Briefing on Construction Materials Industry Operation in December 2023

　　In December, the building materials industry boom index was 100.9 points, 1.0 points lower than the previous month, higher than the critical point, building materials production and operation in the boom range of stable fluctuations. 2023, the building materials industry economic operation generally presents a downward trend, the main economic operation indicators in the fourth quarter of the decline slowed down, the industry operation shows signs of bottoming out and stabilizing. At the same time, green building materials and other new building materials industry to maintain a good momentum of development, the industry growth engine role continues to highlight the role of the industry to promote the optimization and upgrading of industrial structure has played an important role.

　　1. The production of major building materials products increased steadily. According to the national bureau of statistics data, in December above-scale building materials industry added value year-on-year growth of 0.3%, 1-12 month above-scale building materials industry added value year-on-year decline of 0.5%, the rate of decline than the 1-11 month narrowed 0.1 percentage points. in December, in the key monitoring of the 31 kinds of building materials products, there are 19 kinds of product output year-on-year growth, 12 kinds of product output year-on-year decline in the output growth of the Product categories increased by 4 types over the previous month. Among them, the output of cement enterprises above designated size was 160 million tons, down 0.9% year-on-year; the output of flat glass was 84.999 million weight boxes, up 5.7% year-on-year.

　　2. part of the building materials products factory prices rebounded from a low level. in December the building materials industry products factory price index was 91.5 (100 in December 2020), down 7.9% year-on-year, the rate of decline narrowed slightly. 1-12 months building materials industry factory prices fell 6.8% compared with the same period a year ago. In building materials 13 classified industries, lime gypsum, building technology glass, fiber reinforced plastics, sanitary ceramics, non-metallic mineral processing industry and other five industries in December factory prices higher than the same month of the previous year level, of which, the building technology glass factory prices grew faster.

　　3. market structure adjustment and optimization effect appeared. 1-12 months, above-scale building materials enterprises operating income fell 7.9% year-on-year, total profits fell 21.0% year-on-year, the rate of decline than 1-11 months narrowed 2.4 percentage points. In the face of insufficient market demand, the external environment, complexity, severity, uncertainty and other factors, building materials enterprises to actively respond to the structural transformation of demand, to promote the optimization of the product market structure, deep-processed products and new materials and other emerging industries, the economic benefits of a strong growth trend. 1-12 months, lightweight building materials, heat insulation and thermal preservation materials, architectural glass, technical glass, fiber reinforced plastics, architectural ceramics, sanitary ceramic and Non-metallic mineral processing industry and other eight sub-industries operating income, total profit year-on-year growth, construction glass, asbestos and mica ore mining industry total profit year-on-year growth is significant.

　　4. Building materials industry fixed asset investment bottoming out. According to the National Bureau of Statistics, from January to December, the national fixed asset investment (excluding farmers) grew 3.0% year-on-year. According to the composition, the construction and installation project fixed asset investment increased by 2.1% year-on-year; sub-industry, support the stable development of the building materials industry infrastructure investment increased by 5.9% year-on-year. 1-12 months, the building materials industry, fixed asset investment increased by 0.6% year-on-year, compared with the 1-11 months rebounded by 0.3 percentage points.

　　5. import and export of building materials and non-metallic mineral commodities declined. in January-December, building materials and non-metallic mineral commodities exports amounted to 43.96 billion U.S. dollars, down 11.0% year-on-year. Deducting the impact of exchange rate changes, price decline, building materials exports actually increased by about 4.2%. December month, building materials and non-metallic mining commodities exports amounted to 3.84 billion U.S. dollars, a year-on-year decline of 19.1%, building materials commodities, FOB prices than the same month last year, a decline of 22.4%. Among them, most of the building materials products exports are 'volume increase price drop' situation; technical glass, fluorite and other commodities exports show 'volume and price increase'. 1-12 months, building materials and non-metallic mining commodities imports amounted to 34.59 billion U.S. dollars, a year-on-year decline of 1.2 percent. percent. Deduct exchange rate changes, price factors, building materials imports actually fell about 10.5%. December, building materials and non-metallic mineral commodities imports amounted to 2.22 billion U.S. dollars, a year-on-year decline of 42.6%. Among them, white silicate cement, colored calendered glass, glass fiber mat, sand and gravel, quartzite and quartzite, gypsum board, fluorite and other building materials commodities imported amount of year-on-year growth.