1. Cement Network Weekly Report: Cement prices in many regions of East China pushed up (10.27-10.31)
10.27-10. Anhui, Fujian continues to try to increase the price by 20-30 yuan/ton, Jiangsu pushes up the price in many places, the implementation of southern Jiangsu is complex, and the price in northern Jiangsu may be pushed up in early November; Zhejiang is affected by rain and the periphery, and the price is stable and falls; the demand in northern Anhui recovers, and manufacturers in many places raise the price; Fujian enterprises plan to stop kilns in November, and try to raise the price, but the inventory is high and the demand is weak; Jiangxi quotation is stable, Jiujiang falls back, or the price rises again in November; Shandong demand is general, inventory is large, some enterprises reduce prices, or push up in early November, the implementation of various regions remains to be seen.
2. . Cement Network Weekly Report: Many markets in Northwest China have entered the final stage (10.27-10. Affected by the drop in temperature, the number of construction projects has decreased. The market demand is shrinking, and the willingness to push up in the early stage is suppressed. The demand in Guanzhong of Shaanxi did not reach the expectation of pushing up, and part of the previous increase was difficult to implement and then pushed up again; the demand in Gansu declined, and enterprises had high storage; the market in Ningxia, Qinghai and other places ended, and the price in Haixi of Qinghai declined; the market in Xinjiang maintained a stable price trend. The article focuses on 10.27-10. Guangdong Pearl River Delta plans to increase by 30-50 yuan/ton, and the implementation range is narrowed. Other markets in the province are stable; the outward shipment volume in Guangxi is reduced, the demand is weak, and the price is temporarily stable. The Hubei market is weak and consolidated, the price center of gravity moves down, and the expectation of following the rise fails. Hunan market regional differentiation, push up the weak implementation, some enterprises plan to push up again. Henan's push up on October 24 has not been implemented, prices have fallen, and the market as a whole is still weak. The follow-up market in various regions remains to be further observed. . This is 10.27-10. The implementation of peak staggering and kiln shutdown in Sichuan and Chongqing is good. The inventory of some enterprises has dropped to the middle level, the implementation of the previous price increase is not good, and the willingness of enterprises to resume pricing is strong. On 27-29, major manufacturers in Chengdu, Leshan and other places raised the cement price again by 30-50 yuan/ton, and the implementation remains to be observed. Yunnan-Guizhou market continued to be under pressure, the weather in Yunnan improved, but the demand recovery was less than expected, and prices in some areas fell; Guizhou's market is weak. Sluggish demand has left most of the " 6, 7 . Comments of Cement Net: Conch Cement has significantly reduced the cost and increased the efficiency, and the profit growth is good! The net profit attributable to the parent company was RMB6.305 billion, representing a year-on-year increase of 21. Although the revenue of each quarter decreased, the profit increased quarter by quarter due to the decrease in coal price and the promotion of cost reduction and efficiency enhancement, the main profit indicators improved, and the comprehensive gross profit margin increased. However, the three-fee rate has increased. Its absolute profit is far higher than that of its peers, and its profitability is strong. Looking forward to the fourth quarter, due to low demand and difficult price rise, profits may fall sharply year-on-year, but thanks to the performance of the first three quarters, it is expected that profits will continue to grow and show a trend of repair throughout the year. 8. < a href = "https://www.ccement.com/news/content/51888237346225001. Nine months in local currency, recurring EBIT increased 9.8% and net sales increased 2.9%." 19. An agreement was signed in October to acquire Xella, a European leader in wall systems, with net sales expected to be about 1 billion euros in 2025, and the transaction may be completed in the second half of 2026. Fourteen value-added transactions have been completed this year. Customer demand for sustainable products has increased, and the recycling of building demolition materials has increased by about 20%. Based on the good performance, confirm the guidance of fiscal year 2025, which is in line with the strategic goal of "Next Generation Growth 2030".
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