1、 Huaxin Mozambique Dondo Plant 3000t/d Clinker Project Officially Launched
The 3000t/d clinker production line project of Dondo Plant of Mozambique Huaxin Cement Company was officially launched on September 18. The project will enhance Huaxin's competitiveness in the local market, increase employment opportunities and promote the development of the building materials industry. The Dondo plant has been in operation since 1967 and currently has an annual cement grinding capacity of 750,000 tons. The new production line is expected to be put into operation by the end of 2025, when the cement production capacity will be increased to 1.3 million tons, ending the dependence on purchased clinker. Relevant officials and representatives from all walks of life attended the launching ceremony.
2、 Cement Net News: Guangdong Pearl River Delta Region Cement Prices Brewing Up
Major cement enterprises in Guangdong plan to raise the price of cement in the Pearl River Delta market by about 30 yuan/ton from 21. However, due to the weakening of market demand caused by the recent continuous rainfall, the decline of enterprise shipments, the high inventory, and the lack of plans to stop production in the month, it is uncertain whether the price increase can be implemented.
The price of cement in central and southern China has rebounded. The price of cement in Guangdong Pearl River Delta is planned to increase by 20-30 yuan/ton, but the market demand is low, and the actual effect remains to be observed. The pressure of price decline in Guangxi still exists. The price in Hubei and Hunan has increased by 30 yuan/ton, and the price increase has been basically implemented. The attempt to increase the price in Henan has failed to achieve the expected effect. Henan Province's environmental protection and cement industry, Century Xinfeng Cement's active transformation, Hunan's announcement of the list of major technical equipment, China Resources Cement's project in Guigang City, Guangxi, has undergone major changes.
Cement prices in Guanzhong, Shaanxi and Yinchuan, Ningxia in Northwest China have an upward trend, but further observation is needed. Prices in Qinghai, Gansu and Xinjiang are stable, among which Gansu is expected to ease market supply pressure due to peak staggering and kiln shutdown measures. Ningxia has implemented peak staggering and kiln shutdown since 16, and some enterprises in Yinchuan have raised prices. Shaanxi Guanzhong area implements the strategy of stopping kilns, the production and marketing are basically balanced, and the price rise remains to be observed. Conch Cement and other enterprises announced bonuses, environmental protection projects and ultra-low emission transformation technology exchange meeting was held, Linxia Conch Cement abandoned production line was dismantled and transferred.
From September 12 to September 18, the national concrete price index fell by 0.21% annually and 10.83% year-on-year. The price of concrete in Beijing and Tianjin has been reduced by 20 yuan per square meter, while the price in other areas is stable. The price index in North China fell by 2.54%, while other regions were basically stable. Recently, the prices of cement and aggregate have continued to decline slightly, with more rainfall in the future and slow recovery of demand. It is expected that the demand and price of concrete market will remain stable or slightly downward in the short term.
6、 Weekly Report of Cement Net: Notice of Raising Cement Price by 60 yuan/Ton (9.16-9.20) in Guizhou Market in Southwest China
Cement prices in southwest China have changed differently. Some areas in Sichuan have been notified to increase by 20-30 yuan/ton, but the actual price increase is still unclear; the market demand in Chongqing has improved, and the price has risen steadily; the price in Yunnan is stable, and the market demand is weak; the market in Guizhou has been notified to increase by 60 yuan/ton, but the implementation remains to be seen. Sichuan and Chongqing deepened transportation cooperation, Sichuan's industry grew by 6% in August, cement enterprises in Honghe Prefecture were helped by quality improvement, Huaxin Xizang project promoted the innovation of aid mode to Xizang, and the performance of cement price in the "golden nine silver ten" peak season is to be seen.
7、 More than 8 million yuan bonus for two subordinate enterprises of Conch Cement
The Bureau of Ecology and Environment of Xianyang City announced the list of enterprises to be awarded for the performance grading review of key industries with heavy pollution weather in 2024. Liquan Conch Cement Co., Ltd. and Ganxian Conch Cement Co., Ltd. were rated as Grade A, and were awarded 4.12412 million yuan respectively. Shaanxi Shengwei Building Materials Group Co., Ltd. was rated as Grade B, and was awarded 768,388 yuan. All three enterprises have passed the relevant review and review process.
In the first half of 2024, more than 20 listed companies on the A-share motherboard and Hong Kong stocks were engaged in aggregate business. Head companies such as Huaxin Cement and China Building Materials accounted for more than half of the revenue, reflecting the increase in industry concentration. The overall sales volume of aggregate business increased, but the overall price declined, resulting in a general compression of gross profit margin and a challenge to corporate profits. Supply-side capacity growth slowed down in response to changes in market supply and demand. It is expected that the downward trend of market prices will slow down and the industry structure will be adjusted and optimized.
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