10.18 Cement Morning Post: the environmental impact assessment of cement grinding station was cancelled; Cement Evening Post: the restructuring increased by 20%; the meeting of cement enterprises in three provinces and one district

2024-10-18 07:01:47

What is happening in the cement industry?

1、 Environmental impact assessment of cement grinding station may be cancelled! The Ministry of Ecology and Environment issued important documents!

The Ministry of Ecology and Environment issued the Notice on Further Deepening the Reform of Environmental Impact Assessment, proposing to optimize the classified management of environmental impact assessment, and Beijing and other seven provinces and cities will select typical prefecture-level cities to carry out pilot work. The pilot project includes exploring the cancellation of environmental impact assessment of some environmental impact report forms and formulating environmental access guidelines. In particular, it is pointed out that the environmental impact assessment of cement grinding station will be cancelled. The purpose of this action is to reduce the number of environmental impact assessment of pollution impact construction projects, enhance the effectiveness of the source prevention system, improve the quality of environmental impact assessment documents, and strengthen the information support of environmental impact assessment.

2、 10.17 Cement Evening News: Restructuring Leading Seal Exceeds 1.1 Billion; State Council Information Office Real Estate Press Conference; Property Market Warms Up, Cement Up by 20%

This report covers a number of financial and real estate market trends: the amount of the restructuring concept stock Guangzhi Technology has exceeded 1.1 billion yuan. The industry is concerned about the press conference and policy of the State Council Information Office on the real estate market. The recovery of the real estate market has led to a 20% year-on-year increase in cement prices. At the same time, it mentioned the performance of concept stocks in the western development, the establishment of new companies in Huaxin Cement and other industry trends, and stressed that investors should rationally allocate positions to avoid chasing the rise and killing the fall. In addition, it introduces the growth of China's coal reserves, the operation of the inter-provincial electricity spot market and other information, as well as the decline of the building decoration sector. Finally, it reports a number of measures taken by the State Council press conference to promote the steady development of the real estate market.

3、 Cement Network Video: More than 200 Cement Enterprises in Three Provinces and One Region Held a Symposium

The symposium on high-quality development of Liaojiheimeng cement industry was held in Shenyang on October 12-13, with 300 representatives from more than 200 cement enterprises in Liaoning, Jilin, Heilongjiang and Inner Mongolia. The theme of the conference is to strengthen self-discipline, win-win cooperation, solve homogeneous competition and create a new industry ecology, aiming at seeking a new path for high-quality development of the cement industry.

4、 Cement Network Data: Clinker Price Statistics of Major Cities in China (10.15)

The article provides statistics on clinker prices in major cities across the country on October 15. Data show that clinker prices in most cities remained stable compared with September 30, and price changes occurred in some cities. For example, the price of clinker in Xuzhou City, Jiangsu Province increased by 30 yuan/ton, an increase of 13.33%, while the price of clinker in Huaibei City, Anhui Province increased by 40 yuan/ton, an increase of 17.78%. These data can be analyzed and consulted more deeply through the cement big data platform.

5、 Cement Net Data: Port Coal Price Statistics (10.11-10.17)

On October 17, 2024, the port coal price statistics released by Cement Network showed that the types and prices of coal in ports around Bohai Sea, East China, Jiangnan and South China fluctuated to a certain extent. The price of general bituminous coal at ports around the country has generally declined slightly, and the price of Australian coal and Indonesian coal has also been adjusted. Specific price changes can be logged in cement big data to see more data and market analysis.

6、 Chongqing: Announcement of Chongqing Municipal Development and Reform Commission on the Selection of Undertaking Units for the Research on the Path of Promoting the Cooperation of Multinational Enterprises in Chongqing and the Compilation of the List of Key Projects

The Chongqing Municipal Development and Reform Commission openly selected the undertaking units of the "Research on the Path of Promoting the Cooperation of Multinational Enterprises in Chongqing and the Compilation of the List of Key Projects" to implement the important instructions of General Secretary Xi Jinping and promote regional opening-up and industrial cooperation. The applicant should submit relevant materials within the prescribed time, have the corresponding qualifications and research capabilities, and the project report should be completed within four months, with a total quotation of no more than 480000 yuan.

7、 Provincial Digital Agricultural Factory, Conch + 1!

Anhui Agricultural and Rural Department announced the list of digital agricultural factories in 2024, and Baimashan Cement Plant Conch Tomato Digital Agricultural Factory was on the list. The project uses cement plant carbon dioxide capture technology and waste heat recovery to provide gas fertilizer and constant temperature environment for greenhouse tomatoes, improve crop yield and reduce carbon dioxide emissions. At the same time, the intelligent management of plant growth is carried out by using soilless culture, sensor and other technologies to ensure the optimal growth conditions.

8、 Nippon Electrochemical Visits Jiahuate Water

During his visit to Jiahua Special Cement Co., Ltd., Chief of Department of Nippon Denka Co., Ltd., Kodama Masahiro, thanked Jiahua Special Cement Co., Ltd. for its support to the "new expansion agent material project", and confirmed that Jiahua Special Cement Co., Ltd., a subsidiary of Jiahua Special Cement Co., Ltd., would be set up as the global expansion agent supply base. The two sides discussed promoting the application of high-performance expansion agents and the export of special cement in China, and planned to cooperate more extensively in the field of special materials. Relevant senior officials participated in the talks.

All can be viewed after purchase
Correlation

尽管在需求旺盛时期,过多的产能大部分可以被吸收,但近年来我们看到需求低迷造成全球产能过剩,特别是在中国、欧洲、东地中海和中东地区。

2018-05-14 11:08:58

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.