Why did the mixing station stop working? ——Recent hot spot analysis and data interpretation
Recently, mixing stations in many places across the country have been suspended, causing industry concern. This article combines hot topics across the Internet in the past 10 days to analyze the reasons from multiple dimensions such as policy, market, and environmental protection, and attaches structured data for reference.
1. Increased policy control: environmental protection inspections and production restriction orders
According to a report from the Ministry of Ecology and Environment, the second round of central environmental protection inspections in 2024 has been launched, and mixing stations in many places have been required to rectify due to problems such as dust and noise. The following is the data of the affected areas in the past 10 days:
| area | Number of shutdown mixing stations | Main reasons for rectification |
|---|---|---|
| Hebei Province | 127 | Dust monitoring is not up to standard |
| Shandong Province | 89 homes | Illegal production at night |
| Jiangsu Province | 63 | Wastewater discharge exceeds standards |
| Guangdong Province | 42 | No noise reduction equipment installed |
2. Shrinking market demand: Real estate continues to be sluggish
Data from the National Bureau of Statistics shows that real estate development investment fell by 9.3% year-on-year from January to May, directly affecting concrete demand:
| month | Concrete output (10,000 m3) | Year-on-year change |
|---|---|---|
| March 2024 | 18500 | -12.7% |
| April 2024 | 17200 | -15.2% |
| May 2024 | 16300 | -17.8% |
3. Raw material price fluctuations: tight supply of cement, sand and gravel
The Yangtze River Basin has recently entered the flood season, and sand and gravel mining has been restricted, causing raw material prices to skyrocket in some areas:
| Material | Average price in May (yuan/ton) | Average price in June (yuan/ton) | Increase |
|---|---|---|---|
| PO42.5 cement | 420 | 480 | 14.3% |
| Machine-made sand | 85 | 110 | 29.4% |
| gravel | 75 | 95 | 26.7% |
4. Electricity supply is tight: many places implement orderly electricity use
According to data from the State Grid, 12 provinces have issued power consumption warnings since June, which involve areas where mixing plants are concentrated:
| province | Power limit days | Affect production capacity |
|---|---|---|
| Zhejiang | 8 days | 30%-50% |
| Hunan | 6 days | 40%-60% |
| Sichuan | 5 days | 20%-40% |
5. Capital chain pressure: extended accounts receivable cycle
A survey by an industry association shows that the average payment collection cycle in the concrete industry has exceeded 180 days, leading companies to proactively reduce production:
| Enterprise size | Proportion of accounts receivable | shutdown ratio |
|---|---|---|
| large enterprise | 58% | twenty three% |
| medium-sized enterprise | 67% | 41% |
| small business | 82% | 63% |
Industry response suggestions:
1. Accelerate green transformation and strive to resume production that meets environmental protection standards
2. Expand new markets such as infrastructure and municipal engineering
3. Establish a raw material reserve mechanism
4. Optimize production schedule to avoid peak electricity consumption
5. Strengthen accounts receivable management
Expert opinion:
Experts from the China Building Materials Federation said that this wave of shutdowns is an inevitable process of deep adjustment in the industry. It is expected that market demand will gradually pick up in the third quarter as infrastructure projects develop, but companies need to be prepared for long-term transformation and upgrading.
Summarize:
The shutdown of the mixing station is the result of the superposition of multiple factors, which not only affects the short-term policy regulation, but also reflects the long-term structural contradictions of the industry. Enterprises should proactively adapt to the new normal and improve their ability to resist risks through technology upgrades and management optimization.
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