On September 24, 2024, the Ministry of Industry and Information Technology announced the list of the sixth batch of national industrial heritage to be recognized and the list of the first and second batches to be reviewed. The publicity period is from September 24 to 30. Among them, the vertical kiln of Yunnan Cement Plant was selected as the sixth batch of national industrial heritage to be identified, while Qixin Cement Plant was included in the second batch of national industrial heritage to be reviewed.
Chongqing Municipal Bureau of Ecology and Environment has issued a carbon emission quota allocation plan for 2023, with 334 industrial enterprises included in the quota management, including the cement manufacturing industry. The plan stipulates the scope, total amount and allocation method of quota management, as well as the mechanism of quota issuance, clearance and offset. In addition, the quota adjustment and incentive mechanism are proposed, including performance cost control, quota ceiling constraints and pollution reduction and carbon reduction incentives. At the same time, it was announced that the "2024 China Cement Double Carbon Conference" would be held soon, focusing on the low-carbon development of the cement industry.
More than 40 billion yuan has been raised nationwide to update buildings and municipal infrastructure equipment, including old residential elevators, to promote people's livelihood security. China Merchants Fund Li Zhan believes that it is necessary to promote demand recovery through aggregate policy. The 2024 A-share environmental risk list shows that the environmental risk has improved. The net rate of a shares has risen to a high level in recent years, and basic chemical industry, real estate and building decoration are the main gathering places of net stocks. The steel quarterly report points out that the gap between supply and demand in the steel market needs to be repaired. Real estate sector rebounded, building materials ETF rose 4.5%. Guizhou Province released the ultra-low emission transformation plan for cement and coking industries. Coal enterprises are committed to improving the quality of commercial coal. China Building Materials Group signed a cooperation framework agreement with Saudi Aramco. The Ministry of Ecology and Environment promotes new energy vehicles to reduce pollution and carbon. Post-market service has become a new development direction of equipment manufacturing industry. Sand and gravel production line design needs to consider the current and future market. Minben Group's machine-made sand and gravel supply base passed the review. China Nengjian Yipuli Company and Gezhouba Group have deepened their collaborative operation.
4、 Cement Net News: Gansu Tianshui, Longnan Chengxian Cement Price Notice Raised
Affected by rising prices in neighboring areas and off-peak kiln shutdown, major cement enterprises in Tianshui and Chengxian counties of Longnan, Gansu Province, plan to raise cement prices by 30 yuan/ton around 23 days to increase profits. However, the regional market demand is not up to expectations and some enterprises are facing greater inventory pressure, so whether the price rise can be implemented still needs to be observed.
5、 Cement Net Video: Who Makes the Most Money in Aggregate Business! Revenue release of 14 enterprises!
In the first half of 2024, the aggregate business revenue of Huaxin Cement, China Building Materials, Tianshan Stock, Conch Cement and China Electric Power Construction ranked the top five, with a revenue range of 2-3 billion yuan. The aggregate revenue of these five companies totaled more than half of the total revenue of 14 listed companies. The revenue of Huaxin Cement and Conch Cement Aggregate increased by 36.96% and 29.84% respectively, while Huarun Building Material Technology ranked first in the growth rate with 114.67%.
6、 Beiyuan Group Cement Co., Ltd. has practical measures to "dig out" benefits
In view of the severe business situation, Beiyuan Group Cement Co., Ltd. takes "double increase and double saving" (increasing revenue and reducing expenditure, reducing cost and increasing efficiency) as the core, and all staff participate in tapping the potential of saving and benefit. Through stabilizing production, technological transformation, optimizing the ratio and other measures, the company encourages employees to put forward innovative proposals, and has implemented 64 projects with an effect of 505000 yuan. Through the optimization of daily work and energy-saving and consumption-reducing actions, the on-site staff can effectively control the cost and make rational use of resources.
Maitreya Red Lion Cement successfully won the mining right of limestone mine for cement in Maitreya City, Yunnan Province with 68.82 million yuan. At the same time, the company plans to invest about 1.62 billion yuan to build a new dry-process cement clinker production line with an annual output of 1.43468 million tons of clinker, which is expected to become one of the major provincial projects in Yunnan Province in 2024.
8、 Cement Network Video: Changes in the Board of Directors of Two Cement Groups
Personnel changes occurred in Tianrui Cement , Wang Ping resigned as an independent non-executive director, Mai Tiansheng took over as an independent non-executive director and chairman of the audit committee, and Li Wenfeng became a member of the nomination committee. Ningxia Building Materials has also made personnel adjustments, and Xue Zhongmin has resigned as a director of the company and a member of the Strategic and ESG Committee of the board of directors.
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