< Market Overview & gt;
1. Data tracking of building materials industry from January to July 2023: demand is expected to recover gradually, and cement prices are expected to rise (click the title to view the full text).
Short-term cement demand remains low, and with the arrival of the traditional peak season in September and October, demand is expected to recover gradually. Cement prices are expected to rise. In the long run, the downstream market demand of cement will shrink, the industry will have excess capacity, the off-peak kiln shutdown will become the norm, and the industry supply will continue to shrink. 2
. Chongqing Cement Market Price Dynamics on August 15 On August
15, the Southwest Cement Price Index was 119.77, down 0.17% from the previous month and 15.46% from the previous year. At the same time, the price of 42.5 bulk cement in Chongqing P. O is 401-437 yuan/ton.
3. Henan Cement Market Price Dynamics
on August 15 On August 15, the Zhongnan market demand was strong, and the Zhongnan Cement Price Index was 108.24, up 1.67, up 1.57%, down 22.58% from the same period last year. At the same time, the average price of 42.5 bulk cement in Henan P. O is 384.80 yuan/ton.
< Today's Focus >
1. [Comments] The RMB continues to depreciate and the cement market may be under pressure
. Recently, the RMB has continued to depreciate against the US dollar. Some organizations predict that the RMB may depreciate to 7.5 in the second half of the year. The impact of the continuous depreciation of RMB on the cement market is mainly reflected in the following two aspects: ① Decline in demand: The depreciation of RMB leads to a decrease in real estate investment, thus affecting the demand for cement. ② Cost pressure: The increase in the price of imported coal will increase the cost, but the decrease in the domestic coal price may limit the increase in the cement price.
On August 16, the Ministry of Industry and Information Technology issued a notice approving 412 industry standards such as "Industrial Conductive and Antistatic Rubber Sheet", 11 industry standards such as "Alginate Fertilizer" and 122 industry measurement technical specifications such as "Methanol Gas Detection Alarm Calibration Specification". Among. Among the 122 industry measurement technical specifications, there are two involving cement and concrete:
in eastern Hebei has continuously provided effective support in promoting the transformation of economic development mode, the transformation and upgrading of industrial structure, the adjustment and optimization of energy structure, the innovation of energy-saving and environmental protection technology and the construction of green consumption mode. At present, the green coverage rate of Conch Cement Company's mining area has reached 100% of the green area, the dust-proof coverage rate has reached 100%, the utilization rate of mine resources has reached 100%, and the dust emission reduction has reached 86.4%.
4. Substitution of raw materials and fuels: the key
to low-carbon cement production Low-carbon cement can minimize carbon emissions by using alternative ingredients. On September 12-13, 2023, China Cement Network will hold the "2023 Cement'Double Carbon 'Conference and the 10th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference" in Zhengzhou, Henan Province. Industry experts will be invited to share technical solutions such as alternative fuels (RDF/SRF) and co-disposal, and to conduct in-depth discussions on the practice of preparing ultra-fine composite admixtures from solid waste recycling.
浙公网安备33010802003254号