< Market Overview & gt;
1
. Hunan Cement Market Price Dynamics ( Click the title to view the full text) On January
23, the Zhongnan Cement Price Index was 106.58, down 0.08% from the previous month and 23.08% from the previous year. At the same time, the price of 42.5 bulk cement in Hunan P. O is 359-412 yuan/ton.
2. Yunnan Cement Market Price Dynamics
On January 23, the Southwest Cement Price Index was 112.47, representing a month-on-month decrease of 0.11% and a year-on-year decrease of 19.65%. At the same time, the price of 42.5 bulk cement in Yunnan P. O is 394-442 yuan/ton.
<; Today's Focus >;
1. Talking about the temperature of cement industry | Jia Huaping: My view
on the cement industry is that the most effective solution to resolve overcapacity is to support 1 to 3 large enterprises of 10 million tons in each province through policy support and administrative coordination, and guide other enterprises to share the market and benefits according to their production capacity. Then the large enterprises will balance and eliminate 1/3 of the production capacity to reduce the loss of the eliminated enterprises.
2. The latest ultra-low emission policy of the cement industry was announced by
the Ministry of Ecology and Environment and other five departments jointly issued the Opinions on Promoting Ultra-low Emission of the Cement Industry, requiring that by the end of 2025, more than 50% of the cement clinker production capacity should be transformed. By the end of 2028, China will strive to complete the transformation of 80% of the cement clinker production capacity. Control indicators include emission concentrations of exhaust particulate matter, sulfur dioxide, nitrogen oxides, etc. Unorganized emissions require effective control facilities, and clean transportation requires the use of railways, waterways and other means of transportation.
3. Tapai Group: The net profit in 2023 is expected to increase by 150% -200%
compared with the same period last year. Tapai Group issued a performance forecast on January 23. It is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 666 million yuan to 799 million yuan, an increase of 150% -200% compared with the same period last year.
three cement enterprises were A-level, namely Qiyang Conch Cement Co., Ltd., Lianyuan Conch Cement Co., Ltd., and Hunan Yiyang Conch Cement Co., Ltd; Five Class B cement enterprises are Hunan Liuyang Southern Cement Co., Ltd., Hunan Shaofeng Southern Cement Co., Ltd., Shaoyang Yunfeng New Energy Technology Co., Ltd., Hunan Yunfeng Cement Co., Ltd., and Hunan Changde Southern Cement Co., Ltd.
