Review of China's Commodity Concrete Industry in 2011

In 2011, the uncertainty of world economic development has brought China's economic situation to a very complicated situation. Inflation has brought tremendous pressure on the national economic trend. The “strict control” of real estate has brought certain development to the commercial concrete industry. Inhibition. Looking back on 2011, China's commercial concrete industry is still developing rapidly, but the expansion of production capacity in some regions is too fast, and the tightening of credit money has caused some problems for the development of the commodity concrete industry. Therefore, we have summarized the main events of the concrete industry in 2011, hoping to let the readers clearly understand the development track of the concrete industry in the past year.

△ National commodity concrete output continues to grow rapidly

According to preliminary statistics, the total output of commercial concrete in China reached 1.42 billion cubic meters in 2011, an increase of about 20% compared with 2010.

In 2011, with the railway safety rectification caused by Wenzhou “7.23” motor train accident, the railway investment in 2011 was 576.695 billion yuan, down 22.5% from 2010. The accumulation of investment in railway construction has greatly affected the growth of commercial concrete output. On the other hand, in 2011, the investment in water conservancy construction was 345.2 billion yuan, of which the central water conservancy investment was 11.41 billion yuan, breaking through the 100 billion yuan mark for the first time; The special funds for fiscal and water conservancy have increased substantially, with a total of 45.9 billion yuan of funds, an increase of 71.2% over the previous year; the scale of local water conservancy investment reached 231.1 billion yuan, a record high. At the same time, the construction of 10 million sets of affordable housing in 2011 started on schedule, laying a solid foundation for the growth of demand for commercial concrete.

From the perspective of urban commodity concrete growth, the growth rate of commodity concrete in many provinces and cities nationwide exceeds 50%, especially in developing cities, and the growth rate of commercial concrete output is even more than 100%, such as Guizhou and Tibet. However, with the improvement of the construction of many cities in the eastern part of China, the demand for concrete has been gradually reduced. For example, Shanghai, Shanghai concrete production has declined for the second consecutive year, and the total output in 2011 has decreased by 5.6%. Beijing is strongly supported by the construction of affordable housing. This year's output is the same as in previous years.

In terms of enterprise output, the concrete output of many enterprises has soared in 2011. China Resources Cement and Jidong Concrete continued to acquire and merge in different regions in mid-2011, and the commercial output of the two enterprises increased rapidly. It is estimated that the output will exceed 10 million square meters in 2011. From the China Concrete Network's 2011 China Top 10 Commodity Concrete Finalists, the output of many enterprises has exceeded 3 million square meters, which has reached the highest in the past years, such as Sichuan Huaxi Green House. Beijing Construction Engineering New Materials, Chongqing Construction Engineering New Materials, Tower Cement, etc., currently more than 20 concrete enterprises with a production exceeding 3 million square meters, indicating that the concentration of China's commercial concrete industry is constantly improving, for enterprises and industries. Said, it is a good start for the "Twelfth Five-Year Plan".

△ Multi-regional “12th Five-Year” concrete industry development plan was issued

To develop a good industry, there must be a unified and scientific development plan, and construction should be carried out in strict accordance with the plan. The concrete industry development plan is a systematic, scientific, policy-oriented and regionally strong work. It must foresee and reasonably determine the development direction, scale and layout of the industry, make environmental predictions and evaluations, coordinate the development of various aspects, and make overall arrangements for the construction and development of the entire city to achieve regional coordination. The combined effect of beautiful environment.

In 2011, as the first year of the “Twelfth Five-Year Plan”, it is very important to do planning work at the beginning. In mid-2011, several regions have issued “Twelfth Five-Year Plan” for commercial concrete, such as Shandong Heze. Jiangsu Wujiang, Jiangsu Suzhou, Zhejiang Huzhou, Guangdong Shenzhen, Anhui Lu'an, Jiangxi, Chongqing, Beijing, etc. In the planning of various places, the requirements for the distribution and number of mixing stations are clearly defined, which helps to solve regional production capacity. Serious excess problems, realizing the industrial structure adjustment and industrial upgrading of the provincial and municipal commodity concrete industry, promoting sustainable development, making the commodity concrete industry move towards the national energy conservation and emission reduction direction, achieving healthy and rational development, realizing urban economic and social development and resource environmental protection Coordination and unity.

