近期华东、华南出货率持续超过100%。
近期华东、华南出货率持续超过100%，下游需求旺盛，与近期龙头企业高出货率相互验证，4月份龙头企业日发货量均维持高位，从跟踪情况来看，华东熟料、甘肃、江苏、贵州等多地价格开启第二轮上涨，而水泥需求最为刚性，价格对需求十分敏感，Q1积压的需求集中释放，华东、华南、西北等地价格有望持续上涨，稳经济背景下，地产投资拉动的需求有韧性，基建催化将贯穿全年，带来新的需求增量，水泥供需格局稳中向好，价格弹性十足。当前主要水泥企业估值在6-8倍，估值仍处低估区间，随着国内流动性宽松，板块整体估值或抬升，板块行情有望贯穿全年。
What is happening in the cement industry?
2024-11-10 07:01:17
What is happening in the cement industry?
2024-11-08 07:02:02
What is happening in the cement industry?
2024-10-29 07:02:02
What is happening in the cement industry?
2024-10-24 07:02:03
What is happening in the cement industry?
2024-10-20 07:01:24
On October 16, Gezhouba Cement held a briefing on production and operation in the first three quarters of 2024, summarized and analyzed the production and operation work in the first three quarters, and arranged for the deployment of key work in the fourth quarter. Gui Tongsheng, secretary of the Party Committee and chairman of the board of directors of the company, attended the meeting and made a speech. Yang Dan, deputy secretary of the Party Committee and general manager of the company, presided over the meeting.
2024-10-17 09:14:23
What is happening in the cement industry?
2024-10-14 07:01:32
What is happening in the cement industry?
2024-10-13 07:01:42
What is happening in the cement industry?
2024-10-09 07:01:26
What is happening in the cement industry?
2024-10-05 07:01:19
What is happening in the cement industry?
2024-10-03 07:02:03
What is happening in the cement industry?
2024-10-02 07:01:11
What is happening in the cement industry?
2024-10-01 07:01:20
What is happening in the cement industry?
2024-09-12 07:01:42
What is happening in the cement industry?
2024-09-08 07:01:18
What is happening in the cement industry?
2024-09-02 07:02:03
A Picture to Understand the Semi-annual Report of Shangfeng Cement in 2024
2024-08-28 22:03:09
In his speech, Gui Tongsheng emphasized that the company must set up correct expectations, accurately position itself, maintain confidence and determination, coordinate short-term and long-term, scale and quality, development and safety, reform and stability, firmly shoulder the political responsibility of restorative growth, and continue to press forward towards the annual target task with solid work.
2024-08-09 09:57:02
According to the China Cement Network Market Data Center, the Northeast region shut down the kiln again for 15 days in August, which played a supporting role in cement prices.
2024-07-26 17:06:09
Yang Dan led a team to visit Anhui Conch Group to explore deepening strategic cooperation, focusing on smart factories, new energy, new materials and digital technology, and jointly promote the healthy and high-quality development of the cement industry.
2024-07-24 23:11:27
Jiangsu Jinfeng Group is also a large local enterprise in Jiangsu, the "leader" of the cement industry in Jiangsu, and the largest single cement production base in the country. After more than 40 years of development, the group has changed from an unknown small cement plant to 70.
2024-06-11 16:12:09
As the "special forces" of the cement industry, the two sides have a high degree of business fit and broad cooperation space. It is hoped that the two sides will focus on strengthening, optimizing and expanding the special cement business, further strengthen communication and docking, and promote complementary advantages and pragmatic cooperation.
2024-06-06 10:20:11
Let's look back on those historical moments that have gathered wisdom and stirred up thinking!
2024-05-09 10:19:56
In the next step, enterprises at all levels of China National Building Material Co., Ltd. will continue to implement Xi Jinping's ecological civilization thought, uphold the enterprise mission of "materials create a better world" of China National Building Material Co., Ltd., further restore green, expand green and increase green, actively carry out the construction of green factories and ecological factories, build garden factories and beautiful factories, and promote the harmonious coexistence of enterprises and nature, man and nature.
2024-05-06 09:24:59
Yang Dan thanked South Kazakhstan National University for its warm reception, and introduced the company's investment and development in Kazakhstan, as well as the development orientation and ideas of the cement industry.
2024-04-24 09:28:27
According to the China Cement Network Market Data Center news, 25 major manufacturers in Nanjing notice to raise the price of bulk cement 20 yuan/ton, the implementation remains to be observed. The market demand in other regions is general, and the cement market is stable and weak.
2024-03-30 13:06:23
According to the data center of China Cement Market, the market in Northeast China has started initially, and the demand for cement has recovered poorly. The price of cement in Heilongjiang is stable for the time being, but the quotation of leading enterprises is different. There are few construction sites in Jilin area, and the price of cement is low. In Liaoning, the demand for cement in central Liaoning is insufficient and the price is running at a low level.
