Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is October 24, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
Is there any way out after ceramic companies switch to lithium battery production?
Compared with 2020, due to factors such as switching to lithium battery production, the number of high-tech ceramics enterprises decreased by 14, a decrease of 25%, and the number of production lines decreased by 25, a decrease of 15.2%. %; the daily production capacity of ceramic tiles decreased by 231,000 square meters, a decrease of 8.2%; the daily production capacity of ceramic tiles (Western tiles and green tiles) decreased by a net decrease of 1.69 million pieces, a decrease of 39.8%. Although nearly 40 construction ceramics production lines in the Gao'an production area will be converted to lithium slag roasting in 2022, the leading ceramics companies and some outstanding small and medium-sized enterprises in the Gao'an production area are still firmly committed to the ceramic sector. These companies are deeply involved in brand operation, product innovation and product quality. We will increase investment and explore new development models and market channels in the harsh "cold winter" of the industry.
Source: Ceramic Information
Since 2022, there has been news of ceramic companies converting their production lines to produce lithium batteries almost every month or even every week.
For ceramic companies that have switched to lithium battery production and made profits, this is definitely a good thing. After all, "it doesn't matter whether the cat is white or black, as long as it catches mice, it is a good cat." But for the entire construction and ceramics industry, is this really a good thing?
At the "2023 Ceramic Industry Development Forum" held by Taocheng Daily, Zhong Lin, director of the domestic marketing department of Keda Manufacturing, said, "Almost 20 ceramic companies in Gao'an and 40 lines have converted to lithium batteries. Gao'an Government There are regulations that if you make lithium batteries, the ceramic brand will be cancelled, which is equivalent to withdrawing from the ceramic industry. This model has also found a new idea for how to exit the ceramic industry in the future."
It seems that switching to lithium battery production is not only a new way out for ceramic enterprises, but it is also equivalent to cutting off the retreat. In other words, it is more appropriate to cut off the retreat before moving forward
World Ceramic Bathroom 1The top 00 statistical ranking list is released
Marco Polo ranked second
On October 19, the statistical ranking of the world's top 100 ceramic sanitary ware companies was officially released. Among the top 30 global ceramic tile companies, 10 Chinese companies are on the list based on their strength, among which Marco Polo Holdings is ranked 2nd, New Pearl Group is 5th, Dongpeng Holdings is 7th, Mona Lisa Group is 8th, and New Jincheng Group is 8th. 9. Diou Home Furnishing ranked 10th, Nobel Ceramics ranked 12th, Keda Africa ranked 26th, Jiangjun Ceramics Group ranked 27th, and Sun Enterprise ranked 28th.
Source: Taocheng Daily
In last week's article "China Ceramics Daily·Hot Review of the Week", China Ceramics Jun commented on the fact that "Ceramic World Review" announced the "Top 25 Ceramic Ceramic Manufacturers in the World", "Some people in the industry believe that China needs a own global ceramic tile production capacity report”.
I didn’t expect that this week China’s top 100 ceramic tile bathroom rankings would come out. For those in the industry who believe that China needs its own report on global ceramic tile production capacity, does this feel like a wish come true?
Let’s take a look at the rankings of China’s ceramic construction companies: Marco Polo Holdings is ranked 2nd, New Pearl Group is ranked 5th, Dongpeng Holdings is ranked 7th, Mona Lisa Group is ranked 8th, Diou Home Furnishings is ranked 10th, and Nobel Ceramics is ranked 12th. It is not surprising at all; Xinjincheng Group is ranked 9th, Jiangjun Ceramics Group is ranked 27th, and Sun Enterprise is ranked 28th. It is really a surprise.
However, why are ceramic companies that are obviously capable of being on the list, such as Foshan's Hongyu Group, Shuncheng Group and Jiangxi's Huashuo Group, not on the list?
