"Lying flat", "loss", "shopping".. Cement enterprises are a little difficult.

At present, the cement industry is facing the challenge of market downturn. Factors such as overall weak demand and high inventory have led to difficulties in business operation, and some enterprises have suffered losses. In the middle and late

July, the temperature in many places was still high, some areas were obviously affected by heavy rainfall, the downstream demand was weak, and the shipments of enterprises were low. On the whole, National

"Lie flat." A cement enterprise in Wuhan has no choice but to feedback that the current cement sales are poor and the inventory is high, and the enterprise has been losing money continuously.

As long as the measures are good for the industry, we can cooperate.". It is OK to lose less now. The company added. On the

demand side, relevant information shows that in the first quarter of this year, more than 305 billion yuan of major projects in Wuhan participated in the centralized construction, with a total investment of 302 billion yuan. In the second quarter of 2023, a total of 232 major projects were started in Wuhan, Hubei Province, with a total investment of 1576.

However, in the view of many industry insiders, in the context of the continuous downward trend of real estate, even if infrastructure projects have increased, it is difficult to alleviate the current plight of the cement industry.

Shandong: In July, cement enterprises are likely to lose money

. Recently, the market demand in Shandong is still weak, and the shipment volume of enterprises is low. Jinan, Taian, Zibo, Liaocheng, Dezhou and coastal Weifang have dropped by 10-20 yuan/ton. A large cement enterprise

in Shandong said that " it is expected that the cement enterprises in Shandong will probably be in a state of loss in July". It is reported that in July, the price of coal in Shandong has risen by 50 yuan per ton, and the entrance price of coal has reached about 930 yuan per ton, while the price of cement has further declined, and the profits of enterprises have been compressed.

As for the development of the cement market in the second half of the year, the company said that as early as 2021, the downward turning point of the cement market had already appeared, and the trend of market weakness had also appeared, but due to multiple factors, the demand for cement had not declined significantly until the past two years. At present, the development of cement industry has entered the "post-platform period", and the downward trend is becoming more and more obvious.

Chongqing: Real estate investment continues to slump

Local enterprises said that the recent price reduction was ostensibly due to weather factors, but the root cause was the downturn in real estate, and the market demand has been depressed for a long time.

Data show that in the first half of 2023, investment in real estate development in Chongqing dropped by 21. This data shows that the real estate market in Chongqing is facing many challenges. However, compared with real estate, Chongqing's infrastructure investment shows a positive trend. Statistics show that in the first half of this year, the number of infrastructure projects with more than 1 billion yuan in Chongqing reached 356, and the completed investment increased by 17.4% year on year, accounting for 58

% of infrastructure investment. The relatively low demand for cement in real estate development has led to a decline in the cement industry, while the steady growth of investment in infrastructure construction is expected to stimulate a rebound in cement demand.

However, the problem of capital is the core of restricting the future demand for cement in Chongqing. Local enterprises said that real estate developers, mixing stations, banks and other related parties, funds have become real houses, houses are not selling well, resulting in serious capital problems, lack of market confidence, restricting the recovery of real estate investment, infrastructure is also facing similar capital problems, in the case of funds in place, there is still demand for cement in the future.

Real estate investment plunged 43.4%

Since this year, the demand for cement in Guangxi has declined significantly. The overall decline in the first half of the year may reach 2-3%, and the annual demand is expected to be less than 70 million tons.

Hunan: Weak demand, inventory rebound, cement prices continue to fall

, according to the Hunan Provincial Department of Commerce. Last week real estate development has maintained a negative growth for 14 months, hitting a new low since February 2016. The pace of real estate enterprises entering the market remained cautious, the demand of the real estate industry continued to decline, and the overall demand for cement further narrowed.

. The ratio of cement clinker storage capacity in the whole province is about 70%. On a month-on-month basis, it rose by 0.

Jiangxi: Poor Market Demand Prices in some areas fell again and again

, according to market feedback, the recent rainy weather is more, the market demand is weak, some enterprises shipped about 5-6%, high inventory pressure. In order to increase sales, the leading enterprises in Nanchang, Jiangxi Province have recently lowered the price of cement by 10-20 yuan/ton, and the leading enterprises in the surrounding northeastern Jiangxi Province have lowered the price of cement by about 20-30 yuan/ton. A cement company

in Nanchang said: "The market demand is poor, and the surrounding prices have fallen again and again, so we can only reduce prices." It is understood that the current ex-factory price of cement in Nanchang area of Jiangxi Province is about 290 yuan/ton.

Zhejiang: Cement prices in many places continue to drop

at a low level. According to market feedback, due to the recent continuous rainy weather, the market demand in the coastal areas of Zhejiang is weak. In addition, there is still an impact on foreign cement, and the sales pressure of local enterprises is greater. In recent days, some major manufacturers in Wenzhou have continued to lower the price of cement by about 10-25 yuan/ton.

At present, the quotations of major enterprises in Ningbo, Taizhou and other places are temporarily stable, but the transaction prices in the early market have fallen by different margins.

In addition, it is reported that the transaction prices of some manufacturers in Jinhua, Quzhou and other places in central and southern Zhejiang continue to fall by 20-30 yuan/ton , and the overall market is still expected to decline.

Gansu: The actual transaction price in some areas fell below 300 yuan/ton

. According to market feedback, affected by high temperature, capital and many other factors, the market demand in Lanzhou and Baiyin areas of Gansu was weak, the shipment volume of enterprises was light, and the high inventory was under pressure. In addition to the fierce market competition in the region, in order to increase sales, some major enterprises in Lanbai region have recently lowered the price of cement by about 20-30 yuan/ton. At present, the actual transaction price of cement in some markets in Lanbai area has fallen below 300 yuan/ton.