Cement prices have not yet bottomed out? More than 1.8 trillion yuan in half a year to expand effective investment in transportation, cement demand is supported!

< Market Overview & gt;

1. [Quotes] Not bottomed out yet? Cement prices across the country fell and failed to

rise in some areas. In late July, rainy weather increased in many places, and some areas were significantly affected by typhoons and heavy rainfall. The construction progress of downstream construction sites and mixing stations slowed down, and the shipments of enterprises were sluggish. On the whole, the national cement prices continue to decline in the off-season, and there is no sign of bottoming out. 2

. Price Dynamics of Shanghai Cement Market on July 31 On July

31, the East China Cement Price Index was 100.68, representing a month-on-month decrease of 0.41% and a year-on-year decrease of 26.8%. At the same time, the price of 42.5 bulk cement in Shanghai P. O is 326-377 yuan/ton. Click to see more market changes .

<; Today's Focus >;

1. More than 1.8 trillion yuan in half a year to expand effective investment in transportation, cement demand has been supported

. According to the recent survey information of China Cement Network on various markets, the industry generally believes that the real estate industry has gone through an era of high growth, and the demand for cement in the real estate sector has declined sharply. Infrastructure investment will become a key link to stimulate cement demand. The industry expects that cement demand will be supported in the second half of the year with the promotion of investment projects including transportation infrastructure. From the data point of view, the amount of fixed assets investment in transportation has exceeded 1.83 trillion yuan, an increase of 9.1% over the same period last year.

2. [Comments] The new tone of real estate and its impact

on the cement industry Zheng Jianhui of Cement Big Data Research Institute said that with the gradual completion of stock projects and the lack of follow-up of new projects, we still need to be cautious about the recovery of cement demand in the future. In the future, how to better meet the needs of downstream users should be combined with the advantages of the entire industrial chain to create higher quality housing, more emphasis on the competitiveness of products, large cities supporting municipal cement demand still has room.

3. [Research] Latest Research Summary of Cement Enterprises (7.31)

In July, the cement market was weaker in the off-season, and the industry was quite concerned about the trend in the second half of the year. In order to find out, the Cement Big Data Research Institute of China Cement Network conducted a random survey on some cement enterprises in Southwest China. It is expected that the market demand in the second half of the year will be less than that in the same period, or even less than that in the first half of the year, the industry will be very difficult and the benefits will be very poor.

4. Pay attention to cement plants and equipment enterprises! NDRC: Give private enterprises the right to

evaluate their professional titles According to the news on the website of the National Development and Reform Commission on August 1, the National Development and Reform Commission and other departments issued a notice on the implementation of a number of recent initiatives to promote the development of private economy. Among them, it is proposed that private enterprises should be given the right to evaluate their professional titles, and private enterprises with strong technical strength should be allowed to set up professional title evaluation committees separately or jointly to carry out independent evaluation.