Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is August 29, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
Mona Lisa lost 488 million yuan in the first half of 2022
On August 24, Mona Lisa released its 2022 semi-annual report. According to the announcement, Mona Lisa achieved operating income of 2.925 billion yuan from January to June 2022, a year-on-year decrease of 5.06%. The net profit attributable to shareholders of the listed company was a loss of 488 million yuan, a year-on-year loss, and a net profit of 282 million yuan in the same period last year. yuan, and earnings per share were -1.1900 yuan.
Source: Comprehensive compilation by China Ceramics Network
Although Mona Lisa’s previous semi-annual performance forecast made many people in the industry mentally prepared, the release of its semi-annual report still aroused great repercussions in the industry. If the "top students" among the listed ceramic companies are like this, how can other ceramic companies survive?
Many ceramic and sanitary ware companies such as Xinmingzhu and Dongpeng
Selected for the 2022 Foshan Quality Management Achievement Award
From July to August, the Foshan Quality Management Achievements Competition identified a group of award-winning companies according to the procedures of enterprise application, preliminary review in each district, qualification review, material review, and on-site display. or organization, the Foshan Municipal Administration for Market Regulation is now announcing it, and the announcement period is from August 24 to August 28, 2022. Awards include 76 in the quality team category, 20 in the quality culture category and 5 in the quality co-management category. Among them, New Pearl Group Co., Ltd., Foshan Faen Sanitary Ware Co., Ltd., Foshan Dongpeng Ceramics Co., Ltd., Guangdong Jianyi (Group) Ceramics Co., Ltd., Foshan Gaoming Anhua Ceramics Sanitary Ware Co., Ltd., and Guangdong Tianan New Materials Co., Ltd. The company, Foshan Henlitai Machinery Co., Ltd. and many other ceramic and sanitary ware companies were selected.
Source: Foshan Market Supervision and Administration Bureau
The winners are all well-known large-scale ceramic companies or related companies in the upstream of the ceramic industry. When will small and medium-sized ceramic companies take a place among them?
Many ceramic companies in Guangdong and Hebei issued price increase letters< /p>
According to the latest news, ceramic companies in Guangdong and Hebei production areas have recently issued price increase notices. The price increase letter from Guangdong ceramic enterprises showed that it was affected by the rising costs of gas and raw materials. At the same time, one of the enterprises said that the price increase was also affected by the power and production restrictions caused by the country's "dual energy consumption control". The notice of raising product prices shows that one company has increased prices for 400×800mm products by 30 cents since August 28, and another company has increased prices for 800×800mm products by 30 cents since August 26th. This price increase is still sporadic. In this regard, industry insiders said that production costs in Guangdong production areas have been high this year, which is due to the current environmental impact.
Source: Ceramic Industry News
Since 2021, ceramic companies have continued to announce increases in ex-factory prices of ceramic tiles. I believe most people feel that it is commonplace and not worth making a fuss about.
But do you know why most of the ceramic tiles that have increased in price are traditional tiles? Why don’t large and new specifications such as 750×1500mm and 900×1800mm increase? Everyone is welcome to leave a message for discussion!
Fujian boss leases and purchases two ceramic companies in Jiangxi and Hunan
Recently, Fujian ceramics people have rented and purchased two ceramic companies in Jiangxi, a production area in central China. They seem to be "buying the dip" during the industry downturn. According to industry sources, the Fujian Jinglong OEM team has acquired a ceramics company in Lanfang Town, Gao'an City through a lease-purchase method. The ceramics company now has three lines, producing exterior walls, small floor tiles and antiques. It is reported that Jinglong Ceramics lease purchase company plans to produce Siwa. At the same time, the ceramics production area in Linxiang, Hunan is also developed with Fujian ceramics people at the helm. It is reported that Hunan Fada Ceramics currently has two production lines, involving products with specifications of 800×800mm and 600×1200mm respectively, which will be put into production in the next two days.
Source: Ceramic Industry News
On the one hand, production is suspended and bankrupted, and on the other hand, production is expanded. The polarization of the ceramic industry is increasing day by day. For ceramic companies, perhaps leasing is the best way to expand production in a severe environment.
24 ceramic companies were punished due to environmental issues
From July to August, the ecological environment departments of Guangdong, Shandong, Hubei, Jiangsu, Fujian and other places issued environmental protection penalty decisions. A total of 24 ceramic companies were notified and fined. The total amount of fines exceeded 3.59 million yuan. Among them, the ceramic company that was fined the highest amount amounted to 550,000 yuan.
Source: Taocheng Daily
Why do ceramic companies have repeated environmental problems? What is the problem? The issues behind this are worth pondering!
