Selected | Cement prices in Jiangsu and Guangdong decreased; cement clinker production capacity decreased by 8% during the "14th Five-Year Plan" period; Jiangxi publicized the list of several limestone mines for cement

2024-01-26 15:27:34

The price of cement in Jiangsu and Guangdong has dropped; the production capacity of cement clinker has dropped by 8% during the "14th Five-Year Plan" period; Jiangxi has publicized the list of several cement limestone mines; Shandong has publicized the list of completed cement grinding devices above φ3.2m

< Market Overview & gt;

1

. Jiangsu Cement Market Price Dynamics ( Click the title to view the full text) On January

25, the market demand in East China declined, and the East China Cement Price Index was 107.68, down 0.19, down 0.18% from the previous month. Down 16.8% in the same period last year. At the same time, the average price of 42.5 bulk cement in Jiangsu P. O is 357.87 yuan/ton.

2. Guangdong cement market price dynamics

On January 25, the demand in the Zhongnan market declined, and the Zhongnan cement price index was 105.74, down 0.88, down 0.83%, down 23.69% from the same period last year. At the same time, the average price of 42.5 bulk cement in Guangdong P. O is 407.46 yuan/ton.

< Today's Focus >

1. Cement clinker production capacity dropped by 8% during the 14th Five-Year Plan period! Zhejiang Building Materials Industry Carbon Peak Action Plan announced

that it will focus on reducing cement clinker production capacity in areas where limestone resources are scarce and air quality is poor, and support clinker production enterprises to carry out layout outside the province and transfer to key construction areas determined by the province. We will further study and implement the integrated withdrawal plan for cement clinker production lines with a capacity of 2500 tons per day or less.

2. Several limestone mines for cement are listed! Jiangxi announced the list

of the first batch of provincial green mines in 2024. Recently, the Jiangxi Provincial Department of Natural Resources announced the list of the first batch of provincial green mines in 2024. Huanggang Limestone Mine of Jiangxi Taihe Southern Cement Co., Ltd., Shizishan Cement Limestone Mine of Jiangxi Anfu Southern Cement Co., Ltd., and Lutang Cement Tuff Mine of Longnan City are listed.

3. The list of cement grinding devices above φ3.2m built in Shandong Province (the second batch) was announced

recently, according to the verification results of Shandong's "two high" industries and the feedback confirmation of enterprises. The Development and Reform Commission of Shandong Province and the Department of Industry and Information Technology of Shandong Province have formulated the List of Completed Cement Grinding Devices with a Diameter of more than 3.2m in Shandong Province (the second batch) and publicized it from January 24 to February 5, 2024.

4. 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.

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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.