1、 Cement Network Data: Summary of National Cement Price Adjustment Information (9.1-9.30)
In September 2024, the national cement price was adjusted in many places, with prices rising in the Yangtze River Delta, Fujian, Sichuan, Chongqing and Guangdong. The price in the Yangtze River Delta increased by 100 yuan/ton, and the ex-factory price in many areas rose to more than 300 yuan/ton. The reasons for the price increase include off-peak production and improved market sentiment, but the actual demand is low, and the price implementation still needs to be observed. At the same time, prices in Guangxi and other places have declined due to rain weather and poor demand. Local price fluctuations are related to coal costs, environmental protection policies, market demand and other factors.
Huaxin Cement (Xinyang, Henan) Co., Ltd. plans to withdraw from a 4500t/d cement clinker production line and build a new 11750t/d production line in Huaxin Cement (Huangshi) Co., Ltd. based on the replacement condition. The replacement will be carried out according to the ratio of 2:1. The new production line is expected to open at the end of August 2025, while the withdrawn production line will be closed and dismantled before the new line is completed and put into operation. This means that Huaxin Cement will no longer have a clinker production line in Henan Province.
Qinglong Pipe Industry completed the share repurchase, responded positively to the national policy, and expected performance growth. The central bank adjusted the interest rate of stock mortgage loans, relaxed the down payment ratio of housing loans, and liberalized the purchase restrictions in first-tier cities to promote the stability of the property market. A number of companies issued repurchase plans and performance pre-increase news. The National Development and Reform Commission issued an emission reduction policy to improve coal utilization efficiency. Macro policies boost confidence in the steel market, and steel demand is expected to rise slightly in the fourth quarter. Shares of Red Wall rose sharply. The Lingjiang Bridge in the northern section of Yongtaiwen Expressway is expected to be completed by the end of 2026.
4、 Cement Net Video: Conch 3 Million Tons Grinding Project Put into Production!
The website of Tinghu District People's Government of Yancheng City announced that the new green building materials project of Baling Conch has been put into operation. By eliminating old production lines, introducing new ball mills and grinding systems, and building 150000 tons of clinker storage and other auxiliary facilities, the project has achieved an annual production capacity of 3 million tons of green low-energy cement.
5、 Today, we miss you very much!
By telling the story of Song Zhenzhong, the youngest martyr of the Republic, known as "Little Radish Head", the article expresses his deep memory and admiration for the martyrs. Song Zhenzhong died on the eve of the founding of New China and was not yet 9 years old. His family background, prison life, strong faith and courageous spirit are described in detail. Finally, the article emphasizes that the martyrs'names and spirits are immortal, and reminds people to remember the martyrs' sacrifices and contributions and continue to strive for the development of the country and the nation.
6、 Cement Network Video: New Progress of Shandong Yitiao 4000t/d Clinker Project
Shandong Huawo (Shandong) Co., Ltd. plans to replace the existing two cement clinker production lines with a daily output of 2500 tons with a new production line with a daily output of 4000 tons at a ratio of 1.25: 1. Zaozhuang Natural Resources and Planning Bureau has announced the pre-approval information of the construction land planning permit for the project.
7、 Great Struggle for Benefit | Good News from Cement Enterprises in Eastern Hebei!
Jidong Cement Co., Ltd. has carried out the "Great Struggle for Benefit", and all enterprises have achieved remarkable results: the commercial concrete project of Panshi Company's New Building Material Industrial Park has been put into operation and won the title of "Specialized, Special and New" enterprise; Shuangliang Dingxin Company has launched high-end home decoration cement products; the composite mineral admixture developed by Hechuan Company has been successfully shipped; The successful commissioning of the cement kiln solid waste recycling project of Bishan Company shows the green development and social responsibility.
The Politburo meeting stressed the need to adjust the housing purchase restriction policy to respond to public concerns. The meeting of the Ministry of Housing and Urban-Rural Development conveyed the spirit and supported the first-tier cities to use the autonomy of regulation and control to adjust the purchase restrictions according to the city. Nansha District of Guangzhou has cancelled the purchase restriction policy, indicating that the first-tier cities may be further optimized and adjusted. The adjustment policy aims to improve market expectations and promote the stability of the real estate market. Policy adjustments in the third quarter around the country focus on optimizing the purchase conditions of specific groups of people. It is expected that the first-tier cities will strengthen the adjustment of purchase restrictions around the "Eleventh" period, and other cities will also optimize loan restrictions to support the improvement of housing demand.
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