Text/Hong Xiaochun
In the past week, former Smartisan Technology founder Luo Yonghao’s live broadcast debut has attracted much attention. However, after Wei Ya, who has strong business capabilities in the field of live broadcast sales, successfully sold the Rockets, in contrast, Mr. Luo’s " "Unprofessional" became a point of complaint; then, news emerged that Ruixing, a listed company in the United States, revealed that it had committed a financial fraud of 2.2 billion. As soon as the news came out, everyone fell in love with drinking coffee...
The rapid development and rapid popularization of the Internet have made information ubiquitous and pervasive. As the information we receive becomes faster, more abundant, and more complex, most of our memories of recent events in the industry become blurred not long after we receive the news. The information explosion makes it easy to obtain information and also makes it easy to forget information, so this column was born. This is the sixth consecutive issue for Zhongtaojun to summarize the major events that occurred within a week for everyone. Let us review them together.
Hot spot one: Seagull Champion is established
It turns out that there are so many ceramic companies in the prefabricated field
Highlights:
On December 23, 2019, Haiou Housing Group signed a cooperation agreement with Champion Tile, intending to acquire no more than 60% of the equity of a wholly-owned subsidiary of Champion Building Materials; on the morning of April 1, 2020, Haiou Champion Co., Ltd. The inauguration ceremony of Champion Tile Headquarters was held. The 2019 annual report disclosed by Haiou Housing showed that the company achieved operating income of 2.569 billion yuan in 2019, an increase of 15.50% over the same period. Regarding the establishment of Haiou Champion, Haiou Housing said that while the group is deeply involved in the complete bathroom sector, it will also expand its business to the production and operation of ceramic tiles, which will help Haiou Housing Group deepen its layout in the customized complete bathroom product line and the prefabricated decoration residential market.
▲A list of policies issued by various places regarding prefabricated buildings
The characteristics of low energy consumption, short construction period, and pollution-free construction are the reasons why prefabricated buildings are strongly advocated and widely promoted. The Ministry of Housing and Urban-Rural Development clearly stated in the "Thirteenth Five-Year Plan Prefabricated Building Action Plan" that in 2020, prefabricated buildings will account for up toto more than 15%, it is currently in the critical stage of sprint. Various localities have also responded to the call and issued relevant policies and guidance. On April 1, Shandong Province, as a demonstration site for prefabricated housing projects, released the "Shandong Province Steel Structure Prefabricated Housing Design and Construction Technical Guidelines" and "Shandong Province Steel Structure Prefabricated Housing Design and Construction Technical Guidelines" and announced Effective from May 1, 2020. On April 2, the Shanxi Provincial Department of Housing and Urban-Rural Development announced that 5.5985 million square meters of prefabricated buildings will be implemented in Shanxi Province in 2019; in order to promote the resumption of work and production, Taiyuan City and Yangquan City have clarified the implementation scope of prefabricated buildings, and Datong City, Province The Comprehensive Reform District has formulated a reward and subsidy policy for prefabricated buildings... Some time ago, the Ministry of Human Resources and Social Security, the State Administration for Market Regulation and the National Bureau of Statistics jointly released 16 new occupations such as prefabricated building construction workers to the public. The release of new occupations is like a barometer of the development of the times, further confirming the important position of prefabricated construction in future society.
Opinion:
With the popularity of finely decorated houses and the changes in demand and channel changes brought about by consumer iteration, is it possible for ceramic companies to use the prefabricated construction industry as an opportunity to extend the industrial chain and complete the upgrade and transformation on this new track? According to the author’s understanding, Mona Lisa, Dongpeng, Oceano, Huida, Jinyitao and other large-scale ceramic sanitary ware companies are actively seizing the spotlight and constantly moving into the fields of new panels and overall residential solutions. Do in-depth layout, and the establishment of Seagull Champions is also an epitome of this trend.
Huo Jianquan, President of New Zhongyuan Group, said when the group planned to build the "Henan Prefabricated (Interior) Technology Industrial Park": "Prefabricated buildings are a major change in construction methods, and the transformation and upgrading of the ceramic industry is an inevitable development trend." China Construction Wen Qibin, president of the Prefabricated Building Design Institute, also mentioned when contacting gold medal companies: Plate construction is the main type of fully prefabricated buildings in industrialized system buildings. Today, the firing of ceramic tiles extends to large slabs/rock slabs. In fact, it has already It is a leap from decoration to plate. China State Construction Engineering Corporation is the drafting unit of national standards for prefabricated buildings, and Gold Medal Enterprise is the drafting unit of national standards for ceramic large panels. The two parties, which have absolute say in their respective fields, should join forces. In this regard, the gold medal enterprise also agreed.
