< Market Overview & gt;
1. Cement prices in Henan continue to try to push up (click on the title to see the full text).
Since the 14th, some major manufacturers in Henan have continued to notify that the price of high-standard cement will be raised by 50 yuan/ton and the price of low-standard cement by 20 yuan/ton. In addition, from the overall market point of view, on the eve of this push up, the actual transaction prices of some enterprises in the province showed signs of loosening and declining by 20-30 yuan/ton, and the implementation of this round of price increase remains to be seen. 2
. Market demand warms up and cement prices in Hainan rise!
From November 12 to 13, Hainan Province notified an increase in the price of bagged cement by 20 yuan/ton and bulk cement by 30 yuan/ton. "At present, downstream market demand has rebounded, and cement production and sales have increased by 10% -20% compared with previous months." A staff member of a large local cement clinker factory said that the main reason for this round of cement price increase was the increase in downstream market demand.
. It is understood that this year, the demand for cement in Inner Mongolia is general. Due to the serious decline in demand, fierce market competition and low cement prices in some regions, some enterprises have already stopped their own kilns.
"The local and surrounding cement market is not very good, and the cement sales of enterprises have fallen by about 20% year on year." An enterprise in Mengdong disclosed that due to poor market demand, the price was too low to be cost-effective, and the second cement kiln of the enterprise stopped in early October. Compared
with the eastern region of Inner Mongolia, the demand for cement in the western region of Inner Mongolia is slightly better. "Cement sales of our enterprises increased by about 10% year on year." Relevant personnel of a cement enterprise in Bayannaoer said that the enterprise is expected to stop production by the end of this month.
& lt; Today's Focus & gt;
of the Third Quarterly Report of Listed Companies in the Cement Industry in 2023 In the first three quarters of 2023, affected by the continuous adjustment of real estate, the demand for cement was weak and the industry was in a downturn. In the first quarter, the downstream resumption of work was still good, and the overall demand was better than same period. In the second and third quarters, "the peak season was not strong, and the off-season was weaker", the demand weakened significantly, coupled with the fierce market competition, the cement price continued to decline. In the first three quarters, the national cement output was 1.495 billion tons, down 4.32% year-on-year, and the output hit a new low in the past 13 years. In terms of benefits, due to the deep decline in cement prices and the decline in demand, the benefits of the industry have shrunk dramatically, and the loss of cement enterprises has exceeded half .
2. If all small businesses are "beaten" to death, will there be no excess capacity? The
cement industry has come from the high profit period in the past few years to the present situation, not only because of "overcapacity", but also because of the vicious competition among large enterprises. A person in charge of a private cement enterprise in Zhejiang told China Cement Network that the problem of peak staggering production should be viewed in different regions. In areas with serious overcapacity, the effectiveness of peak staggering production has been greatly weakened, and more effective ways should be sought to stabilize the development of the industry.
"Enterprises should compete for the market through brand + service + quality, not by low price." The person in charge stressed. "Small enterprises can not be killed, even if small enterprises have withdrawn from the market, overcapacity still exists, because the biggest crux of overcapacity lies in large enterprises." The person in charge said.
this year, Xintianshan, Huarun Cement and other enterprises have released the news of equity transfer of several holding cement and concrete enterprises. At the same time, the cancellation of capacity replacement projects in the cement industry has appeared since last year, and there seems to be an increasing momentum in the near future. It is worth noting that many cement enterprise leaders have said in their exchanges with China Cement Network that cost control is the king's way when the industry is at a low ebb. In addition to the strategic contraction of the cement market layout, for enterprises, a variety of means to control production and operating costs has become the key to survival.
of peak staggering for the cement industry in 2023-2024. It is determined that the northeast region of Hebei (Tangshan City, Qinhuangdao City, Chengde City, Zhangjiakou City and Langfang City) will have 200 days of self-discipline and self-rescue peak staggering production; The central and southern Hebei region (Handan City, Xingtai City, Shijiazhuang City, Baoding City) has 190 days of self-discipline and self-rescue peak staggering production.
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