The way to make money

In 2021, it was the year of the \”14th Five-Year Plan\”, and it is also a year in the Yun Yun Yun. Since the opening of this year, \”a production area has been discontinued\”, \”the most crazy price increase in history is coming\”, \”a certain business inventory is burst\”, \”Who is acquired who has acquired\” Who \”and other explosive news often Full of our eyes.

If the world is in a hundred years, it is the same.

Limited electricity

After entering July, the limited electricity limit for succession all over the country directly affects There are multiple ceraking districts. At the beginning of August, the news of Tao, Guangxi Production Area, was forced to stop production in the \”pull power\” and two large-scale copies of the two-largest production line, causing a sensation in the industry, and the tight atmosphere began to be filled.

Some people believe that this is due to high coal prices, causing fatigue in the fire power plant; also believes that this is the \”replenishment\” behavior adopted by all localities in order to achieve \”Double Control\” target scores; Some people guess, this is a financial battle that takes back to the international bargain. Until the residents of the Northeast and other places have also been affected, including the shutdown limit is to win the conspiracy of the financial war.

As of now, more than 20 provinces such as Jiangsu, Guangdong, Yunnan, Zhejiang, Shandong, Hunan, Liaoning, Jilin, Heilongjiang have launched an orderly power supply, and the anti-peak electricity, industrial production enterprises are required. \” Open three stops four \”\” open two stop five \”or even\” open one stop six \”. On September 27th, Liaoning Faju Tu Jiji Pottery Process has caused more than 30 Tao enterprises to stop production.

As an important means of carbon-up peaks, 2060 years ago, it is closely related to regional industrial structure, technical capabilities and development stages, and now it has become a measure of one measure. An important scale for high quality development in the industry. Although the central government has repeatedly avoided \”a knife cut\”, correcting \”sports reduction\”, but from this trend to the impact of Tao companies, it is probably only the difference between long pain and shortness.

The reporter learned to the relevant person in charge of a ceramic enterprise in Guangdong, facing the predicament of the lower battery limit, the company’s production line will prioritize high-quality products, so the partners who take high-end routes must basically don’t have to worry The problem, in turn, the production of parity products has been affected.

In summary, \”limited electricity\” on the one hand, forced enterprises, energy conservation and emission reduction, low-carbon environmental protection development road, and on the other hand, it is also catalytic backward production capacity. disuse. Enterprises must continue to transform and optimize the limited resources to produce the most valuable products, including the optimization of production systems, product lines and even partners. This is also a positive role that the so-called energy consumption \”dual control\” can be foreseen.

price increase

In fact, after completion of the recovery industry early, the increasing rising raw material prices and natural gas prices have already plagued the production of Tao companies, this limited power is undoubtedly snowing. . This has led to the pottery enterprises that should be highly pleased during the \”Golden Silver Ten\” period, but they are facing two difficulties.

\”\” This year’s market, the pressure of the boss is also big. Or price increase, or stop the kiln, only these two choices. \”The employee with ceramic factory revealed to reporters , The price increase is a helpless. Not only the SMEs, even the strong companies such as Dongpeng, Wrigley, have also released the price increase announcement, and Dongpeng has increased by 5% from October 1.

At the end of September, a tile price tide was set off throughout the country. Within the same day, nearly ten ceramic production districts in Guangdong, Guangxi, Yunnan, Sichuan, Jiangxi, Anhui, Zhejiang, Shandong were intensively introduced to increase the price increase, and the price of the price involved the large panel, glazed, and medium. Plate, antique brick, small brick, wisdom, etc.

It is worth noting that this situation has appeared in this year. As early as early May, the industry has set off a violent price increase. According to the incomplete statistics of the media, there have been hundreds of ceramics in the country in half a month, only May 13th day. There are dozens of Tao companies announced the price increase.

There is no doubt that the energy consumption \”Double Control\”, the power-on policy will be compressed to a certain extent to reduce the capacity of the phenylene brick products, which has a certain impact on the supply and demand relationship between local regional markets. It is understood that many dealers have been looking for the manufacturer to pay the goods in the first time after receiving the wind, and I am afraid that \”out of stock\”, \”price increase\” will intensify.