Hot spot 2: Ceramics companies resume production and expand production
The manufacturing industry is recovering, but some companies have closed down
Highlights:
On April 1, the latest Purchasing Managers Index (PMI) for March released by the National Bureau of Statistics of China was 52.0%, a sharp increase of 16.3 percentage points from February. Exceeding market expectations; from January to February, the total profits of the national manufacturing industry fell by 42.7% year-on-year. In contrast, there were obvious signs of recovery in the manufacturing industry in March. As of March 25, among enterprises surveyed by purchasing managers across the country, the resumption rate of large and medium-sized enterprises was 96.6%, an increase of 17.7 percentage points from February.
In the past week, resumption of work and production has remained the main theme of the ceramic industry; not only that, some companies have also continued to expand production capacity as usual despite the impact of the epidemic. On March 30, the No. 1 kiln of the Golden Triangle Group's production base was ignited and put into operation; on March 31, Lehua Home Furnishing invested about 1.2 billion yuan to build a production base in Shunde, Foshan. On April 1, the No. 2 production base of Xiejin Enterprise in Guangxi The kiln successfully produced bricks; on April 2, kilns No. 8 and 9 of the Hefeng production base of Nengqiang Group were officially ignited; Yinuo introduced Zhongpeng digital high-speed rail era kilns and moved towards intelligent manufacturing; Qianghui Group invested 200 million to introduce Sa Kermi slate production line...
Opinion:
Some factories: Is the spring of manufacturing really coming? I'm afraid I won't be able to wait. Recently, Dongguan, known as the world's factory, has set off a wave of bankruptcies: toy manufacturer Panduit Toys announced its closure due to the cancellation of orders in Europe and the United States; it is reported on the Internet that Jiahe Electronics announced that all workers will cut their wages or quit the factory due to the epidemic; Dongguan's precision watch industry was canceled due to the cancellation of FOSSIL in the United States. All employees of the order are on leave for three months; and this is just the beginning. According to people familiar with the matter, well-known companies such as Foxconn, BYD, Detongxing, and Scamp have successively reduced or stopped employment. Some ceramic companies are not immune to the disaster. According to the latest information from the People's Court Announcement Network, in the first quarter of 2020, at least 7 ceramic companies across the country were declared bankrupt by the court; According to statistics from the Ali Judicial Auction Platform,in the first quarter of 2020, a total of 10 ceramic construction companies and 4 ceramic stores related assets were auctioned.
From the statistical data point of view, the recovery of the manufacturing industry is true; from the phenomenon point of view, the collective collapse of enterprises is also true.Although this spring cannot warm everyone, there is often opportunity in danger. The Securities Times said: Against the backdrop of the spread of the global epidemic, the recovery of the manufacturing industry has made China a safe haven for many foreign-funded companies to continue production. It is foreseeable that after overseas ceramic tile production is severely hit by the epidemic, a large part of the global demand for ceramic tile production capacity will be placed on Chinese manufacturers.
Hot spot three: Online exhibitions are coming
Foshan Ceramics Expo, B&F Home Expo, Jinjiang Home Expo
Highlights:
On the morning of March 28, the 2020 Online Foshan Ceramics Expo officially opened, with nearly 30,000 viewers watching the live broadcast online. As of April 3, the number of visits to the 2020 Online Foshan Ceramics Expo has exceeded 3.8 million, and users have left 19,210 inquiries. Among them, there were 3.77 million domestic visits and 50,000 international visits. Exhibitors of this exhibition cover more than ten domestic ceramic production areas such as Guangdong, Shandong, Fujian, Jiangxi, and Shanghai, and will last until April 18. According to the organizer, 294 ceramic and sanitary ware companies will participate in this online Ceramics Expo.
If Tao Expo is a traffic type, then Baian Home Expo is a technology flow. On March 20, B&Q officially launched the first National Online Home Expo. To this end, the organizer has independently developed BIM technology, using cloud databases to achieve contactless house measurement for consumers, and at the same time restoring apartment layouts through 1:1 digital technology; it also combines VR scene-based technology with supporting VR immersive experience, AR interactive experience and 720° immersive experience allows consumers to realize what they see is what they get.
Jinjiang Home Expo is also trying online exhibitions for the first time. It is understood that the offline exhibition of China (Jinjiang) International Home Decoration and Building Materials Expo has been suspended, but the online Jinjiang Home Expo will be launched as scheduled on April 1, launching a "dual-line exhibition" model by building a WeChat mini program.
Opinion:
Are online exhibitions a "timely blessing" for the current exhibition economy of the building materials industry? To answer this question, I will borrow what a well-known person in the industry said in his review column: On the surface, online exhibitions were forced out by the epidemic. However, Internet+ is everywhere, now WeChat, Douyin, live broadcast, three-dimensional scenes, virtual reality, etc.Internet technology is becoming increasingly mature, and online exhibitions can almost complete all the functions of offline exhibitions, with lower costs and better and faster results. It can be estimated that online exhibitions and online ceramic expos can go further and longer...
