[原创]极具挑战的2020年 水泥行业有八点值得关注

2020-01-15 10:57:24

水泥行业量效齐升得益于供给侧结构性改革的持续推进、错峰生产常态化、环保限产加剧、基建房地产行业的有力支持以及行业自律意识的提高等诸多原因。展望2020年,“十三五”规划进入最后一年,生态文明建设与工业互联网发展同步推进,新时代浪潮下的水泥行业将迎来产业结构调整深化之年,一些现已存在或正在萌生的行业现象将为未来水泥行业高质量发展产生深远影响。

2019年,水泥行业迎来辉煌的一年。产量方面,截止到11月规模以上企业水泥产量21.3亿吨,同比增长6.1%;利润方面,前三季度国内水泥行业实现利润1318亿元,同比增长25.3%,比整个工业增速高27.4个百分点,业内专家预测,2019年全国水泥行业利润总额有望达到1800亿左右,创下历史新高。

水泥行业量效齐升得益于供给侧结构性改革的持续推进、错峰生产常态化、环保限产加剧、基建房地产行业的有力支持以及行业自律意识的提高等诸多原因。展望2020年,“十三五”规划进入最后一年,生态文明建设与工业互联网发展同步推进,新时代浪潮下的水泥行业将迎来产业结构调整深化之年,一些现已存在或正在萌生的行业现象将为未来水泥行业高质量发展产生深远影响。

1、错峰生产进入最后一年

国内水泥行业错峰生产始2014年,当年3月份两会期间,针对全国雾霾问题,全国政协委员、中央电视台主持人白岩松提出了一个“关于促进构建北方四省一区(黑、吉、辽、蒙、冀)水泥和采暖错峰生产协调机制的构想”的提案,并得到全国政协新闻出版界的几十位委员的联名支持。这份提案强调治理雾霾与化解产能过剩并重,核心内容是建议促进构建“北方四省一区(黑龙江、吉林、辽宁、河北、内蒙古)水泥和采暖错峰生产协调机制”。

随后2014年底,东北三省、内蒙古、河北以及后来加入的新疆地区,第一次计划安排了集中的冬季错峰生产。同年12月,山东、河北、山西、河南、天津、北京地区水泥企业在是水泥协会组织下召开泛华北地区错峰生产座谈会,错峰停窑区域进一步扩大。2015年11月,工信部和环保部联合发布错峰生产通知,停窑范围包括东北、华北、西北、河南和山东15省,北方十五省概念逐渐形成。

随后错峰生产在全国范围内呈现常态化趋势,地域由北方十五省扩大到国内大多数省市,时间方面从冬季采暖期扩展到春节期间和酷暑伏等时节。不容否认,错峰生产确实在一定程度上减轻了国内环境压力,而同时也客观上缓解了国内水泥产能过剩问题。

不过,根据工业和信息化部、环境保护部2016年发布的《关于进一步做好水泥错峰生产的通知》,2020年将成为在水泥行业推进错峰生产的最后一年,水泥行业也将迎来“后错峰生产时代”。

从水泥行业现状来看,错峰生产在部分省市客观上已经成为调节水泥市场供需的重要手段,为维护水泥市场稳定发挥了重要作用,2020年这一状况还将持续,而与此同时,水泥行业应该在化解产能过剩,稳定行业效益方便实现新的突破,错峰生产“依赖症”并不利于水泥行业的长远发展,提前布局“后错峰生产时代”是行业保持高质量发展的重要一环。

在生态环境部有关负责同志就《京津冀及周边地区2019-2020年秋冬季大气污染综合治理攻坚行动方案》答记者问中称,行动措施的主要变化体现在以下几方面:一是更加强化依法依规。坚决反对“一刀切”,《方案》中,强制性错峰生产、大范围停工停产等要求一律没有涉及,坚决反对“一律关停”“先停再说”等敷衍应对做法,严格依法依规,做好秋冬季大气污染防治各项工作。二是更加突出科学施策。实施差异化应急管理,有效应对重污染天气。各地根据《关于加强重污染天气应对夯实应急减排措施的指导意见》,进一步完善重污染天气应急预案,夯实应急减排措施,实施企业分类分级管控,达到A级的企业重污染天气应急期间可不采取减排措施,B级企业适当少采取减排措施。三是更加注重因地制宜。分类施策,推动工业企业深度治理,加强对地方和企业的差别化指导,结合本地产业特征、发展定位等,确定治理方案。

