Selected | Shandong cement market seems to be "a mess"; Tianshan's profit is expected to drop by nearly 60% in 2023; CNBM Information and other units are included in the list of intelligent manufacturing projects

< Market Overview & gt;

1

. Internal and external troubles Shandong cement market seems to be "in a mess" ( click on the title to see the full text). At present

, the average price of Shandong cement is more than 100 yuan/ton lower than the same period last year, and the demand has dropped sharply, coupled with the "long history" of overcapacity. As a result, the contradiction between supply and demand is prominent and the price loses the basis of rising. In order to compete for the market and customers, enterprises around the country have given birth to "vicious" competition, and the low-cost cement of the grinding station occupies the civil market. The situation of "inserting needles and running around" is widespread in all parts of the country, and foreign cement has also impacted the Shandong market.

2. At the end of the year, the demand for cement was weak, and the market continued to turn weak

. Last week, the northern market was mostly in the state of off-peak kiln shutdown, the market demand was basically over, some regions increased, and the overall cement price was mainly stable. Generally speaking, the national cement price continues to be weak.

< Today's Focus >

1. Tianshan shares are expected to make a profit of 1.6 billion to 2.08 billion in 2023, down 64.78% to 54.21% year-on-year! On the evening of January

16, Xinjiang Tianshan Cement Co., Ltd. issued a performance forecast for 2023. The announcement shows that the net profit of Tianshan shares attributable to shareholders of listed companies in 2023 is estimated to be 1.6 billion yuan to 2.08 billion yuan, down 64.78% to 54.21% from the same period last year, with a profit of 4.542 billion yuan.

2. The General Office of the Ministry of

Industry and Information Technology and the General Office of the General Administration of Market Supervision announced the list of projects for the unveiling of intelligent manufacturing system solutions in 2023. A total of 161 projects were selected, including solutions from China Building Material Information Technology Co., Ltd., Tianjin Cement Industry Design and Research Institute Co., Ltd. and Guangzhou Boyite Intelligent Information Technology Co., Ltd.

3. Involving two concrete cases! The General Administration of Market Supervision released the third batch of typical cases of the special anti-monopoly law enforcement action in the field of people's livelihood in 2023!

Commercial concrete is closely related to people's production and life. The practice of fixing or changing commodity prices, restricting the production quantity of commodities and dividing the sales market by the enterprises involved hinders the normal functioning of the market price mechanism, excludes and restricts market competition, and restricts the right of users to freely agree on commodity trading prices. The investigation and punishment of this case restored the market order of fair competition and effectively safeguarded the interests of downstream enterprises and consumers.

4., the world's largest cement producer, plans to spin off its North American business at a valuation of more than $

30 billion, the world's largest cement producer, said Wednesday that it plans to spin off its North American business and list it in the United States at a valuation of more than $30 billion. At the same time, the company announced new appointments, with Mirjan Gutovich replacing Jan Janisch as CEO, who will continue to serve as chairman. The spin-off and listing plan is expected to bring greater development opportunities and financial support to Holcim's North American business.