Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is December 4, 2022.
During this period, the real estate and general home furnishing fields have been quite unstable: the "16 Financial Articles" and the "Three Arrows" to save real estate have caused huge repercussions; later there are rumors and rumors that "Gome Electric Appliances has applied for bankruptcy liquidation" and Rumors that the chairman of a major board of directors jumped from a building stirred up the storm, especially the latter, which caused a big sensation in the real estate and home furnishing fields and even the entire society. Although both of these incidents were quickly proven to be untrue, the latter undoubtedly sent shivers down the spines of those involved.
No more gossip, let’s get down to business. Instead of talking about the general environment in this issue (talking too much about the general environment is useless and can only increase pressure), let’s take a look at the industry hot spots that Zhongtaojun is paying attention to in this issue of "China Ceramics Daily·Weekly Hot Comments".
The first batch of "Foshan Ceramics" collective trademarks were awarded
On November 26, the Foshan Ceramics Industry Association's "Three Sessions and Annual Meeting of the Fifth Member Conference" was held at the Sofitel Shunde Hotel in Foshan. At the meeting, the Foshan Ceramics Industry Association released the "Foshan Ceramics" collective trademark brand list and held a licensing ceremony. Guanzhu Ceramics, Hongyu Ceramics, Dongpeng, Mona Lisa, Eagle Ceramics, Oceano Ceramics, Owen Lai, Jinyitao, Jianyi, Xinruncheng Ceramics, Gold Medal Asia, Shunhui Ceramics·Stone Slab, Roman Leo Ceramics, Big Horned Deer, Hongtao Ceramics, Romantic Ceramics, Qianghui, Xinghui Ceramics, Huiya, General Ceramics, Jinsi Yuma Ceramics, Wells Ceramics, Melco, Guanxingwang, 31 brands including Nengqiang Ceramics, Gaode Ceramics, Xinyansu, Eagle Brand 2086, Elizabeth Ceramics, Geshi Ceramics and Weiluo Ecological Bricks have successfully obtained authorization for use.
Source: Taocheng Daily
For the Foshan ceramics production area, the implementation of the "Foshan Ceramics" collective trademark is undoubtedly a good thing; andIt is also a good thing for ceramic tile brands that are qualified to use the "Foshan Ceramics" collective trademark.
Zhong Taojun has two thoughts on this matter.
Firstly, for a small number of ceramic tile brands that already have industry-wide popularity or have some characteristics of consumer brands, that is, they have stepped out of the industry to a certain extent, obtaining the right to use the "Foshan Ceramics" collective trademark is not a timely help, but just the icing on the cake. . In other words, it should be more effective for them to use their own trademarks than the "Foshan Ceramics" collective trademark. But for ceramic tile brands that lack widespread influence, the "Foshan Ceramics" collective trademark may become a weapon for them to participate in market competition.
Secondly, the value or prospects of the "Foshan Ceramics" collective trademark depends on the strictness of the access conditions. To put it bluntly, the "quality" of the ceramic tile brand that has obtained the right to use it determines the value of the "Foshan Ceramics" collective trademark.
What kind of brands are qualified to obtain the right to use the "Foshan Ceramics" collective trademark? In fact, this should be the same as the selection of "Foshan Standard Products" (ceramics).
First of all, make sure that the selected ceramic tile brand is a real Foshan brand. Either the actual headquarters, company registration place and factory are all in Foshan; or the actual headquarters, company registration place are all in Foshan, and the factory is located in Foshan, other places in Guangdong or places outside Guangdong. As for those brands that only register a company in Foshan, or have one more condition - setting up a formal headquarters (showroom) in Foshan, but the actual headquarters and factories are outside Guangdong, they should never be eligible. Qualifications for the right to use the collective trademark "Foshan Ceramics".
Secondly, it is necessary to strengthen the supervision of the product quality and after-sales service of the selected ceramic tile brands, and establish a mechanism for "upgrading and downgrading". Ceramic tile brands that have affected the reputation of "Foshan Ceramics" due to product quality, after-sales service and other issues must be resolutely prevented from being listed; ceramic tile brands that have greatly damaged the collective trademark of "Foshan Ceramics" due to product quality and after-sales service issues must be resolutely banned. Removed.
