Overview of the ceramic industry and focus on home furnishing hot spots.
Hello everyone! Today is June 20, 2022. Let’s take a look at the hot topics that Zhongtaojun focuses on in this issue of "Zhongtao Daily·Weekly Comments".
01 Brand concentration in the ceramic industry will be greatly increased
Since 2022, the energy supply crisis has continued to affect the global ceramic industry. At the same time, acquisitions and restructuring are still taking place in the industry. According to incomplete statistics, in the first half of the year, a total of five global ceramic companies initiated/completed mergers and acquisitions. The total cost was 468 million euros (equivalent to RMB 3.345 billion). In addition to acquisitions, the world's ceramic giants are also making constant moves to expand their businesses. A wholly-owned subsidiary of Thailand's SCG Group has formed a joint venture to expand the retail and wholesale business of ceramic tiles.
Source: Taocheng Daily
The worse the general environment becomes and the industry reshuffle intensifies, the greater the development opportunities for leading companies. When winter comes, it is often the time when great companies are born. In the ceramic industry, this is true for leading foreign ceramic companies, and it is also true for leading domestic ceramic companies. Of course, after the ceramic industry enters the knockout stage, the development and growth of head ceramic companies often means the elimination of waist and tail ceramic companies. This is inevitable for the development of every industry.
02 Bankruptcy auctions are on the rise, and the reshuffle period of the ceramic industry is really coming
Recently, Alibaba Auction Network announced that Qingyuan Jianci Ceramics Co., Ltd. is located in Guangzhou Huadu (Qingxin) Industrial Transfer Industrial Park, Heyun Town, Qingxin District, Qingyuan City The land (including unlicensed part of the land), above-ground buildings, production equipment (including water, electricity, gas and other facilities) will be auctioned from 10:00 on July 14 to 10:00 on July 15. The land area of the subject matter of this auction is 76,666.67 square meters, of which 36,066 square meters have obtained state-owned construction land use certificates, are used for industrial land, and have a useful life of 50 years. The rest have not been able to obtain land use right certificates. Auction subjectThe total assessed price is 98.9998 million yuan, and the starting price is 69.2998 million yuan.
Source: Alibaba Auction Network
Recently, it was reported that a ceramics company in Hubei with a complete production line of 20 million square meters of wall and floor tiles per year is about to enter bankruptcy proceedings. According to the investigation, the reasons that led to the bankruptcy of the ceramics company were: first, blind expansion in a big environment; second, monetary tightening and excessive private capital; third, major loopholes in management. A person in charge of leasing the ceramic company said that the basic equipment of the ceramic company is good and the annual cost is 4 million yuan, but there are too many creditors involved. Local government leaders said they are organizing relevant forces to go through bankruptcy procedures in accordance with legal procedures.
Source: Ceramic News
From 10:00 on June 13 to 10:00 on June 14, Foshan Gaoming Lidefeng Ceramics Co., Ltd. is located at Genghe Avenue, Genghe Town, Gaoming District, Foshan City On the 181st, a total of 4 commercial and residential land use rights were auctioned on the Taobao judicial auction platform due to bankruptcy liquidation. The appraisal price of the auction target is 272,585,800 yuan, and the starting price is 218,068,640 yuan. Because no one bid, the auction ended up being passed on.
Source: Taobao Judicial Auction Platform
On one side, the top ceramic companies continue to merge and expand, and on the other side, the poorly managed ceramic companies are gradually eliminated. It is difficult to invest and build new production bases and production lines now. The future expansion methods of leading ceramic companies may be more to acquire bankrupt ceramic companies, or simply choose the light-asset operation model of OEM processing.
03 The ceramic industry’s first finished product delivery cultural festival was born< /span>
On June 18, the finished product of Jianyi was delivered to the Cultural Festival and the firstThe 2019 China Pan-Home Furnishing Finished Product Delivery Conference will be held in Shenzhen. For the first time, "finished product delivery" has become the keyword of a national pan-furnishing home conference, and the industry benchmark it represents is worth looking forward to. From the pioneer of finished product delivery to the standard setter leading the industry, Jianyi launched the industry's finished product delivery initiative, held the industry's first finished product delivery conference, advocated finished product delivery standards and established the Jianyi Bricklayer Home, establishing a complete system from process to delivery for the industry. The standard system solves the pain points of the home decoration industry, protects consumers, and enhances user value.
