Building materials industry 2014 economic performance: overall to maintain steady progress

China Paint Network
News:
In 2014, the building materials industry in the face of serious overcapacity, weak market demand, increasing down-and-down pressure of the grim situation, conscientiously implement the central decision-making deployment, and strive to overcome various difficulties, the overall economic operation of the industry has maintained a "steady progress", the quality of development continues to improve. First, 2014 operating characteristics (1) the production of major products moderate growth. Among them, the output of cement and flat glass with high energy consumption and serious overcapacity was 2.48 billion tons and 790 million weight boxes, respectively, up 1.8% and 1.1% YoY, respectively, and the growth rate was down 7.8 and 10.1 percentage points Year-on-Year, respectively. Production of low-energy and low-emission processed products maintained a relatively fast growth rate, for example, 1.55 billion cubic meters of commercial concrete, up 11.4% YoY, and 420 million square meters of tempered glass, up 15.1% YoY. (2) The growth rate of main business income has slowed down. From January to December, building materials enterprises above the scale completed their main business revenue of 7 trillion yuan, up 10.1% YoY and down 6.9 percentage points YoY. Among them, the cement manufacturing industry reached 979.2 billion yuan, up 0.9% YoY and down 7.7 percentage points YoY. The manufacturing industries of cement products, construction ceramics, fiberglass and refratrial materials completed 860 billion yuan, 440 billion yuan, 150.9 billion yuan and 477.9 billion yuan, respectively, an increase of 13.9%, 11.8%, 13.4% and 8.9% year-on-year, respectively. Flat glass main business revenue decreased slightly year-on-year. (3) Economic benefits continue to improve. From January to December, building materials enterprises above the scale achieved a total profit of 477.02 billion yuan, up 4.8% YoY; Profit growth in cement products, lightweight building materials, fiberglass, insulation materials, sanitary ceramics and other industries was higher than 12% YoY. (4) The price of the product is basically stable. In December, factory prices of building materials and non-mineral products fell by 0.25% month-on-month, while the average price of january-December rose by 0.15% year-on-year, generally stable. Among them, the average factory price of cement was 296.4 yuan per ton, down 2.72 yuan month-on-month, and the average price of flat glass decreased by 0.43 yuan year-on-year in January-December, while the average price of flat glass was 63.3 yuan per weight box, down 0.2 yuan month-on-month, and the average price in January-December was 4.1 yuan lower than the same period last year. (5) There is a deficit between imports and exports. From January to December, imports of building materials goods amounted to US$46.33 billion, up 110.8% YoY, while cumulative exports amounted to US$36.12 billion, up 5.3% YoY, maintaining a continuous deficit since July. This is the first time since the 1990s. The main reason is that imports of non-metallic minerals such as diamonds, gemstones, jadeite and soft jade increased significantly, with imports totalling US$34.8 billion in January-December, accounting for 75% of all building materials imports, excluding these four products, while imports of other building materials goods increased by only 2.3% YoY. Comprehensive analysis, the overall smooth economic performance of the building materials industry in 2014 mainly benefited from: First, to resolve overcapacity to achieve initial results. From January to December, investment in the cement industry fell by 18.7%, and preliminary statistics show that the annual production capacity of new cement clycer materials decreased by more than 24 million tons, or 25%, compared with the previous year. Eliminate 81 million tons of backward cement production capacity. Second, large-scale building materials enterprise groups through mergers and acquisitions, market concentration further improved. The top 10 cement groups have a clyceration capacity of 916 million tons and an industrial concentration of 52%. Among them, China Building Materials Group cement clycerry total production capacity of 300 million tons, accounting for 17% of the industry. Anhui Conch Group's merger and reorganization benefits have improved significantly, and the total profit for the full year is expected to increase by about 15% YoY. Third, the pace of technological progress has accelerated. Dust removal, denitrification, desulfurization and other applicable technologies have been accelerated in the building materials industry to promote the application of cement kilns co-disposal of urban waste and industrial waste development momentum is good, fine ceramics, flashing crystals, high-pressure composite cylinders and other industrialization technology is becoming more mature, enterprise resource planning (ERP), manufacturing implementation system (MES) in the backbone of enterprise applications, rapid development of e-commerce, information technology industry penetration accelerated, the integration of the two further deepening. Second, the situation and difficulties faced in 2015, the building materials industry is still facing a serious situation, opportunities and challenges coexist. With the simultaneous promotion of the new "four", the positive interaction between urbanization and industrialization, the implementation of major strategies such as the Belt and Road, the integration of Beijing-Tianjin-Hebei, and the Yangtze River Economic Belt, increased investment in infrastructure construction, and the release of dividends from various reform measures have created room for sustainable development in the building materials industry. However, due to the