First, this week's cement industry chain index showed
that on Friday, the national cement price index was 109.83 points, down 0.86% annually and 23.11% year-on-year; The clinker price index was 122.00 points, with a month-on-month decrease of 0.90% and a year-on-year decrease of 15.40%; the price difference index of cement and coal was 97.68 points, with a month-on-month decrease of 1.01% and a year-on-year decrease of 22.28%; the glass price index was 134.10 points, with a month-on-month increase of 3.17% and a year-on-year increase of 21.38%; The concrete index was 130.44 points, down 0.62% on a month-on-month basis and 8.31% on a year-on-year basis; the rebar price index was 148.87 points, down 1.64% on a month-on-month basis and 10.57% on a year-on-year basis; the gravel price index was 83.19 points, down 0.41% on a month-on-month basis and 9.72% on a year-on-year basis; The price index of machine-made sand was 88.70 points, down 0.06% on a month-on-month basis and 7.51% on a year-on-year basis; the price index of mineral powder was 67.84 points, down 0.69% on a month-on-month basis and 9.03% on a year-on-year basis; Mortar price index was 92.49 points, down 0.67% month-on-month, down 4.
II. Cement industry dynamics
this week 1. Huaxin Cement : net profit in the first half of the year was 1.193 billion yuan.
According to the 2023 semi-annual performance report issued by Huaxin Cement, during the reporting period, the company realized business income of 15.832 billion yuan, an increase of 10.02% over the same period last year; Affected by the year-on-year decline in domestic cement and commodity clinker prices and sales, the net profit attributable to shareholders of listed companies was 1.193 billion yuan, down 24. The operating income in the second quarter was 9.203 billion yuan, up 17.11% year-on-year; Net profit attributable to shareholders of listed companies was 945 million yuan, an increase of 3.2
over the same period last year, with a starting price of 120 million yuan! According to the data, Shanxi Shengyuan Cement Co., Ltd. was newly built on March 30, 2007 and put into operation in May 2008. It covers an area of 64000 square meters, with a construction area of 30515 square meters. The company has more than 80 employees, with a total investment of 193 million yuan, and produces 1.3 million tons of finished cement annually. It is a leading enterprise in the building materials industry in Shuozhou City.
3, China Building Materials and Conch Group were listed on the list of the world's top
500 in 2023. On August 2, the list of the world's top 500 in 2023 was released by Fortune. This year's list shows that China National Building Material Group Co., Ltd. ranked 247 with a revenue of about 56.514 billion US dollars, and Anhui Conch Group Co., Ltd. ranked about 329. 3. This week's developments in the aggregate industry.
Three, sand and gravel aggregate industry dynamics
this week 1, the total reserves of more than 78 million tons! The mining area is located in Yongle Street Office and Tiechang Town, Zhenan County, with an area of 0.86 square kilometers. The mining minerals are limestone for building stones. The mining method is open-pit mining. The production scale is 4 million tons per year. The amount of resources transferred this time is 5492.
The dolomite mine for building stones in Baimugou is listed for sale. The mining area is located in Qingtongguan Town, Zhenan County, covering an area of 0.16 square kilometers. The mining method is open-pit mining of dolomite ore for building stones. The production scale is 1 million tons per year. The amount of resources transferred this time is 2371.2
, exceeding 700 million! 580,000 square meters, 3 million square meters of production scale, 23.5 years of transfer, the starting price is 70806. In addition, the bidder also needs to pay an additional 8. The listing time is from August 25, 2023 to September 7, 2023, and joint bidding is not accepted.
3. Reserves are about 1. Within the mining area, the reserve of resources is about 1.
4. Comments on
the dynamics of the concrete industry this week 1. Engineers have developed a new type of energy storage concrete
. MIT researchers have found that. When cement and carbon black are mixed with water, the resulting concrete self-assembles into an energy storage supercapacitor, which can output enough electricity to power a home or charge a electric vehicle quickly. On July 31, the results were published in the Proceedings of the National Academy of Sciences. According to the MIT team, a 1,589 cubic foot (about 45 cubic meters) of concrete laced with nano-carbon black can store about 10 kilowatt-hours of electricity — enough to power a third of the average American home's electricity consumption, or in conjunction with an appropriately sized solar rooftop array, to reduce the grid's energy bill to near zero. What's more, it adds almost no cost. Now, the team is working on battery blocks the size of car batteries, with the goal of creating 1,589 cubic feet, 10 kilowatt-hours of concrete capacitors for larger demonstrations.
