Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is August 15, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
01 A ceramics company in Jiangxi suspended production due to multiple employees being infected with the new crown
On August 11, according to relevant information from the Fengcheng government, 11 employees of ceramic companies have been infected with the new crown so far. The Fengcheng City New Crown Pneumonia Epidemic Prevention and Control Emergency Command Office issued a notice. According to the current needs of Fengcheng City’s epidemic prevention and control situation, in order to promptly and comprehensively investigate potential epidemic risks and completely block the transmission of the epidemic as quickly as possible, the Fengcheng City Epidemic Prevention and Control Emergency Command Office The Ministry of Public Security has decided to implement static management throughout the city from August 11 to August 16, 2022. This round of epidemic has had an unprecedented impact on the production of ceramic enterprises in the production area. Enterprises were forced to suspend production and employees were under quarantine and management. According to a supporting supplier, the Fengcheng production base of a certain industry leader in the production area has suspended production, and more than 20 production lines have been temporarily suspended. Another ceramics company is also implementing static control, and its employees may be trapped in the factory for eight days.
Source: Ceramic Industry News
“In your opinion, which of the three factors, including the epidemic, rising raw material prices, and real estate downturn, is the most important factor affecting the terminal?” In the past few days, the China Ceramics Network’s “Tao Xing China” 2022 National Ceramic Ceramics and Slate Market Survey Team was visiting There is a question that is always asked when visiting the headquarters of some brands. Most of the respondents will hesitate, thinking that the three factors have a great impact on the ceramic industry and are difficult to rank.
We always say that the epidemic will pass one day, but when will it pass? It is difficult to calculate the extent of the impact of the epidemic on the ceramic industry. Only production areas, manufacturers and dealers who have truly experienced it can understand it.
In the first six months of 02, more than 500 lines across the country have not resumed production< /span>
AugustOn the 8th, Gong Wei, secretary-general of the China Building and Sanitary Ceramics Association, delivered a keynote speech titled "Development Trends of my country's Building and Sanitary Ceramics Industry" and announced a series of key industry data. In the first six months of this year, the national ceramic tile output fell by 9.04% year-on-year; construction The main business income of ceramic enterprises decreased by 4.05% year-on-year, and the total profit decreased by 25.25% year-on-year; in the first six months, the country exported 256 million square meters of ceramic tiles, a year-on-year decrease of 13.46%; the export value was US$1.9 billion, a year-on-year decrease of 2.51%; the average export unit price was 7.43 USD/square meter, an increase of 12.66%; in the first half of the year, there were more than 500 production lines that had never resumed production. As of the first half of the year, there were nearly 200 large slab, rock slab, and thin slab production lines, more than 250 750×1500mm specification production lines, and about 150 national paving stone/thick brick/quartz tile production lines. The application areas of ceramic tiles are constantly expanding. In the future, new products, new technologies, and new models in the building and ceramics industry will increasingly blur the "boundaries" between industries, and the traditional building materials and home furnishing industry will accelerate the integration of "big home".
Source: China Building and Sanitary Ceramics Association
Since the beginning of this year, media articles reporting on the kiln opening rate in relevant production areas have frequently appeared on the Internet. Although the respective statistical data are different, they all point to the same fact: this year the kiln opening rate of the ceramic industry has hit a record low. .
Some people in the industry believe that even if the kiln is stopped, the backlog of ceramic tiles in the warehouse will be enough to sell for a long, long time. Some industry insiders also said that the impact of kiln shutdowns on different brands and dealers in different production areas is different. For some people, there is sufficient inventory, while for others, there is not enough inventory.
03 Gaoan Ceramics’ main operating income in the first half of the year was 15.62 billion yuan< /span>
14% year-on-year growth
Recently, Xi Jiebin, member of the Standing Committee of the Gaoan Municipal Party Committee and Vice Mayor, delivered a speech at the opening ceremony of the 2022 Central China Architectural Ceramics Boutique Collection. At present, Gaoan has 56 ceramic production companies and 176 production lines. More than 200,000 employees, annual production capacity breakthroughWith an area of 900 million square meters, it has become the largest county-level production area in the country. Facing the severe situation, Gao'an Ceramics led the development of the industry with innovation. In the first half of the year, the entire production area completed main business income of 15.62 billion yuan, a year-on-year increase of 14%. Next, Gaoan Ceramics will follow the development idea of "carbon reduction, efficiency improvement, quality brand" and the direction of "green, intelligent, branding" to promote the comprehensive transformation and upgrading of the building ceramics industry, striving to create "China's New Ceramics Capital".
Source: Gaopin Gaoan
Judging from the annual production capacity of 900 million square meters, Gao'an is already the largest county-level ceramic production area in the country, which is indeed something to be proud of. However, from the perspective of brand building and other aspects, there is still a big gap between Gao'an production area and Foshan production area, and unremitting efforts are still needed.
