the northern region dropped rapidly, and the interference of rain, snow and water in some areas was obvious, so the demand for cement was further weakened; the southern region began to turn cold, the construction progress slowed down, and the shipment volume of enterprises decreased. Overall, the characteristics of the off-season are becoming more and more obvious, the national " this Friday, the national cement price index (CEMPI) closed at 110.94 points, up 0.11%, down 28.18%; The National Clinker Price Index (CLKPI) closed at 114.6 points, down 0 points from last week. Clinker prices fell slightly this week.
Figure 1: Trend of cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/)
Figure 2: Trend of clinker price index (point)
Data source: Cement Big Data (HTTP://www. //The production cost in the central and southern regions of the data. Ccement. Increased, and the cement price rose by 2.14%; the sales volume in the southwest region declined, and the cement price dropped by 0.86%; Demand in East China is weak. Decrease in cement price 0.
Changes in
cement price index in six regions Source: Cement Big Data (https://data.ccement.com/)
Specifically:
East China
Zhejiang: The cement price is weak and stable, the terminal market demand is still unsatisfactory compared with the same period in previous years, and the confidence is insufficient, and the sales volume is not good. Cement prices in the week, the overall market has a dark situation, the actual transaction price of some enterprises in northern Zhejiang has signs of loosening down 10 yuan/ton , the specific situation needs to continue to track.
Anhui: The weather gradually turns cold, the market demand is weak, affected by the decline in the price of raw material clinker, the price of cement is weak and stable in the week, and there is still a price war in the market. In some areas, the actual transaction price of enterprises has fallen by 5-10 yuan/ton , and there is no sign of continuing to rise at present.
Fujian: More overcast and rainy weather, weak terminal market demand, poor shipments, not up to the same period in previous years. Cement prices are temporarily weak and stable during the week. It is impossible to implement the original plan to try to stagger the peak and stop the kiln again in mid-November to push up the cement price. The actual transaction price of some enterprises in the province has fallen by 10-20 yuan/ton , and the specific situation remains to be observed.
Shandong: Most of the weather is fine. The clinker line of the whole province has been opened and the kiln has been shut down in a large area. In addition, the price of raw materials has risen. After pushing up the cement price by 20-30 yuan/ton in some areas on the 9th, the market price is temporarily stable in the week. Some major manufacturers in Liaocheng and Dezhou notified an increase in cement prices by 30 yuan/ton , and the specific implementation remains to be observed.
Central South China
Hunan: The terminal market demand is relatively weak, and the sales volume of enterprises is about 50%. During the week, the quotations of enterprises around the country were mainly stable as a whole, with individual signs of a dark drop.
Guangdong: The entry of foreign cement continued to decrease, coupled with the loss of operation in the early stage, after raising the cement price by 20 yuan/ton on the 10th . On the 17th, some leading enterprises continued to notify Jiangmen, Zhongshan, Zhuhai, Guangzhou (Nansha, Panyu) and other areas to raise the price of bulk cement by 10 yuan/ton , and the implementation remains to be observed.
Guangxi: The local market demand is sluggish, coupled with the impact of Xijiang navigation restrictions, the cement export is limited, and the sales pressure of enterprises is greater. After the previous cement price increase, there was no significant fluctuation this week.
Henan: The market demand is general. Affected by the rising price of raw materials and the shutdown of kilns for environmental protection, some major manufacturers have continued to raise the price of high-standard cement by 50 yuan/ton since the 14th. The price of low standard cement is 20 yuan/ton . Before the 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.
Southwest
Guizhou: Staggered peak and stopped kilns, coupled with the rising prices in the surrounding markets, leading enterprises in Qianxinan, Zunyi, Liupanshui and other regions of Guizhou notified an increase in cement prices by 10-30 yuan/ton during the week. At present, the market demand and sales are not good, and whether the price increase can be implemented remains to be seen.
Yunnan: Enterprises stagger the peak and reduce production. Last week, most areas in the province raised the cement price by 30 yuan/ton , which was temporarily stable in the week, but it is still expected to continue to push up before the end of the month. North China
is driven by https://img7.ccement.com/richtext/img/3128g7fa4lh1700365833742. and rising prices in the surrounding markets." On the 14th, major enterprises in Tianjin, Cangzhou, Hengshui and other places in Hebei notified an increase in cement prices by 30 yuan/ton. The surrounding Xing Han area also plans to push up, some leading enterprises have issued a notice of increase, some enterprises are still in a wait-and-see state, the actual implementation remains to be observed.
Shanxi: Staggered peak kiln implementation is better, inventory pressure has been reduced. In addition, cement prices were relatively low in the early stage, and some major enterprises in Changzhi and Jincheng areas notified an increase of 20 yuan/ton in cement prices 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.
Northwest China
Xinjiang: According to the market feedback, the implementation of kiln shutdown in Yili and Bozhou areas of Xinjiang is better, and the inventory of enterprises is generally low. Driven by this, some major enterprises in the region continued to notify the increase of cement prices by 20 yuan/ton on the 15th. At present, there is no obvious sign of an increase in actual transactions, and the specific implementation remains to be observed. Cement prices
in Northeast China
Market outlook forecast: the temperature in many places continues to drop, the rain and snow weather in some areas is obvious, the market demand continues to weaken, and the cement price is expected to be weak and stable next week.
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 a < a href = "https://www.ccement." with the theme of "Data-driven Decision-making Intelligence Leads the Future" in Hangzhou on November 29, 2023.
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