Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is August 22, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
Multiple ceramic companies in Guangdong
Selected into China’s Top 200 Light Industry and Top 100 Technology
On August 10, the High-Quality and High-Development Summit Forum of China’s Top 100 Light Industry Enterprises was held in Beijing, and the “Top 200 China Light Industry Enterprises in 2021” and “The Top 200 Enterprises in China’s Light Industry in 2021” were solemnly released. Lists include "China's Top 100 Light Industry Technology Enterprises", "China's Top 50 Light Industry Food Enterprises in 2021", "China's Top 50 Light Industry Equipment Manufacturing Enterprises in 2021" and other lists. Among them, many companies in the building ceramics industry are on the list: Marco Polo Holdings Co., Ltd. (83rd), Guangdong Xinmingzhu Ceramics Group Co., Ltd. (89th), Guangdong Xinjincheng Ceramics Group Co., Ltd. (97th), Foshan Gaoming Shuncheng Ceramics Co., Ltd. (No. 197) was listed on the "Top 200 Chinese Light Industry Enterprises in 2021" list; Marco Polo Holdings Co., Ltd. (No. 39), Mona Lisa Group Co., Ltd. (No. 41 ) and New Mingzhu Group Co., Ltd. (No. 66) were listed among the "Top 100 Chinese Light Industry Technology Enterprises in 2021".
Source: compiled by China Ceramics Network
This series of lists is extremely authoritative and widely influential in the field of light industry, and is an important standard for measuring the development vitality of China's light industry enterprises. The "China's Top 200 Light Industry Enterprises" list mainly evaluates the comprehensive strength of enterprises, requiring enterprises to not only develop balanced, and must have strong market vitality; the "China's Top 100 Light Industry Science and Technology Enterprises" list mainly evaluates nine key subdivision indicators such as the level of scientific and technological investment, the level of scientific and technological innovation capabilities, and the level of scientific research results, and is regarded as a test enterprise. A touchstone for high-quality development.
Five ceramic construction companies including Marco Polo Holdings Co., Ltd., Guangdong Xinmingzhu Ceramics Group Co., Ltd., Guangdong Xinjincheng Ceramics Group Co., Ltd., Foshan Gaoming Shuncheng Ceramics Co., Ltd., and Mona Lisa Group Co., Ltd. are listed here. The two lists fully prove its outstanding strength.
Which other construction and ceramics companies do you think have the strength to be on the list? Welcome to leave a message in the comment area!
BYD’s RMB 28.5 billion layout of Pan-Gaoan
There will be a wave of conversion of ceramic tile production capacity into lithium batteries in production areas
On August 15, the Yichun Municipal Government, Yichun Economic Development Zone, Yifeng County Government, Yichun Mining Company and BYD Co., Ltd. formally signed a strategic cooperation framework agreement in Nanchang. It marks that the cooperation between Yichun and BYD, which has been "sharpening a sword for ten years", has finally succeeded! According to official sources, BYD plans to invest 28.5 billion yuan in Yichun to build a comprehensive development and utilization production base project with an annual output of 30GWh power batteries and an annual output of 100,000 tons of battery-grade lithium carbonate and ceramic clay (containing lithium) ores. The industry believes that with BYD's heavy investment in pan-Gaoan, it may further accelerate the pace of production capacity conversion of ceramic enterprises in the production areas to the lithium battery industry. According to Ceramic Industry News, in addition to the Gao'an production area, about 18 ceramic tile production lines of six or seven ceramic companies have been withdrawn one after another. Recently, Mingrui Ceramics and Jinsheng Ceramics have been transferred to lithium batteries and have been transformed to produce products. It is worth noting that ceramic companies in the Yifeng production area, which is located in the lithium battery industry complex, are also making frequent moves.
Source: Ceramic Industry News
In fact, the conversion of ceramic tile production lines to produce lithium batteries has appeared no less than three times in "China Ceramics Daily·Weekly Hot Comments", and it is even more common in media reports in the building ceramics industry. Again, turnThe more lithium-ion ceramic tile production lines there are, the more it indicates the sluggishness of the building ceramics industry.
120 ceramic factories with 4 billion assets auctioned in 3 years
According to incomplete statistics, since 2020-2022 (as of August 10), 152 real estate, land, machinery and equipment assets of 120 ceramic companies across the country have been listed on public platforms The auction was held, and the estimated total value of the subject matter was 4 billion yuan; of which, a total of 79 assets were successfully auctioned, with a total transaction value of 1.503 billion yuan. Since 2020-2022, the number of ceramic companies and projects auctioned in Guangdong has ranked first among the major ceramic production areas; many ceramic companies in Guangdong and Guangxi that auctioned factory and line overall assets have been successfully revitalized.
Source: Taocheng Daily
From "Since 2020-2022, the number of auctioned ceramic companies and projects in Guangdong has ranked first among the major ceramic production areas". It can be seen that not only Guangdong bricks are the most popular, but Guangdong brick production lines are also particularly popular. It can even be said that Guangdong bricks are the most popular, so the Guangdong brick production line is also particularly popular.
