Selected | Cement price in Guangdong Pearl River Delta rises; cement price in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; introduction to energy consumption data of cement industry in 2023

2024-02-21 13:13:16

The price of cement in Guangdong Pearl River Delta rises; the price of cement in Nigeria soars; CNBM, Conch and Huaxin actively expand outward; the energy consumption data of the cement industry in 2023 is introduced

< Market Overview & gt;

1

. The price of bulk cement in the Pearl River Delta region of Guangdong is planned to be raised ( click the title to view the full text). Leading enterprises in the Pearl River Delta region of Guangdong

plan to raise the price of bulk cement by 30 yuan/ton on the 21st, and some enterprises have issued a notice of increase.

2. Cement prices soar! African Cement Boss's Wealth Soars $

144 Million in a Single Day Cement prices in Nigeria soared, and on February 19, the government interviewed three major cement companies: Dangote Cement, BUA Group and Lafarge Africa Limited. Companies cited rising costs as the main reason and agreed to reduce the price to 7000-8000 naira per bag (50 kg), but asked the government to solve the problems they faced. The two sides will also establish a price monitoring mechanism, and enterprises will sanction illegal distributors or retailers on their own.

3. Cement prices along the high-speed railway from Zhangzhou, Fujian to Shantou, Guangdong may rise

. Recently, the construction of the high-speed railway from Zhangzhou to Shantou was held simultaneously in Shantou, Guangdong and Zhangzhou, Fujian. After the start of construction, the cement market demand along the line and the surrounding areas will increase substantially. In the short term, due to the concentrated release of demand, cement prices along the high-speed railway and surrounding areas may show an upward trend.

< Today's Focus >

1. Pace up! China Building Materials, Conch, Huaxin and other active "outward" expansion

recently, Sinoma Cement completed the market supervision change registration procedures for further capital increase, and obtained the "Business License" renewed by Beijing Xicheng District Market Supervision and Administration Bureau. With the approval of Beijing Xicheng District Market Supervision and Administration Bureau, the registered capital of Sinoma Cement was changed from 3.089 billion yuan to 10 billion yuan, and the shareholders subscribed the new registered capital according to the shareholding ratio. The company held 40% of the shares, corresponding to the subscription of the new registered capital of 2.764 billion yuan.

2. Introduction

of energy consumption data of the cement industry in 2023 The cement industry is a traditional energy consumer. At present, the energy consumption of domestic cement enterprises is mainly coal and electricity. In the past two years, the cement industry has made great progress in energy efficiency, and the level of energy efficiency has been greatly reduced. The latest edition of the national standard "GB16780-2021 Cement Unit Product Energy Consumption Limit" will be implemented from November 1, 2022. What is the actual energy consumption of the cement industry in 2023? What is the level of energy efficiency in the cement industry?

3. Conch Cement set up a new subsidiary

in Zhenjiang with a registered capital of 200 million yuan. Zhenjiang Conch Cement Co., Ltd. was established recently with a registered capital of 200 million yuan. Its business scope includes: manufacturing of cement products; sales of cement products; sales of building materials; sales of building decoration materials, etc. Equity penetration shows that the company is 100% controlled by Conch Cement.

4. Weekly statistical report

of bid-winning projects of national major construction projects According to the incomplete statistics of Cement Big Data Research Institute of China Cement Network, from 2024.2.5 to 2024.2.18, national major construction projects (bid-winning amount & gt; 50 million yuan), a total of 428 bid-winning projects, 67 fewer than the previous period, with a total amount of 99.359 billion yuan. The following is the ranking of the amount of bid-winning projects.

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Correlation

On November 21, the Western Construction (002302) issued a prospectus for issuing stocks to specific targets in 2021. The company plans to introduce Conch Cement as a strategic investor through this issue, and Conch Cement will subscribe for 183 million shares, accounting for 12.48% of the total equity after the issue, becoming the second largest shareholder. The purpose of this issue is to optimize the capital structure, supplement liquidity and repay bank loans, which is expected to bring the company an annual increase of 8.85 billion yuan in operating income and a total profit of 708 million yuan, up 38.71% and 78.23% respectively from 2023.