需求、供给、价格……怎样预判新一年水泥行业形势?

2019-02-18 16:48:57

如何牢牢把握战略机遇期推动制造业高质量发展的宏观经济目标,解读水泥行业超洁净排放实施计划、我国生态保护补偿机制将全面铺开等一系列政策法规?2019年水泥行业又该如何以全产业链的角度重新规划,利用大数据平台,分析产业目前现状,洞察未来产业走势?水泥企业在改革开放四十年的回顾中如何重新出发,带来新的创新与变革?

  “鞭炮声声迎新年,妙联横生贴门前”。新年伊始,随着热闹喜庆的春节慢慢远去,新一年水泥行业大幕正在拉开。

  过去的一年,伴随着水泥价格的持续高涨,错峰生产的全面深化及环保督察力度的增强等多方面因素共同作用下,水泥行业实现利润1546亿元,增长1.1倍,创造了新的历史。

  然而这耀眼的成绩背后,还有许多值得深思的现象。在全国水泥产能利用率只在60%左右的背景下,水泥竟成了令马云与房地产商都要眼热的抢手货,颇具喜剧色彩;区域协同破裂,联合公司形而不实,多地掀起价格战令人担忧;全面取消P.C 32.5水泥使业内争论不休;水泥行业全年安全事故近40人死亡让人心痛。

  另外,我国经济发展在2018年面临异常严峻的内外环境,对外中美贸易摩擦不断,在内结构性矛盾仍然突出,经济高质量发展开始起步,因此供给侧改革仍然是发展的主线。现在中国的工业产品几乎没有不过剩的,怎样消化,怎样削减产能,是新常态阶段非常棘手但不得不解决的问题。

  如何牢牢把握战略机遇期推动制造业高质量发展的宏观经济目标,解读水泥行业超洁净排放实施计划、我国生态保护补偿机制将全面铺开等一系列政策法规?2019年水泥行业又该如何以全产业链的角度重新规划,利用大数据平台,分析产业目前现状,洞察未来产业走势?水泥企业在改革开放四十年的回顾中如何重新出发,带来新的创新与变革?

  而这些与水泥行业绿色高质量可持续发展紧密相关的难点疑点,在新年的首场行业盛会---2019中国水泥产业峰会上将得到全面解答!

  “热点议题200+、参会代表3000+、参会企业1600+、演讲嘉宾500+、总曝光量1000W+”,华丽的数据背后是举办八年之久的中国水泥网年会每一次紧追行业发展热点,解析行业未来趋势的专业与负责。

  这一次,中国水泥网年会正式更名为中国水泥产业峰会,重装出发后又将集合行业领导、经济学家、水泥企业等多方代表带来哪些精彩亮点?在智能制造、物联网技术不断成熟的背景下,专家学者又会聚焦哪些实践案例分享重磅级的观点?

  想知道更多精彩内容,新年的第一场行业盛会,你怎能不来?!

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Correlation

The key to determine the efficiency of the industry is the supply structure and enterprise behavior.

2024-04-07 16:00:37

Zheng Jianhui expects cement demand to decline by at least 3% in 2024.

2024-04-03 15:12:49

The general aggregate market is already fighting in the Red Sea, while the high-end fine aggregate market is still the blue sea market.

2024-04-03 14:16:17

Tao Congxi mainly analyzed the current situation of carbon emission in cement industry, the technical path of carbon emission reduction at home and abroad, the "3C" carbon neutralization technology in cement industry, and the "3C" carbon neutralization practice cases in cement industry.

2024-04-03 13:58:22

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

Lu Yanchun said that overcapacity and shrinking demand are the main contradictions in the current development of the cement industry.

2024-03-29 10:27:12

On March 28, the 13th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held grandly.

2024-03-28 18:30:58

On March 27, the "13th China Cement Industry Summit and TOP100 Award Ceremony" hosted by China Cement Network officially began to report.

2024-03-27 20:36:33

Tianshan Stock (000877) released its annual report in 2023, facing the challenges of overcapacity and declining demand in the cement industry, the company's revenue fell by 19.01% to 107.380 billion yuan, with a net profit of 1.965 billion yuan. Nevertheless, the company's total assets increased to 294 billion 722 million yuan, and the asset-liability ratio decreased slightly. Through lean management and technological innovation, the company promotes high-quality development, reduces costs and increases R & D investment. At the same time, Tianshan Stock Company plans to change its name to "Tianshan Material Co., Ltd." To reflect its national layout and industrial chain advantages. Among the difficulties faced by the industry, the upcoming China Cement Industry Summit will discuss the new development trend of the cement industry.

