Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is November 7, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
Gaoan centralized gas supply in Jiangxi has increased for five consecutive years!
The equivalent coal price exceeds 2,100 yuan/ton< /p>
On November 1, the price of Gaoan centralized gas supply rose again. From November 1 to November 15, the price was 0.701 yuan/Nm³, while from October 16 to October The price on the 31st was 0.697 yuan/Nm³. It is reported that this is the "fifth time" price increase for Jiangxi Gao'an centralized gas supply since September. Previously, the Gaoan government issued the "Comprehensive Gas Supply Implementation Plan for the Jimin Credible Centralized Gas Supply Project of Jiangxi Province Building Ceramics Industry Base": Starting from 0:00 on November 1, 2022, all production lines in the Gaoan Building Ceramics Base (including those that have been converted to lithium battery production) production line) to achieve comprehensive docking and use of centralized air supply.
Source: Comprehensive compilation by China Ceramics Network
On October 24, the Gao'an Municipal People's Government Office issued the "Notice on Issuing the Comprehensive Gas Supply Implementation Plan for the Jimin Credible Centralized Gas Supply Project of Jiangxi Province Building Ceramics Industry Base." According to the Ceramic Industry News, relevant industry insiders believe that its impact may not be limited to the cost "big test" of Gao'an Ceramics Park, but a landmark event that comprehensively and profoundly affects the production area, affects the life and death of ceramic companies, and even reshapes the direction of the industry.
Is the "fifth" price increase of Jiangxi Gao'an centralized gas supply since September a strong confirmation of this view?
A ceramics company in Guangdong has stopped kilns for a holiday for nearly half a year
Recently, the Yawei Ceramics Company of the Jinliyuan Ceramics Group in the Gao'an production area with an annual output value of over 2 billion has resumed production on two consecutive lines through technological transformation, while a ceramics company in Guangdong has stopped production on October 25 The kiln and production resumption time have been extended to April 1, 2023. The company's kiln shutdown holiday at the end of 2022 will be from November 1, 2022 to March 31, 2023 (the holiday does not include sales systems and personnel with other work arrangements). It can be seen from this that the group's holiday this year has not only been significantly advanced, but the opening of the kiln after the year has also been significantly postponed, with the holiday lasting as long as 5 months.
Source: Ceramic Industry News
5 months, up to 150 days! This is probably the earliest and longest holiday notice issued by the ceramic industry this year.
It is understood that the ceramic company’s holiday arrangement also triggered some employees to raise banners to protect their rights. This reminded Mr. Zhongtao of a holiday notice from a certain company that I saw on Toutiao not long ago that caused countless controversies:
Some people think that the company is doing something wrong, but others think that it is doing everything right because "the subsistence allowance is not even 2,000 yuan, so this can be considered a humanitarian company."
Zhong Taojun believes that in difficult times, it is understandable for companies to call on employees to tide over the difficulties together, but the attitude must be sincere and explain directly to employees. It must not be hidden, let alone disguised layoffs, otherwise it will easily cause immeasurable consequences. negative impact.
Another ceramics company in Jiangxi production area switches to lithium battery production
Industry sources revealed that Zhongyang Ceramics, located in Gao'an Ceramics Park, has officially signed a contract to switch to lithium battery production. The cooperation model is for Zhongyang Ceramics to procure land and equipment. Zhongyang Ceramics currently has three ceramic tile lines, involving medium-sized ceramic tiles, polished glazed ceramic tiles and large tiles with a size of 750*1500, with a daily production capacity of nearly 90,000 square meters. Sources from the production area told the Ceramic Industry News that the company's 750*7500 large slabs were newly built and were basically not in normal production after completion and ignition. So far, Fangaoan has fully withdrawn more than 54 production lines with a daily production capacity of nearly one million cubic meters (including Siwa). If calculated based on 300 days of normal production time per year, the annual production capacity of Gaoan that has been withdrawn within one year has been close to 300 million. ㎡.
Source: Ceramic Industry News
There has been such news almost every week for more than a month. It seems that it has really become the norm for ceramic companies to switch to lithium battery production.
