According to Nanning Evening News, on the afternoon of August 16, a train loaded with 40 standard boxes of 1180 tons of cement clinker departed from Pumice Station in Rongan County, Liuzhou City, Guangxi, and will be transported to the coastal areas of South China via Qinzhou Port East Station to help infrastructure construction. This is the first rail-sea intermodal train of the new western land-sea corridor in Rongan, and a new route has been added to the new western land-sea corridor.
The actual production capacity is more than 170 million tons, and the local demand is more than 70 million tons
. At present, affected by the downward trend of the real estate industry, the downward pressure of the local market is enormous. According to the survey of China Cement Network, the demand for cement in Guangxi declined significantly in the first half of the year, with an overall decline of 2-3%, and the annual demand is expected to be less than 70 million tons. In sharp contrast
to the downward trend of the demand side, the supply side of Guangxi cement has continued to increase in recent years. According to the data of China Cement Network, in 2022 alone, 11.873 million tons of new cement clinker production capacity will be put into production in Guangxi, and the total production capacity of cement clinker in Guangxi will reach 103 million tons, ranking fourth in the country.
Unlike other places, the cement industry in Guangxi is dominated by large-scale production lines, with 75 production lines in the whole region, only 11 below 2500 t/d, most of which are 5000 tons or more, and the actual cement production capacity is more than 170 million tons, but the demand for cement in the whole region in 2022 is only more than 70 million tons. In addition, the export of cement is more than 90 million tons, and the production capacity is seriously excessive.
"After the new production line is put into operation, market space is needed, but the overall market demand is shrinking, and pressure at both ends leads to great downward pressure on the market," local industry insiders said.
According to the market monitoring data of China Cement Network, after a short period of increase in cement prices in Guangxi in the first quarter, it quickly entered the downward channel, showing a downward trend almost all the way since the beginning of April. Local enterprises said that after the market started in the first quarter, the cement industry in Guangxi had a better implementation of peak staggering and kiln shutdown, which provided conditions for the market to stabilize and rise. After
entering the second quarter, the new production line was under the pressure of capital and output, and the enthusiasm of stopping kilns declined, which led to the overall poor implementation of peak staggering in Guangxi and the rapid decline of the market. In addition, statistics from China Cement Network show that in the second half of this year, a 5000t/d and a 5500 t/d production line will be put into operation in Guangxi. With the launch of the above capacity, the problem of overcapacity in Guangxi will become more serious.
In recent years, Guangxi has built a large number of cement clinker production lines. In addition to the abundant and high-quality limestone resources, relying on the Xijiang Golden Waterway and radiating the Pearl River Delta market is an important reason why many cement enterprises choose to build lines in Guangxi.
However, due to the limited capacity of the Xijiang River, seasonal factors and limited coverage, there are still some barriers to the export of cement in Guangxi. Nowadays, the implementation of sea-rail intermodal transport will further broaden the export channels of cement in Guangxi, or will impact the coastal market including the Pearl River Delta.
It is worth mentioning that the current situation of coastal markets such as Guangdong and Fujian is also not optimistic. Data from China Cement Network show that since May, cement prices in Guangdong have continued to decline, falling by more than 100 yuan per ton. As for the Fujian market, even worse than Guangxi, due to insufficient market demand, coupled with the impact of foreign cement, Fujian cement prices have been declining since mid-March.
It can be predicted that the establishment of sea-rail intermodal transport channels may have a new impact on the Pearl River Delta market.
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