[Research] Summary of Latest Research on Aggregate Industry (05.14)

2024-05-14 16:18:11

Recently, the price of natural sand along the Yangtze River has dropped slightly, and the Cement Big Data Research Institute of China Cement Network has conducted online research on some sand and gravel enterprises..

Recently, the price of natural sand along the Yangtze River has dropped slightly. The Cement Big Data Research Institute of China Cement Network has conducted online research on some sand and gravel enterprises. The specific exchange contents are as follows:

The government of the enterprise (location: Dongting Lake)

has liberalized the exploitation of sand in Dongting Lake. It is planned to mine 943 million tons of Dongting Lake sand in 2023-2027. The lake sand in Dongting Lake area was officially exploited on May 1, 2024. As of May 14, Dongting Lake sand is in the period of small batch mining, with a total daily mining volume of 100,000 tons. At present, the price of Dongting Lake sand on board is 70-72 yuan/ton. According to the online survey, the whole line of sand mining in Dongting Lake can reach 300000 to 500000 tons per day, which is expected to reach in June. The recent shipping price of Jiangsu, Zhejiang and Shanghai is 10-12 yuan/ton (10,000-20,000 tons of transport ships). The price of machine-made sand along Dongting Lake is about 60 yuan/ton. The researcher said that the price of natural sand in Dongting Lake still has room to fall (from 2013 to 2015, the price of sand in Dongting Lake is more than 20 yuan/ton, the daily shipment is 400000-500000 tons, and the price of sand in Dongting Lake can reach 50 yuan/ton in a year). As far as the current shipment volume and price of Dongting Lake sand are concerned, it is not enough to have a greater impact on the price of machine-made sand. The decline in the price of machine-made sand was mainly due to the weak overall market demand.

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Correlation

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-06-25 16:50:21

Cement Big Data Research Institute of China Cement Network has recently conducted online research on some sand and gravel enterprises.

2024-05-30 17:03:14

Recently, the price of natural sand along the Yangtze River has dropped slightly, and the Cement Big Data Research Institute of China Cement Network has conducted online research on some sand and gravel enterprises..

2024-05-14 16:18:11

Recently, the Department of Ecology and Environment of Jiangsu Province announced the list of key emission units in the national carbon emission trading market in Jiangsu Province in 2027. A total of 262 subjects were included in the control, of which 14 were selected from the cement sub-industry, distributed in Nanjing, Wuxi, Xuzhou, Changzhou, Yancheng and Zhenjiang, including Nanjing Zhonglian Cement, Jiangsu Xinning New Building Materials, China Cement Plant, etc. The announcement of the list means that the relevant cement enterprises will be included in the quota management and performance scope of the national carbon market in 2027.