co., Ltd.

was established. Wuxi Jingkai East China Materials Co., Ltd. was established with a registered capital of 30 million yuan. Its business scope includes: sales of cement products; sales of building materials; sales of metal materials; general cargo warehousing services, etc. It is reported that the company is indirectly wholly owned by Tianshan shares.

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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.