严格依法依规,做好秋冬季大气污染防治各项工作是国家环境治理大政,强制性错峰生产或将成为历史。

2、真正实现去产能才是维持行业良好态势的关键

中国人有句古话“富不过三代、穷不过三代”。水泥行业自从2015年经历行业大低谷之后,从2016年下半年开始,至2019年已经三年时间。在这三年的时间里,随着供给侧结构性改革持续深入加之环保限产以及行业自律的影响,水泥价格逐步攀上高位,行业利润连续创下历史新高。

水泥大数据研究院分析认为,2019年全国水泥行业利润将有望达到1800亿左右,创下历史新纪录的同时,更是在利润率方面将钢铁、陶瓷、玻璃等传统行业远远抛在脑后。

踏入2020年,水泥行业是否还能保持良好的利润增长态势呢?总体来看,目前,维持行业良好效益已经成为不少大型水泥企业的发展共识,不过由于国内水泥行业产能严重过剩,环保限产措施由“一刀切”逐步调整为差异化停产,同时受经济下行压力加大等客观因素影响,水泥行业要维持当前的行业效益并非易事。

在2019年,贵州水泥行业崩盘可以给行业一些警示。贵州之所以成为全国水泥价格洼地,较大的原因在于前些年大规模基建消耗了未来市场空间,导致如今水泥需求缺少有效支撑。2020年,水泥行业对于水泥行业而言,将是极具挑战的一年,找到更有效的方式保持行业良好发展态势尤为重要。

对于成熟到不能再成熟、传统到不能再传统的水泥,在产量基本不变之下,利润能如此增长,对行业健康发展究竟是不是好事?只有真正实现了去产能,才是水泥行业健康发展的长治久安之计。按《建材工业发展规划(2016-2020年)》结构调整目标,水泥熟料产能压减10%的要求,规划期还剩1年,2020年水泥熟料去产能任务尤为艰巨。

3、产能置换或将迎来新的变化

水泥行业现行产能置换政策源于2017年最后一天。当年,在《部分产能严重过剩行业产能置换实施办法》(工信部产业〔2015〕127号)即将到期,国务院办公厅《关于促进建材工业稳增长调结构增效益的指导意见》(国办发〔2016〕34号)明确“2017年底前,暂停实际控制人不同的企业间的水泥熟料产能置换”政策也即将到期,工信部下发《关于印发钢铁水泥玻璃行业产能置换实施办法的通知》(工信部原[2017]337号),对其原《办法》进行修改,业内惯称为“产能置换新规”。

“产能置换新规”规定1、允许水泥行业跨省置换;2、水泥行业产能置换比例方面,环境敏感地区按照1:1.5执行,非环境敏感地区按照1:1.25执行。

现行的产能置换政策营造了公平竞争的市场环境,既有效遏制了违规新增项目,又有序引导了资源要素合理流动配置,促进了技术进步、优胜劣汰和优化布局,行业效益稳中向好,运行质量明显改善。为进一步巩固化解过剩产能工作成效,新年刚开始,工信部原材料司以问答(行政解释)形式对产能置换政策进行细化和完善,以进一步提高政策的针对性和可操作性,更好指导地方和企业开展水泥熟料产能置换。由于“问答”涉及到较多的产能置换具体解释,故业内有将“问答”再次上升到新“新规”的说法。随着“问答”执行,2020年产能置换或迎来新的变化。

产能置换是政策层面去产能的重要手段,12月7日,发改委出台《国家发展改革委关于开展“投资法规执法检查疏解治理投资堵点”专项行动的通知》,提出依法集中疏解治理一批投资“堵点”,围绕行政审批、政策落地、建设条件落实等方面解决一批难点问题,提振社会信心,激发社会投资活力,挖掘扩大有效投资空间,进一步稳定投资运行。由此来看,在符合《产业发展与转移指导目录(2018年本)》前提下,业内跨省产能置换大概率还会延续。

