Selected | Zhejiang: Construction is expected to start in March, which may lead to a rise in cement prices; the project with an investment of 6 billion yuan and an annual production capacity of 30 million tons is put into operation! China Resources "Next City"

2024-02-23 13:30:10

Zhejiang: Construction is expected to start in March, which may lead to a rise in cement prices; 6 billion investment, annual production capacity of 30 million tons of projects put into operation! Huarun's "next success"; Jidong Cement: will promote related acquisition projects according to the annual investment plan; the latest market research on cement and concrete

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. Zhejiang: The price of cement is not expected to rise until March (click the title to view the full text). At present

, the price of cement in Zhejiang has not changed significantly. A number of cement companies said that the overall decline in cement demand, cement prices did not have a solid foundation, at least until March, construction projects started on a large scale, it is possible to drive up cement prices.

2. What is the performance of Gansu cement market after the Spring Festival?

With the end of the Spring Festival holiday, the cement market in Gansu has gradually recovered, but the start-up of enterprises is slow, and the shipment volume is expected to return to normal after mid-March. Due to the difficulty of obtaining funds for major projects and the restrictive policies on new projects in high-debt provinces, the demand for cement in Gansu is not optimistic. Cement production in Gansu in 2023 is the same as the previous year, but if infrastructure projects are limited, it may have an impact on the market.

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160 million investment, annual production capacity of 30 million tons of projects put into operation! Huarun's "Next City"

reported on February 19 that the whole system of Huarun Fengkai's building materials project with an annual production capacity of 30 million tons was completed and put into operation in 2023, with an annual output of 5.61 million tons and an output value of 700 million yuan. Cement enterprises vigorously expand the aggregate business, becoming the fastest growing high-margin business area of enterprises.

2. Jidong Cement: Relevant acquisition projects

will be promoted according to the annual investment plan. Recently, an investor asked Jidong Cement whether your company has an acquisition plan this year? Does your company expect the market share to increase this year? Jidong Cement said it would select suitable assets for acquisition according to the annual investment plan to meet the strategic plan. At the same time, the company will respond to the risk of declining demand for cement through product innovation and service upgrading, and strive to achieve a steady increase

in market share on the premise of ensuring compliance management. 3.

China Cement Network conducts research on some enterprises. A company is located in Guangdong, and the price of bulk cement has risen by 30 yuan/ton. Due to the maintenance of Xijiang waterway, the off-peak shutdown of enterprises and the low price at the beginning of the year, enterprises have strong willingness to increase, but the demand is general, and it is not expected to improve significantly in March. B company is located in Fujian, cement prices rose 20 yuan/ton, due to off-peak kiln shutdown, low inventory, declining demand, enterprise losses and other reasons, the market is expected to recover after the Lantern Festival, March investment plan or will promote cement prices. The latest investigation summary of concrete enterprises in

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China Cement Network Big Data Research Institute conducted a telephone survey of some concrete enterprises, and found that the recovery of market demand in Nanjing and Chongqing of Jiangsu Province was slow, the shipment of some enterprises was low, and the price of concrete was relatively stable. There are few new projects in Nanjing area, and the progress of municipal infrastructure projects is slow. It is expected that the demand for concrete will continue to decline throughout the year. Most construction projects in Chongqing are still in a state of shutdown, affected by financial factors, the progress of resumption after the festival is significantly slow, and the number and scale of new projects are limited, the industry is under great pressure.

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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.