9.24 Cement Morning Post: Cement Industry Logistics Cost Reduction; Fujian Cement Price Increase; Jiangxi Cement Price Increase Notice

2024-09-24 07:01:28

What is happening in the cement industry?

1、 The cost of transportation has been greatly reduced! Cement industry logistics "new energy" on the way!

Yunnan Jianfeng Cement Company has put electric vehicle charging station into operation, becoming the first cement enterprise with charging station in the Pu'er Tea, which indicates that the logistics of cement industry is developing towards clean and low-carbon transformation. The transportation cost of electric trucks is much lower than that of oil trucks, and the national policy encourages the use of new energy or national six emission standard vehicles to improve the level of clean transportation. China Cement Network will hold a conference to focus on low-carbon development and carbon trading mechanism to promote green upgrading of the industry.

2、 Cement Net News: Fujian Cement Price Notice Raised

In September, the main clinker line enterprises in Fujian implemented a 15-day kiln shutdown, and the implementation of kiln shutdown was in good condition. From the 22nd, the main cement manufacturers in the province began to raise the price of all kinds of cement, an increase of 20 yuan per ton. However, in view of the recent rainy weather and the approaching National Day holiday, the market demand is limited and the enterprise inventory is high, so the implementation effect of this price increase still needs to be observed.

3、 Cement net news: Jiangxi Nanchang, Yichun and other places cement price notice increase

Cement prices in Nanchang, Yichun and other places in Jiangxi are about to rise. In the golden nine and silver ten seasons, the demand has increased slightly, coupled with the impact of off-peak kiln shutdown, the willingness of enterprises to raise prices has increased. Since the 23rd, the price of bagged cement is planned to rise by 10 yuan/ton, and the bulk price will rise by 15 yuan/ton. However, at present, the overall demand and sales are not strong, and whether the effect of price increase is implemented needs further observation.

4、 Cement Net News: Notice of Cement Price Increase in Northeast Jiangxi

Demand in the traditional peak season in northeastern Jiangxi Province has rebounded slightly, and the willingness of enterprises to raise prices has increased due to the impact of off-peak kiln shutdown. Since the 23rd, cement enterprises in Shangrao, Jingdezhen, Yingtan and other places have announced an increase in the price of bagged bulk cement by 10 yuan per ton. However, the current demand and sales are not strong as a whole, and the effect of price increase needs to be observed.

5、 Hongshi Cement won the mining right of Baituqiang Limestone Mine for Cement in Xunjiansi Town, Mile City, Yunnan Province for 68.82 million yuan

Maitreya Red Lion Cement Co., Ltd. won the mining right of Baituqiang Limestone Mine for Cement in Xunjiansi Town, Maitreya City, Yunnan Province for 68.82 million yuan, and the public listing time is from June 5 to July 17, 2024. The mining area covers an area of 0.7055 square kilometers, with a resource reserve of 77.5981 million tons and an annual output of 2.2 million tons. The mining area is located in a place with convenient transportation. The design mining life of the mine is 30 years. The announcement time was delayed due to staff reasons, and the relevant announcements were published on the portal website of Honghe Natural Resources and Planning Bureau and Yunnan Public Resources Trading Information Network.

6、 Huaibei Xiangshan Cement: "Green pines do not fall in the cold, and the blue sea is wider than clear"-achieved good results in the first three quarters

In the first three quarters of 2024, the market demand of domestic cement industry is not strong, the price is low, and it is difficult for enterprises to make profits. Faced with this situation, Huaibei Xiangshan Cement has effectively improved its production and sales through cost control and business strategy optimization, and its performance has exceeded the market average. The company plans to continue to operate steadily in the next sales season, maintain market share, expand the market and improve efficiency in order to achieve the annual production and operation objectives.

7、 9.23 Cement Evening News: Late Report and False Report of Yanjin Coal Mine Accident; "Carbon Peak Action Effectiveness"

One person was killed in a roof accident at a coal mine in Yanjin, Yunnan. The investigation revealed that the mine had delayed reporting, false reporting and falsification of the scene. The responsible persons and supervisors were punished, and both the mine and the group were fined and suspended for rectification. Since the fourth anniversary of President Xi Jinping's announcement of the goal of carbon neutralization, China's "Ten Actions of Carbon Peak" has achieved positive results in energy transformation, energy conservation and carbon reduction, and green industrial transformation, and has steadily advanced towards the established goals.

8、 Cement Network Data: Statistics of Cement and Clinker Inventory in China and Six Regions (9.20)

According to the statistics on the inventory of cement and clinker in China and the six regions, the inventory of clinker in China was 65.46%, representing a year-on-year decrease of 3.76 percentage points and a month-on-month increase of 0.65 percentage points; the inventory of cement in China was 64.19%, representing a year-on-year decrease of 9.6 percentage points and a month-on-month increase of 0.77 percentage points. The inventory of clinker and cement varies from region to region, for example, the inventory of clinker in East China increased by 5.41 percentage points, while the inventory of cement in Northeast China decreased by 30 percentage points. More detailed data and analysis reports can be found on the Cement Big Data website.

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Correlation

Demand is low, and cement prices of some enterprises in Guangxi have been lowered by 25-30 yuan/ton recently.