另外,鉴于停产多年产能参与置换,导致水泥行业事实上的新增产能,使去产能效果打折的情况。通过政策手段,禁止已停产两年或三年内累计生产不超过一年的水泥熟料生产线用于产能置换,有望成为接下来产能置换合法性的重要审查内容,此规定给予1年的执行缓冲期。在2020年中,对已停产两年或三年内累计生产不超过一年的水泥熟料生产线将是关键的一年。

4、智能化建设依旧是行业热点

近年来,随着《中国制造2025》规划的持续推进,传统制造业转型升级箭在弦上。水泥行业近年来在供给侧结构性改革持续深入的大背景下,逐步走出2015-2016年的行业低谷,水泥价格持续保持高位,行业利润连年创下新高,但是亮眼的数据背后,水泥行业仍然需要补齐能效、环保、安全生产、绿色矿山、职业病防治等等方面存在的短板,而智能化的推进将有望为水泥行业高质量发展带来全新的突破点。

近年来,从泰安中联百人工厂到全椒海螺智能工厂,水泥行业智能化趋势日盛。从上述两家智能工厂的实际来看,智能工厂在降低水泥生产成本、减少污染物排放、降低劳动强度、提升生产线运行稳定性以及职业病防治等等方面具有重要意义。

值得一提的是,就在去年12月28日,宜昌红狮正式投产。作为红狮水泥耗资18亿元打造的智能化生产线,配套纯低温余热发电项目、水泥窑协同处置固废项目,生产线配备先进的专家优化控制系统以及部分生产缓解采用机器人替代人工,生产线集合国际先进技术,数字技术与每个环节、每道工序、每台设备深度融合,人数编制93人,能耗、环保排放等主要技术指标达到国际同行一流水平。

未来,在智能化时代背景下,以大数据为基础的智能生产将成为进一步加速水泥工业技术升级的关键。2020年,水泥行业智能化趋势有望进一步加快,并涌现出更多的智能化工厂和相关技术方案。

5、矿山治理刻不容缓

业内专家曾表示,当前水泥价格较高,水泥企业利润大幅增长,但这仅仅是表象,当前水泥企业获取的利润并不是真正的利润,准确来说并没有完全扣除企业在环保以及社会责任等方面的成本支出,其中矿山治理问题又尤为明显。

过去国内水泥需求高速增长,水泥行业规模扩张迅速,导致不少水泥企业过于注重眼前利益,未能同步做好矿山修复工作,矿山治理成为水泥企业环保工作的一大短板。上述业专家直言,现在的情况是,部分水泥厂如果算上矿山修复应该投入的成本,已经成为实际上的负资产企业。此话虽有点糙,但理一点也不糙。

2018年6月,自然资源部关于发布《非金属矿行业绿色矿山建设规范》等9项行业标准的公告。其中,《水泥灰岩绿色矿山建设规范》对水泥行业普遍关心的何为绿色矿山、如何建设绿色矿山等问题进行了回答和指导。同时这是第一个国家级的行业标准,填补了国内关于绿色矿山国家级行业标准的空白,具有里程碑的意义。

到了2019年,各省相继出台绿色矿山管理办法,加大绿色矿山建设力度。12月24日,自然资源部公示“2019年度绿色矿山遴选名单”海螺、金隅、冀东、天瑞、中联、天山、红狮、南方、山水、华新、台泥、华润、祁连山等国内大型水泥企业总计126处矿山入选。不过相较于全国水泥行业而言,126处绿色矿山还远远不够,2020年国内水泥行业绿色矿山建设有望实现新的突破。

6、重污染天气差异化停产或成常态,超低排放受青睐

近年来,水泥价格高涨在一定程度上得益于重污染天气管控带来的供给受限。以2019年的河南为例,去年十月中旬到十一月中旬,河南水泥价格连番上涨,部分地区甚至出现连续九天发布调价函的情况,究其根本原因,重污染天气治理期间要求送水泥熟料生产线以及粉磨站大规模停产是其重要原因,加之供给集中爆发,水泥一度供不应求。部分地区水泥价格高达700元/吨以上。

