Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is November 14, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
The 2022 Foshan Tanzhou Ceramics Exhibition has been postponed again< /p>
Guangzhou Design Week has been postponed for the first time in its history
On November 11, the Guangzhou Design Week Organizing Committee issued the "Notice on the postponement of the 2022 Guangzhou Design Week." The notice stated, “The recent COVID-19 prevention and control situation is severe and the situation is complex and ever-changing: in order to fully cooperate with and implement the epidemic prevention and control requirements of the country and the Guangzhou Municipal Government, we will effectively protect the physical health and public health safety of participants, and ensure good exhibition and According to the results of the visit, the '2022 Guangzhou Design Week' originally scheduled to be held in Guangzhou from December 9 to 12, 2022 will be postponed." "The specific holding time after the postponement will be notified separately."
Source: Guangzhou Design Week Organizing Committee
On November 6, Foshan Taolian Technology Development Co., Ltd. issued a notice that due to the epidemic, the 2022 Foshan Tanzhou Ceramics Exhibition, originally scheduled to open on November 16, was postponed again.
Source: Foshan Tanzhou Ceramics Exhibition
On July 10 this year, Foshan Tanzhou Ceramics Exhibition officially announced that the 2022 Foshan Tanzhou Ceramics Exhibition was postponed. This is the first time that the 2022 Foshan Tanzhou Ceramics Exhibition has been postponed. However, judging from the experience of the exhibition being postponed in the past two years but always being held in the end, the organizers and exhibitors are obviously still confident that it can be held in November.
However, what is unexpected is that after entering the third quarter, the new crown epidemic has resurfaced, and GuangdongMany cities in East China are once again plagued by the epidemic. In particular, Guangzhou, which is an important central city in China, an international business center, a comprehensive transportation hub and a central city in South China, is facing the most severe epidemic in three years. Foshan, which is close to Guangzhou, is suffering from the epidemic. Prevention and control are also in a state of tension. Therefore, Foshan Tanzhou Ceramics Exhibition officials had to once again announce the postponement of the 2022 Foshan Tanzhou Ceramics Exhibition. Ceramics people all know that the exhibition is said to be postponed, but in fact it will be impossible to hold it in the last month or so of 2022.
The largest ceramics exhibition in 2022 has come to nothing. I believe that many ceramic people, especially those from ceramic companies who are fully prepared to participate in the exhibition, are heartbroken. However, this is not only true for ceramics, but also for other subdivided industries in the general home furnishing field——
The 11th Shanghai International Shangpin Home Furnishing and Interior Decoration Exhibition, originally scheduled to be held from September 13-15, 2022, will be postponed to July 13-15, 2023. It was originally scheduled to be held on November 2, 2022 The 2022 Shenzhen International Smart Home Expo to be held at the Shenzhen International Convention and Exhibition Center (Baoan) on the 4th will be postponed. The "FBC China International Door, Window and Curtain Wall Expo" originally scheduled to be held at the Shanghai Hongqiao National Convention and Exhibition Center from December 8 to 11, 2022 " and related activities will be postponed to 2023... Even Guangzhou Design Week, which has the largest number of exhibitors in the pan-home furnishing field, the strongest influence, and the greatest pressure on epidemic prevention and control but has never been postponed, has also joined the ranks of postponement. Ceramics What else can’t people think about?
But then again, although the epidemic may be a fig leaf for the overall decline of the ceramic industry, its impact on the ceramic industry is indeed great. People who have not been directly affected by the epidemic may never understand the hardships of those at the center of the epidemic.
As ordinary people, what we, as ordinary people, may say is redundant. All we can do is to prevent and control the epidemic in strict accordance with national requirements, pray for the complete end of the epidemic, and look forward to an early return to normal work and life.
Increase up to 10%
The ceramic industry has set off another wave of price increases
From the end of October to the beginning of November, some companies in Shandong issued price increase notices. In Zibo, the main price increase products are 600×600 (mm) and 750×1500 (mm), with an increase of 0.5-1 yuan per piece; in Linyi, the main price increase products are wall tile products, including 300×300 (mm) , 300 × 450 (mm), 300 × 600 (mm), 400 × 800 (mm), with an increase from 0.05 yuan to 0.1 yuan per piece; in fact, every year when the heating season enters, the cost of natural gas in northern production areas changes with supply and demand. Upregulated. On the morning of November 4, reporters asked ceramic companies in Zibo, Linyi, Shandong, Gaoyi, Hebei and other places for confirmation, and they all stated that it has been confirmed that natural gas prices are about to increase.
