Briefing on the operation of the construction materials industry in August 2023

In August, the building materials industry boom index was 99.4 points, up 5.3 points from the previous month, close to the critical point, the building materials industry economic operation stabilized, but still in the non-boom zone. Building materials product production overall still continues to slow down trend, product prices continue to dip, but the industry's economic efficiency of the main indicators have narrowed year-on-year decline. From January to August this year, the rate of increase in investment in infrastructure construction slowed down, the real estate market continued its downward trend, consumer demand in the industrial sector rose steadily, and demand in the international market continued to contract. 1. The production of building materials continued to slow down. According to the national bureau of statistics data, from January to August, above-scale building materials industry added value growth rate decreased by 0.3% year-on-year, the growth rate than the 1-7 month continued to fall by 0.2 percentage points, in August the month decreased by 1.6% year-on-year, the rate of decline narrowed, lower than the national industrial added value growth rate. in August, in the focus of the monitoring of the 31 kinds of building materials products, there are 14 kinds of product output year-on-year growth, 17 kinds of product output year-on-year The output of 17 products declined year-on-year. Among them, the production of cement enterprises above designated size 179 million tons, down 2.0% year-on-year, the rate of decline narrowed from the previous year; flat glass production of 82.276 million weight boxes, down 7.2% year-on-year, the rate of decline widened from the previous year, the market demand for flat glass is weak. 2. ex-factory prices of building materials products to maintain a low level. 91.8 in August (December 2020 for 100), the building materials industry factory price index, 6.8% lower than the same month of the previous year. The same month last year fell 6.8%. In building materials 13 classified industries, in addition to building technology glass, fiber-reinforced plastics, non-metallic mineral processing industry 3 industry factory prices than the same month last year, except for growth, the other industry products factory prices are down year-on-year. Among them, affected by the domestic cement market demand is weak, the cement industry ex-factory price index in August 80.2 (December 2020 = 100), 4.3% lower than the previous month, 15.4% lower than the same month of the previous year. 1-8 building materials industry ex-factory prices than the same period of the previous year fell by 6.3%, the rate of decline has slightly expanded. 3. Demand for structural upgrading of emerging building materials, profit growth faster. 1-8 months. Above-scale building materials enterprises operating income fell 7.3% year-on-year, total profits fell 23.2% year-on-year. coal demand in August, fuel prices rebounded, the enterprise energy costs increased. 1-8 months, only lightweight building materials, thermal insulation materials, technical glass, fiber-reinforced plastics, sanitary ceramics and non-metallic mining and processing industry and other six industries operating income, total profit year-on-year growth, flat glass Industry total profit year-on-year from negative to positive, a larger increase. With the transformation of the development mode, the demand structure upgrade, green building materials, mineral functional materials, new materials and other emerging building materials industry to accelerate the development of increased demand. 4. market demand is still weak. According to the National Bureau of Statistics data, 1-8 months, the national fixed asset investment (excluding farmers) rose 3.2% year-on-year, the rate of increase continues to narrow. According to the composition, the construction and installation of fixed assets investment rose 2.4% year-on-year; sub-industry, supporting the stable development of the building materials industry, infrastructure investment (excluding electricity, heat, gas and water production and supply industry) rose 6.4% year-on-year. Investment in fixed assets in the building materials industry fell 2.6% year-on-year, the rate of decline narrowed by 0.8 percentage points compared with the previous month. 5. the amount of exports of building materials products declined. from January to August, building materials and non-metallic mineral commodities exports amounted to 29.93 billion U.S. dollars, a year-on-year decrease of 4.3%. in August, building materials and non-metallic mineral commodities exports amounted to 3.39 billion U.S. dollars, a year-on-year decrease of 21.1%, the same period of time, RMB exchange rate against the U.S. dollar Year-on-year decline of 5.6%, of which, sanitary ceramics, bricks, flat glass, glass fiber yarn, granite products, lightweight building materials, heat and sound insulation materials and other industry products, offshore prices fell by more than 30% year-on-year, but the number of exports of the above products was a growth trend, building materials products exports increased in volume and price, the amount of the overall decline in the amount of building materials products. 1-August, building materials and non-metallic mineral commodities imports of $ 24.33 billion, an increase of 16.1 percent in August. In August, building materials and non-metallic mining commodities import amounted to 2.25 billion U.S. dollars, a year-on-year decline of 27.2%. August, cement, flat glass, ceramic bricks, limestone, clay and gravel, building stone, waterproofing materials, lightweight building materials and other building materials sub-sector commodities import amount grew faster.

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