随后河南省建筑材料工业协会向河南省人民政府报送《关于水泥行业执行重污染天气橙色预警(II 级)中有关问题的紧急请示》,提出考虑全行业水泥磨机全部都是密闭生产,不会造成粉尘污染,建议在重污染天气橙色(II级)及以下预警期间,允许全省水泥行业水泥磨机生产运行,该意见得到了相关部门的认可。

此外,为加速水泥等行业绿色发展,11月22日,河南省污染防治攻坚战领导小组办公室发布《关于加强重点行业绿色发展评价成果应用的通知》对水泥行业要求如下,南阳中联水泥有限公司、孟电水泥有限公司、洛阳中联水泥有限公司、新安中联万基水泥有限公司、洛阳黄河同力水泥有限公司、安阳中联水泥有限公司龙安分公司等6家企业获得应急管控豁免权。

11月12日,河南省生态环境厅发布《关于2019年度绿色环保引领企业名单的公示》,即日起至11月18日,河南省对40家2019年度绿色环保引领企业名单进行公示。其中上榜的水泥企业分别是:天瑞集团郑州水泥有限公司,登封市嵩基水泥有限公司,登封市宏昌水泥有限公司,天瑞新登郑州水泥有限公司,南阳中联水泥有限公司。凡绿色环保引领企业,不再参与错峰生产和黄色及以下污染天气管控。

除河南以外,河北、天津、河南、江苏、四川、山东、山西、四川、贵州等省市也各自出台了自己差异化错峰生产计划,对实现超低排放或环保治理突出企业适当免于错峰生产,“差异化”管控正在成为水泥行业常态化现象。

超低排放已在水泥业内兴起,海螺集团高登榜董事长已公开表示,集团内将率先实现生产线超低排放。可以预料,2020年将出现众多实现超低排放改造的水泥熟料生产线。

不过目前来看,在相关制度建设方面河南已经走在了全国前列,2020年随着错峰生产进入最后一年,差异化停限产有望进一步完善,更多的省市可能出台与河南类似的环保政策。鼓励“先进”,让治理水平好的水泥企业受益将替代停限产“一刀切”成为常态。

7、反垄断之剑依旧高悬

去年4月18日,国家市场监督管理总局反垄断局发文《关于召开建材领域垄断行为告诫会的通知》(反垄断调查【2019】89号)。《通知》强调,近年建材领域垄断行为时有发生,召开此次告诫会的主要目的是维护经营者与消费者的合法权益。同时,《通知》点名中国建材、海螺水泥、冀东水泥、华润水泥、华新水泥、山水水泥六家水泥企业参加告诫会。业内分析人士认为,该次告诫会意义在于给水泥行业敲响了警钟,举起了“达摩克利斯之剑”,最终如何认定取决于具体企业经营过程中是否确实涉嫌垄断行为。

近年来,国内水泥价格大涨,外界尤其是下游混凝土等行业频频质疑水泥行业存在垄断行为。2019年5月22日,华商报A04版报道陕西多家水泥企业两年内同时涨价13次,涉嫌垄断。5月24日,陕西省市场监督管理局表示,多家水泥企业在同一时间按照同一幅度上涨价格,从行为的外在表现看,存在违反《反垄断法》的可能。

目前来看,国内水泥行业是否存在垄断行为尚无定论,不过水泥行业近年来存在的一些现象在一定程度上已经存在法律风险,水泥行业应该引起重视,避免垄断行为的发生。

此外,《禁止垄断协议暂行规定》、《禁止滥用市场支配地位行为暂行规定》、《制止滥用行政权力排除、限制竞争行为暂行规定》三部反垄断法配套规章已经于去年9月1日正式实施,加之相关部门已经明确表示将加强建材等行业反垄断调查,2020年水泥行业反垄断恐怕还将继续。

