Considering that the current recovery of downstream demand is not significant, and the overall inventory of the cement industry is still high, the earlier price increase reflects the industry’s strong consensus on repairing the deteriorating profit level since last year as soon as possible.

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At the basic level of the industry, cement prices have been raised in many places recently.

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Affected by this, the cement rose sharply on August 2, and the stock price rose more than 70% in the following period from August 2 to September 13.

According to China Cement Network, the “2023 China Cement Industry Summit and TOP100 Award Ceremony” will be held in Hangzhou from March 15 to 16.

Since February 14, some major manufacturers in Shanghai have notified to raise the price of various types of bulk cement by 30 yuan/ton, and the price of bagged cement is temporarily stable; Cement prices in the Pearl River Delta, western Guangdong and northern Guangdong are also increasing in succession.

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In addition, the current 22Q3 gross profit rate of cement enterprises (taking Conch as an example) is almost the lowest level in nearly 20 years (only 2.4% higher than the lowest value in the first quarter of 2005).

Historically leading increase According to China Cement Network, from the end of July 2021, with the gradual improvement of the weather, the rapid recovery of market demand in all regions, the continuous increase of factory shipments, and the tightening of power rationing in some regions, the national cement price has increased significantly.

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The topics will cover the policy interpretation of the Implementation Plan for Carbon Peak in the Building Materials Industry, the analysis of the cement market trend in 2023, and the aggregate and concrete market outlook in 2023.

It believes that the sustainability of the industry’s profit recovery will still be tested by the stabilization of demand and the implementation of staggered peak production.

According to the analysis of industry insiders, the recent increase in cement prices, on the one hand, is driven by the continuous resumption of work at downstream construction sites, and the demand for cement continues to recover.

In addition, at present, many manufacturers are in the state of kiln shutdown, and the output decreases while the demand increases.

Huatai Securities said that, measured by the lunar calendar year, the timing of this round of price increase was earlier than that of previous years.

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On the other hand, the cost of steam coal is high, and under the pressure of cost, manufacturers have a strong willingness to increase prices.

According to the requirements of the above notice, from January 1, 2023 to March 31, 2023, the peak shift production days of the cement industry in Jiangxi Province shall not be less than 40 days, and in principle, all 49 rotary kiln production lines in the province are involved in the peak shift production.

However, the recent real estate policy was more favorable, all of which pointed to the demand side of the real estate, which is expected to lead to the stable recovery of the housing sales, which may have a boost effect on the cement demand.

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It is reported that the theme of this summit is “strengthening confidence, seeking breakthroughs, and promoting development”.

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The related company Tianfeng Securities said that in 2022, the cement industry was affected by factors such as declining demand and intensified competition, and the profit was significantly withdrawn.

From February 11 to 13, some enterprises in many places in Anhui Province successively notified to raise the cement price by about 10 yuan to 15 yuan/ton, and individual low standard prices by 30 yuan/ton.

For example, the Jiangxi Provincial Cement Association issued the Notice on the Requirements for Carrying out the Production and Inspection of Staggered Peak in the First Quarter of 2023.

Among them, East China took the lead in entering the price increase channel, and Jiangxi rose as much as 60 yuan/ton.

In addition, cement enterprises in central and southern regions such as Hunan and Guangxi also successively issued price increase notices, with an increase of 20-50 yuan/ton.

In addition, the topics will also include the new ideas for the development of the industrial chain extension and cross-border layout of cement enterprises, and the exploration and application prospects of photovoltaic, energy storage, hydrogen energy and other new energy in the cement industry.

It believes that the current cement fundamentals and valuation are at the bottom of history.

However, considering the firm determination of the government to stabilize growth, the low industry valuation and the high cost performance of the plate allocation.

The receiver of this information on the stock price limit should carefully read the attached statement, risk warning and information disclosure.

According to the data of China Cement Network, from February 10-12, leading enterprises in Jiangxi Province have successively notified to raise the cement price by 20 yuan/ton.

You can focus on Huaxin Cement, Shangfeng Cement, the leading Conch Cement, and concrete water-reducing agent with better growth, Faucet α Highlight and pay attention to Subot.

The specific financial and economic field event analysis, use of financial instruments, selection of financial products, market conclusions and suggestions, trading time and price of securities in the above text, icons, audio and video and other materials are all taken from the public information released by public media platforms including but not limited to we-media, portal sites, research reports, academic reports, information publicly disclosed by listed companies and so on.

From the perspective of dividend yield and valuation, the cement stock still has a certain investment value ratio.