Briefing on Construction Materials Industry Operations in November 2023

　　In November, the building materials industry boom index was 101.9 points, up 0.1 points from the previous month, higher than the critical point, in the boom zone. The production of building materials basically remained stable, the factory price of the product has rebounded, but still at a low level, the economic efficiency declined year-on-year. The current market demand for building materials is still dominated by the stock of projects, with the climate turning cold, cement and other building materials products supply and demand seasonal weakening, the market performance of supply exceeds demand, the pressure of enterprise production and operation is still greater.

　　1. The output of major building materials products resumed growth. According to the national bureau of statistics data, in november above-scale building materials industry added value decreased by 0.6% year-on-year, the rate of decline than the previous month continued to narrow 0.5 percentage points. 1-11 months, above-scale building materials industry added value growth rate decreased by 0.6% year-on-year, the growth rate and 1-10 months flat, lower than the national industrial added value growth rate. in november, in the focus of the monitoring of the 31 kinds of building materials products, 16 kinds of products production year-on-year growth, 15 kinds of products production growth, 15 kinds of products production pressure still. In November, in the key monitoring of 31 kinds of building materials products, there are 16 kinds of product output year-on-year growth, 15 kinds of product output year-on-year decline in output growth over the previous month increased by 1 kinds of product categories. Among them, cement enterprises above designated size produced 190 million tons, up 1.6% year-on-year; flat glass production 81.859 million weight boxes, up 3.5% year-on-year, cement, flat glass production year-on-year from decline to increase. 2.

　　2. part of the building materials products factory prices rebounded. in november building materials industry products factory price index was 91.4 (100 in december 2020), down 8.2% year-on-year, the rate of decline slightly expanded, but the ring grew 0.1%. 1-11 month building materials industry factory prices than the same period of the previous year fell 6.7%. In building materials 13 classified industries, thermal insulation materials, building technology glass, fiber reinforced plastics, sanitary ceramics and other four industries in November factory prices higher than the same month last year level, of which, flat glass factory prices grew faster.

　　3. market structure adjustment and optimization effect appeared. 1-11 months, above-scale building materials enterprise operating income fell 7.8% year-on-year, total profits fell 23.4% year-on-year, the rate of decline than 1-10 months narrowed. In the face of instability and uncertainty in the external market environment, building materials enterprises to actively respond to structural changes in demand, promote the optimization of the product market structure, deep-processed products and new materials and other emerging industries, the economic benefits of growth. 1-11 months, lightweight building materials, thermal insulation materials, construction glass, technical glass, fiber-reinforced plastics, architectural ceramics, sanitary ceramics and non-metallic mineral processing industry, such as the eight sub-industry operating income, total profit year-on-year were maintained. Revenue, total profit year-on-year growth, total profit of the construction glass industry year-on-year growth is remarkable.

　　4. The growth rate of fixed asset investment in building materials industry stabilized. According to the national bureau of statistics data, 1-11 months, the national fixed asset investment (excluding farmers) increased by 2.9% year-on-year, the rate of increase with the previous month. According to the composition of points, construction and installation projects fixed asset investment rose 2.1% year-on-year; sub-industry point of view, to support the stable development of the building materials industry, infrastructure investment increased by 5.8% year-on-year. 1-11 months, the building materials industry, investment in fixed assets increased by 0.3% year-on-year from the first quarter of the decline in the year-on-year growth once again.

　　5. building materials and non-metallic mineral commodities exports fell, imports grew. 1-11 months, building materials and non-metallic mineral commodities exports amounted to 40.12 billion U.S. dollars, a year-on-year decline of 10.1%, the rate of decline from 1-10 months to expand 1.2 percentage points. Deducting the impact of exchange rate changes, price decline, building materials exports actually increased by about 4.4%. November month, building materials and non-metallic mining commodities exports amounted to 3.61 billion U.S. dollars, a year-on-year decline of 21.0%, building materials commodities f.o.b. prices than the same month last year, a decline of 13.9%. Among them, most of the building materials export products have appeared 'volume increase price drop' situation; technical glass, bricks, limestone and lime, waterproof building materials, lightweight building materials, graphite and other commodities export 'volume and price increase'. 1-11 months, building materials and non-metallic mineral commodities imports amounted to 32.37 billion U.S. dollars. Commodity imports amounted to 32.37 billion U.S. dollars, an increase of 4.0% year-on-year. November, building materials and non-metallic minerals commodity imports amounted to 2.20 billion U.S. dollars, a year-on-year decline of 42.2%, of which, white silicate cement, asbestos cement products, fiberglass raw materials ball, sand and gravel, construction stone, marble products, granite products, asphalt and modified asphalt waterproofing roll-roofing, spheroidal graphite and other building materials commodities imported. The amount of growth is faster.