8、新版《产业结构调整指导目录(2019年本)》实施

自2020年起实施《产业结构调整指导目录(2019年本)》。列入鼓励类有,利用不低于 2000 吨/日(含)新型干法水泥窑协同处置废弃物,水泥窑协同处置垃圾焚烧飞灰使用水洗工艺脱盐预处理;新型干法水泥窑生产硫(铁)铝酸盐水泥、铝酸盐水泥、白色硅酸盐水泥等特种水泥工艺技术及产品的研发与应用;新型静态水泥熟料煅烧工艺技术的研发与应用;新型干法水泥窑替代燃料技术、烟气二氧化碳捕集纯化技术的研发与应用;水泥外加剂的开发与应用;粉磨系统节能改造(水泥立磨、生料辊压机终粉磨等);水泥包装自动插袋机、包装机、装车机开发与应用。

水泥机立窑(不论窑径大小)全部列入淘汰类,机立窑正式退出水泥历史舞台。在“问答”中明确,JT窑不同于传统概念的机立窑,是采用新型半干法技术改造后的一种适用工艺窑。经省级工业主管部门审批已实施JT窑技术改造,并经省级行业协会等组织鉴定的JT窑,可作为水泥熟料产能置换指标。“问答”对机立窑中JT窑“网开一面”,不归在“超过国家明令淘汰期限的落后产能”不得用于产能置换之列。

不过,JT窑本质上属机立窑范畴,JT窑水泥企业宜抓紧利用好政策缓冲期,尽快做出合理决策。

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Correlation

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.

2025-04-25 17:28:03

According to the data center of China Cement Market, the demand for cement in southwest China is weak, the price of cement in Chongqing is weak and stable, and the fatigue in Yunnan is pushed up.

2025-04-25 17:20:00

According to the China Cement Market Data Center, cement prices in the Pearl River Delta region of Guangdong continue to decline, and Guangxi is weak and stable. Cement prices in the two lakes region generally fell.

2025-04-25 17:12:37

According to the data center of China Cement Network, the price of cement in central and southern Zhejiang has dropped by about 20 yuan/ton, the scope of price reduction in the Yangtze River Delta market has expanded, and the overall market price has changed from dark to bright around the end of the month.

2025-04-25 16:53:38

According to China Cement Network Market Data Center, driven by the policy of stopping kilns in the cement market in Northeast China, cement prices in Liaoning and Jilin have risen, while in Heilongjiang, due to the small price impact in the early stage, they have not followed the rise this time.

2025-04-25 16:44:28

According to the China Cement Market Data Center news, the Beijing-Tianjin-Hebei cement market is weakening, prices in southern Hebei are falling back; Shanxi and Inner Mongolia markets are light, and prices are temporarily stable.

2025-04-25 16:32:04

It is planned to rebuild 100000 kilometers of rural roads throughout the year, add 250 townships with three or more grades of roads, and add 12000 natural villages (groups) with large population with hardened roads. Industry insiders said that the new reconstruction of 100000 kilometers of rural roads is expected to boost domestic cement demand to a certain extent, but the volume will not be very large, expected to be 20,000-30,000 tons.

2025-04-25 16:26:25

On April 24, Ningxia Building Materials released a report for the first quarter of 2025, which showed that the company's operating income in the first quarter was 878 million yuan, down 44.0% from the same period last year; the net profit attributable to the parent company changed from a loss of 15.47 million yuan in the same period last year to a loss of 8.41 million yuan, and the loss was reduced; The net profit after deduction of non-attributable profit was changed into a loss of RMB18.32 million from a loss of RMB37.33 million in the same period of last year, and the amount of loss decreased; the net operating cash flow was RMB-27.59 million, representing a year-on-year increase of 56.4%.

2025-04-25 15:54:27

On April 24, the Chongqing Economic and Information Commission issued the Announcement on the Calculation Days of Annual Production Capacity of Chongqing Cement Clinker Production Line and the List of Enterprises Affiliated to It. According to the announcement, among the 47 cement clinker production lines in Chongqing, the annual production capacity of 22 cement clinker lines is 300 days, and that of 25 cement clinker lines is 270 days.

2025-04-25 15:54:20

It is reported that the green certificate is an electronic certificate with a unique identification code issued for renewable energy green power, and one green certificate unit corresponds to 1000 kilowatt-hours of renewable energy.

