Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is September 12, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
Wrigley Home IPO will start subscription on September 16
On the evening of September 6, Wrigley Home Furnishings disclosed a prospectus. All the issuances are new shares. The number of new shares planned to be publicly issued is approximately 96.6095 million shares, accounting for the total share capital after this issuance. 10%; there will be no public sale of shares by the original shareholders in this issuance, and the total share capital after the issuance will be approximately 966 million shares. The initial inquiry time is September 9, 2022, and the expected issuance date is September 16, 2022. After the subscription is completed, the listing may be completed within 8-14 natural days.
Source: 77 Degrees
After Wrigley Home Furnishings goes public, will the next ceramics company to go public be Marco Polo or New Pearl?
2022 Foshan Tanzhou Ceramics Exhibition
Will be held from November 16th to 20th
On September 5, Foshan Taolian Technology Development Co., Ltd. issued the "Announcement on the Time of the 2022 Foshan Tanzhou Ceramics Exhibition". The announcement shows that the Tanzhou Ceramics Exhibition Organizing Committee conducted extensive research and comprehensively considered various factors, and decided to set the launch date as November 16-20, 2022, with the opening time being November 16, and the exhibition location being Foshan Tanzhou International Convention and Exhibition Center. constant.
Source: Foshan Tanzhou Ceramics Exhibition
This news will undoubtedly give a hard blow to those who said that "2022 Foshan Tanzhou Ceramics Exhibition will not be held this year.""It's done" rumors. However, the epidemic situation is unpredictable, and it is still far away from November 16, and there are still variables whether it can be held as scheduled; more importantly, the market is not good this year, how can the popularity be guaranteed?< /p>
Yanboshi’s daily output of 40,000 square meters of high-end intelligent slate line was successfully ignited
On September 7, Jiajiang County Yanboshi Ceramics Co., Ltd.’s high-end intelligent slate line with a daily output of 40,000 square meters was successfully ignited. It is understood that Yanboshi Ceramics has a total investment of 450 million yuan and plans to build two intelligent production lines of high-end slate with an annual output of 23 million square meters. The production line ignited this time is the first slate line in the west that can feed three pieces of 900×1800mm products into the kiln at the same time, with a daily output of up to 38,000 square meters. The line also plans to produce large slate boards in various specifications of 600×1200mm, 750×1500mm, 800×1600mm, and 800×2000mm. The daily output of the 750×1500mm specification can reach 32,000 square meters.
Source: Made by Keda
The long-awaited news of ignition and production has brought some vitality and vitality to the sluggish ceramic industry.
Italian ceramic factory starts work three hours earlier to save energy
Recently, CCTV reported that the energy crisis in Europe has intensified. Prices of electricity and natural gas have skyrocketed in many economies. Many industries have to find ways to reduce energy consumption and ensure normal operations. too affected. In order to save costs, an Italian ceramics factory had to advance the arrival time of workers by three hours. The manager of this ceramic factory said that in the face of soaring energy bills, the company had to advance the arrival time of employees from 9 am to 6 am now. The company's energy bills have soared over the past year. Compare that to today’s monthly gas bill of €127,000 ($126,000), the bill last summer was 18,000 euros, although slightly less gas was used this year. Reuters reports that factories in Europe's energy-intensive ceramics industry are changing shift patterns and upgrading kilns to cope with sharp rises in costs.
Source: Ceramic Information
The brand premium of Italian ceramic companies is so strong, and there is still room for buffering in the face of rising natural gas prices. Do Chinese ceramic companies have a way out if they encounter such a predicament?
Two ceramics factories in Sichuan recruit investors interested in restructuring< /p>
Recently, Sichuan Rongtong Liquidation Office Co., Ltd. issued a recruitment announcement, and Sichuan Baita Xinlianxing Ceramics Group Co., Ltd. and Sichuan Zhuruibang Materials Co., Ltd. were reorganized out of court. Recruit and select potential investors. The announcement showed that Sichuan Baita Xinlianxing Ceramics Group Co., Ltd. and Sichuan Zhuruibang Materials Co., Ltd. were unable to pay off their due debts due to poor management and long-term losses. They planned to achieve corporate self-rescue through out-of-court debt restructuring and other means in accordance with the law. Weiyuan County Economic and Information Technology Bureau, Sichuan Baita Xinlianxing Ceramics Group Co., Ltd., and Sichuan Zhuruibang Materials Co., Ltd. entrusted Sichuan Rongtong Liquidation Office Co., Ltd. to serve as an auxiliary agency for out-of-court debt restructuring work in accordance with the law. Rongtong Liquidation conducted a comprehensive investigation and sorting out the assets and liabilities of Sichuan Baita Xinlianxing Ceramics Group Co., Ltd., Sichuan Zhuruibang Materials Co., Ltd., and related enterprises. After full demonstration and careful research, and with the consent of relevant departments, we will openly recruit investors interested in restructuring to optimize the allocation of resources and increase the possibility of successful restructuring.
Source: Pottery Information
In the current grim situation in the ceramic industry, it is not easy to find a "successor".
Mona Lisa Group donated 1 million yuan to the disaster area< /p>
September 5th, Sichuan GansuA 6.8-magnitude earthquake occurred in Ziluding County, causing serious losses to people's lives and properties. On September 8, Mona Lisa Group donated RMB 1 million to the Sichuan Charity Federation to support emergency rescue, livelihood assistance for the affected people, and post-disaster reconstruction in Ganzi Luding County and surrounding disaster-stricken areas. If one party is in trouble, all parties will support it. Adhering to the concept of "building a better life", Mona Lisa will continue to pay close attention to the rescue progress and post-earthquake reconstruction work in the disaster area.