development of the national economy into the new normal, mainly driven by investment in building materials market demand growth will be very limited. In particular, resources and energy and environmental constraints force the industry to change the mode of development, traditional industry overcapacity restricts the development of quality benefits. Production of major building materials products, main business revenue and profit are expected to show low growth in 2015. At present, the difficulties in the economic operation of the building materials industry are: (a) the contradiction of overcapacity is still outstanding. Take cement as an example, although the momentum of capacity growth has been significantly curbed, but in 2014 completed and put into operation cement clycer production line there are still 54, a total production capacity of more than 70 million tons, plus in 2015 in the construction project completed and put into operation, these capacity release will have an impact on the market. Due to the current investment in cement industry benefits are better, quick results, some backward areas are very attractive, the desire for new energy expansion projects is still strong. (2) The increase in efficiency has narrowed. Although the overall economic benefits of the building materials industry in 2014 are still available, it is worth noting that the growth rate of the total profit of the main business for the whole year is not only lower than that of the previous year, but also narrowed month by month, from 13.7% in February and 34.7% in February to 10.1% and 4.8% in December, respectively. (3) The market competition is out of order. The total amount of pollutant emissions in the building materials industry is large, which is the focus of environmental protection law enforcement. In order to reduce the emission of atmospheric pollutants, some large enterprises have increased their production costs by adopting clean energy through technological transformation and supporting environmental protection facilities such as denitrification and dust removal. Some small businesses have not improved their environmental facilities and have not been punished, leading to unfair competition. In addition, due to the lack of market regulation, there are some undocumented production and counterfeit products into the market. Third, the measures recommended (i) to strengthen the monitoring of economic operations. Strengthen the building materials industry operation monitoring and supply-side management, adhere to the problem-oriented, timely detection and efforts to resolve the operation of the focus, hot spots and difficult issues. Release information on the operation of the industry and changes in production needs, guide enterprises to invest and operate correctly, and promote the smooth operation and healthy development of the industry. (2) Make efforts to resolve excess capacity. Resolutely implement the relevant central deployment to curb the cement, flat glass industry production capacity blind expansion. Improve industry norms (access) standards, strengthen energy conservation and emission reduction and recycling, and promote structural optimization. Explore the establishment of a long-term mechanism for cement fault peak production in the northern heating area, promote the coordinated disposal of cement kilns, encourage the development of deep processing of flat glass and high value-added products such as photovoltaics and electronic glass, speed up the pace of clean production in the construction sanitary ceramics industry, and force backward production capacity to withdraw. (iii) To promote the production and consumption of green building materials. To meet the needs of green building development, vigorously innovate the supply of building materials, activate green consumption demand. Do a good job in the development of green building materials industry top-level design, strengthen the concept of green development, standardize the management of green building materials evaluation logo, develop green building materials evaluation standards, build a public service platform, issue green logo products. To stimulate the transformation and development of traditional building materials, expand green environmental protection functions, build a circular economy industrial chain, the construction of green building materials characteristic park, the expansion of green building materials industry. (4) To support technological innovation in enterprises. Adhere to the combination of demand traction and innovation drive, the use of information technology to upgrade the traditional building materials industry, deepen the integration of the industry. Develop and promote advanced and applicable technologies, cultivate and expand advanced composite materials, inorance non-metallic materials and non-metallic mineral processing materials, and strengthen the supply capacity of new products and short-term products. We will promote contract management of energy, environment and equipment, accelerate the promotion and application of new technologies for energy conservation and emission reduction, and develop productive services. (5) To stimulate the vitality of market subjects. We will promote the comprehensive utilization of resources for tax relief and related measures such as ladder electricity prices based on energy consumption limits, so as to create a fair and relaxed atmosphere of innovation and entrepreneurship. Encourage enterprises to innovate models and business patterns, promote mergers and acquisitions, improve industrial concentration, extend the industrial chain, enhance the value chain, enhance comprehensive competitiveness, seize the "Belt and Road" strategic opportunities to support all kinds of enterprises with strength to "go out" and promote China's building materials industry from great strength.