2025-04-25 14:54:47

In 2025, the cement industry in Saudi Arabia is in good shape. Companies are optimistic that domestic demand is expected to grow, supported by the "Vision 2030" project and increased government spending. Exports are expanding rapidly, while the production side is expanding cautiously. Saudi Cement's performance in 2024 has significantly strengthened its optimistic stance, and some companies have no plans to expand in the short term. The growth of the industry is driven by government projects, housing construction and export business. The promotion of large-scale projects, the recovery of housing projects and the growth of external demand jointly promote the development of the industry.

2025-04-25 13:29:25

"Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.

2025-04-25 10:46:42

Jinyuan announced that its operating income in 2024 was 6.734 billion yuan, an increase of 136.79% over the same period last year. Net profit attributable to shareholders of listed companies was 39.7145 million yuan, an increase of 105.85% over the previous year. Basic earnings per share is 0.05 yuan per share. The company plans not to distribute cash dividends, not to distribute bonus shares, and not to increase capital stock with reserve funds.

2025-04-25 10:42:03

According to the agreement, the two sides will adhere to the principles of complementary advantages, win-win cooperation and common development, and carry out in-depth cooperation in the fields of regional comprehensive development, material business and industrial integration, low-carbon and new energy industries, so as to create a model of cooperation between central and state-owned enterprises.

2025-04-25 10:42:01

Among them, 95 batches of cement products were sampled, 10 batches of unqualified products were detected, and the problem detection rate was 10.53%.

2025-04-25 10:36:16

Enterprise investigation APP shows that recently, Tianjin Dongsheng Urban Renewal Industry Operation Co., Ltd. was established. Its legal representative is Han Taoyuan, with a registered capital of 100 million yuan. Its business scope includes: park management services; landscaping construction; non-residential real estate leasing; housing demolition services, etc. Enterprise investigation of equity penetration shows that the company is jointly owned by China Jiaotong Second Highway Engineering Bureau Co., Ltd.

2025-04-25 10:27:53

The next five years will be a critical period for the transformation, upgrading and development of Shangfeng. Although we are facing all kinds of difficulties and challenges, as long as we continue to carry forward the spirit of perseverance and accumulation of Shangfeng people, make steady progress, unite as one, and go all the way, we will surely be able to achieve the goal of Shangfeng's vision and realize our life value!

2025-04-25 10:26:01

The average selling price of the company's cement products was higher than that of the same period last year, and the total operating income increased year on year. At the same time, through the work of "increasing income, reducing cost, controlling cost and increasing efficiency", the cost of cement manufacturing decreased by 2.16% year on year, and the comprehensive gross profit rate increased.

2025-04-25 10:14:17

As at the end of the reporting period, the total annual production capacity of cement clinker of the Company was approximately 18 million tons, the total annual production capacity of cement was approximately 20 million tons, the annual waste heat power generation capacity was approximately 86 MW, the total annual production capacity of commercial concrete was approximately 600,000 cubic meters, and the total annual production capacity of aggregate was approximately 18 million tons.

2025-04-25 10:04:31

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

On the evening of April 24, Shangfeng Cement released its annual report and quarterly report, while highlighting a new five-year development plan and a dividend scheme with a dividend rate of up to 7.5%. In the case that the scale of production capacity has not entered the top ten of the industry, the company's annual net return to the parent company ranks third among the listed companies in the industry, the comprehensive gross profit rate ranks first among the listed companies in the industry, and the net return to the parent company in a single quarter increases by 447.6%. While maintaining the high efficiency of the main business, the company's equity investment performance is outstanding, and a number of invested semiconductor science and technology enterprises have started to declare for listing one after another, and the newly released five-year planning report also clearly shows that the accumulation of its series of new economic equity investment will help the company to improve its quality and transformation.

2025-04-25 10:00:21

Iraq's prime minister launched a package of industrial projects on Thursday, mostly in the cement sector. Masna Province has launched six projects with a total investment of more than US $1.17 billion, including five cement projects and one chemical project. These projects help to achieve self-sufficiency in cement, reduce construction costs and create employment opportunities. Iraq's industrial development is facing many challenges. Since 2003, its industrial base has been destroyed and its economy is dependent on oil exports. However, the launch of this project is an important step to promote the strategy of economic diversification and lay the foundation for long-term development.

