1. Guangdong Ceramics’ “coal-to-gas” transformation
In 2020, more than 800 production lines in the four major architectural ceramic production areas of Zhaoqing, Qingyuan, Jiangmen, and Foshan in Guangdong were required to gather together to complete the "coal-to-gas" transition within 2020. This is known as the largest-scale "coal-to-gas" transition in history. Covering more than a quarter of the country's production lines, it has had a major impact on the national ceramic production area pattern and product structure adjustment.
Moreover, this round of "coal-to-gas" has set off the most violent exit wave in Guangdong Ceramics in the past ten years after the industry transfer: Among them, Zhaoqing plans to close down 15 enterprises with 55 production lines; Qingyuan closes 40 Multiple production lines; a large number of production lines have also been shut down and withdrawn in Foshan and Jiangmen... According to the 2020 "Ceramic Industry Long March" survey data, as of the end of 2020, there were only 741 production lines left in Guangdong Province. Compared with 962 in 2017, in the past A total of 221 production lines were withdrawn in three years.
What has a more far-reaching impact is that when Guangdong moves, the whole country is shocked! The production capacity compression and cost increase brought about by Guangdong's "coal-to-gas" transformation have caused some business orders to flow out to ceramic production areas such as Jiangxi, Shandong, and Sichuan, stimulating the expansion and hot sales of these production areas against the trend. A number of second- and third-tier brands in Guangdong Some dealers have also turned to other production areas to seek cooperation.
2. Changes in senior management of listed ceramic companies
In 2020, major changes occurred in the senior management of two major listed companies, Keda Manufacturing and Oceano, which became a major event that attracted widespread attention and hot discussion in the ceramic industry.
First, on the evening of April 23, Keda announced that Wu Muhai resigned as general manager of Keda, and his position was taken over by Yang Xuexian, general manager of Foshan Henlitai Machinery Co., Ltd.; then on the evening of June 8, Keda once again issued an announcement stating that director Zhong Yingzhou has applied to resign from his position as a director of the company due to personal reasons...
At the same time, Liang Tongcan, chairman of Hongyu Group, has repeatedly increased his holdings of Keda shares through block transactions. As of November 3, 2020, the number of shares held after the increase was 379 million shares, and the shareholding ratio reached 20.08%, becoming The largest shareholder of Keda.
Oceanno, another listed company in the ceramic industry, also issued an important notice on September 25: Bao Jiejun no longer serves as the company's director and chairman of the board, and Wu Zhixiong will serve as the company's director; Chen Jiawang no longer serves as the company's director and general manager ( President) position was changed to Ding Tongwen; at the same time, Pang Shaoji served as the company's director and deputy general manager (vice president); while the remaining directors and senior executives servedconstant.
3. Country Garden invested in Mona Lisa and Oceano
On the evening of May 5, 2020, Mona Lisa announced that Country Garden Venture Capital had subscribed for 27.12 million shares of Mona Lisa for about 500 million yuan. After the issuance is completed, Country Garden Venture Capital will hold Mona Lisa 6.22% stake in Shah. On April 12, Country Garden Venture Capital also subscribed for 26,766,595 shares of Diou Home for 500 million yuan. After the issuance is completed, it holds 6.5% of the equity of Diou Home.
However, around August 15, both Mona Lisa and Diou Home Furnishings signed the "Termination Agreement for Strategic Cooperation and Non-public Issuance of Shares Subscription Agreement" with Country Garden Venture Capital, terminating the above-mentioned signed agreement. Moreover, the "Strategic Cooperation and Non-Public Issuance of Shares Subscription Agreement" has not come into effect since the beginning, and no party shall bear liability for breach of contract.
On December 22, Country Garden once again invested in Mona Lisa. However, this time it is Guangzhou Mona Lisa New Materials Co., Ltd., a wholly-owned subsidiary of Mona Lisa Group. Mona Lisa Group, Guangzhou Simon Lisa and Country Garden Venture Capital have agreed that Country Garden Venture Capital will subscribe for RMB 62.42 million of Guangzhou Simon Lisa’s new registered capital for RMB 200 million, and the remaining amount of RMB 137.58 million will be included Capital reserve.
Although the investment was full of twists and turns, in the eyes of industry insiders, this marks the official entry of the "world's number one real estate company" into the ceramic industry. The ceramic industry is more closely integrated with home furnishing, design and decoration, real estate and other industries.