△ The integration of developed regions kicks off Green environmental protection will become an industry theme

In 2009, Beijing took the lead in opening the country and eliminated more than 3,000 yellow-label concrete mixer trucks. In 2010, Beijing opened the prelude to the integration of commercial mixing stations. According to the "Beijing Municipal People's Government Announcement on the Release of the 16th Stage of Air Pollution Control Measures in the City" and the spirit of the related series of documents on the integration of the ready-mixed concrete mixing plant in Beijing, Beijing plans to reduce the number of mixing stations in the city by the end of 2012. About 135, the reduction was 33.2%. On July 8, 2011, Beijing Building Materials Department and Building Materials Office organized the city's concrete mixing station and the district and county building materials industry authorities to hold a full-scale work conference on “mixing station management integration and green production compliance” in Miyun County. Relevant leaders attended the meeting. At the meeting, and awarded the signs to the first batch of 22 concrete mixing stations that passed the green production standards, according to the goal of the special work planning for the treatment of the ready-mixed concrete mixing plant in Beijing, by the end of 2012, the mixing station in Beijing was controlled at 135. About a few, compared to the 2008 reduction of 67 mixing stations.

In Guangzhou area, in order to further standardize the concrete supply market in Guangzhou and ensure the quality and safety of construction projects, in May 2011, the Guangzhou Urban and Rural Construction Committee conducted a special inspection of the net-type concrete-related enterprises in the city. This time, 109 concrete production mixing stations were inspected, and it was found that the overall supply of the market exceeded demand, and the phenomenon of “pushing” was more obvious. The Guangzhou Urban and Rural Construction Committee will sort out and reorganize the problematic enterprises in batches, and study and formulate practical management measures and treatment measures to further standardize the management of the ready-mixed concrete market, effectively solve problems and promote the healthy development of concrete enterprises and industries.

In the developed regions of China, as the demand for commercial concrete decreases, there will be a phenomenon of overcapacity. Therefore, reasonable reduction of production capacity will be the next priority for the concrete industry in developed regions.

△ Time to market

Since the construction of the western region into a listed company in 2009, there are few listed companies in the concrete industry. As the first and largest commercial concrete production enterprise in Hainan Province, Hainan Ruize relies on the country's efforts to build Hainan Province as an international tourist island. Listed in July 2011.

The development situation of Hainan Ruize in the surrounding areas such as Hainan Province is not outstanding in the whole country. In 2010, the output of commercial concrete in Hainan Ruize was 1,838,600 square meters, and the output increased by 29.44% over the previous year. In 2010, the company's market share in Haikou, Sanya and Qionghai reached 8.80%, 38.64% and 78.59% respectively. However, according to the company's mid-year report in 2011, due to the successive introduction of property control policies and the policy factors of energy-saving emission reduction indicators, the main raw materials required for production by Ruize Company, such as cement, mineral powder and fly ash, are completed. The energy-saving and emission-reduction indicators have reduced production, resulting in insufficient supply of these raw materials and rising prices. The operating cost of the company's commercial concrete has increased from the same period of the previous year, with a growth rate of 0.17%.