2024-03-27 10:31:17

In 2024, the setting of Xinjiang's economic development target indicates that the cement market demand will continue to grow, and the market is expected to remain stable.

2024-03-26 14:06:11

The board of directors of Qingsong Jianhua in 2023 showed that the company's operating income increased by 20.01% year on year, but its operating cost increased by 22.92%, resulting in a 2.2 percentage point decrease in gross interest rate. Nevertheless, the net profit attributable to shareholders of listed companies increased by 11.53%, and the net profit after deducting non-recurring gains and losses increased by 65.10%. Especially in the cement sector, despite the overcapacity of cement in Xinjiang, the company achieved 35.51% growth in cement sales and 23.75% growth in sales revenue through regional policies and investment recovery, while the gross profit margin remained almost unchanged, only decreased by 0.04 percentage points, reflecting that the company effectively controlled costs in the case of rising raw material and fuel prices.

2024-03-26 09:11:22

It is highly probable that demand will fall to less than 1 billion tons in 10 years!

2024-03-25 09:31:24

In 2024, if the price of cement in Zhejiang is difficult to stabilize, how can the price of cement in the whole Yangtze River Delta and even in East China be supported?

2024-03-22 16:43:40

It is understood that the price rise is mainly due to the gradual and slight recovery of market demand in Tibet, while in the first quarter, Tibet is in the off-peak kiln shutdown, cement clinker inventory is low, coupled with the increase in electricity costs of enterprises.

2024-03-22 16:01:43

At present, the demand for cement is declining and the market competition is fierce. In the future, the competition of cement enterprises will eventually be the cost competition. We can reduce the cost and increase the efficiency of standard conch cement, so as to occupy a favorable position in the market competition and avoid being eliminated by the market.

2024-03-22 14:06:21

Although the price of cement in Wuhai area of Inner Mongolia has been raised, in fact, the market demand has not recovered, and the price still has a downward trend. As Inner Mongolia is classified as a high-risk debt province, a large number of projects have been suspended and the demand for cement has dropped sharply. It is estimated that the demand may shrink by about 40%. At present, the daily shipment volume of each cement plant is more than 1,000 tons, and it is expected to resume normal operation in the middle and late April.

2024-03-22 13:13:15

Although the current "Belt and Road" countries still have a large market demand, they should also be alert to the hidden risks and challenges. Cement enterprises should not only learn to recognize gold, but also guard against dangerous reefs on the seabed.

2024-03-21 17:31:55

The plan requires that by the end of 2025, the comprehensive energy consumption per unit product of cement clinker will be reduced by 3.7% compared with the end of 2020.

2024-03-21 10:28:24

Although the contraction of the scale and development speed of the real estate market has brought severe challenges to the cement industry, the potential in the fields of urban village reconstruction, affordable housing construction and infrastructure construction has provided new development space for the cement industry.

2024-03-21 09:49:49

In the context of declining demand, Conch Cement will also increase sales, and will definitely need to expand market share and increase market competition.

2024-03-20 09:53:15

Enterprises with strong competitiveness and rapid response to the external environment can win the future.

2024-03-19 15:10:10

Western Cement expects that the price of Shaanxi cement will remain stable in 2024.

2024-03-19 14:45:45

It is understood that in order to accelerate the development of the whole industry chain, Conch Cement has been focusing on promoting the construction of aggregate projects and developing large-scale and intensive aggregate bases in recent years.

2024-03-19 09:30:36

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

Data show that from January to February 2023, the national cement output was 198.55 million tons, an absolute decrease of 15.75 million tons this year, a decrease of 7.9%.

2024-03-18 10:39:08

On March 15, China Shanshui Cement Group Co., Ltd. released a preliminary performance report for 2023.

2024-03-15 16:50:38

In December 2023, China Resources Cement changed its name to China Resources Building Materials Technology, and its Tianyang base was the first cement enterprise lighthouse factory certified by the World Economic Forum, and also the first lighthouse factory of global building materials enterprises. The new Tianyang Lighthouse plant has deployed more than 30 fourth industrial revolution technology use cases, improving energy, labor and equipment efficiency and quality performance through advanced analysis, automatic driving and industrial Internet of Things. The carbon emission of the base is reduced by 24%, the labor productivity is increased by 105%, the unplanned downtime of equipment is reduced by 56%, and the quality stability is improved by 25%.

2024-03-15 16:26:57

The price adjustment measures, on the one hand, is to reduce the price to stimulate sales, reduce inventory pressure in order to restart the production line; on the other hand, it is also to cope with the impact of Chongqing Conch Cement down the river.