4. The new national standard for roof tiles will be implemented on July 1
On July 1, 2020, the new national standard "GB/T21149-2019" for sintered tiles was officially implemented. Compared with the old national standard "GB/T21149-2007", the quality standards of the new national standard are significantly stricter, affecting more than 200 ceramic tile factories across the country. , to promote the improvement of the "quality" of my country's ceramic tile industry and products.
The "GB/T21149-2007 National Standard for Sintered Tile", which has been implemented by the ceramic roof tile industry, was announced on November 1, 2007 and implemented on June 1, 2008. It clearly stipulates the definition and classification of sintered tiles. , requirements, test methods, inspection rules, marking, packaging and storage. For 12 years, it has been the authoritative reference for the production process of sintered tiles in my country.
However, with the advent of the era of quality consumption, there are more and more high-performance sintered tile products on the market with better physical properties. If the 2007 standards are still used as the entry threshold for the industry, it will no longer be able to meet the needs of the industry and the market. It will be difficult to meet the needs of the industry and the market. To measure the quality of products, many companies even reflect that "the standard is too low" in the actual production and operation process.uo;, directly ignore the standard.
People in the tile industry said that if industry standards are missing or too low, it will easily lead to companies operating independently, product quality to be uneven, and inferior products flooding the market, casting a shadow on the development of the entire industry. After the implementation of the new standards, a "quality revolution" will be launched in the sintered tile industry, which will force sintered tile companies across the country to strictly implement internal product quality control standards and significantly reduce quality problems such as large product damage, cracks, black cores, large deformations, and color differences. .
5. "Ceramic Industry Long March V" National Tile Production Capacity Survey Launched
On the afternoon of July 17, 2020, the "Ceramic Industry Long March V·2020 China Tile Production Capacity Survey" was officially launched in Foshan. The New Season Ceramics Industry Long March consists of a 35-member investigation team from "Ceramic Information". It lasted half a year and visited 31 provinces (cities and autonomous regions), more than 2,600 counties (districts), and 1,155 factories across the country for on-site investigation. The entire trip lasted 10 More than 10,000 kilometers, and at the end of 2020, the "2020 China Building Ceramics Geographical Survey and China Ceramic Ceramics Production Capacity Report White Paper" of more than 200,000 words was published.
In the past three years, environmental protection and policy iteration have intensified, production line technical transformation has become more frequent, and the proportion of new categories such as rock slabs, medium slabs, and thick bricks has continued to rise; at the same time, the ceramic industry has entered a fierce "shuffle period", and a large number of Ceramic companies have withdrawn and production lines have been idle; intelligent and automated equipment have been applied on a large scale, the number of front-line production workers has dropped sharply, and the per capita output value has increased significantly... The industrial data behind these new changes confirms the earth-shaking changes in China's construction ceramics industry.
Under the new situation, the "Long March of the Ceramics Industry" re-organized and set off. On the basis of the original, it conducted a deeper investigation into more than 20 data indicators such as production capacity, output value, employment, branding, and operation of ceramic enterprises across the country, and used big data to make it more comprehensive. It accurately reflects and analyzes the current development situation of the national ceramics industry, and provides a scientific and clear reference basis for improving the quality and efficiency of the ceramics industry in the future.
6. Dongpeng goes public
After more than three years of preparation and waiting, Guangdong Dongpeng Holdings Co., Ltd. was listed on the Shenzhen Stock Exchange on October 19, 2020. This is another milestone in the ceramic industry after Mona Lisa and Diou Home Furnishing. A listed company.
According to the 2019 annual report, during the reporting period, Dongpeng Holdings achieved operating income of 6.752 billion yuan, a year-on-year increase of 2.00%; net profit was 794 million yuan, a year-on-year increase of 0.09%. As the company's main business, the ceramic tile segment business will be in 2019The annual operating income reached 5.558 billion yuan, a year-on-year increase of 3.94%.
The successful listing of Dongpeng on the A-share market is a significant milestone for the development of China's ceramic sanitary ware industry. Due to factors such as environmental protection, it is extremely difficult for ceramic companies to go public. Even if you can barely count Yuexin Health (i.e. SMIC Ceramics), there are only a few companies. Dongpeng Holdings has successfully landed on the A-share market, especially across the two major categories of ceramic tiles and sanitary ware. The status of "successfully breaking through" has injected a "boost" into the pottery and sanitary ware industry that has declined due to the impact of the epidemic.
