by the overall weak demand and high inventory, the cement enterprises in the first half of this year were relatively difficult to operate, the loss area continued to increase, and the industry increased the intensity of off-peak kiln shutdown, especially since the second quarter, the demand for cement in the peak season was expected to fail, and many regions increased the intensity of independent shutdown.
In the second half of the year, the current cement market has obvious off-season characteristics, the impact of high temperature weather, the slowdown of construction progress and the weakening of market demand. Although some areas have strengthened the efforts to stop kilns, the actual effect is not ideal.
The following is the market survey of China Cement Network:
Hunan:
The price has fallen to a new low in the past five years, and the production line has been "unable to open"
this year. Hunan area " can not play "," prices have fallen again "," demand has not improved "," all are shopping ".. According to the survey of " of China Cement Net, the operating rate of P.O42. "Kilns of Hunan cement enterprises is only 40%, and the price is changing at any time. Zhangjiajie, a cement company said.
"We haven't opened the kiln this year, and the clinker is purchased from outside." A local cement enterprise in Changsha said bluntly, "As far as I know, the kilns below 5000t/d in Hunan have not been opened this year, and the kilns below 5000t/d have been opened for less than 20 days."
Henan:
The market is under great pressure and the price is as low as 190 yuan/ton
. Recently, the market demand in Henan is low due to abnormal weather, high temperature, rain and other adverse factors, and the shipments of cement enterprises have dropped to about 5-6%. Inventories remain high.
Local enterprises said that at present, the price of P.O42.5 bulk cement in northern Henan and Zhengzhou has dropped to about 205 yuan/ton, while the cost of enterprises has reached 220 yuan/ton, and enterprises are basically selling at a loss. In addition, according to the latest feedback, the lowest price of cement in Xinxiang, Nanyang and other areas has reached 190 yuan/ton. Enterprises suffered serious losses.
Hebei:
The price can not be reduced!
"Market demand is not good, even if the price is reduced, cement can not be sold more, and competition is useless." A person in charge of a cement enterprise in Handan said that the price of cement has basically reached a level that can not be reduced.
In the survey, China Cement Network found that in the first half of this year, the operation of cement enterprises in Hebei was not good, most of them were in a loss state, only a few enterprises basically maintained no loss because of good cost control.
Zhejiang:
Some projects stagnated cement mill "peak power off, valley power on"
related reports show that Zhejiang power grid power load exceeded 100 million kilowatts on July 3, 8 days earlier than last year, breaking 100 million 93 minutes later. 1.
A large cement grinding enterprise in Zhejiang reported that it had not yet received the notice of power limitation and shutdown, and that the production of the enterprise followed the principle of "peak power off, valley power on" in order to reduce the cost of electricity consumption. Due to the approaching of the Asian Games in Hangzhou and the stagnation of some key projects, the production capacity of the enterprise is only about one third, and the cement produced by Gu Dian is enough to meet the shipment volume.
Anhui:
The demand is not good, the enterprise 3 production lines stop 1
independently, "the market has been in the doldrums, the enterprise shipment volume is 67%." A cement enterprise in Maanshan, Anhui, reported to China Cement Network that under the influence of high temperature weather, local cement enterprises in Anhui have not yet received the notice of power limitation and shutdown, but when the temperature exceeds 35 degrees, the price of peak power will rise, which also forces cement enterprises to produce less (grinding system) at peak power, so as to reduce production costs. "At present, it is only open valley electricity, the demand is not good, and the shipment volume is not up." The company said that it has three 5000t/d clinker production lines, one of which has been shut down for a month.
Guizhou:
The production time has not stopped production for a long time, and the contradiction between production and marketing is prominent
. Recently, the terminal market demand in Guizhou continues to be depressed, and the shipment situation of enterprises is poor.
"Demand in March, April and May was passable, but since June, frequent rains have led to a sharp decline in demand, with shipments falling by about 30% compared with previous months." A cement company in Guiyang, Guizhou, revealed that demand in the first half of this year dropped by more than 15% compared with the same period last year. Coincidentally, the head of another cement enterprise in Qiannan Prefecture also said that demand fell by about 20% in the first half of this year. The head of the cement enterprise
in Qiannan Prefecture said that the downturn in the real estate market, insufficient funds for infrastructure projects and poor demand for cement should be common problems faced by all parts of Guizhou.
"Now the kiln has been shut down for more than ten days, and the production time has not been shut down for a long time, but the inventory is basically full." The person in charge of cement enterprises in Qiannan Prefecture said helplessly that under the current situation, we may only take one step at a time.
Regarding the trend in the second half of the year, Li Kunming, an analyst at the Cement Big Data Research Institute, said that the volume of land auction in the first half of the year reached a low level in recent years, which greatly hindered the new construction in the second half of the year; The demand for cement
in the second half of the year may be less than that in the same period, and the whole year will face greater downward pressure;
the decline in coal price can alleviate the pressure on production costs of cement enterprises to a certain extent, and the decline in industry profits in the second half of the year is expected to narrow, but it is difficult to return to positive.
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