2024-03-15 16:20:58

In terms of the overall supply-demand relationship, the thermal coal market may continue to be in a state of excess, and the market price focus is expected to further move down, such as the price of 5500 kcal water coal around the Bohai Sea may fluctuate in the range of 800-950 yuan/ton.

2024-03-15 15:35:01

Ten enterprises, including Guangyuan Conch, Luding Shansheng, Yibin Changning Red Lion, Yibin Huafu Shuangsan, Jiangyou Red Lion, Qianwei BMW, Dazhou Conch, Junlian Southwest, Beichuan Four Stars and Yibin Ruixing, have not completed the task of peak staggering production.

2024-03-15 13:35:23

Tangshan Jidong Cement Co., Ltd., Shandong Shanshui Cement Group Co., Ltd. and Beijing Jinyu Group Co., Ltd. are the top three in Shanxi Province in terms of annual clinker production capacity, and their total annual clinker production capacity accounts for about 40% of the province's total.

2024-03-14 15:24:06

Special cement is the advantage of Yufeng Group.

2024-03-14 14:53:31

Holcim Group's annual pre-tax profit reached 4.760 billion Swiss francs (equivalent to about 39 billion yuan), and more than 2900 cement enterprises in China have not "done" a Holcim Group!

2024-03-14 11:10:26

Recently, Hubei Province released the list of B-level and leading enterprises in the second batch of key industries with heavy polluted weather in 2023.

2024-03-13 11:17:41

After some major enterprises in Shijiazhuang notified an increase of 30 yuan/ton in cement price, Langfang, Qinhuangdao and other places in Hebei notified an increase of 50 yuan/ton in cement price from March 12. What is the reason for this price increase? Can it be implemented?

2024-03-13 09:11:34

In the course of the prosperity of China's cement industry, Jidong Equipment has contributed a lot.

2024-03-13 09:10:04

A person in the industry said frankly, now who will spend money to buy capacity indicators to build lines ah, in the current situation, capacity indicators can sell 40 yuan/ton is good.

2024-03-12 09:17:17

Zhang Xiaohua emphasized that although it is difficult to promote peak-staggering production and its effectiveness is weakened, it is still an effective way for the cement industry to adjust the supply-demand relationship and achieve win-win situation for large and small enterprises in the short term.

2024-03-11 16:07:55

As for the trend of the cement market in the later period, the enterprises interviewed generally believe that the market demand is expected to pick up after the end of the first quarter, and the cement price will also pick up.

2024-03-08 16:19:14

Under the industry situation of "more monks and less porridge", it is difficult to achieve win-win situation in the industry. For enterprises, on the basis of stabilizing and expanding market share, seeking a relatively reasonable price is the core of market strategy in the downward period of the market.

2024-03-08 14:22:09

The two carriages of real estate and infrastructure construction work together to drive the demand for cement to pick up.

2024-03-07 13:20:30

Chengdu China Railway Southwest International Logistics Co., Ltd. listed and transferred 8.1953% equity of Sichuan Tianying Cement Co., Ltd. with a transfer base price of 2.37771 million yuan.

2024-03-07 09:53:36

Yunnan Construction Engineering Yunling Cement Co., Ltd. sold 1167 t/d cement clinker production index by listing. According to the disclosure, the transfer base price is 25.2 million yuan.

2024-03-07 09:24:47

The author believes that in the short term, the cement industry is still indispensable to the "bloody" "real gun combat", but after the "actual combat" industry, who can be called a winner?

2024-03-06 15:32:49

Generally speaking, the main reason for the decline in volume and price in Fujian Province in 2023 is the sharp contradiction between supply and demand.

2024-03-06 15:16:32

Aggregate business is a temporary "life-saving straw" for the cement industry, not a long-term solution.

2024-03-06 09:27:02

Asia Cement expects that the demand for cement will decline slightly in 2024, and the cement market will fluctuate at a low level.

2024-03-05 16:39:12

The building materials market in 2024 is organic in danger and can turn around in danger.

2024-03-05 15:33:50

On February 29, the February business analysis meeting was held in Star Ship City, which was attended by Tang Jianhua, Chairman of Star Ship City, Secretary of the Party Committee and members of the team, as well as representatives of functional departments, subsidiaries at or above the supervisory level and outstanding employees.

2024-03-05 09:59:29

In practice, on the contrary, it is often found by the supervision team of ecological environment protection that in some places, the "two high" projects are blindly launched and not strictly controlled, and the production capacity is increased in violation of regulations. What should have been seen by the "expert" in charge was seen by the "layman" in environmental protection. Aren't you ashamed?