7. Ceramic tile laying robot takes office
In October 2020, Bozhilin Robotics, a subsidiary of Country Garden, released 9 construction robots at one time, including floor robots, indoor spraying robots, floor tile paving robots and wall tile paving robots, and this batch of construction robots , has officially started work in batches at the Country Garden Foshan Shunde Fengtong Garden project.
Data shows that the construction efficiency of floor tile laying robots and wall tile laying robots is twice that of manual labor, the construction quality is better than manual labor, and the construction cost is lower than manual labor. More importantly, it can work 24 hours a day, and its accuracy is far superior to manual operation. Working in high-risk and high-pollution environments can greatly reduce human damage and ensure people's health and safety.
Yang Guoqiang, Chairman of the Board of Directors of Country Garden Group, once said that China is a big construction country and the scale of the construction market ranks among the top in the world. However, the construction industry is large but not excellent, with low levels of informatization and intelligence. It is currently "dangerous, complex, dirty, and The “heavy” industry has outstanding characteristics and is no longer compatible with the development and progress of the times. It is urgent to innovate and transform the industry.
The large-scale use of robots or intelligent systems in industry is an inevitable trend. Nowadays, wall tiles and floor tile paving robots have been officially put on duty. "Machines replacing labor" will have a revolutionary impact on the downstream decoration and paving construction of building ceramics.
8. The collective trademark "Foshan Ceramics" was successfully registered
On December 10, 2020, the Foshan Ceramics Industry Association issued an announcement: The "Foshan Ceramics" collective trademark (No. 26274559) applied for registration by the Foshan Ceramics Industry Association has officially obtained national intellectual property rights on September 14, 2020. Bureau approved. Validity period: September 14, 2020 to September 13, 2030.
Registration of the "Foshan Ceramics" collective trademark is quite difficult, and the process has been full of twists and turns. During the period, it was rejected three times. It is not easy to successfully register this time.
“Foshan Ceramics" is well-known and well-known, but for a long time, most ceramic companies in non-Guangdong production areas across the country have basically used the "Foshan Ceramics" sign. Some registered a ceramics company in Foshan, but in advertising and promotion The product packaging highlights "Made in Foshan"; some are shipped to Foshan first, put in Foshan packaging and freight vehicles with Foshan license plates, and then sold across the country to confuse the public, but the quality of the products is uneven, seriously It has infringed on the brand reputation of "Foshan Ceramics". The successful registration of the "Foshan Ceramics" collective trademark will help standardize the market order and promote the healthy and orderly development of the industry to a certain extent.
9. Gao’an “centralized gas supply” was successfully put into trial operation
At 7:09 am on December 13, 2020, the world's largest fully automatic coal-to-gas production "Gao'an Jimin Credible Clean Energy Project" successfully put into trial production and supplied gas, marking that Gao'an Ceramics Base Enterprises will officially adopt " Centralized gas supply", entering the era of clean production.
According to preliminary calculations of the contract signed between Gao'an Municipal Government and Jimin Trust, the price after centralized gas supply will be more than 10% cheaper than using natural gas. At the same time, compared with enterprise coal-based gas, clean gas is cleaner, the kiln heats up stably after use, and the gas quality is stable.
In the context of the national ceramics enterprises facing the pressure of "coal-to-gas" and the rising production costs and unstable gas supply after "coal-to-gas", the success of Jimin Credible's "centralized gas supply" project The commissioning indicates that the Gao'an production area and the Gao'an ceramics industry will enter a new historical development stage, which is of milestone significance for the development of the Gao'an ceramics industry. It is a milestone for the transformation and upgrading of the entire ceramics industry and even all traditional coal-using industries across the country.
10. Keda acquires 100% of Italian Veco
On December 30, 2020, Keda Manufacturing purchased 40% of its Italian I.C.F. Equity.
On September 26, 2018, Keda purchased the highest 60% stake it held from Witaly for approximately 16.8 million euros (approximately 135 million yuan). Coupled with the 40% stake in this acquisition, this also means that KeDa Manufacturing has completed the acquisition of 100% of the equity of Italy's Vigo, with a total cost of 28 million euros (approximately 224 million yuan).
According to data, Italian Wego was founded in 1973. Its main business scope includes the design, manufacturing, sales and installation of machinery and equipment for the ceramics and food industries. It has a certain presence in Italy, as well as in Europe, Africa, the Middle East and North America. influence. Keda's 100% acquisition of Italy's Wego marks China's ceramic machinery and equipment's further expansion into the world and its implementation of the "globalization" strategy.
(The article is reproduced from Ceramic Information)
