According to the data of the National Bureau of statistics, in the first quarter of 2021, the output of cement above designated size was 440 million tons, a yearly increase of 47.3%, a yearly increase of 12.1% over the same period of 2019, and a two-year average increase of 5.9%. The output of flat glass was 250 million heavy boxes, a yearly increase of 8.6%, a yearly increase of 11.6%, and a two-year average increase of 5.6%. Affected by the low base during the epidemic in the same period of last year, the output of main building materials products increased significantly in the first quarter of this year. Except for cement pressure pipe, flat glass and brick, the output of other products increased by more than 10% yearly, but the output of brick, tile and cement pole still decreased compared with the same period of 2019.
In the first quarter, China's exports of building materials and non-metallic minerals amounted to $9.11 billion, up 39.7% yearly. The export volume and amount of technical glass, building sanitary ceramics, building stones, waterproof materials, light building materials and other commodities increased yearly. In the first quarter, the import value of building materials and non mineral commodities was $6.33 billion, up 45.4% yearly. The import volume of technical glass, mineral fiber and products, construction stone and other commodities increased rapidly yearly.
In the first quarter, the market demand of building materials was generally good, the activity of enterprises was significantly enhanced, the ex factory prices of building materials were generally fluctuating, the operation differentiation of building materials industry was still obvious, the prices of raw materials were rising, and the profits of building materials were under pressure.
From the market structure analysis, the annual investment market demand will still form the foundation support for the operation of the building materials industry; The production situation of automobiles, photovoltaic cells, computers, integrated circuits, household appliances and other products is good, and the completed area of real estate will resume growth, which will effectively drive the further recovery of building materials consumption market; The epidemic prevention and control in most parts of the world has achieved some results, the international market demand will continue to recover, and the export of building materials is expected to maintain growth in the first half of the year. In the second quarter, if the relationship between supply and demand of building materials tends to be more dynamic, the downward trend of factory price of building materials industry is expected to slow down.
Based on comprehensive judgment, it is expected that the economic operation of the industry will continue to be stable in the second quarter. In the first half of the year, the operating revenue of the building materials industry above designated size is expected to grow 22.6% year on year, and the total profit is expected to grow 15.2% year on year, which is slower than that in the first quarter. The MPI of the building materials industry in the whole year was 109.7 points, which was significantly higher than that of the previous year. The operating revenue of the building materials industry above designated size is expected to increase 7.3%, and the total profit is expected to increase 5.0%. The economic operation of the building materials industry will remain stable throughout the year, and the overall situation will be "high first and stable later".
