< Market Overview & gt;
1
. Shijiazhuang vs. Zhengzhou: The highland and depression of cement prices ( click the title to view the full text) There are two main reasons for the great difference in cement prices between Shijiazhuang
and Zhengzhou: First, the concentration of clinker production capacity in Hebei is high, and the market in Shijiazhuang is stable; However, the concentration of clinker production capacity in Henan is low and the competition among enterprises is fierce, which leads to price fluctuations. Second, there are few cement enterprises in Shijiazhuang area, and the surrounding market share is high, forming a barrier to prevent external cement impact; while Zhengzhou area is surrounded by many clinker bases, and the surrounding enterprises may enter the market at any time, resulting in the price is difficult to rise.
2. The Spring Festival holiday is approaching, and the market is falling!
On February 2, the National Cement Price Index (CEMPI) closed at 107.82 points, down 1.02% annually and 20.91% year-on-year. Market outlook forecast: the construction site is basically stopped, and the market in many places is over. It is expected that the cement price will continue to fluctuate weakly next week (2.4-2.7).
< Today's Focus >
On February 4, the State Council of the People's Republic of China issued Decree No.775. The Interim Regulations on the Management of Carbon Emission Trading have been adopted by the 23rd Standing Meeting of the State Council on January 5, 2024, and are hereby promulgated for implementation as of May 1, 2024.
2. Cement industry has removed the hat
of high pollution industry. After years of efforts, a large number of garden-style factories and orchard-style factories have emerged in the cement industry. The proportion of cement industry in the list of "green factories" evaluated by the Ministry of Industry and Information Technology every year has been very high, and the cement industry has been reborn as a whole. It takes off the traditional big polluter hat, digests a large number of industrial waste residues, becomes a social purifier, and becomes an important chain in the circular economy.
3. Taiwan Cement announced a carbon capture project
with Germany's ThyssenKrupp Polysius on February 1, Taiwan Cement announced that it would cooperate with Germany's ThyssenKrupp Polysius to develop a new carbon sequestration technology to reduce greenhouse gas emissions in cement production. The technology will introduce pure oxygen into the cement combustion process to capture up to 90% of carbon dioxide while reducing the energy required for carbon capture. The project is expected to be completed in 2026, and TCC aims to develop a large-scale commercialized core technology to capture 100,000 tons of carbon per year by 2030.
on Suspension of Release of Price Information during the Spring Festival According to the holiday notice issued by the General Office of the State Council and taking into account the actual situation of the Company, the Company will suspend the update and release of the price information of China Cement Online during the Spring Festival from February 8 to February 17, 2024. The relevant port price information is also suspended to update and release synchronously, please inform the majority of users.