Source: GANI Natural Beauty
Jianyi should be the first ceramic tile brand in the ceramic industry to launch a finished product delivery service. Is there no objection? In the past two years, after many powerful ceramic tile brands have launched finished ceramic tile delivery/ceramic tile package laying services, Jianyi has pioneered the finished product delivery cultural festival in the industry. As the ceramic tile brand closest to consumer brands in the ceramic industry, Jianyi's success is not unreasonable.
04 The gospel of Foshan bricks, 17 ceramic companies received 4.2 million yuan in financial support< /span>
On June 2, the Foshan Municipal Administration for Market Regulation issued a notice on organizing the direct delivery of Foshan industrial product quality improvement support funds (standardization) to enterprises in 2022. Enterprises that evaluate "Foshan Standard" products and use special logos for their products will be given one-time support funds for each "Foshan Standard" product certificate they obtain. According to the funding list, 17 ceramic companies have a total of 21 products on the list, and each product received a support fund of 200,000 yuan, involving a total amount of 4.2 million yuan.
Source: Foshan Market Supervision and Administration Bureau
Thumbs up for this behavior of the Foshan government department! For ceramic enterprises that have passed the "Foshan Standard" product evaluation and whose products use special logos, this is both motivation and pressure. Only by truly focusing on product quality can they be worthy of the "Foshan Standard" certificate and "Foshan Brick" This business card.
05 An industry first? Those who discharge pollutants beyond the standard will be fined and even imprisoned!
Recently, the top ten typical cases of ecological and environmental protection law enforcement in Quanzhou City (2019-2021) were released. Two ceramic factories were investigated due to air pollutant emission issues, and two The total fine is 300,000 yuan. After investigation, it was found that the behavior of a ceramics company in Nan'an violated relevant regulations. The Quanzhou Municipal Ecological Environment Bureau fined the party 200,000 yuan and transferred the case to the public security agency for administrative detention in accordance with relevant provisions. A ceramics company in Jinjiang violated relevant regulations by discharging air pollutants beyond the standard. The Jinjiang Ecological Environment Bureau of Quanzhou City imposed a fine of 100,000 yuan on the party concerned in accordance with Article 99 of the Air Pollution Prevention and Control Law of the People's Republic of China.
Source: Ceramic Information
From the above environmental protection cases, we can see to what extent the state attaches great importance and strictness to the environmental protection supervision of "three high enterprises". In the past, if environmental protection failed to meet the standards, you might only be fined, have production restricted, or stop production for rectification. In the future, you might even be jailed!
06 Bricklayers are in short supply, who will do the laying and laying of ceramic tiles?
Data shows that in this spring recruitment season, the recruitment demand for construction workers and interior decoration designers increased significantly by 361.11% and 280.24% month-on-month, and the average salary of decoration and construction positions reached 7,003 yuan per month, a year-on-year increase of 11.79%. In fact, decoration labor costs have been rising in the past three years. Guo Yanan, industry manager of iSpace, said in an interview with the "Economic Information Broadcast" program of the Central Channel 2 Financial Channel, "From the year before last to last year, workers' wages have increased once, by about 10%. Judging from last year's order volume, we The income of workers has increased by 25% compared with previous years, and the order volume this year will also increase by 30% compared with the previous two years. "Bricklayers have relatively high wages among all types of work, because the entire industry is in order.If you find a good bricklayer, your salary will increase. The reason is mainly due to the obvious age "fault" in the brickwork.
Source: Love Space Decoration
"The average salary for decoration and construction positions has reached 7,003 yuan per month, a year-on-year increase of 11.79%." "Bricklayers have relatively high wages among all types of work, because the entire industry is raising wages in order to find good bricklayers." … Under such circumstances, it will undoubtedly be more difficult for ceramic companies to deliver finished ceramic tiles/package and lay services.
07 Is it a trap or an accident? A written contract must be entered into for decoration
Ms. Dong, the reporter, said that she bought a three-story self-built house at the end of last year. Since it was a second-hand house, she wanted to renovate it before moving in. After shopping around, she selected a decoration company recommended by a friend to be responsible for the interior and exterior decoration of the house. The total quotation at that time was 688,000 yuan. Two days later, the decoration company said that the exterior wall needed to add pillars, so additional money would be needed. However, because the exterior wall sign at that time stated that there would be no additional fees, Ms. Dong said that there would be no additional money. Because Ms. Dong could not accept the additional expenses outside the contract, the two parties reached a stalemate and finally decided to stop work and settle the matter. In addition, the decoration company proposed that it would need to pay approximately 580,000 yuan to terminate the contract. Lawyer Liu Weirong said that since the two parties are involved in a decoration contract dispute, if mediation fails, it can be resolved through civil litigation.
