< Market Overview & gt;
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. There are many challenges. The price of cement in Guangxi is difficult to rise ( click the title to see the full text). Behind the falling
price is the bleak situation of the sharp decline in real estate construction, the slow landing of key projects and the shrinking demand for cement. At the same time, new production capacity in Guangxi is still being released. According to the data of China Cement Network, another 3.255 million tons of clinker production capacity will be put into operation in Guangxi in 2023, and the total clinker production capacity will reach 0.12 million tons 10649, ranking third in the country, second only to Anhui and Guangdong.
2. The price of cement in Shijiazhuang has been raised by 50 yuan! Can it be implemented? The main reason for the rise of cement price in
Shijiazhuang area is that the recent environmental protection control has led to the shutdown of production lines, the shortage of clinker and the low inventory of enterprises. In addition, the region has implemented the policy of "no stock of deposits" since this year to avoid the impact of low-price orders on the market. Although the current cement shipments are small, the industry has high confidence in the implementation of the price increase, and believes that the price increase has also laid the foundation for the recovery of the market after the Spring Festival.
<; Today's Focus >;
1. Talking about the cold and warm of cement industry | Ma Zhifeng: In the era of high cost and low demand, cement enterprises are playing a game between small profits (click the title to see the full text)
Ma Zhifeng said that the cement industry has been overcapacity for a long time. Staggered production is the only feasible way for the cement industry to explore for many years. If the policy of staggered production can not be effectively implemented, many enterprises will not survive.
2. Plan to invest 560 million! Conch Cement signed a new project!
The company plans to invest 560 million yuan to build a 100m W composite photovoltaic power generation project in Wangbu Town, Yingde City. After the completion of the project, the annual power generation will be about 140 million degrees, and the annual carbon dioxide emission reduction will be about 116300 tons.
3. Cement prices have fallen sharply!
China Shanshui Cement Group Co., Ltd. issued a profit warning that the net loss attributable to equity holders of the company in 2023 is expected to be no less than about 850 million yuan, mainly due to the sharp drop in cement sales prices. In 2022, the net profit attributable to the equity holders of the company was about 748.7 million yuan.
4. What is the impact of the central bank's announcement of interest rate cuts at the same time?
For real estate, Zhou Maohua believes that the reduction will help improve economic and real estate recovery expectations. On the one hand, the RRR cut helped to improve the credit environment for real estate; on the other hand, the central bank increased the intensity of the policy of stabilizing growth, improved the expectation of economic recovery, and gradually released the effect of the policy of stabilizing the real estate market before the superposition, which was good for the restoration of real estate confidence.