04 A large number of Sichuan ceramic companies have stopped production due to high temperatures
Recently, a large number of kilns have been shut down in Sichuan ceramic production lines. It is reported that the main reason for this situation is that continuous high temperature weather has caused a surge in residential electricity consumption, so industrial electricity consumption is restricted to protect civilian electricity consumption. As we enter the off-season for sales, ceramic companies' short-term production restrictions/kiln shutdowns have not had a great impact on dealers, but they have had an adverse impact on some project orders that need to be supplied in the near future. A salesperson from a ceramic company in Jiajiang said that due to high temperature production restrictions, several companies that can produce both 800×800 and 600×600 glazed tiles have mostly stopped the 600×600mm glazed tiles and retained the 800×800mm glazed tiles. Glaze lines.
Source: Pottery Information
Suspension of production due to environmental protection, suspension of production due to the epidemic, suspension of production due to rising prices of raw materials and natural gas, suspension of production due to high temperatures... I believe that the vast majority of ceramic people have expressed this emotion in recent years, especially this year - "The ceramic industry is really... It’s so difficult!”
05 Total investment nearly 2 billion yuan
Photovoltaic projects of 67 ceramic factories in Guangdong passed approval
According to incomplete statistics, as of August 8, in 2022, 67 photovoltaic power generation projects applied by ceramic companies in Guangdong Province have been approved for registration, with a total investment of 1.9215389 million yuan. Not only Guangdong, but also Jiangxi, Fujian, Chongqing, Sichuan, Hubei, Hunan and other major ceramic production areas in the country, some companies are also actively deploying photovoltaic power generation projects. According to incomplete statistics, since 2016, more than 500 rooftop photovoltaic projects in ceramic factories across the country have passed registration approval. Industry veterans have calculated that if a discount of 10 cents per kilowatt hour is calculated, a rooftop photovoltaic power generation project in a ceramic factory with an annual power generation capacity of 10 million kilowatt-hours can save at least 1 million yuan in electricity bills for the ceramic factory every year. Moreover, after the enterprise implements photovoltaic power generation, the annual photovoltaic power generation capacity per 100,000 square meters of factory roof can reach about 10 million kilowatt hours, which can bring about an annual negative carbon index of about 11,000 tons.
Source: Ceramic Information
67 photovoltaic power generation projects of Guangdong ceramic enterprises have been registered and approved, and Jiangxi and other ceramic production areas are actively deploying photovoltaic power generation projects, indicating that more and more ceramic enterprises have changed from understanding the "double carbon" policy to calmly accepting and actively implementing it. .
For the ceramic industry, green, low-carbon and sustainable development has long been the general trend. Faced with such a trend, ceramic enterprises must either move forward or withdraw. There is no third way to go.
06 8 ceramic companies sued 72 decoration companies
Recently, reporters randomly inquired about the litigation status of 8 ceramic companies in recent years, and found that there has been a significant increase in sales contract litigation disputes with decoration companies. From the disclosed judicial documents and court hearingsJudging from the information, in the past year, these 8 ceramic companies have filed lawsuits with 72 decoration companies, all of which were disputes over sales contracts or applications for property freezing caused by disputes over sales contracts; the total amount involved was 21.8091 million yuan, basically based on ceramics. Mainly property freezing applications initiated by enterprises. The subjects of the lawsuit are basically large-scale construction and decoration contractors, mainly in Guangdong, Jiangsu, Shanghai, Zhejiang, Sichuan and other places.
Source: Taocheng Daily
Compared with the frequent "thunderstorms" among real estate companies since September 2021, the thunderstorms among construction companies do not seem to be igniting enough, and the amount involved is not large enough, but the correlation may be wider.
Those affected by the "thunderstorm" of real estate companies are mostly strong head ceramics companies and some powerful waist ceramics companies, while the impact of thunderstorms on decoration companies is much wider, including head, waist and The last ceramic companies and their dealers may be included.
