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Are employees of a ceramics company infected with COVID-19? U.S. stock market meltdown! The list of ceramic companies preferred by real estate companies...|What to watch last week

Release time:2024-10-29click:0

Text/Maoran

The vernal equinox last week brought the perfect spring scenery.
If you love dark green, you love light green; if you love light red, you love deep red.
Good things come one after another.
The best thing,
Nothing is more important than the significant progress made in the domestic anti-epidemic work:
The number of new confirmed cases in Wuhan, the epicenter of the epidemic, is 0;
Han's policy to help enterprises resume work is being implemented;
Medical teams on the front lines of fighting the epidemic are returning home one after another;
……
That's the real smell of spring.
And what about the progress in fighting the epidemic abroad?
Some ceramic companies are actively playing their part
The positive energy of "Giving someone a rose leaves a lingering fragrance in your hands",
It has donated anti-epidemic materials to Italy.
"Watching and helping each other" in the traditional virtues of the Chinese nation,
This is perfectly reflected in the joint fight between the Chinese and Italian ceramic industries against the epidemic.

The picture comes from the Internet

However,

Even though major ceramic production areas are gradually resuming work and production,

But the recovery time of the terminal market still remains to be seen.

The highlights of last week cited in this article,

On the one hand, it will affect the development of the industry,

On the other hand, it will also bring new hope.

Point 1

BeautifulThe stock has experienced five historic circuit breakers. Besides considering bargain hunting, what other opportunities are there?

On March 16, the U.S. stock market experienced a circuit breaker for the third time since March 9 and 12; on March 17, the Federal Reserve cut interest rates to rescue the market, cutting interest rates to 0 and launching a $700 billion quantitative easing program. plan (that is, turning on the machine to print dollars); on March 18, the U.S. stock market hit a circuit breaker for the fourth time and the fifth time in history. It is obvious that due to the impact of the epidemic, global stocks, bonds, gold, crude oil and other major assets have been subject to significant fluctuations.

Christian Democrats:The economic prospects are not promising, and the stock market will of course fall, so all contact and droplet infections are weak. Well, as long as the United States just sits there and doesn't understand, it can spread the plummet all over the world. Recently, there will be ups and downs in all countries, but what will happen next depends on fate.

Weibo jokester: In just eight days, the gap between our net worth and Buffett’s has shrunk by US$24 billion, don’t ask me The secret of success lies mainly in the 4 circuit breakers of the US stock market that "exerted all efforts".

Latest news:On the morning of the 23rd, "Meet the Meltdown Again!" U.S. stock futures plummeted more than 5% at the opening. On March 23, the three major U.S. stock index futures opened lower and expanded their declines. They all fell more than 5% and hit the circuit breaker limit. As of press time, the Dow futures fell 5.01%, the S&P 500 futures fell 5%, and the Nasdaq futures fell 4.88%.

[Author’s Comment]The capital market will continue to be bloody in 2020, and successful people tend to look at dangers Arrive at the airport.

Point 2

What do you see behind the real estate market data/policies in various places?

(1) Property market data:On March 16, the National Bureau of Statistics announced changes in sales prices of commercial housing in 70 large and medium-sized cities in February. Kong Peng, chief statistician of the Urban Department of the National Bureau of Statistics, explained this. First, the sales price of newly built commercial residential buildings in first-, second- and third-tier cities remained flat or declined month-on-month, while the sales prices of second-hand residential buildings were mixed. Second, the sales prices of newly-built commercial residential buildings and second-hand residential buildings in first-, second- and third-tier cities increased steadily and tended to decrease year-on-year.

Changes in sales prices of commercial housing in 70 large and medium-sized cities in February 2020 Situation

Suzhou Laideli Ceramics dealer Zou Guohong:Due to the epidemic, the property market is at a standstill, prices will inevitably fluctuate, and some developments It is normal for businesses to reduce transaction prices through online sales promotions. After the epidemic, the property market will gradually pick up, and the overall price fluctuations will not be too large. There are a large number of houses that are just in demand and houses that have been improved in school districts. Some medium and large cities still have great potential.

(2) Local policies:On March 17, Qingdao Municipal Human Resources and Social Security Bureau held a press briefing to introduce Ten measures are taken to attract college students to come to Qinghai, stay in Qinghai, or return to Qinghai to innovate and start businesses. It is clear that college students can settle down and enjoy housing subsidies. On March 20, in accordance with the spirit of the "Foshan Municipal Human Resources and Social Security Bureau's Notice on Optimizing and Optimizing the Guangdong Foshan Card T-Card Application Work During the COVID-19 Epidemic" (Foshan Society [2020] No. 14), it was specially formulated to allow technical secondary schools and junior college students to apply for T-cards. Talents with academic qualifications can apply for a T card to enjoy Foshan’s household registration house purchase policy.