Source: Taocheng Daily
On November 9, ASUS Group issued a price adjustment notice stating that starting from November 16, the prices of all the group's products will increase by 5%. Good Hope Industries, a subsidiary of Samsung Group, also issued a price increase notice. The company decided to increase prices by 5-10% for all its products starting from October 25. Jincare Ceramics Group, another powerful ceramic company in Pangoan, and its subsidiary Hongmeng Ceramics have both issued price increase notices, with price increases ranging from 5-10%. It is reported that the current coal price is still rising, with an increase of about 60-100 yuan per ton. At the same time, Jiangxi Province has just announced that the peak and valley electricity prices in the province will fluctuate by 20% starting from December 1. As a continuous production enterprise of ceramic tiles, electricity prices may bring greater cost increases to the production areas. According to analysis by industry insiders, coal, electricity and gas prices have risen across the board, and ceramic companies in production areas will have no choice but to stop kilns if they do not increase prices.
Source: Ceramic Industry News
After the comprehensive gas reform, many ceramic companies in the Gao'an production area plan to increase prices. According to news on November 8, Jiangxi Qinyuanchun Ceramics and Medi Ceramics successively issued "Product Price Adjustment Notices". Qinyuanchun Ceramics announced that it will raise prices for the company's entire range of products from 8:00 on November 26, by 5% to 10% on the original price; Medi Ceramics announced that it will raise prices for the company's products starting from November 16th. All product prices will be increased by 5%, and no prepayment will be accepted. Liu Chunliang, chairman of Geshiqi Company, revealed that the company had raised its prices by 5% across the board on November 1 (the first day of the high-security gas reform). However, LiuChunliang emphasized that no documents or letters were issued, and the business managers communicated point-to-point with customers one by one. Roosevelt Ceramics Group and Asustek Ceramics Group both said they would follow the rise.
Source: Ceramic Industry News
I believe that everyone has become as familiar and numb as Zhongtaojun to the rise in ex-factory prices of ceramic tiles caused by rising raw material and energy prices in the ceramic industry.
The reason why "China Ceramics Daily·Weekly Hot Comments" always includes this type of information is not because China Ceramics has any opinions on it or has anything to say about it. It is just for the purpose of completely recording the ceramic industry. This piece of history - the price we raised over those years.
Leshan and Meishan launch heavy pollution weather warning< /p>
Some ceramic companies will limit production for about 40 days
Starting from November 1st, the production lines of C-level ceramic enterprises in Jiajiang production area will be suspended. Perhaps stimulated by production restrictions in production areas, the sales of some ceramic tile companies in Jiajiang at the beginning of this month increased compared with October. It is understood that, according to the requirements, C-level enterprises with two production lines will stop one, and those with four production lines will stop two. In principle, the production capacity will be reduced by 50%. The production restriction period is about 40 days. From November 1 to December 10, compared with the second half of last year, the Jiajiang ceramic production area implemented production restriction measures nearly 10 days earlier this fall. From 12:00 on November 9 last year, Leshan City launched a yellow warning for heavy pollution, and some ceramic companies in Jiajiang and Jingyan implemented limited production suspension measures. In the following more than a month, Leshan launched four more yellow/orange warnings.
Source: Pottery Information
Starting from 00:00 on November 8, Leshan City, Sichuan Province has launched a yellow warning for heavy pollution. Some ceramic factories in the region have begun to implement production limit/stop emission reduction measures. at the same timeTime (from 00:00 on November 8), Meishan City initiated a yellow warning notice for heavy particulate matter pollution. Judging from the situation last year, heavy pollution weather warnings were frequently issued across Sichuan in autumn and winter. From November 9 to December, Leshan launched five yellow/orange warnings, and the Jiajiang and Jingyan ceramic industries experienced large-scale production suspensions. . A person in charge of a Jiajiang ceramic enterprise said that based on experience, there will probably be multiple heavy pollution weather warnings in autumn and winter this year. Starting from November 1, the production lines of C-class ceramic enterprises in the Jiajiang production area will be suspended, and in principle, the production capacity will be reduced by 50%. The production limit is approximately 40 days, from November 1st to December 10th.
Source: Pottery Information
In environmental protection, industries with high energy consumption, high emissions, and high pollution will always bear the brunt. For the ceramic industry, which is a "three high" industry and is also highly dependent on resources, there is still a long way to go to achieve the "double carbon" goal and green development.