Jiajiang, Sichuan
The ceramic cluster will achieve an output value of 35 billion yuan in 2021
Recently, Jiajiang released the "Jiajiang Answer Sheet" on economic and social development in the ten years since the "18th National Congress". In terms of ceramic industry, as of 2021, Jiajiang County has a total of 54 ceramic companies with 87 production lines. The annual ceramic production capacity is 450 million square meters, accounting for 4.7% of the country and 75.8% of the province. It ranks fifth among the country's production areas and in the west. No. 1. The ceramic cluster has achieved an output value of 35 billion yuan, contributing 56% to the county economy, driving more than 1,000 upstream and downstream enterprises, directly employing nearly 14,600 people, and indirectly employing nearly 80,000 people.
Source: Sichuan Economic Network
Regarding the 35 billion yuan output value of the ceramic cluster in Jiajiang, Sichuan, Dr. Yin Hong raised his own questions in the article "Dr. Yin's Commentary": "450 million square meters of output, 87 production lines, with an average output of 5 million square meters each. , it is basically fair to say that the output value is 35 billion yuan. If it is just ceramic tiles, it means that the average unit price is 77.78 yuan per square meter. I think this average unit price can be doubted. Unless there is other content in the output value, just listen to it and it will be clear. It is for reference only. "< br />
Official data from Jiangxi Gao'an shows that the total output value of Gao'an ceramics industry in 2021 is 33.9 billion yuan, and the total ceramic production capacity is about 1 billion square meters.
Comparing the data of Gao'an and Jiajiang, the latter's output value of 35 billion yuan does seem questionable. However, the original text refers to the "output value of ceramic clusters", which includes ceramics and ceramic-related industries. The output value of this series of industries is 350 yuan, which is fine.
Guanxing Enterprise has a daily production capacity of 30,000 square meters, digital intelligent energy-saving wide-body kiln
Smart production line ignition
October 1On the 9th, the ignition ceremony of Guanxing Enterprise's new digitally intelligent energy-saving wide-body kiln intelligent production line was held in the Guanxing Guangdong Qingyuan Yuantan modern green and environmentally friendly intelligent industrial park. It is understood that the production line has an average daily production capacity of 30,000 square meters, and can produce high-quality tile products of different specifications, covering 400×800mm, 800×800mm, 600×1200mm and other specifications, and can achieve flexibility and one-click production conversion needs. , empowering enterprises to upgrade their product layout.
Source: China Ceramics Network Live Report
The construction and ceramics industry will be in a downturn in 2022, and it can be said that very few companies have launched new production lines.
This move by Guanxing Enterprise shows on the one hand that it "implements the concept of green development, takes the lead in the industry to realize intelligent manufacturing upgrades, strengthens the level of intelligent equipment, and creates a modern and intelligent leading industry through intelligent + green dual-core development" On the other hand, it has also demonstrated its extraordinary strength.
Many ceramic companies’ trademarks have been infringed
According to incomplete statistics, from 2022 to now, more than 40 ceramic companies and nearly a hundred product and process patents have been launched in the national ceramic tile industry. However, for the ceramic industry, serious homogeneity of products is an indisputable fact, resulting in constant lawsuits over intellectual property infringement. Plagiarism and imitation incidents such as series naming of ceramic products, product promotion copywriting, and designs have long been commonplace. According to incomplete statistics from the Ceramic Industry News, more than 10 cases of trademark and patent infringement disputes have occurred in the ceramic tile industry since 2022.
Source: Ceramic Industry News
In the construction and ceramics industry where product homogeneity is extremely serious, ceramics companies must pay serious attention to the protection of intellectual property rights and patents.
Bangladesh is hit by natural gas crisis
Great Wall, the largest ceramics company, cuts daily output in half
According to recent reports from Bangladeshi media, Bangladesh’s ceramic industry has fallen into a natural gas shortage crisis. The Bangladesh Ceramics Manufacturers and Exporters Association said that more than 25 large factories in the ceramics industry have suffered from severe natural gas shortages for more than three months. Due to disruptions in natural gas supply, ceramics companies are now unable to produce products to meet foreign buyers' deadlines, resulting in the cancellation of many orders and a blow to supply in the local market. Md Shamsul Huda, general manager of Great Wall Ceramic Industries, the country's largest ceramic tile manufacturer, pointed out that now the factory can only operate in a single shift with a daily production time of about 10 to 12 hours, but during this period there will be 3 to 4 A power outage seriously hampered production. Within these two months, the factory's daily output dropped dramatically from 42,000 square feet to 20,000 square feet.