2025-04-25 09:53:11

The content shows that the replacement capacity of Xin'an Zhonglian Wanji Cement 4500t/d clinker production line is 1300t/d, and the capacity after replacement is 5800t/d. The transferred capacity comes from the 2500t/d clinker production line of the same company, which is used for the current capacity of 1300t/d, and the replacement ratio is 1:1.

2025-04-25 09:28:11

China Cement Network Market Data Center News, April 24, the Henan region again notified an increase in cement prices of about 20 yuan/ton. However, the current sales volume is 4-5% of the normal, and the demand is still low. After the opening of the kiln in early April, the cement clinker inventory of the enterprise has increased, and the implementation of the price increase remains to be observed.

2025-04-25 09:25:57

The market price of C30 concrete in Inner Mongolia ranges from 265 yuan/m3 to 315 yuan/m3, showing certain regional differences. Haraqin Banner in Chifeng City of Inner Mongolia has the highest price of 315 yuan per square meter, while Qingshuihe County and Tuoketuo County in Hohhot City of Inner Mongolia have the lowest price of 265 yuan per square meter.

2025-04-24 16:01:31

Since April 24, Henan has again notified the increase of cement price by about 20 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:49:18

Since April 23, cement enterprises in Guiyang, Anshun, Tongren and other areas have been notified to raise the price of cement by about 30-60 yuan/ton, and the implementation remains to be observed..

2025-04-24 15:39:11

June this year is the 24th National "Safety Production Month", with the theme of "Everyone talks about safety, everyone will respond to emergencies-to find potential safety hazards around us", and June 16 is the National "Safety Publicity and Consultation Day".

2025-04-24 15:18:38

Implementing the negative list system of market access is an important decision-making arrangement made by the Party Central Committee and the State Council, and an important institutional arrangement for building a high-level socialist market economic system.

2025-04-24 14:39:18

The building materials industry carries out the docking activities of green building materials supply and demand and the cooperation and docking activities of inorganic non-metallic new materials industry chain. Implement the national cement production capacity management policy, guide the cement industry to carry out differentiated peak staggering production, and promote the recovery of cement prices.

2025-04-24 11:03:11

In accordance with the relevant provisions of the Company Law of the People's Republic of China and the Articles of Association of CCCC Shanghai Dredging Co., Ltd., the first meeting of the seventh session of the board of directors of CCCC Shanghai Dredging Co., Ltd. unanimously passed the following resolution: agreed to dismiss Wang Minqiu as the general manager of CCCC Shanghai Dredging Co., Ltd.; agreed to appoint Ding Jian as the general manager of CCCC Shanghai Dredging Co., Ltd.

2025-04-24 10:56:32

The content shows that there are 36 cement enterprises in the list in 2024 and 2025.

2025-04-24 10:52:51

The existing new dry process cement clinker production line with a daily output of 2500 tons (Φ4.0 * 60m) will be merged into a new dry process cement clinker production line with a daily output of 4000 tons (Φ4.8 * 72m) (i.e. 2 # clinker line). The total capacity will remain unchanged after the merger.

2025-04-24 10:42:22

On the evening of April 23, Tianshan Stock Company issued a quarterly performance announcement, saying that the revenue in the first quarter of 2025 was about 14.947 billion yuan, a decrease of 8.64% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 1.494 billion yuan. The basic earnings per share loss was 0.2101 yuan. The revenue in the same period last year was about 16.359 billion yuan; The net profit loss attributable to shareholders of the listed company was approximately RMB1.923 billion, and the basic earnings per share loss was RMB0.222.

2025-04-24 10:03:28

Beginning in 2024, according to the requirements of the relevant policy documents of the Ministry of Industry and Information Technology, the cement industry began to fill the overcapacity. According to the statistics of China Cement Network, as of April 23, 57 production lines in the national cement industry had completed their production capacity, with a total of 19.45 million tons of cement clinker production capacity, and at least 41 production lines had been withdrawn, with a total capacity of 31.65 million tons.