Only in this way can we keep the golden brand of "Foshan Ceramics".
Whoever takes the lead in making new breakthroughs in green and clean production technology and comprehensively applies new technologies and new equipment will gain the right to survival and development, and will also gain a head start in market competition.
Foshan ceramic industry output value in 2021 is 91.4 billion yuan
Ceramic tile output: 973 million square meters
Recently, the "Foshan Ceramics Yearbook 2021" jointly compiled by the Foshan Ceramics Industry Association and the Foshan Ceramics Society was officially released. The "Foshan Ceramics Yearbook 2021" shows that the total industrial output value of Foshan's ceramic industry in 2021 reached 91.489 billion yuan, a year-on-year increase of 12%. According to statistics, there are 190 ceramic enterprises in Foshan City in 2021, 23 less than in 2020; 34 companies have losses, 3 less than in 2020. From 2011 to 2020, the total industrial output value of Foshan's ceramic industry was 76.762 billion yuan, 74.665 billion yuan, 88.463 billion yuan, 95.838 billion yuan, 98.526 billion yuan, 101.2 billion yuan, 99.765 billion yuan, 83.076 billion yuan, 82.407 billion yuan and 81.757 billion yuan. In 2021, the output of ceramic tiles in Foshan's ceramic industry was 973 million square meters, a year-on-year increase of 8.3%. In 2021, the number of employees in Foshan's ceramic industry was 98,900. Statistics show that from 2016 to 2021, the number of employees in Foshan's ceramic industry dropped from 121,000 to 98,900.
Source: Foshan Ceramic Society
Looking at the total industrial output value of Foshan's ceramic industry alone, there have been ups and downs from 2011 to 2020. The 91.489 billion yuan in 2021 is at a relatively high level (but don't forget that the total industrial output value is calculated based on current prices). It is easy to judge how Foshan's ceramic industry will develop in the past ten years.
From the perspective of Foshan's ceramic tile output, data from the Foshan Ceramic Industry Association shows that from 2014 to 2018, it was 1.22 billion square meters, 1.179 billion square meters, 917 million square meters, 1.011 billion square meters, and 1.179 billion square meters respectively. meters, 1.196 billion square meters, 1.204 billion square meters, 1.14 billion square meters, 1.091 billion square meters, 987 million square meters, 898.21 million square meters, 972.71 million square meters, there are ups and downs, it is difficult to say whether it is good or bad.
Judging from the number of employees in Foshan's ceramic industry, it has been declining year by year since 2016, from 121,000 in 2016 to 98,900 in 2021, a total decrease of 22,100. It is conceivable that these 22,100 people have either changed careers, returned to their hometowns, or moved to other production areas. Of course, this also includes workers who have been "surplus" due to the automation and intelligence of ceramic enterprises. But no matter which situation it is, it should not be a good thing for most practitioners.
Fan Gaoan’s production and sales are booming in November
Many ceramic companies in the production area set new records< /p>
November 25 is the monthly settlement date for most high-tech ceramics companies. According to reports, the monthly production and sales data of Roosevelt Ceramics Group showed that it has exceeded 210 million. An official announcement from Qinyuanchun Ceramics, a subsidiary of Ruiyang Group, stated that sales in November achieved growth against the trend, exceeding 128 million yuan, creating the best performance in history. ASUS Ceramics Group stated that its production and sales for that month must have exceeded 100%. It is reported that the production and sales data of Good Hope Industrial in November also exceeded 110%. Jinliyuan Ceramics Group stated that the group's production and sales rate in November was roughly around 120%. Geshiqi Enterprise revealed that the company's production and sales were as high as 127%. Medi Ceramics stated that the company's overall production and sales completion ratio is as high as 140%. Obama Ceramics Group stated that the company has not increased prices, the production and sales rate is approximately between 110% and 120%, and the sales of its new brands have increased by more than 40%.
Source: Ceramic Industry News
These ceramic companies mentioned above are still able to achieve booming production and sales even in the sluggish environment of the entire ceramic industry, and even hit a record high. They can really be called "the best scenery here"!
