In recent years, China's green building materials industry has developed rapidly, showing a trend of intelligent, high-end and green development. The insiders said that at present, the greening process of China's building materials industry has been significantly accelerated. The building materials industry has the unique advantages of kilns and strong capacity to absorb solid waste. Expanding the green and circular development function of the industry and building a coupled development industry chain will help promote the transformation of the building materials industry from a production oriented to a production service-oriented, and guide building materials enterprises from a single building materials production supplier to a building materials system supply service provider, a contractor of ecological and environmental public products The circular economy industrial chain is constructed, and the developers and regional characteristic economic investment are transformed.
In 2020, as the construction industry continues to enter the stage of high-quality development, it will also promote the synchronous and sound development of the building materials industry. The cement industry, one of the three main materials, continued to optimize its capacity structure. The proportion of large domestic cement production lines grew steadily. At the same time, the total amount of new and eliminated capacity was not symmetrical, and the elimination of excess capacity had a long way to go. While the industry profit keeps rising, the increase may narrow, with mixed results. The supply side reform of the cement industry has continued to advance, the demand side infrastructure investment has accelerated, and the real estate industry is full of resilience. In 2020, the quantity and price will keep rising at the same time.
According to the data of the National Bureau of Statistics, China's cement output in 2020 will be 2376.91 million tons, up 2% year on year. From January to April 2021, China's cement output will be 680.1 million tons. Regionally, East China is still the region with the highest cement output in China. In 2020, the output of East China will be 784.38 million tons, accounting for 33% of the total output of China.
According to the survey of China Cement Association (CCA), by the end of 2020, Chinese enterprises had invested in 31 cement clinker production lines in 16 overseas countries, with the clinker production capacity of 35.44 million tons and cement production capacity of 52.25 million tons put into production; The clinker production capacity under construction is 43.88 million tons, the cement production capacity is 59.2 million tons, the clinker production capacity to be started is 1 million tons, and the cement production capacity is 1.2 million tons; The clinker production capacity stopped is 1.55 million tons, and the cement production capacity is 2 million tons. Most of the cement put into production is in Southeast Asia.
Analysis on the scale of cement fiber board industry
With the continuous deepening of national green development and industrial intelligent manufacturing, the green and intelligent development of the industry has become a common consensus. It is a trend to cultivate and create high-tech enterprises, vigorously promote digital transformation, and actively explore intelligent chemical plants.
In 2020, as the construction industry continues to enter the stage of high-quality development, it will also promote the synchronous and sound development of the building materials industry.
The supply side reform of the cement industry has continued to advance, the demand side infrastructure investment has accelerated, and the real estate industry is full of resilience. In 2020, the quantity and price will keep rising at the same time. According to the data of the National Bureau of Statistics, China's cement output in 2020 will be 2376.91 million tons, up 2% year on year. From January to April 2021, China's cement output will be 680.1 million tons. Regionally, East China is still the region with the highest cement output in China. In 2020, the output of East China will be 784.38 million tons, accounting for 33% of the total output of China.
In the future, continuous optimization of transportation conditions, expansion of market influence, and enrichment of cement market sales channels are expected to become an important means for cement enterprises to cope with the downward cycle of the industry.
According to the Research Report on Market Panorama Survey and Investment Value of China's Cement Fiber Board Industry from 2022 to 2027 issued by China Research Institute of Research in Puhua:
Analysis on the overall scale of China's cement fiber board industry
1、 Analysis of enterprise quantity structure
Driven by demand, cement enterprises in Zhejiang, Jiangsu, Jiangxi, Fujian, Qinghai, Gansu and other places have issued notice of price increase recently, and A-share cement related stocks have also risen collectively recently. According to the enterprise survey data, there are currently 1271900 cement related enterprises in China. Shandong Province ranks first with 131000 enterprises, Jiangsu and Anhui rank second and third respectively, and Shanghai, Tianjin and Nanning are the top three cities. In 2020, 284900 cement related enterprises were newly registered, with a year-on-year growth of 42%. In the first quarter of this year, 74900 enterprises were newly added, with a year-on-year growth of 112%.