New Mingzhu Group’s stone slab precision delivery system is open
Become a holy place for internet celebrities to check in
From November 1st to 7th, [Zero Distance Delivery] New Pearl Group’s stone slab precision delivery system opening week was held in the Pearl Construction Delivery Exhibition Hall. This is also the first time that the Mingzhu Kezhu delivery exhibition hall has unveiled its mystery and is open to the entire industry. In just a few days, Mingzhu Kezhu’s precision delivery system was actively spread, shared, and mentioned. Mysterious, comprehensive, interactive and professional, it attracts many people from different industries to visit. Whether they are brands, designers, media celebrities, dealers, foremen, or owners, they all feel the delivery atmosphere of Mingzhu Kezhu at close range here, gain an in-depth understanding of the slate whole-house solution, and experience the professional delivery first-hand. Serve.
Source: Mingzhu Technology Construction
Compared with New Pearl Group opening up its slate precision delivery system to the entire industry, especially its competitors, some ceramic companies guard their peers like thieves. They don’t let people in through their doors or see their products, and their pettiness is clearly visible.
In Zhongtaojun’s view, this wave of operations of New Pearl Group reflects its mind, magnanimity, responsibility and responsibility as a big brother in the industry, and is conducive to creating a good atmosphere for the development of rock slabs.
Asus Holdings is listed among the top 100 private enterprises in Jiangxi
Hemei Ceramics ranks among the top 100 private enterprises in the manufacturing industry
After conducting a full survey of 813 large-scale private enterprises in the province with operating income exceeding 100 million yuan, based on the company's operating income, on November 3, Jiangxi Province The Federation of Industry and Commerce released the list of the top 100 private enterprises in Jiangxi in 2022, the list of the top 100 private enterprises in the manufacturing industry in Jiangxi in 2022, and the list of the top 20 private enterprises in the service industry in Jiangxi in 2022. In the ceramic industry, Jiangxi Huasuo Holding Group Co., Ltd. was listed on both the "Top 100 Jiangxi Private Enterprises in 2022" and the "Top 100 Jiangxi Manufacturing Private Enterprises in 2022" with a revenue of 4.17663 million yuan. Jiangxi Hemei Ceramics Co., Ltd. was listed with a revenue of 2.93216 million yuan. Listed on the "Top 100 Jiangxi Manufacturing Private Enterprises in 2022".
Source: Jiangxi Release
It is understood that the list of the top 100 private enterprises in Jiangxi is based on the company's operating income in 2021. The entry threshold has risen from 2.589 billion yuan last year to 3.818 billion yuan, the highest value in 10 years.
In the past few years, many ceramic companies in Gao'an and Fengcheng ceramic production areas have been shortlisted for the top 100 private enterprises in Jiangxi every year. However, after the entry threshold was raised in 2022, the number of companies on the list in these two production areas has been significantly reduced. .
The 2022 Hurun Rich List is released
3 ceramic giants on the list
On November 8, Hurun Research Institute released the "2022 Hurun Rich List". This year, a total of 1,305 entrepreneurs with personal wealth of more than 5 billion yuan were on the list. The list shows that 1,305 entrepreneurs with a personal wealth of more than 5 billion yuan are on this year's Hurun Rich List, 160 fewer than last year; the total wealth of the entrepreneurs on the list dropped 18% from last year to 24.5 trillion yuan; The number of billionaire entrepreneurs decreased by 11 compared to last year to 34. In the construction and ceramics industry, Liang Tongcan of Hongyu Group ranked 621st with 10 billion yuan; Ye Delin and Li Yao of New Pearl Group ranked 621st with 10 billion yuan; Dongpeng Holdings' father and daughter He Xinming and He Ying ranked 1221st with 5 billion yuan. .
Source: Comprehensive compilation by China Ceramics Network
As long as a household figure, especially a big ceramics guy, is on the list of the richest people every year, it will attract media attention and report, and it will always cause a certain response in the ceramics industry. This shows that the people who moved the bricks still have dreams.
How many tiles do you need to sell to achieve the small goal of 10 billion yuan?
