< Market Overview & gt;
1
. Anhui Cement Market Price Dynamics ( Click the title to view the full text) On January
30, the East China Cement Price Index was 106.63, up 0.11% month-on-month and down 17.62% year-on-year. At the same time, the price of 42.5 bulk cement in Anhui P. O is 327-380 yuan/ton.
2. Zhejiang Cement Market Price Dynamics
On January 30, the East China Cement Price Index was 106.63, representing a month-on-month increase of 0.11% and a year-on-year decrease of 17.62%. At the same time, the price of 42.5 bulk cement in Zhejiang P. O is 430-467 yuan/ton.
& lt; Today's Focus & gt;
1. Profit "cut in half" or even loss! Cement enterprises how to break through
the situation, a number of cement enterprises issued 2023 performance forecasts, net profit appeared "cut in half" situation, or even loss. The main reasons for the performance changes are the obvious decline in cement demand and the "price war" of cement, and the sharp decline in industry profits. Cement enterprises mainly adopt two ways to cope with the current situation: cross-border photovoltaic and extending the industrial chain.
On January 31, Jinyuan Environmental Protection Co., Ltd. issued a performance forecast for 2023. During the reporting period, due to the intensified market competition, the volume and price of hazardous waste disposal decreased, and the operating profit declined. The company expects that the impact of non-recurring gains and losses on the net profit attributable to shareholders of listed companies will be about 60 million yuan to 100 million yuan.
3. Fujian Cement: Expected annual loss of 290 million to 380
million in 2023 On 31 January, Fujian Cement issued an annual performance forecast. The company expects to increase losses from January to December 2023, and the net profit attributable to shareholders of listed companies will be -380 million to -290 million. Net profit fell 56.61% to 19.52% year on year. As the decrease in the selling price of cement was greater than the decrease in the cost, the gross profit margin of cement sales decreased year on year, resulting in a large loss in the main business during the period.
4. Jidong Cement is expected to lose 1.4 billion to 1.5 billion yuan in 2023!
On January 31, Tangshan Jidong Cement Co., Ltd. issued a performance forecast for 2023. The report shows that the net profit attributable to shareholders of listed companies in Jidong Cement is expected to lose 1.4 billion to 1.5 billion yuan in 2023 and 1.358 billion yuan in 2022. The net profit after deducting non-recurring gains and losses is estimated to be 1.6 billion to 1.7 billion yuan.
Zhejiang Jianfeng Group issued a performance reduction announcement in 2023, predicting that the net profit attributable to the parent company will decrease by 53.08% to 63.51% and the net profit deducted from the non-parent company will decrease by 5.10% to 32.06%. The change in performance was mainly due to the decrease in sales volume and price of cement and pharmaceutical, intermediate and pesticide products, as well as the decrease in profit and loss on disposal of non-current assets during the reporting period as compared with the same period last year due to the large gain on disposal of one-time assets in 2022.
