< Market Overview & gt;
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. The price has been raised by nearly 100 yuan for 5 rounds! Hunan cement enterprises are still "worried"! (Click on the title to view the full text)
According to market feedback, Hunan Changsha-Zhuzhou-Xiangtan, Changde, Hengyang, Zhangjiajie, Xiangxi and other places have pushed up cement prices by 20-30 since December 13. Judging from the current situation, even though the price has been raised for many rounds in the fourth quarter, Hunan cement enterprises are not optimistic about the situation next year under the background of the downward demand and the weakening effectiveness of peak staggering production.
13th. At present, some construction sites have the situation of catching up with the construction period, and the market demand has improved slightly, but the overall market is general, and the implementation of this round of increase remains to be observed.
. Recently, China Cement Network investigated the cement market in Kezhou, Kashgar, Tacheng and other places in Xinjiang. Respondents believe that cement prices will usher in a small climax next year, the main reasons are: 1, the current inventory is at a low level. This year, the weather is warm and some projects have lasted for a long time, while at the same time, some parts of Xinjiang have begun to shut down kilns since October and November. This leads to the current low inventory of cement clinker. 2. Demand support, civil market and major projects are continuing to drive the demand for cement.
4. The price of cement in the Pearl River Delta dropped by 20 yuan/ton, ending the rising trend
. According to the data center of China Cement Network, some cement enterprises in the Pearl River Delta region of Guangdong have recently lowered the price of cement by 20-30 yuan/ton. At present, the market demand is weak and the inventory of enterprises is running at a high level.
& lt; Today's Focus & gt;
1. Add to the layout! On December 12,
2023, Conch Group and Huawei Company held the signing ceremony of strategic cooperation agreement in Wuhu, Anhui Province. It is understood that recently Conch Group Party Secretary and Chairman Yang Jun frequently led the team and signed several important cooperation agreements, which shows that Conch is actively seeking new business opportunities and partners to further expand its business scope and market share.
2. What impact will the abolition of the land price ceiling have on the demand for cement?
Recently, Guangzhou, Guangdong Province, put up the first homestead of the fourth batch of land transfer in Huangpu District, which clearly "determines the winner according to the principle of the highest bidder", which means that Guangzhou has become the first first-tier city to abolish the land price cap. The lifting of
land price restrictions is expected to further activate the real estate market, drive the release of consumer demand for housing, and some high-quality plots in the central areas of hot cities will also face more intense competition, which may promote the construction and supply of high-quality housing, which may lead to some new demand for cement.
Recently, the website of the Ministry of Natural Resources announced the agreement transfer of Sanhuashan Cement Limestone Mine in Shangqing Village, Sangzao Town, Anxian County. Anxian Zhonglian Cement obtained the mining right of the mine, with a mining scale of 1.9 million tons per year. According to China Cement Network, Anxian Zhonglian Cement has a 4500 t/d cement clinker production line.
4. Draw the key points! The Central Economic Work Conference
was held in Beijing from December 11 to 12. To sum up, the favorable conditions for China's development are stronger than unfavorable factors, and the basic trend of economic recovery and long-term improvement has not changed, so we should enhance confidence and confidence.
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