10.10 Cement Morning Post: Li Jian: Guiding the Withdrawal of Production Capacity; Cement Price Rise in Eastern Hubei; Cement Price Forecast in 2024

2024-10-10 07:02:02

What is happening in the cement industry?

1、 Cement Network Video: Li Jian, Chinese Academy of Environmental Sciences: Guide the withdrawal of inefficient production capacity through energy consumption, environmental protection, safety and other standards

Li Jian of the Chinese Academy of Environmental Sciences put forward four suggestions on the green and low-carbon development of the cement industry: 1) continuously optimize the industrial structure and guide the withdrawal of inefficient production capacity; 2) promote the transformation of ultra-low emissions with high quality; 3) improve the intelligent level of collaborative management and control of pollution and carbon; 4) promote the application of pollution and carbon reduction technologies and the construction of standard system. It also plans to interpret the ultra-low emission transformation plan of the cement industry in detail at the "2024 China Cement Double Carbon Conference".

2、 Cement Net News: Eastern Hubei plans to raise cement prices again

The cost of cement production in eastern Hubei has increased due to the rising price of raw materials, coupled with the arrival of the traditional peak season, enterprises have a strong willingness to raise prices. Following the increase of 30 yuan/ton at the end of September, it is planned to raise the cement price again by 30 yuan/ton on October 10. However, the overall demand is still weak, and the specific effect of price adjustment needs to be observed.

3、 Cement Network Data: Price Forecast of P.O42.5 Bulk Cement in 31 Provinces and Cities in China in October 2024

In October 2024, the price forecast of P.O42.5 bulk cement in 31 provinces and cities showed that the national average price was 367.41 yuan/ton, up 12.87% year-on-year and 4.09% year-on-year. Among the provinces and cities, the highest increase was in Jiangsu, with a forecast average price of 353.24 yuan/ton, a year-on-year increase of 15.95% and a month-on-month increase of 9.87%; while the largest decrease was in Hainan, with a forecast average price of 378.27 yuan/ton, a year-on-year decrease of 22.39%. More detailed data and analysis reports can be found on the official website of Cement Big Data.

4、 10.9 Cement Evening News: Good news boosts steel market confidence; the 4th Sandstone Summit is held; Changlai Sandstone Project is put into production

The article mainly expresses three key contents: First, benefiting from a series of favorable policies, confidence in the steel market has been boosted, and demand for the steel industry is expected to rise slightly in the fourth quarter. Secondly, the 4th China Sandstone High Quality Development Summit will be held in November, which will discuss the future trend of the sand and gravel market and other issues. Finally, China Power Construction Changlai Phase II Sandstone Project is expected to be put into operation by the end of the year, which will become a green production base in Hubei Province and is expected to achieve high-quality development.

5、 Cement Net Monthly Report: Staggered Peak Production Support, Strong Market Trend! (9.1-9.30)

This paper mainly analyzes the national cement market in September 2024, and points out that peak staggering and production reduction support the cement price and make the market trend stronger. Despite the decline in real estate investment, insufficient infrastructure funds and the impact of natural disasters in some areas, which led to low demand, cement prices as a whole showed an upward trend due to the implementation of the policy of peak staggering and production reduction, especially in the Yangtze River Delta region. Cement prices in all regions generally rose, with the largest increase in East China. Coal costs rose slightly, but the cement-coal spread widened, and the cement industry's profits are expected to improve. Looking forward to October, due to favorable policies and the allocation of special debt funds, construction activities are expected to increase, but the supply is stable, and prices are expected to be slightly more volatile.

6、 Cement Net Video: Cement Prices Rise by 20-30 yuan/ton in Many Places in Jiangxi!

During the golden nine and silver ten periods, the price of cement in some areas of Jiangxi has been raised by 20-30 yuan/ton since the 8th due to the slight increase in demand and the impact of off-peak kiln shutdown. However, the current demand and sales volume is not ideal, and the effect of price increase needs further observation.

7、 Tapai Group Chief Information Engineer Recruitment Brochure

Due to the need of intelligent, green and information projects, Tapai Group openly recruits one chief information engineer. Require under 45 years old, bachelor degree or above, with more than 5 years of relevant experience, familiar with technology trends, innovative ability. He works in Meizhou, Guangdong Province, with an annual salary of 400000-600000 yuan, enjoys benefits such as talent subsidy, five insurance and one fund, paid leave, and provides free accommodation. Application materials can be sent to the designated mailbox.

8、 Monthly Report of Cement Network: Monitoring Report on Output of Cement Kilns in Shanxi Province in September 2024

In September 2024, the average opening rate of cement kilns in Shanxi Province was 42.33%, with a month-on-month decrease of 7.41 percentage points; the average shutdown time of each cement kiln was 17.3 days, with a month-on-month increase of 1.72 days. The monthly production capacity of clinker is 6.963 million tons, the actual output is 3.0539 million tons, and the capacity utilization rate is 43.86%. Datong Jidong Cement Co., Ltd. ranks first in clinker production, accounting for 10.51% of the province's total. On the whole, the output has declined, and the rate of opening kiln and the time of stopping kiln have changed. [Data source: cement big data (https://data.ccement.com/)]

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Correlation

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