Driven by policy needs
Tile adhesive accelerates the replacement of cement mortar
On August 16, the concept of tile adhesives strengthened significantly. Databao statistics show that there are only 6 companies in the A-share market with tile adhesive-related businesses. As of the close of trading on August 16, the rolling price-to-earnings ratios of concept stocks Keshun, Oriental Yuhong, Mona Lisa, Shandong Heda, etc. were lower than 40 times. On the market, these concept stocks were all red, with Mona Lisa, Dongpeng Holdings, and Shandong Heda hitting their daily limit. It is reported that the Ministry of Housing and Urban-Rural Development previously issued the "Housing Construction and Municipal Infrastructure"Announcement of the Catalog for the Elimination of Construction Techniques, Equipment and Materials that Endanger Production Safety in Construction Projects (First Batch). After September 14, 2022, the use of prohibited construction techniques, equipment and materials listed in this "Catalogue" will be completely stopped in newly started projects. Material. Among them, "cement mortar pasting technology for facing bricks" was included in the elimination catalog. According to China Merchants Securities, with the implementation of new regulations, the application popularity of new adhesives such as ceramic tile adhesives and pre-mixed materials will further increase, driving the demand for building materials-grade cellulose ethers to rapidly increase.
Source: Flush Finance
In response to this news, Zhongtaojun also specially wrote an article titled "The stocks of listed ceramic companies have soared! Just because this ceramic tile paving process has been eliminated? 》In this regard, some fans left messages and comments——
"The stock fell again today, and a good news can only last one day." "You can't make any money selling ceramic tiles anymore, is there still business for tile adhesives?" "It's obviously misleading investors, (the tile adhesive market) has 20 billion Not bad. ”
It is said to be a concept stock, how realistic do you expect it to be?
Hunan Hubei Jiangxi Chongqing
Ceramic enterprises in many production areas have suspended production and reduced production< /p>
In the past two days, some ceramic companies in Hunan, Hubei, Chongqing, Jiangxi and other ceramic production areas have begun to limit power supply and production. On the morning of August 17, many ceramic companies in the three major ceramic production areas of Yueyang, Hengyang and Zhuzhou in Hunan said that their companies had stopped production due to power shortages. On August 16, ceramics companies in Hubei production areas also received an "urgent notice on further strengthening demand response" from the local power supply company. On the same day, ceramic companies in Shanggao County within the Jiangxi Pan-Gaoan production area also received relevant notices: power cuts will be imposed on all ceramic companies in the county, and the power cuts are expected to last about 7 days. Ceramic companies in Gao'an Ceramics Base also received a notice on peak-shifting power consumption on August 17. According to the responsibility of a ceramics company in Gao'anPeople said: From 4 p.m. to 10 p.m. on August 17, the ball mill is not allowed to operate due to the off-peak electricity consumption, but the kiln can continue to produce. On August 16, Chongqing Yongchuan issued a "Notice on Saving Electricity and Staggering Production Suspension. From now until 0:00 on August 24, various industrial enterprises in Yongchuan District will have a high-temperature holiday. According to a staff member of a local ceramics company, in response to the Policy, currently only one line of the company maintains normal production.
Source: Gongyoujiayuan.com
How bad will the construction and ceramics industry be this year due to repeated epidemics, rising prices of raw materials and fuels, sluggish real estate, and power shortages and production shutdowns caused by tight power consumption? However, many ceramic companies and dealers still have a lot of inventory. For them, the suspension of production is not that terrible.
But what about the employees of the ceramic factory? What to do with engineering orders?
Secretary of the Hunan Shimen County Party Committee
Calling on cadres to take the lead in buying houses
A video of the Secretary of the Shimen County Party Committee in Changde, Hunan Province calling on cadres to take the lead in buying houses has been widely circulated. The video shows the launch ceremony of the 2022 Real Estate Exhibition and Trade Fair held locally on August 16. On the forum, County Party Committee Secretary Deng Bibo said, "I hope all colleagues and leaders will take the lead in buying houses. If you buy one house, buy two houses, if you buy two houses, buy three houses, if you buy three houses, buy four houses." In this regard, Shimen County Relevant people from the Housing and Urban-Rural Development Bureau told reporters that superiors have not issued assessment indicators for house purchase. Whether to buy a house depends entirely on personal wishes and is not mandatory. A staff member from the Shimen County Government Office also said that he had not heard of any rigid assessment indicators.
Source: Financial Associated Press
Is this a disguised encouragement to real estate speculation? Please don't forget""Houses are for living, not for speculation"! Even if it's not for house speculation, can everyone afford it? It's not like buying breakfast, you can buy three and then four!
When the real estate market is sluggish, sometimes it’s a question of price, sometimes it’s a question of confidence, and sometimes it’s also a question of whether a place is attractive.