Source: Mona Lisa Group
Like Mona Lisa Group, ceramic companies that actively support Luding's earthquake relief include Huida Sanitary Ware and Jiumu Group. These two companies donated 500,000 yuan and disaster relief materials worth 2 million yuan respectively. Hongyu Group is contributing to another front of social responsibility - donating ceramic tiles worth 1.7 million yuan to Jinping County, Qiandongnan Prefecture, Guizhou Province to help its rural revitalization.
To be honest, the situation in the ceramic industry this year has been unprecedentedly severe. The profits of many ceramic companies, especially listed ceramic companies, are declining at a speed visible to the naked eye. Mona Lisa Group, Huida Sanitary Ware, Jiumu Group and Hongyu Group, etc. Tao Qi’s behavior is certainly worthy of praise!
CCTV’s “famous speaker” walks into Guanzhu Digital Demonstration Factory
Recently, CCTV host Zhu Guangquan walked into the documentary of Guanzhu Digital Demonstration Factory - "Super "Power" Deconstruction" out of the circle! It was forwarded by CCTV Financial Release, Financial Business News, Henan Observation Network and many other current affairs news platforms, and received 1660.3w exposure in less than 1 day! "Super "Power" Deconstruction - What does a thinking ceramic tile factory look like? "The video uses a new perspective of "rights" to allow netizens to break the habitual thinking mode of traditional ceramic tile factories filled with dust and bustling with people. Following the interview footage of the host, everyone can learn how a ceramic tile can achieve comprehensive data integration from different directions such as R&D, production, quality inspection, warehousing, logistics, energy, etc. in a smart factory covered by 5G scenarios, and gain an in-depth understanding of AI recognition. The special features of industrial application.
Source: Guanzhu Ceramics
With the endorsement of the CCTV host, the achievements of New Mingzhu Group and its first brand Guanzhu Ceramics in production digitization are indeed obvious to all.
Many decoration companies in Beihai are suspected of selling personal information
25 dens were blocked
According to news on September 8, after nearly two months, police in Beihai, Guangxi, destroyed 25 dens suspected of selling personal information, involving many local decoration companies. At present, 145 persons involved have been subject to criminal coercive measures by the police in accordance with the law. According to a report from Haicheng Police in Beihai City, in early July this year, a police officer received self-recommendation calls from several decoration companies. Out of professional vigilance, the policeman realized that his personal information might be leaked, so he used a trick to interact with the decoration companies, and discovered that a certain In order to expand business and improve performance, decoration companies have long purchased and exchanged customer information with related industries and individuals, thus creating a black industry chain of "buying and selling citizens' personal information" in real estate development, property management, decoration and other industries. The police immediately set up a task force to investigate.
Source: China News Service Beihai
The phenomenon of leaking consumer personal information occurs in various industries, especially in the real estate and general home furnishing industries. This case has sounded the alarm for dealers of building materials, including ceramic tiles, to operate legally and compliantly.
Real estate ended dismally in the first half of the year
80% of profits fell, 55 companies lost 59.5 billion yuan
As of August 31, 169 listed real estate companies have released their 2022 semi-annual reports. Among them, 129 companies have seen a year-on-year decrease in net profit attributable to their parent companies, accounting for 76.3% of the total. %. According to profitability or not, there are 55Each real estate company lost net profit attributable to its parent company, and these companies lost a total of more than 59.5 billion yuan. Many real estate companies, including Sunshine City, Jianye, Zhongnan, Rongsheng, Jinke, etc., were still profitable in the first half of last year, but fell into losses in the first half of this year, and many even lost billions. Among them, R&F Real Estate suffered the most serious losses, with a loss of 6.92 billion yuan in the first half of the year, a year-on-year decrease of 324.65%; CCRE Real Estate followed closely, with a loss of about 5.8 billion in the first half of the year, a year-on-year decrease of 868.78%. The number of real estate companies with net profits exceeding RMB 10 billion has increased from 5 last year to 4 this year. The net profits attributable to the parent companies of China Shipping, Vanke, Poly, and China Resources Land were 16.743 billion, 12.223 billion, 10.826 billion, and 10.603 billion respectively.
Source: Leju Finance
Real estate companies suffer huge losses when acquiring land to build houses. Ceramics companies and other building materials companies undertake bad debts when undertaking real estate projects. People are heavily in debt when buying houses. Who has made the money?
Hainan plans to formulate a "one person to buy a house to help the whole family"
Providing Fund Mutual Assistance Policy
" "Help" related housing provident fund mutual aid use policies. It is reported that the "One Person Buys a House and the Family Helps" business means that home buyers who have paid the housing provident fund in full for more than 6 months in Hainan Province can use the housing provident fund of their spouse and immediate family members to purchase the family's first self-occupied house in the province. Pay down payment for home purchase and offset housing provident fund loan repayment. Immediate family members refer to the parents or children of the home buyer and his or her spouse. Only if the immediate family members of the home buyer have no outstanding housing provident fund loans in Hainan Province and have no more than one house (families with two or more children can relax to two homes) can they apply for the home purchase withdrawal and hedging loan repayment business for immediate relatives.
Source: Zhongfang.com
According to incomplete statistics, since this year, more than 24 cities have launched the measure of "one person buying a house and helping the whole family", mainly in third- and fourth-tier cities. Relevant people believe that the "one person buys a house and the whole family helps" policy is expected to be expanded to more cities in the future.
But here’s the problem. Most people can’t afford a house not because they don’t have provident funds, but because of other reasons: either the house price is too high and they can’t afford it, or their income is unstable and they dare not buy it, or they have no investment in the house. Don't want to buy value. It can be said that the "one person buys a house and the whole family helps" policy has not solved any of these three problems, and it cannot stimulate people's enthusiasm for buying a house at all.
Moreover, what should I do if there is a dispute when buying a house with relatives’ provident fund?