Cash paid to employees by 5 ceramic companies
A total of 4.594 billion yuan
In recent years, the cash paid by ceramic companies to and for their employees has generally shown an upward trend. Taking the 2021 financial report data of five ceramic companies as an example, in the past year, the total cash paid to and for employees reached 4.594 billion yuan. It can be seen that compared with the data of the past two years, the labor costs of ceramic companies are increasing day by day. In particular, industry knockout competition continues to intensify, and many companies are in cash flow difficulties due to operating problems and are experiencing wage arrears. According to incomplete statistics, in the past year, 35 ceramic companies in the ceramic industry were on the "blacklist" due to claims for labor remuneration, labor and personnel disputes, etc., with the total amount involved exceeding 11.4 million.
Source: Taocheng Daily
Obviously, the five ceramic companies mentioned here are all listed ceramic companies. Judging from the generally small scale of enterprises in the ceramic industry (Although Weimei Group's revenue in 2019 has exceeded 10 billion yuan, Marco Polo Holdings' revenue in 2021 is only 9.365 billion yuan), the salary of 4.594 billion yuan is indeed astonishing.
However, from a realistic perspective, the salary levels of listed ceramic companies may not be that high, nor may the salary levels of the entire ceramics industry be that high. Ten years ago, the salary level in the ceramic industry might have been considered relatively competitive; ten years later, although labor costs are still increasing, the salary level in the ceramic industry has long been outclassed by other industries.
You who are reading this article should feel deeply about this.
Yuexin Health intends to terminate the negative ion health material business
On November 25, Yuexin Health held the 19th meeting of the seventh board of directors, and reviewed and approved the "Proposal on Terminating the Company's Negative Ion Health Materials Business." Yuexin Health's termination of the negative ion health material business will lead to impairment of related assets due to the discontinuation of the business, and will increase employee placement expenses, etc. As of September 2022On the 30th, the total net book value of the production equipment and facilities related to the negative ion health materials business was 34.39 million yuan, and the net book value of the inventory was 19.03 million yuan. The termination of the negative ion health materials business involved 40 employees. After the termination of the negative ion health material business, Shanghai SMIC Health Environmental Technology Co., Ltd. and Jingzhou SMIC New Materials Co., Ltd. will cease business activities, and their factories, land and other assets, invention patents and brands will still be retained.
Source: Interface News
Some people who read this news will take it for granted that Yuexin Health ended its negative ion health material business and withdrew from the ceramic industry.
In fact, as a listed company, Yuexin Health has four subsidiaries: "Tiles & Healthy Building Materials Business", "Yuexin Health Medical Business", "Yuexin Anyi Elderly Care Business", and "Yuexin Health Science and Technology Innovation Industrial Park Business" A big business; and the negative ion health material business is only part of the "Tiles & Healthy Building Materials Business". The two major sectors of ceramic tiles and healthy building materials correspond to Shanghai SMIC Building Ceramics Co., Ltd. (SMIC Tiles) and Shanghai SMIC Healthy Environment Technology Co., Ltd. (Smick negative ion building materials).
It is understood that Yuexin Health’s negative ion health materials include negative ion health boards, negative ion health boards, negative ion health mud, water-based health paint, and negative ion steam rooms, which are not equal to negative ion ceramic tiles. After terminating the negative ion health material business, Yuexin Health still has the ceramic tile business.
Invest nearly 100 million yuan
Photovoltaic power generation project planned at Marco Polo Fengcheng Base
On the evening of November 29, Jiangxi Ganneng Co., Ltd. issued an announcement that the company’s controlling subsidiary Jiangxi Ganneng Lingfeng New Energy Co., Ltd. plans to invest in the construction of Ganneng Lingfeng Jiangxi The rooftop photovoltaic power generation projects of Hemei and Weimei Ceramics Bases have a total installed capacity of approximately 22.1507MW and a total planned investment ofThe capital is approximately 96.8781 million yuan; the company's wholly-owned subsidiary Jiangxi Ganneng Smart Energy Co., Ltd. plans to invest in the construction of Ganneng household photovoltaic power generation project in Ruihong Town, Yugan County, Jiangxi Province, with a total installed capacity of approximately 20MW and a total planned investment of approximately 79.7406 million yuan; The company's wholly-owned subsidiary, Nanchang Ganzhi Photovoltaic Power Generation Co., Ltd., plans to invest in the construction of a distributed photovoltaic power generation project of Nanchang Mining Machinery Group Co., Ltd. with a total installed capacity of approximately 4.18MW and a total planned investment of approximately 17.6693 million yuan.