As mentioned above, all local dealers are worried about electricity, and they rise. The price will affect the tile terminal market, but in fact, the factory will never be out of stock, really scarce is those who sell, can earn money. Why do you say that? There is a common phenomenon in the industry, the stock.

Due to the burning of the tiles, it cannot be easily stopped, transumated, and generally ceramics will maintain a certain size inventory product to ensure adequate supply. In recent years, with the diversification of tiles, textures, specifications, and categories, the product line of Tao companies, the longer the product line, form a large amount of stock back in the accumulation of the month. Therefore, there is no sale in a short period of time without the sale.

The reporter discovered by visiting, the lack of large container vehicles, heavy trucks such as rotation, and it is difficult to find in Nanzhuang Avenue. More people in the industry broke through the short video platform, Foshan Pottery’s warehouse inventory is increasing \”fat\”, even in the two-year bursting rock plateThe class has also exploded in July, July.

The relevant data shows that as of the end of 2020, the amount of tile stocks of three listed companies in the Tao Industry have been close to 100 million m2. From the view of the production and sales data released by several large-scale Tao companies, their production growth is much higher than sales growth, and inventory growth is maintained at 14.49% -49.01%.

Since my country’s economic development has already entered the new normal, the heat of the upper reaches of real estate industry continued to cool down. The low fans in the real estate market directly affect the building materials market, which makes most tile manufacturers, plus cost rises, the decline in profits, how to digest millions of stocks, directly affect the company’s capital turnover, and The guarantee of funds, the enterprise can protect a place in a new round of competition.

The strength of the strong, is nothing more than the strength. Since 2020, the head pottery investment, expansion, acquisition, etc. Despite the rise in raw material prices, it is difficult to turn on electricity production, inventory backlog and other difficulties, the head Tao companies are still a big movement.

On January 2nd, Hunan Rising Green Building Materials Signed and held a ceremony, and the Rising Sun Group announced that the production base has been pursued by 1 billion yuan;

January 6, Dongpeng Holdings The Jiangxi Fengcheng People’s Government signed the \”Investment Agreement\”, the total investment of the project is about 5.08 billion yuan;

January 9 Planned to invest 500 million yuan to upgrade 5 production lines;

On February 3 Production line;

On February 24 Yili successfully photographed Guangxi New China Tao Ceramics;

March 9 123] On May 13 Jiangxi Fengcheng production base is expanded, the total investment of projects is 1.25 billion yuan, and 4 production lines are intended to build;

August 30, Huida bathroom and LA \u0026 # 39; BOBO officially signed a merger agreement, with 130 million Yuan acquired 70.61% of Guangxi Xin Gao Sheng Xiantao Co., Ltd.;

On September 10, Xin Pearl Group officially signed Yongchuan District, Chongqing, plans to create a \”Southwest Green Intelligent Production Base\” in Yongchuan District, Chongqing.

In some people think that under the increasingly decline in ceramic bristles, the scale has become an important factor in determining the core competitiveness of the enterprise. Some people think that adhering to the concept of \”eggs can’t be placed in the same basket\”, it is imperative to make capacity layouts. No matter which kind of saying, production capacity expansion will be the way to develop the ceramic enterprises.

As an example, in Guangdong Foshan, Jiangxi Jingdezhen, there are 15 production lines in 3 major production bases in Fuji County, Guangxi, with an annual production capacity of 0.87 billion m2, ranked 13th in national tile production (data) Source: \”Cao Yong Long March V · 2020 China Tile Production Energy Survey\”). From the half-year newspaper announced from the Eco House, the tile business in the last half of the year has reached 2.729 billion yuan, with an increase of 11.10%. For a leading company that has already launched the capital market, the capacity can be further released.

Today, the head of Mona Lisa, Ou Shennu, Dongpeng, etc., the head of Dongpeng has taken the capital of Dongfeng all the way, the new pearl, Marco Polo has also officially IPO initiates attacks. Next, how the head Tao companies have stabilized each step, how to strive in the upper, smaller Tao companies to find their development direction, will have a significant impact on the future competitiveness of the establishment of the industries.