Cement industry, as a high carbon emission industry, is facing the challenge of emission reduction in the global carbon reduction tide. Effective carbon emission reduction measures include reducing the scale of infrastructure construction, reducing the consumption of concrete and clinker, and developing low-carbon cement materials. Shen Weiguo, a researcher at Wuhan University of Technology, put forward the technology of "steel slag phase separation clinker" as an economically feasible scheme for energy saving and emission reduction, which is expected to realize the green transformation and sustainable development of the cement industry. China Cement Network will hold a conference to discuss the low-carbon development and carbon trading mechanism of the industry.
2、 Cement Net Report: Comprehensive Review of Listed Companies in Cement Industry in 2024
In the first half of 2024, the cement industry was affected by the continuous downturn of real estate investment and the slowdown of infrastructure investment, the demand declined, the contradiction between supply and demand in the market intensified, and the price operated at a low level, which led to the characteristics of "shrinking demand, fierce competition, low price and operating loss" in the industry. The national cement output dropped by 10.76% year on year, reaching a new low since 2011. Nearly half of the 20 listed companies lost money, most of their revenues declined, and their profits generally declined. The sales volume and price of cement clinker generally decreased, the cost decreased, but the decrease could not make up for the decrease in selling price, and the gross profit decreased. The industry has suffered its first loss since the beginning of this century, and the profit margin and profitability of listed companies have generally declined. In the second half of the year, the repair space is limited, and the performance of enterprises is under great pressure.
3、 CNBM and Saudi Aramco Announce Strategic Partnership
China Building Materials Group and Saudi Aramco signed a five-year cooperation framework agreement to share opportunities and seek common development in the field of advanced materials and industrial development. The two sides plan to establish a production base in Saudi Arabia, cooperate in the production of advanced non-metallic materials and low-carbon building materials, develop energy storage solutions, and jointly build training and testing centers and technology research and development laboratories to promote technological innovation, and are committed to promoting the green and low-carbon transformation of the building materials industry and deepening the friendly relations between China and Saudi Arabia.
4、 Cement Net News: Shaanxi Guanzhong Area Cement Price Notice Raised
In response to the policy of peak staggering production, the Guanzhong area of Shaanxi Province has implemented the measure of stopping kilns for 15 days every month, which is well implemented at present. The cement market in the region has maintained a balance between supply and demand, but due to rising costs, major cement manufacturers in the region have announced a 30 yuan/ton increase in cement prices since the 20th. The effect of price adjustment and market reaction need further observation.
5、 Cement Net News: Notice of Cement Price Increase in Chongqing
Since September, peak shifting production has been implemented in Chongqing, and cement clinker stocks have declined. Cement demand has been supported by falling temperatures and the start of a number of new projects. Therefore, since the 21st, leading enterprises in Chongqing have announced that the price of cement in the main urban area has been raised by 50 yuan per ton and 30 yuan per ton in western Chongqing, but the actual effect of the price adjustment still needs to be observed.
6、 Cement Network Report: CRH to become Ukraine's largest cement producer
Italian cement maker Buzzi's Dyckerhoff has struck a deal with Ireland's CRH Group to sell two of its cement plants in Ukraine. The Antimonopoly Committee of Ukraine approved CRH's acquisition of Dyckerhoff's stake in Ukraine, making CRH the largest cement producer in Ukraine. The acquisition increases CRH's market share in Ukraine, raising concerns about high market concentration and possible higher reconstruction costs.
China Resources Recycling Group will become the 98th central enterprise, focusing on resource recycling and green low-carbon development. Technology leaders focus on self-developed AI chips, and A-share AI chip concept stocks are concerned. A-share market stock "day floor" phenomenon, affected by the news of RRR cut, many stocks fell sharply. The lock wall of the second line of the new dam of the Hangzhou-Ningbo Canal has been successfully poured for the first time, which is a key project. Valin Iron and Steel products are widely used in the field of construction machinery, and strive to enhance market share and brand influence.
The list of China's top 500 manufacturing enterprises in 2024 was released recently, and cement enterprises such as China Building Materials, Conch Group and Red Lion were listed. The entry threshold for the list rose to 17.062 billion yuan, an increase of 512 million yuan over the previous year. The top 500 enterprises realized business income of 52.01 trillion yuan, an increase of 1.86% over the same period last year.
