In the first half of 2024, the sales volume of Conch Cement's cement clinker products reached 126 million tons, although it decreased by 3.35% compared with the same period last year, it still exceeded the total sales volume of Tianshan Cement and clinker (106 million tons), leading by 20 million tons, and continued to maintain the leading position in sales volume. Tianshan sold 94.44 million tonnes of cement and 11.59 million tonnes of clinker, representing a year-on-year decrease of 11.68% and 21.30% respectively.
In the first half of 2024, the sales volume of Tianshan Cement was 94.44 million tonnes, representing a year-on-year decrease of 11.68%, and the sales volume of clinker was 11.59 million tonnes, representing a year-on-year decrease of 21.30%, with a total sales volume of 106 million tonnes. During the same period, the total net sales volume of cement clinker of Conch Cement was 128 million tons, representing a year-on-year decrease of 4.94%, and the sales volume of self-produced products was 126 million tons, representing a year-on-year decrease of 3.35%, exceeding 20 million tons of Tianshan Stock, with a market share of 12.51%, an increase of 0.55 percentage points over last year.
In the first half of 2024, the total net profit of the eight central construction enterprises was 83.138 billion yuan, down 7.48% from the same period last year. Among them, China Construction ranked first with a net profit of 29.45 billion yuan, followed by China Railway and China Railway Construction. The net profit of six enterprises declined year on year, but China Construction and China Nengjian achieved growth. Total revenue for the 34301 of 124 million yuan, China Construction, China Railway and China Railway Construction revenue in the top three, and China's construction revenue growth of 2.8%.
4、 The Ministry of Industry and Information Technology announced a number of cement industry standards!
The Ministry of Industry and Information Technology has published a number of standards, including 212 industry standards, 2 national standards and 2 industry standards in foreign languages, covering chemical, metallurgical, non-ferrous metals, building materials, aviation, light industry, textile, civil explosive, automotive and other industries. The purpose of the announcement is to solicit opinions from all walks of life, and the deadline is October 11, 2024. Among them, the relevant standards of cement industry mainly include green factory evaluation requirements, water intake quota, water-saving enterprise requirements, energy-saving diagnosis technical specifications, special cement energy consumption quota, alternative raw material specifications and firing system efficiency calculation methods.
Since September, cement prices in the Yangtze River Delta region have been pushed up, but the fierce market competition has led to a decline in prices in some areas. Some enterprises in Zhejiang, Jiangsu and Anhui raised prices due to increased costs and rising market demand, while Shandong and Fujian had flat demand and low shipments, and some enterprises cut prices to increase sales. Prices in Jiangxi are stable. In addition, the Ministry of Industry and Information Technology announced a typical case of "waste-free park", the demand of cement industry declined, the role of cement kiln co-disposal of garbage and sand aggregates in supporting cement enterprises was doubtful, and the industry was facing the challenge of green low-carbon transformation.
6、 Conch Cement New Project Accelerates
The first tower of Conch Cement Pingliang Phase II Wind Power Project was successfully hoisted in Kongtong District, Gansu Province. The project contains nine Goldwind wind turbines with a total capacity of 50 MW. Since the start of the project, Jiuquan New Energy Company has carefully arranged production and transportation to ensure that the tower arrives at the construction site safely and on time. The completion of the first set of tower hoisting marks that the project has entered the key stage of hoisting and delivery, and the company will continue to efficiently perform the follow-up supply tasks to ensure that the project is completed on schedule.
7、 Weekly Report of Cement Net: Notice of Raising Cement Price by 60 yuan/Ton (9.2-9.6) in Guizhou, Southwest China
Cement prices in southwest China have been raised in many places, with Guizhou raising 60 yuan/ton since September 4 and Sichuan planning to raise 40 yuan/ton. Cement prices in Chongqing rose by 30-60 yuan/ton. The market demand in Yunnan is weak, and the price in some areas is reduced by 10-30 yuan/ton. Sichuan issued an air quality improvement plan involving the reduction of production capacity in the cement industry. The semi-annual report of Sichuan Shuangma shows a decline in revenue but strong profitability. China Cement Network will hold a double carbon conference to focus on the low-carbon development of the cement industry. Sand and stone aggregate plate supports the steady development of cement enterprises.
China Cement Net News: Cement prices in many markets in central and southern China, Guangdong and Guangxi have been reduced by 10-30 yuan/ton. Prices in some areas of Hunan were adjusted back by 10-20 yuan/ton, while prices in Hubei were stable. Most of the clinker lines in Henan have stopped production, and there are less than 7 production lines. Guangdong market demand has not improved, the price of cement in the Pearl River Delta is chaotic, and the price has been lowered. Due to rain and poor demand in Guangxi, the price was reduced by 30 yuan/ton. The whole province of Hunan has fallen back after a general rise of 50 yuan/ton. After the price increase in Henan, the market response was poor and the price fell.
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