Cement market shocks and rises, releasing new information

China Cement Net learned that on the demand side, the issuance of special bonds was completed in November, and there was a certain amount of rush work in infrastructure projects, but the number of new projects in the real estate sector was still small, and the demand was weak; on the supply side, most areas in the north began to stagger the peak in winter, while many provinces in the south reduced production, and the supply pressure continued to ease. On the whole, the supply and demand of cement market were weak in November, but the production of cement was limited due to the off-peak shutdown of kilns and environmental protection supervision, the strong willingness of enterprises to raise prices, and the fluctuation of cement prices .

The National Cement Price Index (CEMPI) showed that the National Cement Price Index (CEMPI) was 109.69 points at the beginning of November and closed at 113.13 points at the end of the month, up 3.16% annually and down 25.74% year-on-year.

The picture shows the K-line chart

of the national cement price index CEMPI and the cement price index (CEMPI) in November 2023. In December, the northern region has entered the off-season in an all-round way, while the southern region has fewer rush projects and weaker construction activities. It is expected that the downstream demand will further weaken; Most areas in the north are in the stage of off-peak shutdown, while many provinces in the south are also shut down under the constraints of greater inventory pressure, and it is expected that the supply side as a whole will continue to shrink.

Faced with the coming weak supply and demand situation in December and the trend of cement price increase, what preparations should enterprises make in advance? On Thursday, Zheng Jianhui, a senior analyst and director of China Cement Network Cement Big Data Research Institute, will explain the recent fluctuations in the real estate market of building materials in the live broadcast of the "Sharing Hui Building Materials Observation" cement network APP video line.

In addition, Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, Lin Jiayi, a commercial mixing analyst, and Liu Xiaodan, an aggregate analyst, will also conduct in-depth analysis of the recent market of cement industry, concrete industry and sand and gravel industry in the live broadcast, and discuss the next market trend.

Welcome to scan code to make an appointment for live broadcast.