2024-03-30 12:55:26
According to China Cement Market Data Center, the market demand in Chengdu, Sichuan Province has recovered recently, and some leading enterprises in Chengdu and its surrounding markets have raised the price of bulk cement by 30 yuan/ton in the week, and the actual implementation remains to be observed. Cement prices in some markets in Chongqing and Yunnan are about 20-30 yuan/ton lower.
2024-03-30 00:57:03
She emphasized that the price war in the sand and gravel industry would be carried out in the future, and even there would be a dangerous situation of "1 yuan decides life and death".
2024-03-29 18:34:52
He believes that in 2024, the policy side will change from increasing production and guaranteeing supply to stabilizing production and guaranteeing supply, and the expansion of coal production capacity will be narrowed, and 20 million tons of production capacity are expected to be withdrawn, including 8 million tons of thermal coal and 12 million tons of coking coal.
2024-03-29 18:32:45
He pointed out that the cement industry has the basic conditions to implement the allocation of carbon quotas based on the industry benchmark method, and can adopt the industry benchmark method of historical output/actual output.
2024-03-29 18:27:01
He said that the two sessions set the situation of the real estate industry, defused real estate risks, reduced restrictive measures, increased the supply of affordable housing construction, and promoted new urbanization.
2024-03-29 18:23:38
He said that supply chain management is a new thing in China, especially in the construction industry, and there are some problems at all levels, such as insufficient understanding, institutional constraints, multi-level management, long chain and low decision-making efficiency.
2024-03-29 18:17:41
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
He said that there are many challenges in the development of the cement industry, such as limited limestone resources and other raw materials, and global environmental protection requirements for carbon emissions in the cement industry.
2024-03-29 17:57:57
He proposed that the cement industry should first establish and then break, first stabilize and then advance, and must realize that there is no winner in low-price competition, enterprises should look at the world; use differentiated competition, technological innovation and cooperation to replace low-price competition; rigid capacity reduction should be put on the agenda as soon as possible.
2024-03-29 17:13:52
According to the cement market data center, In the early stage, the leading enterprises in Guanzhong area of Shaanxi had notified to raise the cement price by 30 yuan/ton. Recently, the market demand has declined, coupled with the impact of price reduction in the surrounding market, the quotation of enterprises in Guanzhong area has dropped by about 20 yuan/ton in the week.
2024-03-29 17:12:50
She said that the revised content of GB175-2023 General Portland Cement has a certain impact on cement enterprises.
2024-03-29 16:57:48
He said that high-end technologies such as the application of intelligent and digital technologies have promoted the productivity innovation and the progress of production relations in the new era and new pattern of the cement industry.
2024-03-29 16:10:02
Li Huaihe said that the overall management of the construction industry is extensive and the level of information technology is low, so there is an urgent need for digital transformation to improve the efficiency and management level of the industry.
2024-03-29 15:07:06
Futures market can help cement enterprises better cope with market risks and promote better and more stable development of cement industry with high quality.
2024-03-29 14:01:49
He stressed that digital transformation and upgrading is essential to enhance the competitiveness of cement enterprises.
2024-03-29 12:15:59
Faced with difficulties and challenges, Xiao Jiaxiang proposed that the cement industry should maintain rationality and resilience, strengthen confidence, overcome difficulties and promote high-quality development of the industry.
2024-03-29 12:00:33
Zhang Liqun predicts that China's economic growth will continue to pick up in 2024, with an economic growth rate of no less than 5%.
2024-03-29 11:28:51
Shao Jun believes that the industry should analyze its internal and external causes, take the initiative to solve the problems of overcapacity, the elimination of the elimination, the merger of the merger, the volume of the volume, the development of the development.
2024-03-29 11:12:17
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
The introduction of the new version of GB 175-2023 General Portland Cement Standard will further improve the quality of cement products, play a vital role in promoting the high-quality development of the cement industry, and is an important achievement.
2024-03-28 19:34:43
At the meeting, Ba Taibin, senior consultant of China Cement Network and professor-level senior engineer of Zhengzhou Tonghui Design Institute, made a keynote report on "Research and Application of Deep Denitrification Technology at the Source of Cement Plant".
2024-03-28 19:27:49
At the meeting, Tao Congxi, the chief expert and professor-level senior engineer of China Resources Building Materials Technology Holdings Co., Ltd., made a keynote report on "3C Carbon Neutralization Theory and Practice Exploration in Cement Industry".
2024-03-28 19:26:37
Cement enterprises need to take green transformation, technological innovation, intelligent transformation and other means to complement each other and support each other as an overall strategy to jointly promote technological progress in the industry and meet the new era of green intelligence in the cement industry.
2024-03-28 19:16:46