Hot spot four: Ceramic tile exports "cut in half"
The U.S. Department of Commerce’s final ruling on anti-dumping and counterfeiting of Chinese ceramic tiles
Highlights:
On March 18, there were zero new confirmed cases and suspected cases in Hubei, but the overseas epidemic began to explode. As of 10:00 on April 3, the number of confirmed cases of new coronary pneumonia worldwide exceeded 1 million. At present, more than 100 countries have implemented controls on personnel, flights, trains, and ships. Dozens of countries or regions have closed all or part of their ports or vigorously strengthened port quarantine. Some countries have even implemented nationwide "blockades." According to the latest statistical data released by the General Administration of Customs of China,China’s exports of construction ceramics from January to February 2020 were US$650 million, a decrease of US$275 million or 29.6% compared with the same period last year. .
2020 may be the most painful year for foreign traders. Unfortunately, the house leaks and it rains all night. According to data recently released by "World Ceramics Review", China's exports of ceramic tiles to the United States fell by 36.4% in 2019. China is still the largest importer of U.S. ceramic tiles, but the U.S. investigation of "double counterfeiting" of Chinese ceramic tiles has never stopped.
▲The top ten ceramic tile importing countries in the United States
On March 31, the U.S. Department of Commerce announced an affirmative final ruling on anti-dumping and countervailing duties on ceramic tiles imported from China. China’s mandatory respondent companies Belite Ceramics (Anyang) Co., Ltd. and Foshan Xinghui The dumping rate of Economic and Trade Co., Ltd. is 356.02%, the dumping rate of manufacturers/exporters who have obtained separate tax rates is 229.04%; the dumping rate of other Chinese manufacturers/exporters is 356.02%. The mandatory respondent companies Tiangu International Trade Co., Ltd. and Foshan Xinghui Economic and Trade Co., Ltd. have a subsidy rate of 358.81%, and other Chinese manufacturers and exporters have a subsidy rate of 358.81%. The U.S. International Trade Commission (ITC) is expected to make a final ruling on anti-dumping and countervailing industrial damage to the products involved imported from China on May 14.
Opinion:
The sharp drop in ceramic tile export data from January to February may be just the tip of the iceberg. After nearly half a month of collective chargebacks in foreign trade, it is already foreseeable that the situation in March and April will only be more severe. Foreign trade companies have exhausted all self-protection tactics, but in the context of economic globalization, they are of little use; perhaps the collective collapse of Dongguan's foreign trade companies is the disaster that ceramic export companies will face tomorrow. Regarding the severe crisis facing foreign trade, China's Minister of Commerce Zhong Shan said: "We will actively respond to the impact of the epidemic and introduce precise policies to stabilize the fundamentals of foreign trade and foreign investment."
Hot Topic 5: Country Garden laid off 30,000 people
The employment market has a surplus of talent, and the number of jobs is huge
▲Changes in the number of employees in various real estate companies
Highlights:
On March 27, Country Garden released its 2019 annual performance report. The report shows that Country Garden achieved total revenue of approximately RMB 485.91 billion last year, a year-on-year increase of 28.2%; it achieved net profit of approximately RMB 61.20 billion, a year-on-year increase of 26.1% respectively; the report also showed that December 31, 2019 Country Garden employs a total of 101,784 full-time employees in Japan, compared with 131,387 at the end of 2018, a decrease of 29,603. An insider close to Country Garden said: "The merger of regions is true, and the layoffs are also true. There are 34 executives who were laid off on the surface." In contrast, the revenue is not as good as Country Garden's Vanke and Sunac have seen an increase in their number of employees.
Opinion:
According to insiders, Evergrande Group has newly established the "Hengdabao" project and plans to allocate one-third of the group's original employees to the new project. Most of the employees who insisted on staying at their original posts chose to leave. PlusCountry Garden's personnel structure has been significantly adjusted. Now there are many people from Evergrande and Country Garden in the employment market. Suddenly there are so many strong competitors, and it is even more difficult for ordinary people to find a job. There is a very true joke on the Internet: "The only goal in 2020 is to stay alive." Don't think about changing jobs, just cherish your current job. ——Some ceramic workers expressed such emotion regarding the employment phenomenon of real estate companies.
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The above are the highlights of this issue compiled by Zhongtao Jun. If you have any objections to these events, please feel free to leave your opinions in the comment area. You can also tell Zhongtaojun what major events you have paid attention to recently, and let us discuss them together. See you next time!