Zou Guohong, a dealer in Suzhou Laideli Ceramics:This is a good thing. You need capable people with strong professionalism to do anything. Talents, especially Zhong Nanshan’s outstanding performance and strong professionalism during the epidemic, bought time for the country to reduce losses. Therefore, talents are always a must-have for every city. It should be a good thing to introduce policies to attract and retain talents.

CRIC Research Center: It is not uncommon to introduce new talent policies during the anti-epidemic period. For example, Hengyang and Suzhou have similar new policies. Combined with the deliberate withdrawal of property market policies in cities such as Baoji, Zhumadian, and Jinan, the new talent policy has a higher safety factor and is in line with the central government's overall policy of "housing is for living, not for speculation" and "not using real estate as a short-term stimulus."

Ping An Securities: Good fortune and misfortune never come alone. For developers, the difficulties this year go beyond the unsaleable new homes. In fact, their greater pressure comes from debt. In 2020, the total maturity scale of domestic bond issuance, overseas bond issuance, and real estate trusts by real estate companies reached 1.5 trillion.

Zhongyuan Real Estate Analyst Zhang Dawei:The "rescue policies" launched by various places are at best to relieve the pressure on enterprises. Based on the current situation, Look, without the introduction of policies that actually stimulate the demand for home purchases, it is actually meaningless for an industry with annual sales of 16 trillion.

[Author’s Comment]The well-known financial WeChat public account "Second Sister Finance Bureau" "Cancel pre-sale! The article "The Real Estate Market Is About to Change" gives examples of the response policies of some local governments. Among them, the most profound approach for the author is Hainan's "existing home sales" policy, because "economic development can only go further if it gets rid of its dependence on real estate." .

Point 3

Who would pay attention to the list of ceramic companies preferred by real estate companies?

On March 18, the “2020 China Real Estate 5"Top 00 Evaluation Results Conference" was held online in Beijing, and the "2020 Top 500 China Real Estate Development Enterprises Evaluation Report" and the "2020 China Top 500 Preferred Suppliers and Service Providers Brand Evaluation Report" were released online. Among them , 10 ceramic companies are on the list in the architectural ceramics category, and 5 ceramic companies are on the list for marble tiles and landscape pc tiles.

Picture source: China and Foreign Paint Network

Wang Zheng, Assistant Chairman of Hangzhou Huaxin Building Materials Jianyi:When our terminal dealers face some large real estate companies, Engineering projects require the support of brands endorsed by the industry, so for us, the "Top 500" is not only a concern, but also hopes that it can indeed be an important milestone for agency brands to enter real estate engineering projects and a source of brand potential. Pulling up, a testimony of product strength, is conducive to the advancement and trust of terminal engineering projects, and at the same time opens a new chapter for ceramic tile curtain walls.

Peng Yinian, general manager of Wuxi Marco Polo Tile:This "evaluation report" still has a certain impact on the brand. After all, It reflects the material selection of the entire fine decoration real estate. Only good brands will allow more well-known real estate companies to choose. Marco Polo ceramic tiles account for the highest proportion in the material selection (ceramic tiles) of the top 500 real estate companies, and have continued to occupy the first place. This also shows that developers know what kind of brands home buyers want, and then choose which brands to cooperate with. This actually reflects the proportion of ceramic tile brands in the non-finished decoration market to a certain extent.

Industry senior:How many people believe in this ranking? I don't think it's true.

Nengqiang Ceramics Planning Department Manager Huang Guoshan:Maybe some brandsBrand should pay more attention to the deep cultivation of engineering channels. As a strong person, I am very happy to see my company on the list.

Lu Limin, general manager of Qingdao Xue's Building Materials:For those of us who mainly go through engineering channels, brand influence is like An admission ticket. Sometimes the design institute will consider whether your brand is included in the inventory, and sometimes Party A will also designate the brand. With the popularity of finely decorated houses, there is also great competitive pressure on real estate companies. They also need products from big brands to "gold-plat" their own houses, which can be regarded as a kind of mutual advantage.

[Author’s Comment] The brand list will indeed affect the channel construction of some local projects, and it will have a positive effect on the material selection of some local hard decoration projects. influence. (For example, China Ceramics Network’s “Top Ten Chinese Ceramics Brands List” has a great influence in the ceramics industry and is known as the “Hundred Flowers Award in the Ceramics Industry.” Please stay tuned for the “2020 China Ceramics Top Ten Brands List”!) < /p>

Point 4

Green buildings and prefabricated buildings are the hopes that enterprises place in the development of product technology in the future

On March 19, according to Shijiazhuang News: According to the "2020 City-wide Work Plan for Building Energy Saving, Green Buildings and Prefabricated Buildings", the proportion of new green buildings in Shijiazhuang cities and towns this year will account for more than 85% of the new construction area; new construction starts The construction of ultra-low energy consumption buildings shall not be less than 200,000 square meters; the construction of new prefabricated buildings shall not be less than 1 million square meters (including prefabricated concrete structures, steel structures, and wooden structures).

