1、 Anti-involution, create a new era of cement
Zhuge Wenda pointed out at the anti-involution forum of cement in the Yangtze River Basin that traditional industries in China, such as cement, need to change from pursuing output growth to focusing on quality improvement and enterprise value stability in order to achieve a smooth landing and avoid the middle-income trap. He suggested that production days should be reasonably determined, market prices should be adjusted, price monopoly should be opposed, and quality, service and brand competition should be promoted in order to create a new era of cement.
2、 Cement Net Exclusive: The Health and Stability of the Industry Does Not Depend on Who "Let" It Out
At present, the competition in the cement industry is intensifying, and the stable development of the industry can not rely on the mutual "concession" of market share among enterprises. Large enterprises should abandon the price war strategy, and small enterprises can not expect large enterprises to yield profits. Enterprises need to reduce costs, enhance competitiveness, and win market recognition independently through internal management optimization, technological innovation and market strategy improvement to ensure sustainable development.
This year, listed companies have achieved performance recovery by increasing high-quality supply and seizing the "two new" opportunities. In August, the cement clinker price of Jinyu Group continued to improve, and the company's business income and profit maintained growth. A shares rebounded in an all-round way driven by the real estate and building materials sectors, and the building materials ETF (159745) led the rise strongly. The limestone mine project for building stones in Lianhuashan, Hunan, will be put into operation, which will support infrastructure construction and promote green development. The National Advanced Training Course on Technology and Management of Aggregate Industry will be held in Beijing to enhance professional competence.
In the first half of the year, South Korea's cement shipments and production fell by 12% and 12.6% respectively compared with the same period last year, reducing demand and possibly reducing annual output to 40 million tons. The depressed construction market has led to weak demand. Nevertheless, due to rising electricity prices and labor costs, cement prices remain at a high level of 630 yuan per ton. In order to ensure profits, enterprises choose to maintain high prices, and prices are expected to remain stable in the second half of the year. Some companies may respond to cost pressures by reducing production or stopping production.
Anhui Province is speeding up the construction of a comprehensive three-dimensional transportation network, which is expected to reach 250000 kilometers by the end of 2023, forming a multi-level transportation system such as a metre-shaped high-speed rail network. The promotion of these major transportation projects has not only promoted economic growth and stability, but also brought momentum to the recovery of demand in the cement industry. In the future, Anhui will build a comprehensive transportation hub city and an efficient port group, develop low-altitude and port-vicinity economy, further promote cement market demand and boost economic development vitality.
6、 Cement Net Video: EIA of Conch Cement 4500t/d Clinker Project Approved
The environmental assessment of Fenyi Conch 4500t/d clinker relocation project has been approved. The project involves the relocation of two existing production lines and the construction of a new 4500 tons/day new dry process cement clinker production line and related supporting facilities. Although the daily output of clinker remains unchanged, the relocation will lead to a reduction in waste heat power generation. It is expected that the project will be completed and start production in June 2025.
Key content: "Several Measures on Accelerating the Improvement of Transportation Service and Safety Guarantee Capability of Power Lithium Batteries for New Energy Vehicles" aims to strengthen the transportation service and safety guarantee of power lithium batteries and enhance the competitiveness of the industry. It includes strengthening safety supervision at the source, optimizing transportation services, improving safety management and control capabilities, and improving standards and rules, so as to significantly improve the transportation efficiency and safety level of power lithium batteries by 2027, support the stability of the supply chain of the new energy automobile industry chain, and promote high-quality economic development.
"Several Measures on Accelerating the Improvement of Transportation Service and Safety Guarantee Ability of Power Lithium Batteries for New Energy Vehicles" aims to accelerate the improvement of transportation service quality and safety guarantee ability of power lithium batteries for new energy vehicles. The contents include strengthening safety supervision at the source, enhancing the efficiency of comprehensive transport services, enhancing the ability of transport safety management and control, improving transport standards and rules, and enhancing the resilience of the international supply chain. Measures include improving safety technical requirements, establishing safety classification management, optimizing transportation service process, conducting safety supervision and technical research, strengthening rescue capacity building, promoting research and development of protective equipment, and formulating international standards for docking and cooperation, so as to promote the safety and stability of industrial chain and supply chain and support high-quality economic development.
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