The Ministry of Industry and Information Technology and the Ministry of Finance plan to support the digital transformation of small and medium-sized enterprises
Ceramic companies are also within the scope of support
From 2022 to 2025, the central government plans to support local governments in three batches to carry out digital transformation pilots for small and medium-sized enterprises and improve digital public service platforms (including digital transformation service providers, industrial Internet platforms, etc.) to serve small and medium-sized enterprises, create a batch of small, fast, lightweight, and precise digital system solutions and products, and form a batch of typical digital transformation models that can be replicated and promoted, focusing on 100 subdivided industries ( (including the ceramic industry), support about 300 public service platforms, and create 4,000-6,000 "small lighthouse" companies as digital transformation samples. The maximum reward and subsidy for each service platform shall not exceed 6 million yuan (calculated as no more than 30% of the actual transformation cost of each pilot enterprise and the maximum reward and subsidy fund shall not exceed 300,000 yuan).
Source: Ministry of Industry and Information Technology
All walks of life in the field of home building materials, especially the home customization industry, are practicing digital transformation. Only the ceramic industry has been slow to take action, or it may be said that the thunder is loud but the rain is small.
On the one hand, production is suspended and bankrupted, and on the other hand, production is expanded. The polarization of the ceramic industry is increasing day by day. For ceramic companies, perhaps leasing is the best way to expand production in a severe environment.
The only one in the industry
Yao Liangsong was selected for the first time on Forbes' 2022 China's Best CEO List
On August 18, Forbes China website released the list of the best CEOs. This yearThe top three CEOs are from the new energy vehicle manufacturing, battery and solar monocrystalline silicon photovoltaic product manufacturing industries. It is worth mentioning that Yao Liangsong, chairman of Oppein Home Furnishing Group, was selected into the list, becoming the only corporate CEO in the home furnishing industry to be selected. Yao Liangsong, chairman of Oppein Home Furnishing Group, ranks 35th on the list, becoming a leader in the development of the home furnishing industry and even the manufacturing field.
Source: Oppein Home Furnishing Group Official
At a time when the era of incremental dividends in the field of home building materials has ended and the era of management dividends is approaching, when will the ceramic industry have a figure who can be ranked on Forbes' 2022 list of China's best CEOs.
Qingdao Zhimei International Home Furnishing Coupon 12 million yuan running away
Following the revelation that the bosses of many "Yi Tong International Home Furnishing" companies across the country had gone bankrupt and disappeared, many consumers in Qingdao, Shandong Province recently gathered at Qingdao Zhimei International Home Furnishing Co., Ltd. to defend their rights. It is understood that Qingdao Zhimei International was known as "Yi Tong International Home Furnishing" before it was renamed. At present, the store has been closed, the owner has lost contact, and the employees' wages have not been paid. A staff member of the Consumer Protection Section of Qingdao North District Market Supervision and Administration Bureau said: "A rough calculation shows that so far about 260 owners have been affected, and the amount involved has reached more than 12 million yuan." In recent years, a group of unscrupulous businessmen have taken advantage of policy loopholes. Frequently registering and canceling a number of "small companies" with a registered capital of about 100,000 yuan, while enjoying the state's financial support for "small and micro enterprises", tax exemptions and other welfare policies, while engaging in fraudulent activities that harm consumers. Cloaked as a "small and micro enterprise" and under the pretense of a broken capital chain, a series of fraudulent activities by Yitong Home Furnishing Group did not attract enough attention from local government agencies after being reported by consumers, and were treated as a very small case. Treat it with a low profile.
Source: 77 Degrees
Some real estate companies were hit by thunderstorms, while some pretenders ran away., and now there are home building materials companies running away, and consumers are the ones who are hurt the most.
Up to 500 million yuan! Red Star Macalline officially announces rent-free
On August 26, Red Star Macalline issued an announcement stating that in order to actively assume social responsibilities, jointly respond to the epidemic, and support the sustainable development of merchants and the home building materials industry, for qualified For merchants related to self-operated shopping malls, Red Star Macalline plans to reduce or exempt part of the rent and management fees of merchants in related self-operated shopping malls to help them operate stably during the epidemic. The announcement shows that the total amount of rent and management fees involved in Red Star Macalline’s reduction and exemption arrangement is expected to have a cumulative impact on the company’s operating income of no more than RMB 500 million, accounting for approximately 3.23% of its audited operating income in 2021; this The total amount of rent and management fees involved in the subsidy reduction arrangement is expected to have a cumulative direct impact on the company's net profit attributable to the parent company of no more than RMB 350 million, accounting for approximately 17.10% of the audited net profit attributable to the parent company in 2021.
Source: compiled by China Ceramics Network
Regardless of the main purpose, such behavior is worthy of praise. The most anticipated thing is, will Easy Home follow up? Will ceramic tile dealers across the country benefit from this?