Source: 77 Degrees
Previously, the construction and ceramics industries of Italy and Spain were severely affected by the natural gas crisis. Now there is another "suffering brother" - Bangladesh.
Compared with their foreign counterparts, life for Chinese ceramic enterprises should be better, right?
Price will be increased after the picture decoration is completed
Be sure to sign a contract before decorating
Recently, the owner of a piano training store in Jiangsu did not sign a contract when renovating the store. He only negotiated the total price of the decoration with the workers. As a result, after the decoration was completed, the owner was charged extra money. He said the project was a loss and asked the boss to add 3,500 yuan, otherwise he would stay in his store. Later, the boss also called the police. The police read the chat records provided by the boss and told the workers to sue and not to accuse others.There was trouble in the store. The worker insisted that the boss owed him money and raised the price to 16,000 yuan. He would not leave until he received the money.
Source: Dacheng See Life
In many real cases, even if you have signed a decoration contract, you may encounter such nonsense, let alone if you have not signed a contract?
Zhongtaojun’s warm reminder: Be careful when decorating and sign the contract well!
Restrictions on A-share financing for real estate companies
What signal is sent?
"China Securities News" published an article on October 21, "China Securities Regulatory Commission: Allow real estate companies that meet certain conditions to raise funds in the A-share market." The article stated that a reporter from China Securities Journal learned from relevant persons at the China Securities Regulatory Commission on the 20th that for real estate-related companies, the China Securities Regulatory Commission allows some companies with a small amount of real estate-related business but not real estate as their main business to raise funds in the A-share market. Relevant sources from the China Securities Regulatory Commission said that for real estate-related companies, the China Securities Regulatory Commission will allow the following companies with a small amount of real estate-related business but not real estate as their main business to raise funds in the A-share market on the premise of ensuring that stock market financing is not invested in real estate business: themselves and holding companies If the subsidiary is involved in real estate, the income and profit from the real estate business in the most recent year shall not account for more than 10% of the company's corresponding indicators for the current period; if the subsidiary is involved in real estate, the investment income generated by the real estate business in the most recent year shall account for the current profit of the company. The proportion does not exceed 10%.
Source: Xinhua News Agency
We can read a positive signal from the above news. Financing restrictions for some real estate-related companies are being moderately relaxed, but only those companies whose real estate business accounts for no more than 10% of their real estate business will be liberalized. The specific conditions are: if you and your holding subsidiaries are involved in real estate, the income and profits from the real estate business in the most recent year shall not account for more than 10% of the company's corresponding indicators for the current period; if your subsidiaries are involved in real estate, the real estate business in the most recent year shall be The proportion of investment income in the company's current profits shall not exceed 10%.
On the one hand, this reflects the country’s adherence to the regulatory principle of “housing is for living, not for speculation”; on the other hand, it also reflects the country’sThe country’s precise policies for different enterprises have effectively supported the real economy.
It is reported that this news drove the A-share real estate sector to rise actively on Friday, October 21. Rongfeng Holdings hit the daily limit at the beginning of the trading day, and Haitai Development once rose by more than 7%. Zhongdi Investment, Jinan High-tech, Nanshan Holdings, and Dalong Real Estate also opened higher.
Li Yujia, chief researcher of the Housing Policy Research Center of the Guangdong Provincial Institute of Urban Planning, believes that the new A-share market financing policy for specific housing-related companies will help more social funds participate in the acquisition of guaranteed buildings or risk-incurred projects, and help the real estate market risk Orderly release and steady and healthy development.
