According to the enterprise survey, the project reserves of all manufacturers were generally insufficient at the end of last year and the beginning of this year, the production capacity of enterprises and small and medium-sized enterprises outside the region rose, and the anxiety of the supply market increased significantly.

Through the monitoring of sample data, the price of bay window in this quarter (mainly reflecting Shenzhen and Zhuhai) changes: decreased by 0.28% month on month in April, decreased by 0.22% month on month in may, and increased by 0.38% month on month in June.

From the perspective of cost factors, the price of steel, cement and other major materials fell, pulling down the cost of component materials.

2、 Market analysis from the perspective of market supply, according to the industry survey, there were 119 precast component factories in the province in the second quarter, with a total design annual capacity of about 3.38 million cubic meters.

Among them, according to the data of Shenzhen construction Industrialization Association, there were 60 component demand projects in Shenzhen in the third quarter, with a total demand of about 110000 cubic meters of components, and a monthly demand of 200000 cubic meters of light partition boards.

However, affected by the acceleration of infrastructure investment and the gradual relaxation of housing loan policies in some cities in the province, market demand may gradually pick up, and the comprehensive effect may appear in the fourth quarter of this year…

From the perspective of market demand, according to the industry survey, the demand for precast components in Dawan district is expected to be about 1.8 million cubic meters in 2022.

(bay window) average price trend chart of sample data of sample monitoring average price table in recent three quarters.

Through the monitoring of sample data, the change trend of exterior wall panel price in this quarter: 2.27% month on month in April, 0.42% month on month in May, and 0.17% month on month in June.

However, with the advent of seasonal climate, labor costs have increased high temperature subsidies and other related costs.

3、 It is predicted that the current accounts receivable risk of precast component enterprises will continue to increase in the next quarter.

The price of precast building components in Dawan District experienced a “low” in the first quarter, and continued to “low” in the second quarter.

On the one hand, the price of steel, cement and other major materials fell; As well as the superimposed impact of the sluggish real estate industry and the overall depression of the building materials market, it restricts the normal production scheduling of the projects in hand by the component manufacturing enterprises, resulting in a doubling of the pressure on the follow-up projects.

Through the tracking of the above component prices, it shows that the component prices have entered the downward channel, the price dispersion between enterprises is getting higher and higher, and the stratification trend of enterprises is obvious.

(precast pile) average price chart of sample data of sample monitoring average price table in recent three quarters.

Among them, according to the data of Shenzhen construction Industrialization Association, the actual output of precast component factories in Shenzhen and surrounding areas in the second quarter was 335600 cubic meters, the output in the third quarter was 427400 cubic meters, and the spare capacity was 196700 cubic meters, indicating that the capacity has been surplus.

Rebar Cap

1、 Basic situation of sample monitoring (composite board) average price table of sample monitoring in recent three quarters average price trend chart of sample data through sample data monitoring, the change trend of composite floor price in this quarter: 1.15% month on month in April, 0.72% month on month in May, and 0.52% month on month in June.

In terms of price, various enterprises have a large dispersion due to their different situations, but the overall price level continues to decline.

The price analysis report of precast building components in Guangdong Province (Dawan District) in the second quarter of 2022.

Under the influence of strong market supply and weak demand, the price of precast components is expected to continue to decline.

In addition, with the acceleration of infrastructure investment and the gradual relaxation of housing loan policies in some cities in the province, the surplus production capacity may be gradually reduced.

Through the monitoring of sample data, the change trend of precast column price in this quarter: decreased by 0.48% month on month in April, decreased by 0.42% month on month in May, and decreased by 0.37% month on month in June.

(exterior wall panel) average price chart of sample data of sample monitoring average price table in recent three quarters.

Due to the decline of market demand, the maintenance cost of enterprise production equipment has been increased, resulting in a large dispersion of precast component prices and overall fluctuations.