Source: Zhongshan News
The money for decoration is so profitable, right? ! It's only been two days since the construction started, and I didn't think I'd invested much, but "you need to pay about 580,000 yuan to terminate the contract." What kind of magic operation is this? When decorating a house, you must choose a regular decoration company, and be sure to enter into a written decoration contract with the decoration company, clarifying the content of the decoration project, project quality, construction period and amount, to avoid wrangling.
08 How messy are the bricks for decoration? Big brands become unlimited and unlimited brands
On June 13, Mr. Ren reported to the Chinese Business Daily Ersanli Information that the labor and materials decoration contract he signed with Oppein Decoration Furnishings Co., Ltd. included supporting materials in the contract. The main materials were tiles from the three major brands of Dongpeng, Xinzhongyuan and Eagle. However, during the construction process, he found that the tiles were from the two brands of Yicai Apollo and Oppai Opini, and questioned the contract agreement between the tiles and Dongpeng. If it doesn't match, I have negotiated with the decoration company many times, but no agreement has been reached. The store designer said that the contract stated "unlimited quantity and brand" in the remarks column, and the tiles to be installed by the owner were chosen by the owner on site. Mr. Ren Fang said that when they accepted the tiles, they only looked at the pattern. Later, they noticed the packaging of the tiles and discovered the clues. Regarding the owner's idea of terminating the contract, the designer said that the general manager's consent was needed, and the decoration company would issue a detailed construction schedule for accounting. It only required coordination between the two parties. If the owner could not accept it, judicial procedures would be followed.
Source: Ersanli Information Client
There are routines everywhere in the decoration process, and there are always disputes in the ceramic tile market. The former is often reflected in the battle of wits between consumers and decoration companies, while the latter is often reflected in the confusion between big brand ceramic tiles and small and medium-sized brand ceramic tiles, Guangdong bricks and non-Guangdong bricks. If consumers choose to let the decoration company contract the work and materials, it will make the big problem of decoration even more confusing.
09 Don’t let business development become an infringement of consumer privacy< /span>
In May, Shaoyang Municipal Market Supervision Bureau and Municipal Consumer Protection Committee launched an online survey on issues reflected in consumer complaints in the home decoration and building materials industry, mainly from the satisfaction level of decoration, A questionnaire design survey was conducted on contract signing, product quality, after-sales service, merchant qualifications, service "hidden rules" and other aspects to comprehensively reflect the current market service status of the home decoration and building materials industry. 60.13% of consumers reported that the phenomenon of personal information being leaked at will was serious. As long as they purchased materials at a certain building materials store in the building materials city, they would beYou will receive sales calls from other merchants in the building materials city. The reason is that the building materials city merchants spontaneously established a merchant marketing alliance. As long as consumers leave their contact information in one building materials store, other stores can "share" it.
Source: China Consumer News
Is this phenomenon present in the ceramic tile terminal market? In this regard, the majority of ceramic tile merchants should take a warning. There is nothing wrong with actively developing business, but they must hold on to the bottom line and not let business development become an infringement of consumer privacy rights.
The ranking of the 10 leading real estate companies has changed dramatically, and the era of Biwanbao is coming< /span>
On June 12, Poly Development released its May sales results, and all the sales results of the top three real estate companies were released. Judging from the full-scale contract sales data in the first five months of this year, Country Garden, Vanke, and Poly Development ranked among the top three, achieving sales of 201.2 billion yuan, 168.11 billion yuan, and 159.218 billion yuan respectively. Vanke currently leads Poly by less than 10 billion yuan. Over the years, the top four real estate companies have been occupied by Country Garden, Vanke, Evergrande, and Sunac China. In March this year, Poly Development surpassed Sunac China with sales of approximately 90.7 billion yuan in the first quarter. It has been ranked as "Biwanbao" for three months.
Source: Interface News
Sail against the current. If you don’t advance, you will retreat. There is no eternal strong man, only constant transcendence. This is actually the case in any industry, and the ceramic industry is no exception. No matter how powerful you are, if you cannot maintain a sense of crisis and continue to forge ahead, sooner or later you will fall into the low-end camp or even be eliminated.
