Jiangxi Cement Price Raises in the Fourth Quarter

According to China Cement Network Market Data Center, since December 1, some major manufacturers in Shangrao, Nanchang, Jiujiang, Jingdezhen, Yichun, Ganzhou and other regions have pushed up cement prices by 10-20 yuan/ton. According to the survey of some cement enterprises in Jiangxi by

China Cement Network, this round of price increase has been basically implemented. According to enterprise feedback, this round of price increases is mainly driven by four reasons.

First, the market demand is warming up. In the

warm winter sun, many projects in Jiangxi are sprinting in the fourth quarter. Key projects such as the upgrading and reconstruction project of the northern section of S49 Fengsheng Expressway, Meiling Tunnel, Fuxing Bridge and the Hero Avenue section of Xiazhuanghu Bridge in the North Second Ring Road are in full swing, striving to complete the scheduled progress before the year.

"Special debt in place also has a role in promoting." A cement company told China Cement Network. Special debt is an important starting point for the implementation of the proactive fiscal policy, and with the support of special debt, the project construction is progressing in an orderly manner. The hot construction of the

project directly led to the recovery of cement demand, and also provided impetus for the rise of cement prices.

Second, it is driven by the surrounding market. The phenomenon of rush work has appeared in many places

in East China, and cement prices have been pushed up.

Take Zhejiang as an example, since September, Zhejiang cement prices have completed three rounds of push up. On September 15, some major manufacturers in Zhejiang began to notify Jinhua, Quzhou, Lishui and other places to raise the price of all kinds of cement by 15 yuan/ton. Since October 15, some major manufacturers in Zhejiang Province have tried again to promote the price of all kinds of cement in Jinhua, Quzhou and Lishui at 20 yuan/ton. Since November 2, some major manufacturers in Jinhua, Quzhou and other areas of Zhejiang have continued to push up the price of all kinds of cement by 15 yuan/ton. Driven

by the surrounding areas, Jiangxi cement enterprises have strong willingness to raise prices, and cement prices have been pushed up.

Third, the implementation of peak staggering is better. The Notice of

Jiangxi Province on the Work of Staggered Peak Production in November-December 2023 requires that the unified staggered peak production of 48 clinker production lines in Jiangxi Province in November-December is tentatively scheduled for no less than 10 days, and the kiln lines between different factories shall not be replaced with each other. All peak staggering plans must be fully implemented before December 31. In the fourth quarter, the cement enterprises in

Jiangxi had a good implementation of peak staggering and kiln shutdown, the manufacturers coordinated kiln shutdown as planned, the supply was reduced, and the cement price was higher.

The four is the rising cost of cement production.

"High cost, low profit." A cement company in Jiangxi told China Cement Network. He disclosed that at present, the price of coal entering the factory is about 1100 yuan/ton, and the cost pressure is high.