Under the country's 4 trillion yuan to stimulate domestic demand, the accelerated implementation of infrastructure projects has led to a recovery in the performance of building materials companies, and operating income and sales have rebounded to varying degrees. From November last year to July this year, the monthly growth rate of industrial added value of China's building materials industry is above 18%.

On the morning of August 24th, Tan Zhongming, the chairman of Sinoma Group, announced the eight words “to make persistent efforts and create new achievements” in the monthly report of the group's performance in July.

"With the country's 4 trillion yuan to stimulate domestic demand, the accelerated implementation of infrastructure projects has led to a recovery in the performance of building materials companies, and operating income and sales have rebounded to varying degrees." Tan Zhongming said in an interview.

4 trillion yuan has already surpassed its own digital connotation. It has brought hope to people and the building materials industry, such as "strong heart", and also made the building materials industry feel the warmth of the sun under the cloud of financial crisis.

According to the latest statistics of China Building Materials Federation, from November last year to July this year, the monthly growth rate of industrial added value of China's building materials industry was above 18%, which initially reversed the decline in output of the building materials industry.

The person in charge of a building materials company expects sales of home building materials in the second half of this year to be 1.5 to 2.5 times that of the second half of last year. According to the household consumption standard of about 1,000 yuan per square meter, it can drive 1 billion yuan of household consumption demand.

The rise of real estate starts and the acceleration of construction of key domestic projects have contributed to the overall recovery of the building materials industry.

Xu Defu, vice president of Yatai Group, deeply felt this. He said that Jilin Province should ensure that the total amount of fixed assets investment and the fixed assets investment will achieve two targets of 750 billion yuan and the Heilongjiang provincial government will strive to invest 500 billion yuan in fixed assets this year. The Asia Pacific Group provides a solid platform for the promotion of the building materials industry.

Xu Defu said in an interview that 140 major projects such as Harbin High-speed Railway, Changji High-speed Railway, Changyu Expressway and Hada Bay Water Conservancy Project are a number of major projects in Northeast China this year and next, with a total investment of more than 100 billion yuan. Among them, the demand for building materials accounted for 95%, so the group arranged special personnel to track and tackle these projects.

It is understood that more than 90 projects have been developed in the three northeastern provinces, which provides a solid platform for Yatai Group to pull the building materials industry.

"The overall feeling pressure is much smaller than last year. So many projects have made us more confident in the production and sales of building materials in the second half of the year. Now the sales volume of the Group's building materials has increased by 21% compared with last year, and the profit has also increased by 26%. And the demand time is very tight, we are working overtime to increase production." Xu Defu told reporters.

After detailed market research and scientific argumentation, Yatai Group is actively expanding the second market of building materials sales while stabilizing the building materials industry, and is fully committed to the downstream sectors of cement deep processing such as commercial concrete, aggregates and prefabricated components.

"In the next few years, Yatai Group will continue to seize the historical opportunities of revitalizing the Northeast and stimulating domestic demand, focusing on the central task of 'increasing efficiency and strengthening the main business', focusing on the development of building materials and finance, forming industrial capital and finance. A two-wheel drive development model with complementary capital." Xu Defu said.

With the increase in the number of new construction projects, a number of related industries, including construction materials and decoration materials, are accelerating.

Among them, the output of cement, ceramics and glass has increased significantly compared with the same period of last year. "These positive changes have benefited from the implementation of a series of macro policies introduced by the central government to stimulate domestic demand. The momentum of domestic fixed asset investment has begun to pick up. As a result, the demand for building materials has increased, which has led to the recovery of building materials production and sales." .

Real estate is both a terminal industry and a basic industry. It has a direct positive correlation with more than 20 industries, involving more than 50 upstream and downstream industries. The development of real estate enterprises is benefited from the gradual maturity of the entire industry, but its declining trend will definitely impact the related industries in the industrial chain. It can be described as a glory and a loss.

The high-frequency, high-intensity promotion of the merchants also activated the decoration consumption of the owners, which made the additional industrial chain of the building materials industry rise to a certain extent.

At the same time, as the prices of some raw materials have rebounded, most manufacturers have said that although the price of building materials will not be raised for the time being, it is no longer possible to fall.

Experts from China Building Materials Association believe that China's building materials industry is still in the middle of industrialization. The future building materials industry is not only a traditional industry, but also a sunrise industry in a long period of time; it faces unprecedented challenges and faces unprecedented opportunities for development.

Looking forward to the second half of the year, in addition to the huge demand brought by the 4 trillion yuan program, the situation of the building materials industry has to look at real estate, especially the degree of recovery of new construction area. According to estimates by relevant sources, real estate accounts for 23% of the demand for building materials industry this year, and believes that the demand for building materials industry will continue to grow at a high rate as real estate investment rebounds and infrastructure investment continues to exceed expectations.

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