2. The concrete pouring
of the first ship lock structure of the Madao Junction of the Pinglu Canal began recently, with the first truck of concrete being laid by the spreader to the main navigation wall upstream of the Madao Junction of the Pinglu Canal in Qinzhou, Guangxi, marking the formal start of the concrete pouring of the first ship lock structure of the Madao Junction of the Pinglu Canal. Madao Junction is the first cascade junction of Pinglu Canal, and the navigation structure is designed as a double-line ship lock, which is the largest inland river water-saving ship lock under construction in the world, with a total concrete volume of about 3.47 million cubic meters. The pouring point is the leading navigation wall of SZD01 section located on the left bank of the upstream approach channel of the ship lock, with a concrete pouring volume of
493.3. The high-speed rail shield segment prefabrication plant with the largest scale and the highest intelligent level in China was officially put into operation
in Tianjin on August 2. The first ring segment of Beijing-Binhai Railway of Fangqiao Company of the 14th Bureau of China Railway has been poured, which marks that the largest and most intelligent high-speed rail shield segment prefabrication plant in China has been put into operation in Tianjin. The intelligent manufacturing technology of large-diameter shield segments in China has made breakthroughs, and the construction of Beijing-Binhai Railway has been accelerated. Located in Dongli District, Tianjin, the segment yard has developed and designed two leading green intelligent segment production lines in China, and developed and applied the "steel cage automatic detection equipment" and "robot linkage system" for the first time, realizing the digital management, fingertip production and visual supervision of high-speed rail shield segment production, with a maximum monthly capacity of 550 rings, which can meet the needs of 4 large shield machines at the same time. This
week, the national concrete price index closed at 130.44 points, down 0.62% from the previous month and 8% from the previous year. Regionally, the price of concrete in Shaanxi and Zhejiang markets dropped by 10-20 yuan per square meter. Local concrete prices in Beijing, Henan, Shanghai, Hainan, Shandong, Jiangsu and Hubei have been reduced by about 5-10 yuan per square meter, while concrete prices in other provinces and cities in China have generally remained stable. In
the next ten days, the main rain areas will be located in the northeast, the eastern part of Inner Mongolia, the eastern part of Northwest China, the south-central part of North China, the western part of Huanghuai, Jianghan, the western and southern parts of Jiangnan, the eastern part of Southwest China, the western and southern parts of Guangdong and Guangxi, and the southern part of Xizang, with a cumulative precipitation of 60-80 mm in most areas and 100-180 mm in some areas. The precipitation in the western part of South China, the southern and western parts of Yunnan and the southern part of the Xizang exceeds 200 mm locally; the precipitation in most of these areas is 2 to 50% more than that in the same period of the year, and the local precipitation is 1 to 2 times more than that in the same period of the year; the precipitation in most of the rest of China is less. In terms of temperature, Xinjiang, western Gansu and western Inner Mongolia still have persistent high temperature weather. From 4 to 9 days, there are 3 to 5 days of high temperature weather with daily maximum temperature of 35 to 38 degrees Celsius in western Huanghuai, Jianghan, western and southern Jiangnan.
To sum up, the precipitation in most regions of China next week is still higher than same period in previous years, and the downstream construction activity is difficult to improve significantly. At the same time, new orders in the construction industry continue to show a shrinking trend, market demand continues to weaken in the short term, coupled with the low enthusiasm of enterprises to supply, the market is still in the off-season operation. In terms of cost, the upstream raw material inventory is running at a high level, which is still in a bottoming state in the short term, and the support for concrete prices is insufficient. On the whole, the concrete market will maintain a weak downward trend next week.
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