Chart: Regional distribution of cement related enterprises in 2020
Data source: enterprise investigation
From the distribution of provinces, the enterprise survey data shows that Shandong Province has the largest number of cement related enterprises, with a total of 131000, ranking first among the provinces in China, accounting for about 10% of the total number of all enterprises. The number of enterprises in Jiangsu, Anhui, Hebei and Guangdong ranked second was 98000, 73900, 71900 and 63800 respectively.
Chart: Distribution of cement related enterprises in 2020
Data source: enterprise investigation
From the perspective of city distribution, the enterprise survey data shows that Shanghai has the largest number of cement related enterprises, totaling 18100. Tianjin, Nanning, Hefei and Baoding have 17400, 15400, 14400 and 12800 respectively, ranking 2-5.
In 2020, the number of registrations increased by 42% year on year, with 74900 new registrations in the first quarter of this year
Chart: Registration of cement related enterprises from 2011 to 2020
Data source: enterprise investigation
In the ten years since 2011, the registered amount of cement related enterprises has been increasing year by year. According to enterprise survey data, in 2017, the number of registered cement enterprises exceeded 100000 for the first time, reaching 118000. In 2020, the number of registered cement enterprises reached the highest level in a decade, totaling 284900, with a year-on-year growth of 42%. In addition, there are 74900 registered cement enterprises in the first quarter of 2021, with a year-on-year growth of 112%.
From the perspective of registered capital (except for self-employed households), according to the enterprise survey data, the number of cement related enterprises with a registered capital of 1 million to 5 million yuan is the largest, accounting for 38%, while those with a registered capital of less than 1 million yuan and 5 million to 10 million yuan account for 21% and 19% respectively.
Section II Production and sales analysis of China's cement fiber board industry
1、 Overall analysis of the industry
In 2020, the operation of the cement industry across the country will fluctuate greatly due to the dual impact of the epidemic situation of New Coronary Pneumonia and the flood situation. With the effective control of the epidemic situation, the accelerated implementation of the "six guarantees" and "six stability" policies, the sustained and stable economic recovery, the rapid recovery of infrastructure construction, and the gradual improvement of the cement market, the cement industry has generally presented a trend of "stable quantity and price".
In 2020, the industrial structure of the national cement industry will continue to be optimized, the overall new production capacity has been effectively controlled, and the regional market supply and demand will be dynamically balanced. Remarkable achievements have been made in science and technology investment and digital technology application, and innovation ability has been rapidly improved. The concept of ecological civilization construction has been further rooted in the industry.
According to the data released by the National Bureau of Statistics, in 2020, the national cement output will be 2.377 billion tons, with a year-on-year growth of 1.6%; The realized benefit was the same as that of the previous year.
According to the data released by the National Bureau of Statistics, in 2020, the cement output of Xinjiang will be 39.69 million tons, with a year-on-year growth of 3.5%. Jiangsu's cement output was 150 million tons, down 4.6% year on year.
2、 Overall analysis of industry sales revenue
Conch Cement, Jinyu Group, Jidong Cement, Huaxin B Shares, Huaxin Cement, Evergreen, Tianshan Shares, Qilianshan, Shangfeng Cement, and Tapai Group are among the top ten enterprises in the operating income list of Shanghai Shenzhen A-share listed enterprises in the cement industry in 2020. Conch Cement ranked first in terms of operating income, amounting to 176.2 billion yuan. Huaxin Cement ranked fifth with an operating income of 29.36 billion yuan. Shangfeng Cement ranked ninth with an operating income of 7.664 billion yuan.
To learn more about the professional data analysis of the cement fiber board industry, please click to view the report "2022-2027 China Cement Fiber Board Industry Market Panorama Research and Investment Value Research Report" published by Zhongyan Puhua Research Institute.