2025-04-24 10:01:53

In 2024, the output of cement industry in the United States declined by 4.44%, and the dependence on imports increased. The decline in production was affected by factors such as factory closures, and domestic consumption was generally stable but seasonal differentiation. It imports 24 million tons of cement from many countries. Rising cement prices in the United States, the Trump administration's tariff policy brings uncertainty, if the tariff on Canada and Mexico has a significant impact, although American cement companies may benefit, there are also risks such as supply shortage, and some enterprises are more "Americanized".

2025-04-24 10:00:03

Xizang Langxian Gaozheng Building Materials Co., Ltd. intends to build a 4000t/d cement clinker production line project (hereinafter referred to as "Langxian Project") in Nyingchi City Langxian County by means of capacity replacement within the autonomous region.

2025-04-24 09:43:00

How to meet the "new deal of carbon emissions"? Li Kunming suggested that enterprises should work in a "three-pronged approach" from the production side, management side and market side to improve energy efficiency, increase investment in technology, establish professional teams, strengthen accounting and monitoring, and use financial instruments to actively participate in the market.

2025-04-24 09:24:04

Since April 23, the main cement enterprises in Liaozhong area have again notified the increase of cement price by 10 yuan/ton.

2025-04-23 17:24:32

The market price range of C30 concrete in Tianjin is between 280 yuan/m3 and 290 yuan/m3, showing some regional differences. Jinnan District has the highest price of 290 yuan per square meter, while Jizhou District and Xiqing District have the lowest price of 280 yuan per square meter.

2025-04-23 17:14:42

Recently, affected by the market situation, coupled with the poor implementation of the policy of staggering peak and stopping kilns, cement prices in Wuhan have fallen again, with a cumulative decline of about 30 yuan/ton..

2025-04-23 16:45:10

Relevant technicians of Suzhou Shijing Science and Technology Co., Ltd. pointed out that SCR is a very mature denitrification technology, which has been widely used in power and other industries. However, the cement industry still needs to focus on the catalyst, soot blower and reaction tower flow field to further optimize the three aspects.

2025-04-23 15:08:00

For a long time, cement has been the main loading and unloading cargo in Changgang Port. Faced with the continuous decline of domestic cement market demand in recent years, Changgang actively responded to the situation, actively sought change, timely adjusted the market development strategy, and took the development of foreign trade cement market as an important breakthrough in transformation and upgrading through comprehensive consideration of the domestic and foreign cement market.

2025-04-23 13:40:23

On April 21, information from the Beijing Property Exchange showed that 51% of the shares of Xin'an Zhonglian Wanji Cement Co., Ltd. held by China United Cement Group Co., Ltd. were listed for transfer at a base price of about 200 million yuan.

2025-04-23 11:50:52

Price governance is an important part of macroeconomic governance. In order to further deepen the price reform and improve the price governance mechanism, with the consent of the Party Central Committee and the State Council, the following opinions are put forward.

2025-04-23 10:34:13

The two sides will deepen cooperation around green building materials, new energy materials, circular economy and other fields, jointly create a new benchmark for the coordinated development of the industrial chain, and inject new momentum into the construction of "three places and one district" in Anhui.

2025-04-23 10:18:33

According to the announcement, the production capacity of Luoyang Huanghe Tongli Cement Co., Ltd. is 5000t/d after the cement clinker production line with a daily output of 4500 tons is completed. The replacement capacity for this project is 1000t/d of the 2000t/d clinker production line of Henan Tongli Cement Co., Ltd., and the replacement ratio is 2:1.

2025-04-23 10:13:11

The content shows that the annual production days of Zhengzhou Wanglou Cement Industry Co., Ltd. are calculated by 330 days, and the annual production days of 15 production lines of 11 enterprises such as Zhengzhou Jinghua Special Cement Co., Ltd. are calculated by 270 days.

2025-04-23 09:59:37

According to the information from China Cement Market Data Center, the demand in Northwest China is weak, the demand in Guanzhong of Shaanxi has reached the peak, but the enterprises have stabilized the price to support the market, and the pressure of dark drop is looming; the price depression in Ningxia continues to impact the market in Gansu and Shaanxi; the situation of maintaining stability in Xinjiang is remarkable.