Zhongtaojun has commented many times this year on the conversion of ceramic companies into lithium battery production, and just recently commented:
"At the '2023 Ceramic Industry Development Forum' held by Taocheng Daily, Zhong Lin, Director of Domestic Marketing of Keda Manufacturing, said, 'Almost 20 ceramic companies in Gao'an have converted 40 lines to lithium batteries. Gao'an The government has 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.”
Wrigley Home Furnishing’s market share in 2021 is approximately 9.8%
More than 12,000 sales outlets nationwide< /p>
On November 1, Wrigley Homes, which had just gone public, released a record of investor relations activities. Wrigley Home Furnishing said that according to public data, the company's market share in 2021 will be approximately 9.8%. In order to increase core competitiveness, the company will continue to maintain high R&D investment intensity, with annual R&D investment exceeding 3%. R&D expenses will increase to 288 million yuan in 2021. At the same time, 10 production bases have been deployed across the country to achieve self-research and production of main products; in terms of channels, the company has cooperated with local leading dealers in major regions, and the company has deployed more than 12,000 sales outlets nationwide.
Source: Leju Finance
Compared to ceramic tile companies, Wrigley Home's market share of 9.8% is astonishing in the field of architectural and sanitary ceramics.
It is understood that in the ceramic tile market segment in the field of architectural sanitary ceramics, Marco Polo is already firmly ranked first with a market share of 3% (2021 data).
A furniture company infringed Gao Yuanyuan and refused to apologize
The company's property has been frozen
Recently, Foshan Shushe Home Furnishing Industrial Co., Ltd. was ordered to apologize to the plaintiff Gao Yuanyuan and pay more than 80,000 yuan for infringement of Gao Yuanyuan’s portrait rights. Gao Yuanyuan applied for enforcement. Related case information shows that Gao Yuanyuan had previously applied to freeze bank deposits of 505,000 yuan in the company's name or to seize other properties of equal value. After review, the court found that it complied with legal requirements and immediately began execution.
Source: Home Building Materials Information Communication
As we all know, celebrity endorsements have a lot of right and wrong. I quote this news today to bring out another piece of news.
On October 31, in accordance with the relevant work arrangements for the management of the cultural and entertainment fields of the Central Propaganda Department, the State Administration for Market Regulation jointly issued a The "Guiding Opinions on Further Standardizing Celebrity Advertising Endorsement Activities" have been issued and will be implemented on the date of promulgation.
The opinion imposes more detailed and strict management regulations on celebrity endorsements. In addition to further strengthening the rigidity of correct orientation, it also specifically stipulates that celebrities are not allowed to endorse products that they have not used or services that they have not received, like some Electronic products that are updated quickly, and products that have only been used for one generation cannot be endorsed by the brand.
Under such circumstances, can celebrities still endorse home building materials products including ceramic tiles?
Adjustments to housing provident fund policies will be introduced throughout the year
Frequency over 150 times
According to incomplete statistics, as of now, more than 130 cities across the country have issued new housing provident fund loan policies during the year, and some cities have issued it twice or even three times. The total frequency exceeds 150 times, covering many aspects such as increasing the upper and lower limits of loan down payment, lowering loan interest rates, extending loan terms, attracting talents to settle down, favoring families with multiple children, and helping one person buy a house with the whole family. Specifically, more than 20 cities have provident fund control policies involving "one person buying a house and the whole family helps", and more than 40 cities involve paying attention to the reasonable house purchase needs of families with multiple children. In addition, most regulatory policies involve adjustments to the down payment ratio, loan amount, term, etc. of provident fund loans.
Source: Zhongfang.com
The provident fund policy can effectively help home buyers reduce the cost of purchasing a house. Judging from the current property market performance, the provident fund policies introduced by various places have gradually exerted their effectiveness, but the effectiveness is relatively mild. The main reason is that the core factors affecting the property market are still around the level of homebuyer confidence.
In this regard, some experts said that overall, the property market is developing in a good direction. Although there is some resistance in the middle, there will not be another cliff-like decline in the future. Some of the policies launched this year will also be effective next year. will be released further.