Source: Securities Times
Another leading ceramic company has invested in a photovoltaic power generation project, indicating that the transformation of the ceramic industry into new energy power generation is a general trend.
It is understood that photovoltaic power generation projects can bring four benefits to ceramic enterprises; first, reduce the energy consumption of ceramic enterprises and alleviate the problem of electricity shortage; second, reduce electricity expenses; third, reduce energy consumption of factories and improve The working environment of technical personnel improves the social image of the company; fourth, it is not subject to geographical restrictions and effectively revitalizes idle resources on the roof.
Direction Enterprise Intelligent Manufacturing 3.0 kiln was successfully ignited and put into operation
On November 29, the ignition and commissioning ceremony of the intelligent manufacturing 3.0 kiln of the enterprise in the direction of "Lighting the direction and igniting the future" was successfully held in Xinxing County, Yunfu, Guangdong. Liang Weiming, Chairman of Guangdong Direction Ceramics Co., Ltd., Liu Liyan, Managing Director, Chen Huan, President of Guangdong Ceramics Association, Liu Yong, Secretary-General of Circulation Association of China Building and Sanitary Ceramics Association, Jin Yafan, Chairman of the Manufacturing and Construction Professional Committee of the China Promotion Council & Chairman of the Intelligent Manufacturing Alliance Leaders and guests as well as key cadres and employees of the production base witnessed this important historical moment. It is reported that the digital and intelligent production line put into operation this time has introduced advanced manufacturing equipment, improved production processes, and empowered by innovative technologies. While saving energy, reducing consumption, and promoting safe production, it has greatly improved production efficiency and can Support the development, testing and mass production of more original products, provide stronger R&D technology and production support for the products of directional enterprises, and empower terminal competitiveness.
Source: China Ceramics Network Live Report
Where there is demand, whereThere is expansion. With most ceramic companies experiencing sluggish growth this year, the company has followed the trend and put smart manufacturing 3.0 kilns into operation, which can be called a touch of warmth in the cold wave. As Chen Huan, president of the Guangdong Ceramics Association, said, "The Smart Manufacturing 3.0 kiln has been officially put into operation, marking a new stage of manufacturing for the company."
Mohawk acquires Brazil’s leading ceramic company
Became the largest ceramic manufacturer in Brazil by output value
Recently, Mohawk Group announced that it has reached an agreement to acquire Brazilian ceramic manufacturer Elizabeth Revestimentos. Mohawk Industrial Group has been operating in Brazil through Eliane since 2018. After the completion of this acquisition, Mohawk Industrial Group will become the largest ceramic tile manufacturer in Brazil by output value. The transaction is expected to close in the first quarter of 2023. The merger of Eliane and Elizabeth will create synergistic effects, with both parties leveraging their respective strengths to improve product supply, operational efficiency and service capabilities. A few months ago, Mohawk Group finalized the acquisition of Vitromex, the ceramic manufacturer with the third largest market share in Mexico (the transaction is expected to be completed in the first half of 2023, subject to government approval). It is reported that the completion of the acquisition of Vitromex and Elizabeth will allow Mohawk Group to increase its annual production capacity of ceramic tiles by approximately 100 million square meters, further consolidating its global number one position. According to estimates by "Ceramic World Review", Mohawk Group's ceramic tile production capacity in 2021 will be approximately 250 million square meters.
Source: China Building and Sanitary Ceramics Association
With an additional production capacity of approximately 100 million square meters on top of the 250 million square meters, Mohawk Industrial Group has further consolidated its position as the world's number one ceramic tile production capacity. It may not be easy for Chinese ceramic companies such as New Pearl and Marco Polo to catch up with the production capacity of Mohawk Industrial Group.