3D technology drives Tmall Double 11
Traffic of tens of thousands of home improvement merchants increased by 6%< /p>
Tmall Double 11 is underway. Consumers have discovered that most of the home decoration products are "moving" on the Tmall platform. Consumers take a few pictures of their homes. You can quickly turn your home into a 3D rendering. If you want to buy furniture, electrical appliances or even hanging paintings, you can directly drag the products into it. Whether the size and style are suitable, the effect will appear instantly. "It's very convenient to return the clothes if they don't fit you. When you buy furniture, electrical appliances and soft furnishings for house decoration, once you're not sure, it's bulky and takes time to disassemble and assemble. It's also a waste of social resources to return and exchange items." November 7, Mr. Wen, who just received the furniture using this new function on Tmall, was very surprised.. "This is Tmall's smart technology application." Jin Ping, head of content operations at the Deluxe flagship store, said. “After using Tmall’s My Home, 3D model rooms and other functions, the number of consumers seeking customer service consultation for matching has dropped significantly. However, the store’s search and first guess traffic on Taobao and Tmall has increased by 6%, which shows that consumers are interested in Recognition of this product.”
Source: Economic Observer Network
When tile sales can reach this point, then tile e-commerce and new retail can really start!
Oppein directly decorates
Is it a blessing or a curse for material manufacturers?
Recently, Oppein's "customized decoration integrated" stores have been opened in Chengdu and Shanghai. This is another step taken by Oppein since the relevant talent recruitment in the first half of the year. A crucial step. In the newly opened Chengdu store, Oppein proposes full coverage of six major categories, including cabinets, wardrobes, bathrooms, wooden doors, soft furnishings, doors and windows. The slogans of Oppein Home Furnishings are "Integration of Customized Decoration" and "Customized Dreamer", integrating design and construction, integrating brand and quality, and integrating service and guarantee. The opening promotion activity is to buy and deliver bureau modifications. The official entry of the top customized home decoration industry into the decoration industry is a very important event in terms of the entire industry structure.
Source: Dingfenghui
Judging from the fact that Oppein has strong strength and has been successful in developing new businesses in the past, it is also likely that it will achieve good results in the field of decoration and decoration.
If this is true, it is foreseeable that a huge self-service big B channel will rise. For material vendors including ceramic companies (ceramic tiles), this is both an opportunity and aIt's a challenge, but it also comes with risks. Opportunities are left to ceramic enterprises that have the ability to enter this circle, challenges are left to ceramic enterprises that are unable to enter this circle, and risks will accompany ceramic enterprises that successfully enter this circle.
Double 11 has become
Standard configuration for Shenzhen property market promotions
"Double 11" is not only a shopping carnival, the Shenzhen property market is also very lively. Discounts have become a standard feature of Shenzhen's real estate market promotions, but now discounts are getting stronger and stronger, and discounted properties seem to have spread from local areas to the entire city. According to the industry, in addition to insurance companies, some central state-owned enterprises and high-quality private enterprises are currently making greater promotional efforts, perhaps because these real estate companies are eager to sprint for performance in the fourth quarter.
Source: Securities Times
In fact, we all know that the more promotion methods and the greater the intensity of promotion, the more difficult it is to sell a house. Isn’t this true for home building materials including ceramic tiles?
Recovering 32.6 billion in arrears
Shengjing Bank takes Evergrande to court
On the evening of November 1, China Evergrande announced that its subsidiary had received an execution notice from the Intermediate People’s Court of Shenyang City, Liaoning Province. The plaintiff was Shengjing Bank. Co., Ltd. The announcement stated that Shengjing Bank will provide funds to Evergrande Group from 2020 to 2021, totaling RMB 32.595 billion. This subsidiary holds a total of 40.96% of the equity of Xinjiang Guanghui Industrial Investment (Group) Co., Ltd. (equivalent to a registered capital of 21.18 billion), the subsidiary provided pledge guarantee to Shengjing Bank with 30.99% equity (equivalent to registered capital of 160 million yuan). Because Shengjing Bank failed to recover the funds, it filed a lawsuit in court. According to the execution notice, the pledged equity under the pledge has been executed. The plaintiff can auction and sell the pledged equity. The plaintiff will have priority in receiving compensation within the guaranteed range of 32.595 billion yuan; and the subsidiary must bear the lawsuit. fees and preservation fees (approximately 163 million yuan). As of the date of this announcement, the pledged equity has not been auctioned or sold.
Source: Guanwang Finance
The impact of the “thunderstorm” in real estate is so great that even banks, which are a strong group deeply tied to real estate, have become suing parties because they cannot get their money back, not to mention that they can’t cash in the bills despite holding on to them. Material suppliers and ordinary home buyers who paid but did not receive the house? !