At present, China is in a good period of commercial concrete development. For concrete enterprises, it is now the time for listing. According to China Concrete Network, many commercial concrete enterprises across the country are now trying to seize the opportunity to arrange listing. For example, Hebei Zhongcheng Group Co., Ltd. is a subsidiary of Zhongcheng Group, which is a specialized commercial concrete production enterprise with production, testing and experimental qualifications. In 2010, the company's annual output of commercial concrete has reached 3.5 million square meters, and the market share of concrete in Hebei has reached 7.6%, and it is firmly in the position of “Shijiazhuang Concrete First”. On the other hand, Jiangsu Rongneng Group established a shareholder meeting in August 2011; Huijiang Group of Shenzhen has begun to accept the information inspection of Huatai United Securities and China International. After the company goes public, the asset-liability ratio will be greatly reduced. The reliance on bank loans is reduced and the bank's credit rating will increase. When the policy is suddenly braked, it will not be too worried about the shortage of capital chain. At the same time, listed companies must introduce scientific corporate governance and establish a standardized management system and financial system in accordance with regulations, which will improve the management level of the company. Certain promotion.

△ Third-party logistics is quietly prevailing

In 2011, people of insight in the industry began to lay out the post-market era of concrete machinery, which is the third-party logistics business model. The third-party logistics is to find a logistics company with strength and management operation, which will cover all the transportation and pumping business of concrete. The mixing station focuses on concrete production and technology research and development. In southern developed areas such as Guangdong, concrete mixer trucks are operated separately from pump trucks and mixing stations. The mixing station is only responsible for the production of concrete, while transportation and pumping are subcontracted to logistics companies. This model has already begun in Guangdong. Embryo. However, in the northern region, the mixing environment was relatively loose in the past few years, and the mixing station was not only responsible for production, but also invested in the purchase of mixer trucks and pump trucks for operation.

As we all know, the purchase investment of mixer trucks and pump trucks accounts for more than half of the total investment in the mixing station, but the actual contribution of profits only accounts for less than 10% of the total profit, and in the management of people, property and materials, the consumption of cars and pumps. The mixing station manager has a lot of energy. Not only that, the driver's income level is low, the quality is uneven, the team is unstable, the traffic accidents are frequent, the second-hand equipment is difficult to handle, and so on. Some problems have caused the burden on the operation and management of the mixing station. As the profit margin of the mixing station industry gradually declines and the competitive environment becomes more and more bad, the trend of the separation of the mixer trucks and pump trucks is becoming more and more obvious. Large-scale cement enterprises such as Jinyu, Jidong and Yatai have accelerated their entry into the integration of downstream industrial mixing stations, and the arrival of the meager profit era of the mixing station. The new business model of third-party logistics has gradually become the focus of attention.

The third-party logistics service is preferred by large-scale enterprises with strength and scale advantages in the concrete industry. These companies have large concrete supply and good credit status. They have a clear understanding and planning for the operation of the concrete industry and will become China in the future. The mainstay of the mixed industry. The emergence of the third-party logistics service model has also led the concrete machinery market to a certain extent. On the one hand, third-party logistics can integrate more idle equipment resources in the industry, improve the utilization rate and application level of concrete machinery, and make it more effective; on the other hand, concrete machinery manufacturers can also have powerful third parties. The logistics enterprises form a strategic cooperation, opening a sales door and forming an effective market coverage. More importantly, the third-party logistics has also opened up channels for the exit of the concrete industry and the withdrawal of the equipment leasing industry. The order and competition environment of the entire industry is also Will be improved and improved.

According to the development model and experience of foreign cement and related industries, cement and ready-mixed concrete, aggregate and related building materials are highly related industrial chains, and the dependence on cement is quite high. With the advantage in the cement field, the downstream industrial chain From the perspective of economics, the extension is the business model that best reflects the core competitiveness of the enterprise, and is more conducive to the improvement of the operational efficiency of the industry, which is conducive to resource conservation and reuse. It will inevitably become the future cement, ready-mixed concrete and aggregate in China. And templates for the development of related building materials. It is not difficult to imagine that in the future, China's commercial and mixed industry will consist of several or a dozen large group companies, and third-party logistics will constitute the backbone of concrete transportation and pumping. If this situation arises, it can be said that China is China. The concrete industry spring has really arrived.