1、 Cement Net News: Notice of Cement Price Increase in Western Guangdong and Pearl River Delta Region
Major cement enterprises in western Guangdong and the Pearl River Delta region have strong willingness to raise prices after the National Day due to the recovery of market demand and the increase of operating pressure, and plan to raise the price of bulk cement by 20-30 yuan/ton from 11-12 days. The previous price adjustment in late September has not yet been fully implemented, and the specific implementation of the new round of price adjustment needs further observation.
2、 New rules for Beijing carbon market! Soon to be implemented!
The Beijing Municipal Bureau of Ecology and Environment issued a new regulation "Measures for the Management of Carbon Emission Offset in Beijing Carbon Emission Trading Market", which stipulates that key carbon emission units can use carbon emission reduction to offset part of carbon emissions, with a maximum offset ratio of 5% of annual carbon emissions, of which the offset ratio of national greenhouse gas certified voluntary emission reduction not produced by the city does not exceed 2.5%. The new measures, which will come into effect on January 1, 2025, involve application and approval procedures and encourage the use of local carbon emission reductions. At the same time, the cement industry will soon be incorporated into the carbon trading market, and the relevant conference will discuss the low-carbon transformation of the industry.
3、 Cement net exclusive: building materials gold nine market failed silver ten can have a turnaround?
The "Jinjiu" market in the building materials market is not up to expectations, the demand for cement and concrete is low, and the price rise is insufficient; the supply of sand and stone is increasing, and the price is under pressure. Entering the "Silver Ten", it is expected that the price of cement will fluctuate strongly, the demand of concrete market will remain low, and the sand and gravel market is expected to recover due to the improvement of special debt funds and the rush period in Northeast China. China Cement Network will conduct a live online interpretation of market changes on October 12.
4、 10.11 Cement Evening News: Growth Opportunities for Qinglong Pipe Industry
Qinglong Pipe Industry benefits from the pipeline network construction and transformation industry supported by the state, and is expected to have a large amount of investment in the next five years. The company is mainly engaged in high-quality water pipeline products, with a leading position in the industry and sufficient orders. Driven by favorable national policies and supply of major projects, the company is facing a period of growth opportunities, and its performance is expected to grow.
Shandong Province issued a guiding announcement on the investment and construction of hazardous waste utilization and disposal facilities. In 2023, about 12.919 million tons of 42 types of hazardous wastes were produced in the province, and the utilization and disposal capacity was 36.798 million tons per year, with excess capacity. The announcement suggests that we should not build comprehensive disposal and utilization projects of hazardous wastes with excess capacity, prudently build new self-utilization and disposal facilities, encourage the construction of high-standard utilization projects of special hazardous wastes such as high-silicon tailings and incineration ash, and improve the management and disposal level of hazardous wastes through mergers and reorganizations of enterprises.
6、 Cement network data: statistics of national key mining right transactions in September 2024
In September, there were 8 key aggregate mine transactions in China, with only 50 million yuan or more in transaction price. Among them, the highest transaction amount was granite mine for decoration in Shancun Integrated Area of Cenxi City, and the winner was Guangxi Ruicheng Mining Co., Ltd. with a transaction price of 352.1 million yuan. The mining area is located in Shancun Village, Malu Town, Cenxi City, with an area of 0.7095 square kilometers. The open-pit mining method is adopted, and the mining life is 24.2 years. More data and analysis can be found on the cement big data website.
Hunan Provincial Department of Industry and Information Technology announced the list of green manufacturing in 2024, and Shaoyang South and Leiyang South, which belong to Zhongnan Cement, were rated as provincial "green factories". In recent years, Zhongnan Cement has been committed to energy saving and emission reduction, technological innovation and clean production, establishing a green supply chain, creating garden-style factories, promoting sustainable development of enterprises, and achieving results in resource recycling, photovoltaic energy storage and alternative fuel utilization. The company will continue to promote green manufacturing and low-carbon transformation, and promote green and high-quality development.
From January to August 2024, the overall growth rate of national infrastructure investment slowed down, with the cumulative growth rate of the whole country falling by 2%, and the growth rates of Beijing and Tianjin exceeding 20%, but falling by 24.2% and 36.1% respectively compared with the same period last year. Shanghai's growth rate dropped most significantly, from 16.9% to 0.4%. Guangdong, Chongqing, Yunnan and Gansu showed negative growth, with Yunnan showing the largest decline, reaching-11.4%. Specific detailed data and more analysis can be accessed through the cement big data platform.
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