Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is October 9, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
The top 25 ceramic tile manufacturers in the world are released
Why are no Chinese ceramic companies on the list?
A few days ago, in addition to publishing global ceramic tile production and consumption data, "Ceramic World Review" also cooperated with MECS to publish the top 25 leading groups and companies in the global building ceramics industry. data. Judging from the rankings, those with an annual production capacity of 50 million square meters and an annual output of more than 41 million square meters can be included in the list. The top three ceramic tile manufacturers in 2021 are: Mohawk Industrial Group of the United States, Lamosa Group of Mexico, Thailand SCG Ceramics, which is consistent with 2020 statistics. It is worth mentioning that this list still does not include Chinese ceramic companies. According to the 2021 annual financial report or other public data, China's ceramic groups/enterprises that have been listed or are preparing to be listed, such as Marco Polo, New Pearl, Dongpeng Holdings, Mona Lisa, Diou Home Furnishing, etc., will have ceramic tile output of 119 million square meters in 2021. Therefore, in terms of ceramic tile output, many of China's leading ceramic companies are capable of ranking in the top 10.
Source: Ceramic Information
Many Chinese ceramic people should know that "Ceramic World Review" has published this ranking list for many years in a row. However, every time it does not include the Chinese ceramic companies that should be on the list and are ranked very high.
Why are Chinese ceramic companies “rejected” from this list? There are different views in the industry: some people think that it may be because relevant parties are worried that if Chinese ceramic companies are included in the ranking, it will lead to a huge change in the production capacity and output rankings of world ceramic companies; others think that the main reason may be cultural differences and China's construction ceramics The relevant data of the industry is not transparent enough...these mayPerhaps this is one of the reasons, but Zhongtaojun believes that the most important reason is that China's building ceramics industry and related ceramics companies are large but not strong or not strong enough for the West to pay attention to. Why do so many Chinese companies enter the Fortune Global 500 rankings and account for nearly one-third of them? Because they are too powerful to ignore.
Some industry insiders believe that China needs its own global ceramic tile production capacity report. This is how Zhongtaojun sees it: If it is beneficial to the development of China's building ceramics industry, we should seriously prepare such a global ceramic tile production capacity report; but if it is just to satisfy the strong vanity or comfort of some people, Some people's fragile little minds don't need it.
Over 30 ceramic companies went bankrupt across the country from January to September
Guangdong and Jiangxi have the largest production areas
Under the influence of multiple negative factors such as the global economic environment, real estate downturn, frequent epidemics and high costs, the ceramic tile industry's overcapacity reduction is intensifying. According to incomplete statistics, from January to 2022 More than 30 ceramic companies went bankrupt and liquidated in September. According to a comprehensive analysis of public information, these bankrupt ceramic companies are currently entering bankruptcy proceedings due to various reasons such as insolvency, suspension of production and operations, dismissal of employees, cessation of operations, and revocation of business licenses. Among the ceramic companies involved in bankruptcy information, Guangdong and Jiangxi accounted for the largest proportion, with 7 and 10 companies respectively. Other regions were: 2 companies in Shandong, 3 companies in Guangxi, 3 companies in Jiangsu, 2 companies in Liaoning, Henan, Sichuan, Xinjiang, One each in Inner Mongolia.
Source: Ceramic Industry News
According to statistics from the "Ceramic Information" newspaper, more than 65 ceramic companies across the country will go bankrupt and liquidated in 2021, and 36 ceramic companies will go bankrupt and liquidated across the country in 2020. Judging from the comparison of the number of bankrupt and liquidated ceramic companies in the construction and ceramics industry in the past three years, the number of more than 30 bankrupt and liquidated ceramic companies from January to September 2022 does not seem to be too many. What about the increasingly fierce industry reshuffle that was promised?
Perhaps, the data on bankruptcy and liquidation of ceramic companies saysThe problem cannot be understood. The continuous production suspensions and holidays, salary reductions and layoffs, and one after another "price wars" can explain the problem.
Six highlights of the 2022 Bologna Exhibition< /p>
On September 26, Italian time, the 2022 Bologna Ceramics Exhibition CERSAIE opened. The trends and highlights of this year’s Bologna exhibition can be summarized in six keywords: (1) Green plants and flowers. The decorative techniques that were used in the past on small bricks, porcelain tiles and antique bricks for the second time and the third time are now reflected in large areas on large slabs. (2) Metal. (3) Plain color, soft light. (4) Mold + concave and convex. In addition to the concave-convex effect, using ceramic tile colors, 3D or three-dimensional patterns to build a sense of spatial hierarchy is also one of the directions. (5) Wood grain. (6) Creativity and color.
