Selected | Three new clinker lines will be put into operation in Hunan in 2024; the construction of the western region will accelerate the development of new markets; the profits and losses of listed concrete companies will be mixed in 2023.

2024-02-01 14:26:38

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

< Market Overview & gt;

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. Liaoning cement market price dynamics ( click the title to view the full text) On January

31, the Northeast market demand declined, and the Northeast cement price index was 110.41, down 2.64, down 2.34% from the previous month. Down 20.4% in the same period last year. At the same time, the average price of 42.5 bulk cement in Liaoning P. O is 331.49 yuan/ton.

2. Hunan: The overall pressure of the cement industry in 2024 still exists

. Recently, the Hunan Department of Commerce released the market prices of means of production in Hunan in the fourth week of 2024 (January 22-28). In 2024, the overall pressure of the cement industry still exists. In 2024, three new clinker lines will be put into operation in Hunan Province. In addition, in 2023, the clinker lines that should have been put into operation have not yet been put into operation, so the pressure on the market supply side will be greater.

<; Today's Focus >;

1. Optimizing and adjusting the layout of production capacity and accelerating the development of new markets

in the construction of the western region In response to the downward trend of the total demand of the industry, the construction of the western region actively adjusted the layout of production capacity and market, reduced production and improved efficiency in the traditional advantageous regions, and strived to develop new markets such as Beijing-Tianjin-Hebei, Yangtze River Delta and Guangdong-Hong Kong-Macao Greater Bay Area. At present, the proportion of sales and production capacity in the new market is increasing continuously.

2. Losses and gains! Concrete and Products Listed Companies Have Mixed Feelings in 2023..

Recently, a number of listed concrete companies and concrete products companies have issued performance forecasts for 2023. Many enterprises said that they will make profits in 2023, such as Western Construction, Sifang New Material, Longquan Pipe Industry and Qinglong Pipe Industry; and many enterprises said that they will make losses in 2023, such as Hainan Ruize, Shentiandi, Hanjian Heshan and Guotong Pipeline. The performance of

3. in 2023 is released! Tianshan, Jidong and Shanshui announced the reasons for the decline in profits!

Recently, a number of cement enterprises have issued 2023 annual performance forecasts, in general, in addition to the net profit growth of Tapai Group, the rest of the cement enterprises have experienced a sharp decline year-on-year, and even some enterprises have suffered large losses.

4. seven batches of unqualified cement products were produced

by these enterprises in Hainan on February 1, the reporter learned from the Hainan Provincial Market Supervision and Administration Bureau. Changjiang Shilu Hongda Cement Products Workshop, Wanning Hele Cement Pipe Factory, Ledong Baoyou Xinyuan Cement Products Factory, Danzhou Ruize Shuanglin Building Materials Co., Ltd., Hainan Zhite New Materials Co., Ltd. (Lingao County), Wanning Haijian Assembly Construction Engineering Co., Ltd., Seven enterprises such as Hainan Panoramic Assembly Building Technology Co., Ltd. (Lingao County) produce unqualified cement products.

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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.