By December, the cement market in Northeast China was basically over, and since the shutdown of kilns in mid-October, the recent market has been as calm as water, almost without a trace of waves.
This year's cement market is bleak, in order to ensure a good "starting point" in the spring of next year, the price of cement has been pushed up many times in the short term before the shutdown of the kiln. According to China Cement Market Data Center, the current cement price in Shenyang, Liaoning Province is about 220-250 yuan/ton, and the cement price in Harbin, Heilongjiang Province and Changchun, Jilin Province is about 330 yuan/ton. Why is the price of cement
in Liaoning far lower than that in Heiji?
According to the 2022 Top 100 List of China's Cement Clinker Production Capacity, among the three provinces in Northeast China, Northern Cement ranks first in terms of clinker production capacity in Heilongjiang, accounting for 56.24% of the province's total; Yatai Group ranks first in terms of clinker production capacity in Jilin, accounting for 41.2% of the province's total; Liaoning's clinker production capacity ranks first in Tianrui Cement , which accounts for only 17.15% of the province's production capacity.
From the above data, we can see that Yatai Group and Northern Cement have their own merits in Heiji market, and their total production capacity in Heilongjiang and Jilin provinces can account for nearly 70% respectively, which shows that the concentration of production capacity in Heiji market is higher, and the number of cement enterprises in Heilongjiang and Jilin is less than that in Liaoning. As the market leader, Yatai Group and Northern Cement have stronger control over the market, and the price of cement is relatively easier to maintain.
However, the production capacity of Tianrui Cement, which ranks first in Liaoning Province, accounts for only 17.15%, followed by Shanshui Group, Daying Cement and Yatai Group, which are equally powerful with Tianrui Cement, and have a large number of small enterprises with a certain market share, while the "voice" of large enterprises is obviously insufficient.
Under the background of rapid tightening of overall demand and increasingly severe overcapacity, the cement industry in Liaoning Province has a low concentration of production capacity and a decentralized market, which leads to more intense market competition, and the cement price continues to decline, which is more difficult to maintain than that in Heiji area. This is an important reason why the price of cement in Liaoning is much lower than that in Heilongjiang and Jilin.
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