[原创]角逐中的巴基斯坦南部水泥市场

In the long run, the core factor restricting the rise of cement price lies in the serious overcapacity. At present, the real utilization rate of clinker production capacity has reached a new low level in recent years, and the problem of excess contradiction is extremely acute. Only by taking effective measures to resolutely reduce production capacity and solve the persistent illness, can cement price be guided to return to the normal level.

2024-09-20 11:03:39

Tianfeng Securities Research Report shows that with the arrival of the peak season in September, the progress of special bonds and special bonds at the infrastructure end has been accelerated and major local projects have been started, and the demand for cement is expected to pick up. Recently, the cement shipment data continued to recover, and the price side also rose synchronously. At present, most cement enterprises are still in a state of loss. With the strengthening of industry supply self-discipline, the superimposed demand is expected to improve marginally, and the industry profit center is expected to be lifted.

2024-09-19 10:18:37

This article is selected from Song Zhiping's book "Reform Heart Road", which describes his motivation and effect of restructuring cement in those years, and has been published by China Cement Network. Recently, there has been a call for restructuring and mergers and acquisitions in the cement industry. Reviewing this old article may have the effect of reviewing the old and learning the new, encouraging the industry to promote a new round of restructuring, and solving the persistent problems of the industry.

2024-09-16 10:19:30

What is happening in the cement industry?

2024-09-15 07:02:03

In order to make preparations for being incorporated into the national carbon market, we should actively establish and improve the dual-carbon planning system, management system, system, innovation system, trading system and capacity system, do a good job in the research of dual-carbon policy, find out the family background, consolidate the quality of data, decompose and implement the goal of carbon reduction, and strive to achieve the goal of carbon reduction. We will continue to promote the substitution of raw materials, the transformation of energy consumption structure, the acceleration of technological innovation, the promotion of green manufacturing and intelligent leadership, and the coordinated promotion of carbon reduction, pollution reduction and green expansion. Growth.

2024-09-13 16:07:12

Looking forward to the future, in order to achieve full carbon neutrality in the cement industry, we need not only the drive of technological innovation, but also the cooperation of policy support and market mechanism. By adopting non-carbon raw materials, alternative fuels, clean energy and optimizing transportation modes, the cement industry will gradually achieve a significant reduction in carbon emissions, thus taking a more solid step on the road of carbon reduction.

2024-09-13 13:55:48

Cement enterprises can manage carbon assets and gain advantages in the carbon market by finding out the family background and effectively managing carbon assets, setting up specialized agencies or departments to achieve low-carbon management, actively participating in carbon market transactions and accumulating experience, and developing carbon financial products to help their own development.

2024-09-12 09:09:57

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

What is happening in the cement industry?

2024-09-08 07:01:18

Many contents in the Plan are closely related to the cement industry, such as continuously promoting the reduction of excess capacity and capacity replacement, transformation and upgrading of the cement industry; promoting new energy medium and heavy trucks in the cement industry and developing zero-emission freight fleets; striving to complete the treatment of ultra-low emission transformation projects of cement clinker and coking enterprises in key cities by 2025; To study the multi-source and whole-process control and monitoring and supervision technology of volatile organic compounds, and to carry out research on key technologies of pollution reduction and carbon reduction in key industries such as parks, cement and steel.

2024-09-06 10:01:57

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

2024-09-04 15:34:06

From the overall situation, in the first half of 2024, the overall operating situation of the cement industry was grim, and the profits of cement enterprises basically declined sharply, and even some enterprises suffered huge losses. In terms of the operation and management of Conch Cement, the Group will pay close attention to the macroeconomic situation at home and abroad, and continue to improve the quality and efficiency of its operation in line with the guidance of national policies. Huaxin Cement said that it demonstrated the sense of responsibility of large enterprises and actively promoted and implemented new supply-side structural reform programs and measures suitable for the high-quality development of the industry.

