Through 2011, when prices and prices rose, China's cement industry is experiencing a cold spell this year. The "co-stopping kiln" and "co-stop kiln" have become the key words for the cement industry.
As of April 17th, four listed cement companies that disclosed the first-quarter performance forecast were collectively alerted. Jidong Cement is expected to lose 200-250 million yuan in the first quarter of this year, but only 11.25 million yuan in the first quarter of 2011; Sichuan Shuangma is expected to lose 30 million to 35 million yuan, and the previous quarterly losses must be traced back. To the 2008 financial crisis. In addition, the other two Tianshan shares and ST, which disclosed the quarterly advance notice, had no profit at the moment. Tianshan shares had a loss of 133 million yuan, and ST had a loss of 3.1 million yuan.
In the cause of the loss, the companies all mentioned that the volume and price fell in unison. Among them, Jidong Cement stated in its loss cause that “in the first quarter, the sales of cement and clinker decreased year-on-year, the price also decreased year-on-year, and the increase in the price of raw materials affected the increase in costs, and the gross profit margin decreased year-on-year.â€
Statistics from digital cement show that in the first quarter of 2012, the average price of the cement industry was only positive in the northeast and central China, while the rest of the region was negative. Among them, North China, East China, South China, Southwest, and Northwest China decreased by 6.3%, 14.6%, 13.5%, 6.5%, and 19.2%, respectively.
Taking East China as an example, since the beginning of the year, the cement price in Jiangsu, Zhejiang and Shanghai has dropped to 100 yuan/ton, and the clinker has exceeded 120 yuan/ton, down 30% year-on-year. At present, most enterprises in Jiangsu Province are only profit-making or cost-guaranteed, and individual companies even lose money. Although Zhejiang and Shanghai have slightly higher selling prices, their profits are not high, and they are only one step away from the cost line.
Ji Dong Cement Secretary Office stated that the accidents on the Wenzhou-Wuzhou line had a large impact on the cement industry. The slowdown in investment in the country’s key projects led to sluggish demand in the cement industry. At the same time, coal prices in the first quarter of this year also rose rapidly, making the company The production of a ton of cement requires an increase in the cost of 8 to 10 yuan, resulting in an increase in the cost of cement. It is reported that in the first quarter of this year, cement companies in order to curb the "downs and downs" in the price, the cement companies in all regions generally use a joint suspension of means to control supply. For example, Jiangsu, Zhejiang, and other leading enterprises suspended the kiln for 15 to 20 days, Hubei Edong Huaxin Cement suspended the kiln for 35 days, and Qinghai cement companies stopped the kiln for 30 days.
But now it seems that the industry's plight seems to have exceeded expectations. According to public information, cement leading enterprises such as Jiangsu, Zhejiang, and Jiangxi have gathered in Nanjing recently to start discussions on stopping production prices. That is, from April 13th, cement companies in some parts of eastern China jointly suspended the kiln for 10 days.
GF Securities researcher Zou Ge believes that, from the current situation, the cement price began to decline from a rapid decline, but the recovery of short-term shipments can not be concluded that the next cement price will rise. The current demand is still weak, and the cement industry is in the process of bottoming in the second quarter.
As of April 17th, four listed cement companies that disclosed the first-quarter performance forecast were collectively alerted. Jidong Cement is expected to lose 200-250 million yuan in the first quarter of this year, but only 11.25 million yuan in the first quarter of 2011; Sichuan Shuangma is expected to lose 30 million to 35 million yuan, and the previous quarterly losses must be traced back. To the 2008 financial crisis. In addition, the other two Tianshan shares and ST, which disclosed the quarterly advance notice, had no profit at the moment. Tianshan shares had a loss of 133 million yuan, and ST had a loss of 3.1 million yuan.
In the cause of the loss, the companies all mentioned that the volume and price fell in unison. Among them, Jidong Cement stated in its loss cause that “in the first quarter, the sales of cement and clinker decreased year-on-year, the price also decreased year-on-year, and the increase in the price of raw materials affected the increase in costs, and the gross profit margin decreased year-on-year.â€
Statistics from digital cement show that in the first quarter of 2012, the average price of the cement industry was only positive in the northeast and central China, while the rest of the region was negative. Among them, North China, East China, South China, Southwest, and Northwest China decreased by 6.3%, 14.6%, 13.5%, 6.5%, and 19.2%, respectively.
Taking East China as an example, since the beginning of the year, the cement price in Jiangsu, Zhejiang and Shanghai has dropped to 100 yuan/ton, and the clinker has exceeded 120 yuan/ton, down 30% year-on-year. At present, most enterprises in Jiangsu Province are only profit-making or cost-guaranteed, and individual companies even lose money. Although Zhejiang and Shanghai have slightly higher selling prices, their profits are not high, and they are only one step away from the cost line.
Ji Dong Cement Secretary Office stated that the accidents on the Wenzhou-Wuzhou line had a large impact on the cement industry. The slowdown in investment in the country’s key projects led to sluggish demand in the cement industry. At the same time, coal prices in the first quarter of this year also rose rapidly, making the company The production of a ton of cement requires an increase in the cost of 8 to 10 yuan, resulting in an increase in the cost of cement. It is reported that in the first quarter of this year, cement companies in order to curb the "downs and downs" in the price, the cement companies in all regions generally use a joint suspension of means to control supply. For example, Jiangsu, Zhejiang, and other leading enterprises suspended the kiln for 15 to 20 days, Hubei Edong Huaxin Cement suspended the kiln for 35 days, and Qinghai cement companies stopped the kiln for 30 days.
But now it seems that the industry's plight seems to have exceeded expectations. According to public information, cement leading enterprises such as Jiangsu, Zhejiang, and Jiangxi have gathered in Nanjing recently to start discussions on stopping production prices. That is, from April 13th, cement companies in some parts of eastern China jointly suspended the kiln for 10 days.
GF Securities researcher Zou Ge believes that, from the current situation, the cement price began to decline from a rapid decline, but the recovery of short-term shipments can not be concluded that the next cement price will rise. The current demand is still weak, and the cement industry is in the process of bottoming in the second quarter.
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