Source: Taocheng Daily
Regarding the Bologna Ceramics Exhibition in Italy, China Ceramics has actually expressed its views last week. You might as well say it again today: "Since the outbreak of the new coronavirus pneumonia in 2020, for Chinese ceramics people, there is no Bologna Exhibition or they cannot participate in the Bologna Ceramics Exhibition. How can we continue to innovate our products during the exhibition? A few days ago, a fan left a message to Zhongtaojun and said, 'When will China's high-end ceramic tiles break the stone-only but not high-end category? That will be the beginning of high-end Chinese ceramic tiles. ', which makes people deeply moved..."
When will Chinese ceramic people not value the Bologna Ceramics Exhibition so much, and when will the Chinese ceramic tile industry become truly powerful?
However, before this day comes, it is always right to take the Bologna Ceramics Exhibition as an opportunity to learn more from foreign colleagues. For example, the large-scale sharing and exchange meeting hosted by China Ceramics Headquarters | China Stone Slab New Material Exhibition and Procurement Base - 2022 Bologna Building Materials Exhibition Trend Viewing Exchange in Italy is worthy of everyone's attention and participation.
Jiangte Electromechanical wants to sign ten ceramic tile lines
Pan Gaoan’s shift to lithium batteries intensifies
It is revealed that Jinan Group registered Dongou New Materials in Gao'an. Since March 2022, it has continuously leased and purchased nearly ten ceramic companies and more than 20 projects. After the ceramic tile production capacity, another "big crocodile" in the lithium battery industry entered Pangaoan - Jiangte Electromechanical came with a huge appetite to annex the production capacity of more than ten ceramic tile lines. It is reported that Jiangte Motor has just signed a cooperation agreement with a lease-purchase ceramics company that owns two lines of ceramic tiles. After Jiangte Motor entered the pan-high-security ceramic tile production capacity field, the rents of ceramic tile production lines in the production areas began to rise to a certain extent. According to unconfirmed sources, the company is also discussing cooperation matters with ceramic companies in the high-production areas around Pangao'an.
Source: Ceramic Industry News
In the past year or so, news about ceramic companies switching to lithium battery production has been coming one after another. According to statistics from the Ceramic Industry News, more than 40 ceramic tile production lines have been converted to lithium battery production in Pan-Gaoan production areas.
At a time when the situation in the construction and ceramics industry is unprecedentedly severe and reshuffles are intensifying, it is certainly a good thing for ceramics companies to find new ways out. However, whether switching to lithium battery production is a planned proactive behavior or a panicked passive behavior, the possible goals are completely different. It’s different.
Open a green channel to deliver the first batch of orders
Gujia Home Furnishing fulfills its commitment of "customer interests first"
Recently, the solution to the infringement of consumer rights by individual Gujia Home Furnishing dealers in Shenyang is being rapidly advanced. Starting from October 2, the first batch of relevant emergency orders have begun to be delivered one after another in the following days. It is reported that this transactionThe orders placed are mainly for customers who are getting married during the National Day. Gujia Home Furnishing has specially opened a green channel to ensure fast delivery, and implements the promise of "customer interests first" with practical actions. It is understood that after the inappropriate behavior of individual dealers in Shenyang led to emergencies, Gujia Home Furnishing Headquarters quickly responded and intervened, established a special working group for the incident, and immediately went to Shenyang. For affected consumers, as long as they provide the company with product order forms, payment vouchers and other relevant information that can prove that consumers purchased products from Zhou, the dealer involved, according to the "Notification Letter" issued by the company, and the company will register and preliminary After verification, relevant documents are signed, and Gujia Home Furnishing starts the process of delivering the ordered products to consumers on behalf of the dealer involved.
Source: China Business Network
Recently, a consumer said that the Gujia Home Furnishing sofa that he bought for tens of thousands of dollars at Huanggu Juran Home in Shenyang in May has not yet been delivered. She received news that the Gujia Home Furnishing Shenyang dealer might have run away, and consumers in Shenyang were organizing to defend their rights. The news came out that on September 13, Gujia Home canceled the distribution rights of dealer Zhou and officially launched a lawsuit against the dealer Zhou who violated the contract. At the same time, a special working group was set up to deal with this incident and went to Shenyang to quickly investigate and rectify the problem. Understand the situation of the affected customers and immediately provide a "special handling" solution. On September 19, Gujia Home Furnishing issued a "Notice" to consumers and related home furnishing stores in the Shenyang area, and took the initiative to widely inform consumers through media releases; at the same time, in Tiexi Hongxing, Hunnan Juran, Xiangjiang Home Furnishing, and Lingxiu Home Furnishing Four shopping malls have set up on-site registration points to announce that for the orders of affected consumers, Gujia Home Furnishing Factory will handle "special matters" and give priority to production and delivery. For consumers who have suffered greater losses, Gujia Home Furnishing will also provide targeted services to fully protect the interests of consumers. After September 20, Gu Jia confirmed to the media that one of the dealers "had a problem" and "the company is currently advancing funds to solve it." It is reported that the amount involved by the dealer may be as high as 20 million yuan.