2024-09-03 09:43:58

In the first half of 2024, Conch Cement realized an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit attributable to parent company of RMB3.326 billion, representing a year-on-year decrease of 48.56%.

2024-08-30 14:56:13

What is happening in the cement industry?

2024-08-30 07:02:02

According to the report, in the second half of 2024, the external environment is still complex and severe, and the operation and development still face many risks and challenges. From the perspective of the industry, in the second half of the year, the marginal demand for cement improved, the supply compression continued to increase, and the contradiction between supply and demand in the industry was prominent. From the company's point of view, strategic opportunities and risks coexist, uncertainties increase, the complexity and severity of the business situation, the heavy and arduous tasks continue to intensify.

2024-08-27 11:20:44

Pursue quality management and effective development, reduce production and consumption intensity, and reduce ineffective supply.

2024-08-02 13:05:35

The meeting pointed out that new industries and future industries should be fostered and strengthened. We should vigorously promote high-level scientific and technological self-reliance, strengthen key core technologies, and promote the transformation and upgrading of traditional industries. We should effectively support the development of gazelle enterprises and unicorn enterprises. It should be strengthened

2024-07-30 15:36:38

We will jointly discuss and analyze the practice path of ultra-low emission in the cement industry, and promote the industry to move towards a more energy-efficient and environmentally friendly future.

2024-07-23 18:02:53

In the past two decades, the demand change of China's cement industry has gone through three development stages: high-speed development period (2004-2012), high-level platform period (2013-2021), and downward demand period (from 2022 to now).

2024-07-23 16:45:00

It has vigorously promoted "eliminating backwardness, optimizing layout, upgrading technology and eliminating a large number of backward production capacity" and achieved remarkable results.

2024-07-23 14:51:01

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

"Integrated transformation and development, overseas development, new building materials business development, traditional industry + digital innovation".

2024-07-02 10:27:00

"Wa Stone" implies the spirit of Nuwa mending the sky and the quality of five-color stone. Wei Huashan said: "The name of Queshi Group is to show the pragmatic spirit of constantly surpassing oneself, vigorous progress and down-to-earth."

2024-07-02 10:02:35

Huaxin Cement has formulated the action plan of "improving quality, increasing efficiency and emphasizing returns" in 2024, aiming at implementing the spirit of the Central Conference, responding to the initiative of the Shanghai Stock Exchange, improving the company's quality, investment value and market competitiveness, optimizing its operation and governance, actively returning investors and creating a good image of the capital market.

2024-07-01 17:06:15

Green is the background of high-quality development of cement industry.

2024-06-18 14:36:10

Strict implementation of off-peak production is an important reason for the rise of local cement prices.

2024-06-18 09:51:24

On June 13, the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and Equipment Renewal Forum, sponsored by China Cement Network, was held in Nanjing, Jiangsu Province.

2024-06-13 16:36:33

According to the data center of China Cement Market, the implementation of the new national standard has increased the cost of cement production. Leading enterprises in most areas have notified to raise the price of cement by 30-50 yuan/ton. Enterprises in Chongqing plan to raise 100-130 yuan/ton on the 8th.

2024-06-07 16:54:53

Leading cement enterprises are encouraged to carry out cross-regional and cross-ownership mergers and reorganizations.

2024-06-07 16:28:47

Large enterprises should take the lead in strictly implementing the requirements of peak staggering production, and small and medium-sized enterprises should actively integrate into the overall situation of the industry, strengthen self-discipline, and jointly create a good industry ecology and orderly competition and cooperation relationship.

2024-06-06 10:46:54

According to the "2023 Top 100 List of National Cement Clinker Production Capacity" released by China Cement Network, Lafarge ranks 7th in Sichuan. It is noteworthy that Dujiangyan Lafarge is the only three cement clinker enterprises in Chengdu, the capital of Sichuan Province, and the other two.

