< Market Overview & gt;
1. Cement prices in some areas of Sichuan were lowered (click on the title to view the full text)
. On the 17th, leading enterprises in Chengdu, Leyamei, Ganzi and other regions lowered cement prices by 30-50 yuan/ton. In addition, leading enterprises in Dazhou have recently lowered the price of cement by 30 yuan/ton. 2
. Since the middle of the year
, some leading enterprises in Linfen, Yuncheng, Changzhi and Jincheng have tried to raise the price of cement by about 30 yuan/ton. At present, the market demand and sales in the province are weak, the inventory of enterprises is running at a high level, and the implementation of this round of price increases remains to be seen.
3. Hebei Xingtai area cement price notice raised
16 days ago, some major manufacturers in Hebei Xingtai area tried to push up the cement price by about 20-40 yuan/ton. At present, the market demand performance is general, the enterprise inventory is still at a high level, whether the current round of price increases can be implemented remains to be seen.
& lt; Today's Focus & gt;
According to the tracking of China Cement Network Cement Big Data Research Institute, in the first half of this year, 8 cement clinker production lines were put into operation nationwide, with a total actual clinker production capacity of 11.32 million tons, 86% of the new production capacity was reduced replacement projects, and 27 clinker production lines with a capacity of over 40 million tons were planned to be put into operation in the second half of this year.
2. Ma Weiping, Former Chairman and President of Yaobai Cement Group: Similarities and differences between this year's market and 2015?
In recent years, domestic cement demand has continued to decline. Since the beginning of 2023, domestic cement prices have been under great downward pressure, and price wars have broken out in many places. Even in popular areas such as East China, cement prices have fallen to a historical low. In view of the situation of the real estate industry, the industry is not optimistic about the future demand for cement, and is full of confusion about the market trend. In this regard, recently, China Cement Network and Dr. Ma Weiping, former chairman and president of Yaobai Cement Group, had a detailed exchange on how the cement industry should cope with the current market changes and what challenges the industry will face in the future.
new voluntary emission reduction registration system shall be submitted to the National Greenhouse Gas Voluntary Emission Reduction Registration System Management Agency (the National Center for Strategic Research and International Cooperation on Climate Change) after the preliminary examination and approval by the trading system management agency. Hereinafter referred to as the "registration system management institution"). After the reexamination is passed, the registration system management institution shall complete the opening of the registration account. The trading system management institution shall complete the opening of the trading account after the examination and approval of the application materials for the opening of the trading account.
. Ma Weiping believes that the current cement industry, like in 2015, has encountered a period of economic transition. In the face of the decline in real estate, infrastructure and the overall economic situation, the demand for cement has shrunk and the contradiction between supply and demand has intensified. As a result, the industry situation has entered a low ebb, but compared with 2015, the current industry is still facing two major differences.
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