Source: Duan Chuanmin’s observation and comments
In the face of negative events, Gujia Home Furnishing did not try to cover up or choose to remain silent, but actively faced it: first, it canceled the distribution rights of illegal and defaulting dealers;Take the initiative to assume its responsibilities and help consumers "advance payment"; second, let its securities affairs department and brand public relations department accept media interviews and admit the matter, disclose the information more accurately, and inform the media of the decision to handle the matter.
Although Gujia Home Furnishing's approach has made this matter widely known, it has also won understanding and appreciation and established a brand image of courageously taking responsibility. It is undoubtedly worthy of learning and reference from the vast number of ceramic tile dealers who often face consumer complaints.
Is the property market picking up?
The traditional "Golden Nine and Silver Ten" sales season is approaching. Sales of the top 100 real estate companies rebounded again in September. However, the transaction volume in key cities was lower than expected, and the property market continued to bottom out. According to data from CRIC, the monthly sales volume of the top 100 real estate companies in September was 570.96 billion yuan, a month-on-month increase of 10%. Although it was still a year-on-year decrease of 25.4%, the decline was further narrowed compared with previous months. Judging from the cumulative performance in the first three quarters of this year, the overall performance scale of the top 100 real estate companies in each quarter has remained at a low level. The cumulative sales volume of the top 100 real estate companies from January to September was 4.66979 billion yuan, a year-on-year decrease of approximately 45.4%. The performance of large-scale real estate companies is obviously divided. From a month-on-month perspective, more than half of the top 100 real estate companies achieved month-on-month growth in single-month performance in September, of which 25 companies experienced a month-on-month increase of more than 30%, such as China Resources Land, China Merchants Shekou, Greenland, Yuexiu, The month-on-month growth rates of Yanlord and other companies were above 35%. However, nearly 70% of companies saw a decrease in monthly performance in September compared with the same period last year, while another 30% of companies saw a year-on-year increase in monthly performance.
Source: Interface News
In September, a number of key cities conducted concentrated local auctions. Judging from the popularity of local auctions, whether it is Beijing, Shanghai, Wuhan, or Qingdao, hot and cold differentiation has become a common feature of local auctions in various cities. Value sectors with low inventory pressure and fast flow rates in the surrounding areas are favored by real estate companies, and their quality is relatively average. Or sectors where it is difficult to sell surrounding residential properties must rely on local state-owned enterprises to support them or directly encounter unsold sales. It can be seen that in the context of generally rising profit margins, real estate companies pay more attention to the sales expectations of projects when acquiring land. In terms of land transactions, as of September 27, the total transaction area of commercial land in 300 cities across the country in September was 94.8 million square meters. It is expected that the transaction area of the entire month of September will beIt will be slightly higher than in August. The average land transaction price rose to 4,446 yuan/square meter, a new high in the past year.
Source: CRIC Research Center
On September 12, China Real Estate News sorted out the number of employees and changes in the first half of 2022 for 15 typical real estate companies from the semi-annual reports of listed real estate companies. As of the end of the first half of 2022, the total number of full-time employees has decreased year-on-year in 10 companies, namely Country Garden, Midea Real Estate, Zhongliang Holdings, Ronshine China, Times China Holdings, Powerlong Real Estate, Zhenrong Real Estate, Xiangsheng Holdings, Hongyang Real Estate and Yuzhou Group. The year-on-year decreases in the number of employees of Yuzhou Group, Zhenrong Real Estate and Zhongliang Holdings in the first half of the year were 65.01%, 55.3% and 54.64% respectively, indicating that more than half of the employees of these three real estate companies have resigned in the past year, and the reductions are relatively large.
Source: China Real Estate News
On the one hand, various regions have introduced policies to support the property market. In September, the performance of the top 100 real estate companies increased month-on-month. At the same time, the average land price in many places hit a new high for the year. Three batches of land auctions were hot and cold, which seemed to show that the real estate industry is picking up. hope. On the other hand, three 100-billion-dollar real estate companies have reduced their workforce by more than 50%, which is really chilling.
The property market is so confusing. When will the construction and ceramics industry emerge from the cold winter?
