As the cement production and sales area with the largest east-west span in China, the cement price in Inner Mongolia ushered in the largest single increase in the cement industry in the Year of the Tiger. Can this round of gains fall to the ground? How is the current recovery of cement production and sales in Inner Mongolia? How will the cement market trend be interpreted throughout the year? To this end, China Cement Network has conducted a survey on the cement market in Inner Mongolia. & nbsp; & nbsp;
It is difficult for Inner Mongolia to raise the price of cement by 110 yuan/ton & nbsp; & nbsp;
According to China Cement Network Market Center, on March 25, a cement plant in Wulanchabu, Inner Mongolia, issued a notice of price increase, saying that due to the continuous rise in the price of raw materials and fuels and the sharp rise in production costs, cement varieties have been raised by 110 yuan/ton on the basis of the original unit price since March 25. & nbsp; & nbsp;
According to local insiders in Inner Mongolia, the price of this round of cement has risen sharply, and the local demand for cement is not good enough, so it is basically difficult to implement. & nbsp; & nbsp;
China Cement Network learned that this round of price rise is more driven by the rise in cement prices in Beijing, Tianjin and Hebei. A cement company in Wulanchabu said that in addition to the local market, the company also shipped 30-40% of the cement to Beijing and Hebei. & nbsp; & nbsp;
According to the feedback from the market, the environmental protection control in Beijing-Tianjin-Hebei region has been severe recently, and the inventory of enterprises is generally not high after off-peak kiln shutdown. In addition, driven by the increase in raw material prices, the cost of cement production has risen, and the impact of epidemic control in the surrounding Tangshan region has resulted in very few shipments to Beijing. In order to improve profitability, some major manufacturers in the Beijing-Tianjin-Hebei region plan to substantially increase cement prices by 50-100 yuan/ton from 27 to 30 days. At present, most enterprises have issued an increase notice. & nbsp; & nbsp;
Behind the Rise, Inner Mongolia Cement Demand Starts Slowly & nbsp; & nbsp; According to the
recent communication between China Cement and cement enterprises in Inner Mongolia, a number of cement enterprises in Inner Mongolia reported that the local temperature was still low and not suitable for construction, only a small number of mixing stations and construction sites resumed production, and cement was mainly supplied to large-scale railway projects represented by Baoyin high-speed rail.
According to the construction index of Inner Mongolia Autonomous Region tracked by China Cement Network, as of March 22, 2022, the construction index of Inner Mongolia Autonomous Region is 29.5, which is not suitable for construction.
In addition, since February 15, the construction in Hohhot and other areas seriously affected by the epidemic has been greatly restricted, and the demand for cement has started slowly. A person in charge of the production of a cement enterprise in Hohhot said that the construction sites and mixing stations had resumed production in the same period in previous years, but this year, affected by the epidemic, only a small number of mixing stations have been started.
In addition to weather and epidemic factors, under the downward pressure of real estate, the demand for cement in Inner Mongolia has also declined since the beginning of the year. The sales director of a cement enterprise in Chifeng said, "There were fewer real estate projects carried over last year, and up to now, the real estate sector has taken a piece of land.". The demand for cement driven by real estate has declined significantly. & nbsp; & nbsp;
Cement demand in Inner Mongolia in 2022: some people are happy and some are worried & nbsp; & nbsp;
In this market survey, when talking about the prediction of the overall situation of the local cement industry in 2022, some enterprises located in Mengxi and Mengdong said that due to the unstable real estate situation, the demand for cement this year is not very optimistic.
"This year's cement demand will be mainly driven by municipal, road and bridge projects." The sales director of the cement enterprise in Chifeng, eastern Inner Mongolia, predicted that due to the downward pressure on real estate, "local cement demand may decrease by 30% this year." An employee of a cement enterprise
located in Bayannur, West Inner Mongolia, pointed out that although projects such as Baoyin high-speed rail have brought about a certain increase in cement demand, due to the obvious decline in real estate demand, it is expected that the local cement demand probability will be the same as that in 2021.
In contrast, the cement enterprises located in Central Mongolia have shown some confidence in the cement market demand this year. A person in charge of a cement enterprise in Wulanchabu said, "In addition to the local market, 30-40% of the company is shipped to Beijing and Hebei. Excluding the impact of the Olympic Games on the project near Beijing, the demand for cement will rebound this year."
In recent years, with the continuous construction and improvement of railway transportation lines, Inner Mongolia cement is directly connected to the Beijing-Tianjin-Hebei sales market. In June 2021, the special container train loaded with 1472 tons of clinker from Baotou Jidong Company was successfully launched at Baiyun Obo Station; in August of the same year, the special container train carrying dozens of Inner Mongolia Jidong clinker was also successfully launched at Xinchang Railway Park in Hohhot. Inner Mongolia Cement has entered a broader market through "public transit railway" and other means.
In addition, the people who have observed the cement market in Inner Mongolia for a long time also pointed out that there are still opportunities for the cement market in Inner Mongolia in 2022 because of the strong efforts to eliminate and withdraw production capacity and the support of major projects for cement demand .
On the one hand, the environment of the cement industry in Inner Mongolia has been improving. In recent years, with the increasing efforts to eliminate production capacity, the utilization rate of local cement production capacity in Inner Mongolia has increased significantly. & nbsp; & nbsp;
On the other hand, the layout of infrastructure projects is ahead of schedule, and the demand for cement can be expected. On February 9, 2022, the National Economic and Social Development Plan of Inner Mongolia Autonomous Region in 2022 was officially released. The Plan proposes to moderately advance the layout of infrastructure construction, speed up the construction progress of Baoyin high-speed rail (including Bayin Branch Line) and Jidayuan high-speed rail, actively promote the preliminary work of Eyuyan high-speed rail and other projects, and strive to achieve a railway construction scale of 1700 kilometers (470 kilometers of high-speed rail).
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