2024-06-01 10:21:21

By the end of 2025, the proportion of production capacity above the benchmark level of energy efficiency in cement and ceramics industries will reach 30%, that of production capacity above the benchmark level of energy efficiency in flat glass industry will reach 20%, and that of production capacity below the benchmark level of energy efficiency in building materials industry will be completed or eliminated.

2024-05-29 20:21:02

Taiwan's cement industry has experienced a complete life cycle from germination, growth, prosperity to recession. Study Taiwan cement industry from the development since demand drops period, have draw lessons from a meaning very much to market of current mainland cement.

2024-05-28 11:53:23

Chang An-ping believes that now, 200 years after the invention of Portland cement, there are only two kinds of cement industries left: those who are still waiting to see, those who are still fighting for production, and those who are looking forward to tomorrow, those who are determined to go all the way.

2024-05-24 09:30:01

In January-April 2024, cement sales in Brazil increased by 0.2% year-on-year. Among them, Brazilian cement sales in April were 5.148 million tons, an increase of 12.1% compared with the same period last year.

2024-05-22 14:52:39

According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.

2024-05-21 17:09:01

With the continuous progress of national infrastructure construction, it is estimated that by 2027, the demand for clinker in Bangladesh's cement industry will soar to 25 million tons..

2024-05-21 10:02:19

On May 2, 2024, Brazilian steel company CSN signed an exclusive agreement with InterCement..

2024-05-21 09:50:39

In 2023, the cumulative cement output of Enterprises above the national scale was about 2.023 billion tons, ranking first in the world for 38 consecutive years. Cement production accounts for more than 50% of global production, and annual carbon dioxide emissions exceed 1.2 billion tons.

2024-05-20 10:06:04

This week, the Beijing-Tianjin-Hebei region continued its efforts to push up the price of cement. At present, only the price increase in Shijiazhuang is well implemented.

2024-05-17 17:41:26

From 15th to 17th, the price of cement in Yinchuan area of Ningxia was pushed up again by 20-25 yuan/ton, and the implementation remains to be observed. Prices in the rest of the market have not changed significantly this week.

2024-05-17 17:30:48

China Cement Network Market Data Center News, Southwest China last week, some leading enterprises in Chongqing notified the main city to raise cement prices by 30 yuan/ton, the current implementation is not up to expectations. The weekly quotation of some markets in Sichuan was slightly reduced by 10 yuan/ton, and the overall market in Yunnan-Guizhou region was relatively stable.

2024-05-17 17:25:50

Huaxin Building Materials has set an industry benchmark in energy saving and carbon reduction technology, and its technical level has reached international advanced standards, making an important contribution to green building and sustainable development.

2024-05-17 09:51:48

Layoffs reduce costs, but can they really increase efficiency?

2024-05-15 14:41:02

In the second quarter, the construction of infrastructure, real estate and key projects resumed one after another, and the effective demand became more important. From the situation in April, the production and sales volume of cement has increased significantly, and the cost of sales per ton is expected to continue to decline, so the gross profit per ton of cement is expected to increase.

2024-05-07 09:31:10

In the first quarter of 2024, the industry as a whole showed the operational characteristics of "shrinking demand, fierce competition, high inventory and low price".

2024-05-07 09:20:19

As the export business of Yufeng Group is on the right track, the internationalization process of Yufeng Group is accelerating. The "Yufeng" brand cement will further demonstrate the hard core strength of "Made in China", provide superior cement for customers in more countries and regions, and jointly build a beautiful earth home.

2024-05-06 09:23:34

After the completion of the transaction, Jidong Cement holds 100% equity interest in China-Africa Building Materials.

2024-04-28 17:33:55

On April 18, CNBM announced that it expected the unaudited loss attributable to equity holders (net profit loss attributable to parent company) for the three months ended March 31, 2024 to be RMB1.3 billion.

2024-04-18 11:57:26

Recently, a number of cement listed companies have been surveyed by institutions and expressed their views and judgments on the market trend this year.

2024-04-18 11:15:12