Song Rongshe, General Manager of the Slate Division of Meihao Group: Design institute + new materials + assembly are the key. , for example, our Haomei Real Estate Group started research and development on how to apply rock slabs in prefabricated buildings last year.

Huang Guoshan, manager of Nengqiang Ceramics Planning Department:The country is constantly promoting green materials and prefabricated buildings, and it is definitely a future trend. But will companies go this direction in the future? Direction of development? Personally, I don’t think so. Green materials and prefabricated buildings are new areas of building materials. For an enterprise, technical barriers, production equipment, capital injection, input-output ratio, etc. are all issues that must be carefully considered in the current industry. There are not many companies engaged in this emerging green building materials industry. There are market opportunities, but they have not yet formed a niche. Leading companies with the scale, capital, and technology will become an important driving force, but it is unlikely that all companies in the industry will develop in this direction. Possibly.

Meng Zhengqiang of Mona Lisa Thin Plate Business Department: Now it is mainly engineering collection. Fortunately, the group has already laid out the plan. .

Industry passer-by A:In the race against time against the epidemic, Huoshenshan Hospital has gone from the completion of the design plan to the formal Delivery took a total of 10 days. In fact, these amazing "infrastructure maniacs" and "China's speed" are closely related to the maturity of prefabricated construction technology. Since the construction of Xiongan District in 2015, prefabricated buildings have always had high hopes. In the future, if prefabricated buildings want to be popularized by the public, companies will need to taste its benefits.

[Author’s Comment] Here I would like to borrow the perspective of China and Foreign Paint Network: At present, the assembly rate of major countries in the world exceeds 70%. The proportion of existing prefabricated buildings in the United States and Japan is as high as 90%, while the area of ​​newly built prefabricated buildings in my country in 2018 accounted for only 9% of the construction area of ​​new urban areas. In recent years, various regions have successively introduced supporting policies and formulated a number of phased targets for the scale of prefabricated buildings. Among them, Beijing, Shanghai, Shandong, Zhejiang, Jiangxi, and Sichuan have proposed to achieve the proportion of prefabricated buildings reaching more than 30% by 2020. In terms of application, prefabricated construction is widely used. The rise of long-term rental apartments in recent years is an example of industry application. The short construction period and large-scale production of prefabricated buildings perfectly match the cost and efficiency requirements of long-term rental apartments. It is worth mentioning that in the construction of Vulcan Mountain in the fight against the new coronavirus epidemic, the use of prefabricated construction technology has played a huge advantage in saving time and promoted social awareness.

 

Point 5

Why does everyone like to spread rumors?

Rumor refuting statement

On March 19, a certain ceramics company issued a statement to refute the rumors, with the general content as mentioned above.

"Rebuking Rumors" Ceramics Enterprise Security: We have very strict control over the resumption of work and production at all levels of the company. How could this happen? What if a suspected phenomenon occurs and we don’t know about it ourselves, but let outsiders spread the word? Don't know what your intentions are?

Business people in Huaxia Ceramics City:

(1) Since many companies resumed work and production in mid-February, there have been many rumors that a certain brand has suspected cases, which has made everyone panic. They do not believe the rumors or spread them. At this moment, we let The biggest contribution to the gradual recovery of the industry. (2) They are all afraid of SI to the point of having hallucinations.

[Author’s Comments] Refuting rumors about the company with personal experience: On March 10, the author needs to go to the "Rumor Refuting" brand exhibition hall I was doing a product review and on the 9th I received a "Company Foreign Personnel Registration Form" from the company to fill in, and then it was transferred to the brand leader to sign to confirm whether entry was allowed. The content of the registration form was detailed down to the date of birth, etc. , and also scanned the QR code to track the number of days I spent in Foshan through the mobile Internet. Unfortunately, I stayed in Foshan for less than 14 days, so I was directly prohibited from entering the exhibition hall. Only two other colleagues could enter. It is reported that before entering the exhibition hall, outsiders need to go through a round of disinfection and other procedures. This is the author’s recent visit to a ceramics companyThe strictest controls I’ve ever seen. It seems that spreading rumors can make people feel excited and refresh their sense of existence.

The above are purely personal opinions, I don’t like to take pictures.

lable:

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