1、 Stop production for 150 days! Hebei Province issued the latest cement peak staggering document
Hebei Provincial Department of Industry and Information Technology and Department of Ecology and Environment issued the Notice on Cement Peak-Staggering Production in 2024-2025, which stipulates that cement peak-staggering production shall be carried out from November 1, 2024 to October 31, 2025, with 150 peak-staggering days per year, of which 120 days are peak-staggering in heating season and 30 days are peak-staggering in non-heating season. Enterprises need to formulate production plans according to the rules, the Provincial Building Materials Industry Association can adjust the number of peak staggering days according to the market, and the backbone enterprises need to strictly implement them.
2、 Cement Network Data: Statistics of Cement and Clinker Inventory in China and Six Regions (9.13)
The article mainly counts the inventory of cement and clinker in the whole country and the six regions of North China, Northeast China, East China, Central South China, Southwest China and Northwest China, and provides the percentage of inventory statistics of various regions on September 13, as well as the year-on-year and month-on-month change data compared with the same period last year and the previous period. The data showed that the national clinker inventory was 64.81%, with a year-on-year decrease of 3.67 percentage points and a month-on-month decrease of 1.20 percentage points; the cement inventory was 63.42%, with a year-on-year decrease of 9.66 percentage points and a month-on-month decrease of 1.06 percentage points. Inventory data and trends vary by region. More detailed data and analysis reports can be found on the cement big data website.
Hebei Province issued a notice on peak-staggering production in 2024-2025, stipulating that the cement industry will stagger peak production for 150 days throughout the year, including 120 days in the heating season and 30 days in the non-heating season. Relevant enterprises are required to formulate peak-staggering production plans, industry associations can increase the number of peak-staggering days when necessary, and key enterprises need to strictly abide by the implementation.
4、 Cement Network Report: Operation of Russian Cement Market in the First Half of 2024
In the first half of 2024, Russia's cement production increased by 5.3% to 30.12 million tons, with strong demand but signs of slowing down. Prices rose by 16.4% year-on-year, with the largest increase in the Ural Federal District. Railway transportation is still the main logistics mode, the import volume may reach a new high, the domestic design capacity is 104 million tons, the actual effective capacity is 76.8 million tons, and the low-cost competition of foreign cement makes domestic producers face the risk of decline.
With the rapid growth of the housing physical examination market, the government plans to establish relevant systems to ensure housing safety, and enterprises are seizing opportunities. The whole vehicle export of Anhui Province is the first in the country, and the reform and innovation in the business field have achieved results. Property stocks performed strongly on improving industry data signals and policy initiatives. Investment in fixed assets has an important impact on economic development. Cement enterprises are facing challenges and looking for new growth points. Hong Kong stock dividend plate repair, dividend Hong Kong stock ETF rose. Silvercorp showcases ESG practices to promote sustainability. General Secretary Xi Jinping paid close attention to the work of counterpart aid to Xizang and made remarkable achievements in aid to Xizang.
Fujian Provincial Department of Industry and Information Technology will hold a hearing to discuss the capacity replacement plan of Yongding Xingxin Cement Company, which plans to expand the existing 5000 t/d cement clinker production capacity to 6000 t/d and achieve it by supplementing the replacement index of 2000 t/d. The incremental index is provided by Jining Shanshui Cement Company, and the corresponding production capacity will be shut down and dismantled synchronously when the new line is put into operation. The project is expected to be put into operation on November 15, 2024, with a replacement ratio of 2:1.
7、 Cement Network Weekly Report: Liaoning Province Cement Kiln Output Monitoring Report (9.9-9.15)
The average opening rate of cement kilns in Liaoning Province from September 9 to 15, 2024 is 14.98%, which is 3.48 percentage points higher than that of the previous period; the average shutdown time of each cement kiln is 5.95 days, which is 0.25 days lower than that of the previous period. The total clinker production capacity of cement kilns in Liaoning Province was 1,367,800 tons, the actual clinker production was 158,200 tons, and the capacity utilization rate was 11.56%, an increase of 15.08%. The clinker output of Tieling North Cement Co., Ltd. and other enterprises ranked in the top 9, of which Tieling North Cement Co., Ltd. accounted for the highest proportion of 37000 tons, reaching 23.39%.
8、 Cement Network Report: Mexican Cement Market Performance in the First Half of 2024
In the first half of 2024, the Mexican cement market showed a trend of growing demand and rising prices. Cement production reached 21.483 million tons, up 4.5% year-on-year, mainly affected by the government's promotion of infrastructure projects. Although the end of the project may lead to a slowdown in demand growth to 2% for the whole year, the total consumption is expected to be about 46.4 million tons. At the same time, cement prices rose by 5.2% year-on-year, and sales revenue of cement enterprises such as Cemex increased significantly.
