< Market Overview & gt;
1. Notice of cement price increase in Hainan (click the title to view the full text)
12-13 Notice of leading enterprises in the island to increase the price of bagged cement by 20 yuan/ton and the price of bulk cement by 30 yuan/ton. The actual implementation remains to be observed. (Click to see more cement price information) 2
, some major enterprises in Changzhi and Jincheng areas will be notified to raise the price of cement by 20 yuan/ton. At present, the overall market demand is weak, sales are general, the previous two rounds of push up have not been implemented in place, whether the current round of price increases as scheduled remains to be seen.
3. The price of cement in Luzhou and Yibin areas of Sichuan was raised
on the 14th. The leading enterprises in Yibin and Luzhou areas of Sichuan raised the price of cement by 50 yuan/ton, and the actual implementation remains to be observed.
& lt; Focus Today & gt;
. On November 15, the National Bureau of Statistics released relevant economic data for October. Generally speaking, in October, the national economy continued to recover well, the main indicators continued to improve, and the overall economic operation was stable.
Among them, the cement output in October was 191.21 million tons, with a year-on-year decrease of 4.0%; the cement output from January to October was 1,685.85 million tons , with a year-on-year decrease of 1.1%. From January to October 2022, the output of cement was 1,758.89 million tons , a decrease of 73.04 million tons, or 4.15%.
On November 7, Sichuan Provincial Department of Economy and Information Technology, Sichuan Provincial Department of Ecology and Environment, Chongqing Municipal Commission of Economy and Information Technology, and Chongqing Municipal Bureau of Ecology and Environment jointly released the 2023-2024 Staggered Peak Shutdown Plan for the Cement Industry in Sichuan and Chongqing. All cement clinker production lines in Sichuan and Chongqing shall be subject to off-peak production, and the annual off-peak production benchmark days of each cement clinker production line shall be 140 days + X days (X is the number of kiln shutdown days adjusted in real time according to factors such as environmental protection energy consumption, carbon reduction and environmental sensitive period). The time for the Spring Festival to carry out peak staggering production during hot summer, rainy season, major activities and air pollution prevention and control in autumn and winter is included in the total number of days of peak staggering production in that year.
in mid-November, the northern heating season is coming, and many cement enterprises are also ushering in winter peak staggering. Henan, Shandong and other major cement provinces have officially entered the state of winter peak staggering and shutdown since November 15.
4. BBMG Group: The decline in the performance of Jidong Cement was affected
by the weak market demand. On November 14, BBMG Group said on the interactive platform for investors that Jidong Cement is the only operating platform for the company's cement business. Affected by the weak market demand this year, the production capacity in the northern region is insufficient. Cement prices in the core regional market continued to decline, although the cost has been reduced, but it is not enough to compensate for the adverse impact of the price decline, resulting in a decline in performance.
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