The "infrastructure maniac" started and is digging the canal with all its strength. From south to north, six provinces, including Anhui, Guangxi, Hubei, Henan, Hunan and Jiangxi, are taking full action, with a total investment of more than 850 billion yuan.
Pinglu Canal: Located in Guangxi, it connects Nanning to Beibu Gulf, with a total length of 134. After completion, it will change the current situation that there is no direct navigation from rivers to the sea in Guangxi, improve the efficiency of goods going to sea in the western region, reduce transportation costs, and become a new land-sea channel connecting the southwest region with ASEAN.
Hunan-Guangxi Canal: It connects Hunan and Guangxi, with a total length of about 300 kilometers and an investment of about 150 billion yuan. After completion, it will build a convenient water transport channel from the upper and middle reaches of the Yangtze River to the Beibu Gulf, so that Hunan's ores, agricultural products and other bulk goods can reach Guangdong, Hong Kong and Macao through the Pearl River, and promote the deep integration of the central and western regions into the construction of the "the Belt and Road". Inland waterway transport projects
in Henan Province: Henan Province has promoted 47 inland waterway transport projects simultaneously, with a total investment of 141.6 billion yuan. Through the expansion of Zhoukou Port, Xinyang Port and other hubs, four channels connecting the Huaihe River and Shaying River have been built to form a 2000 km waterway network, which has reduced the cost of bulk cargo transportation in Henan by 60% and strengthened the industrial docking with the Yangtze River Delta.
According to the existing data, the construction of Pinglu Canal, Zhejiang-Jiangxi-Guangdong Grand Canal, Jianghuai Canal, Jinghan Canal and Hunan-Guangxi Canal may stimulate the demand for cement to exceed 80 million tons. The total length
of Pinglu Canal is 134 kilometers, and 12.9 million cubic meters of concrete need to be poured. Based on the calculation of 300 kg of cement per cubic meter of concrete, each kilometer of the canal needs 2.
The Jianghuai Canal (navigable) is 156 kilometers long.
The Jinghan Canal is 236 kilometers long, pouring 22.72 million cubic meters of concrete, driving the demand for cement by 6.84 million tons.
The Xianggui Canal is 300 kilometers long, pouring 28.88 million cubic meters of concrete, driving the demand for cement by 8.7 million tons. Reconstruction, expansion and new construction of roadways are included in the inland water transport project in
Henan Province, and the number of kilometers is not detailed, so it is not considered for the time being, but it is bound to bring at least millions of tons of cement consumption.
2. "Connecting the river to the sea" changes the "short leg" characteristics
of cement transportation. The advantages of large volume and low cost of waterway transportation are incomparable to other modes of transportation, especially suitable for long-distance transportation of bulk goods. Cement is a typical short-leg product, the economic transportation radius of highway is generally 200-300 kilometers, while the waterway transportation radius can reach more than 1000 kilometers or even farther. The
cement industry has the advantage of waterway transportation, and the most successful one is the "T-shaped strategy" of conch. The construction of large " canals along the Yangtze River will greatly enhance the capacity of cement transportation along the river. Break down existing transportation barriers.
Moreover, the Pinglu Canal, known as the "new land-sea passage in the west", is not only a matter of Guangxi, but also an artery linking the southwest inland (Yunnan, Guizhou, Sichuan and Chongqing) and maritime trade. After the completion of
the Pinglu Canal, the southwest inland cement can directly enter the Beibu Gulf, and then radiate from the Beibu Gulf to the coastal areas including the Pearl River Delta, Hainan Province and Fujian Province. The outward transportation of Guangxi cement will no longer be limited by the Xijiang River, and the destination will be broader, which will completely change the existing pattern of the southeast coastal cement market.
The other five major canals will also have a profound impact on the export of cement along the line. After the completion of the construction of the
six major canal systems, the market structure along the way and the surrounding provinces will be completely changed, the long-distance transportation of cement across regions will become more common, and the current market structure relying on regional market coordination is expected to be reshaped.
3. The rise of inland economy and the long-term support
of cement demand in central China For a long time, China's economic center of gravity has been in the coastal and riverside areas, and the economic development of the eastern, central and western regions is quite different. Canal construction is not only to link waterway transportation and strengthen regional economic ties, but also to promote coastal economic development and boost the rise of inland economy. After the opening of the
Grand Canal, the transportation efficiency of the coastal areas has been significantly improved, and the economic cooperation relationship has become closer. With superior waterway conditions, some cities along the river will be transformed into important commercial distribution centers and material transfer stations, which will help to promote the development of regional economy.
canal project will not only optimize the local access to the sea, but also promote industrial agglomeration, create more employment opportunities for local residents, reduce the demand for migrant workers, and promote the vigorous development of industrial parks in the region. It will even accelerate the transfer of coastal manufacturing industry to inland areas and add strong impetus to inland economic development. Economic development is the root cause of cement demand, and the economic development of cities along the line is expected to have a far-reaching impact on the future cement demand pattern.
Generally speaking, the six major canals, which can be called the century's major projects, have the most direct impact on the cement industry to provide support for cement demand in the short term, while the more far-reaching impact lies in the improvement of transportation conditions and the changes in the market competitiveness and competitive environment of related enterprises brought about by the economic development along the line, so as to readjust the market supply and demand pattern and achieve a new one. Although this is a relatively long-term process, affiliated enterprises should plan ahead as the best policy.
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