07 The hardcover market is gradually recovering
Tile configuration rate increased
According to AVC monitoring data, in the first half of 2022, the number of finely decorated real estate projects launched was 943, a year-on-year decrease of 42.1%; the number of finely decorated units was 705,200. , a year-on-year decrease of 48.9%. Since March, the monthly volume has increased month by month, with a month-on-month increase of 64.8% in June, indicating that the real estate market has recovered. Among them, the allocation rate of ceramic tiles and wooden floors has increased, and the allocation rate of standard building materials components has exceeded 97.5% on average. The future of the building materials market in the second half of the year is promising. In the first half of 2022, the number of ceramic tile supporting projects in the fine decoration market was 938, a year-on-year decrease of 42.3%; the supporting scale was 702,700 units, a year-on-year decrease of 49.1%. The configuration rate reaches 99.6%. In terms of brand competition, Mona Lisa ranks first with a growth rate of 2.2%. The top 2 to top 5 are Marco Polo, Guanzhu, Nobel, and Dongpeng. The overall brand concentration increased slightly, among which Nobel ranked first with a share growth of 2.8%.TOP4. From the analysis of the decoration bidding structure, in the ceramic tile supporting projects in the fine decoration market in the first half of 2022, the winning bidders will be the main force, with a share of 65.3%; among various decoration standards, the share of 2000-2999 yuan/㎡ is the highest, reaching 40.7%; From the perspective of scale compared with the same period last year, the housing price of 8,000-8,999 yuan/㎡ has the fastest growth, with a year-on-year increase of 306.1%.
Source: AVC Aowei Cloud Network
The fine decoration market is gradually recovering, which seems to be a good thing (for the centralized procurement of ceramic tiles for fine decoration housing projects), but also seems to be a bad thing (for ceramic tile retail). If the "thunderstorm" of real estate companies continues, will these ceramic tile supporting projects in the fine decoration market become the next batch of "victims"?
08 Multi-department jointly issued a document
Encourage in-depth cooperation between home furnishing companies and real estate developers< /p>
Recently, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, the Ministry of Commerce, and the State Administration for Market Regulation jointly released the "Action Plan for Promoting the High-Quality Development of the Home Furnishing Industry." The plan proposes that by 2025, the innovation capabilities of the home furnishing industry will be significantly enhanced, and the supply of high-quality products will be significantly increased. At the same time, it is clear to cultivate about 50 well-known brands in the home furnishing industry, establish 500 smart home experience centers, and promote quality consumption of home brands with high-quality supply. . At the same time, there are 13 tasks in five aspects: consolidating the industrial foundation, accelerating digital and green transformation, promoting the cultivation of talents, expanding high-quality supply, and increasing application and promotion. It emphasizes that home furnishing companies and real estate developers are encouraged to cooperate in depth to jointly create intelligent solutions for living spaces such as high-tech residences and promote the implementation of smart living.
Source: China Construction News Network
As the real estate industry bids farewell to the era of high growth and the growth rate of the home and building materials industry declines, the comprehensive competitiveness of home and building materials companies will become increasingly important. The industry structure will be optimized andThe increase in market share of leading companies will become the core theme leading the development of the industry. The promulgation of the "Action Plan for Promoting High-Quality Development of the Home Furnishing Industry" may further promote the optimization of the industry structure and increase the leading market share.
09 The decoration supervisor also "ran away"
The decoration project of 52 households was "unfinished"
Mr. Qian, a citizen of Nanjing, owns a property in Yinlong Garden, Qinhuai District. Not long ago, he commissioned a decoration company to decorate the house through "Biaodian Home Decoration Network". Later, the three parties signed an agreement There was an agreement, which stipulated that the project funds would be supervised by "Biaodian Home Decoration Network". Unexpectedly, after the completion of the house decoration, water and electricity, the decoration company as Party B stopped work. The reason was that the supervisor "Biaodian Home Decoration Network" was unable to pay the corresponding funds, and the person in charge could not be contacted. superior. During the process of safeguarding his rights, Mr. Qian discovered that as many as 52 owners like him had suffered from "unfinished" renovation projects, and they have now reported the case.
Source: Yangtze Evening News
The renovation supervisors are running away. Is it because the renovation money is too profitable?
10 A man in Shandong refused to pay the balance
The decoration company comes to "demolish the home"
A man in Linyi, Shandong was introduced by an acquaintance to a decoration company to renovate his new house. It was estimated that a simple renovation of the house would cost 34,000 yuan. The decoration company required him to pay 25,000 yuan for materials and progress payment first. During the renovation work, the man thought there were errors in some parts of the room and asked the decoration company to make corrections. The decoration company believed that according to the verbal agreement between the two, the decoration cost did not include rework and new requirements, so it proposed to increase the decoration cost to the owner. After being rejected, the two couldn't argue over this issue, and the decoration work could not continue. Not only that, the decoration company also retaliated by removing the already installed doors, windows, bathrooms, wall cabinets, etc. behind the owner's back. All the newly installed decoration facilities such as the ceiling were destroyed. Subsequently, the man filed a lawsuit in the court, and the court mediated the matter and announced that the decoration company would return 10,500 yuan for the decoration materials.
Source: China Court Network
Is this a decoration company or a robber? The social image of decoration companies has been corrupted by various "suicide" behaviors such as this. For ordinary consumers, they can only sigh "Decoration is really difficult"!
