China Cement Network, leading enterprises in the Pearl River Delta, northern Guangdong and western Guangdong notified an increase of 10-20 yuan/ton in bulk cement price from November 3, and regional leading enterprises notified an increase of 20 yuan/ton in cement price from November 10. The price of some clinker will be raised by 20 yuan/ton synchronously. What is the
specific implementation? China Cement Network has investigated some enterprises in Guangdong.
"It's basically in place." A cement company in Guangdong told China Cement Network that "although the market demand is still not much better."
Local practitioners generally feedback that the main reason for the rise in cement prices in Guangdong is that the water level of the Xijiang River continues to be low, foreign cement is not smooth, and a large number of cement carriers from Guangxi are blocked on the road, unable to enter the Guangdong market down the river.
"The water level of the Xijiang River is very low now." A cement plant in Guangdong told China Cement Net that an important ship lock on the Xijiang River is currently blocking about 1900 ships, "the normal blocking of ships is about three or five hundred."
At the same time, it is understood that in the middle of November, the heating season in the northern region is approaching, cement enterprises in many places have stopped production one after another, and the supply side shows a shrinking trend; there is still a rush demand in the southern region, and the construction progress in some areas is slightly accelerated. In addition to environmental protection, cost and other factors in some areas, many cement enterprises try to raise the price of cement.
Henan
According to market feedback, the weather in Henan has begun to clear up recently, and the market demand is general, but due to the rising price of raw materials and the impact of environmental protection kiln shutdown, the production cost of enterprises has increased, and the desire to raise prices is strong. In order to increase profits, some major manufacturers in Henan continued to notify the increase of high standard cement price by 50 yuan/ton and low standard cement price by 20 yuan/ton on the 14th. 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. Affected
by the rising price of raw materials in Shandong and the shutdown of kilns for environmental protection, some major manufacturers in Xuzhou tried to raise the price of cement by 20 yuan/ton again on the 15th. Whether this round of price increase can be implemented remains to be seen. According to market feedback
in Sichuan
, the market demand has improved slightly recently, coupled with the off-peak shutdown of kilns, the inventory of some enterprises has dropped to the median and limited sales, and enterprises have a strong willingness to raise prices. In order to improve profitability, leading enterprises in Yibin and Luzhou, Sichuan, notified an increase of 50 yuan/ton in cement prices on the 14th, and the actual implementation remains to be observed. According to market feedback
in Shanxi
, the implementation of peak staggering and kiln shutdown in Shanxi is better, and the inventory pressure has been reduced. In addition, the price of cement is relatively low in the early stage, and the manufacturers in the region have strong willingness. In order to improve the quality of operation, some major enterprises in Changzhi and Jincheng areas notified an increase in cement prices by 20 yuan/ton on the 12th. 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.
Hainan
, according to market feedback, or driven by the price increase in the peripheral market, Hainan local enterprises have a strong willingness to raise prices. In order to improve profitability, the leading enterprises in the island notified an increase of 20 yuan/ton in the price of bagged cement and 30 yuan/ton in the price of bulk cement from 12 to 13. The actual implementation remains to be observed.
With the decline of cement demand and the arrival of the peak of production capacity, the market competition is becoming increasingly fierce, and a cyclical industry shuffle is inevitable. Relying on digital and intelligent technology means, realizing technology and management upgrading, continuously reducing energy consumption, pollutant emissions and carbon emissions, and enhancing the comprehensive competitiveness of enterprises are the key for cement enterprises to meet the challenges.
To this end, China Cement Network will hold "Data-Driven Decision-Making" in Hangzhou on November 29, 2023. The Fifth China Cement Intelligence Summit Forum , with the theme of "Intelligence Leads the Future", invites industry experts, scholars and representatives of relevant enterprises to discuss and promote the intelligent process of the cement industry.