Cement prices push up regional expansion! Can it be implemented? What is the real situation of the national market?

Last Friday, the National Cement Price Index (CEMPI) closed at 109.09 points, down 0.32% from the previous month and 23% from the previous year.

Many areas began to try to push up due to the impact of off-peak kiln shutdown and low prices, but the implementation was general in the off-season environment. Overall, the overall price performance is weak, but the decline continues to narrow, and the market is still bottoming out.

Table 1: Changes

of cement price index in six regions Data source: Cement Big Data (https://data.ccement.com/)

East China

Zhejiang: Influenced by rain and hot weather, the market demand in Zhejiang remained basically stable." There is basically no significant change in the quotation of enterprises around the country.

Anhui: The northern market is still affected by local rain weather, and the terminal market demand is weakening in the off-season. Around 17-18, Huainan, Fuyang and other places in northern Anhui revised and lowered the price of cement, with different ranges for each factory.

Fujian: Affected by the continuous rainy weather, the construction of some construction sites and mixing stations slowed down. After the transaction prices in Xiamen, Quanzhou, Zhangzhou, Longyan and other places in southern Fujian were lowered by 10-20 yuan/ton in the first ten days, most of the peers in the region also followed up the downward adjustment in the week.

Shandong: The market demand is running in the off-season, coupled with the shortage of funds and other factors, the new projects are relatively low. Since the middle of the year, the cement prices in Zibo, Binzhou, Dongying, Liaocheng, Dezhou and other places have dropped slightly by 5-10 yuan/ton .

Central-South

Hunan: Prices are running at a low level, and enterprises are under great pressure." On the 14th, some enterprises in Yiyang raised the price of bagged cement by 30 yuan/ton , which was difficult to implement.

Guangxi: The market situation is weak, the delivery of enterprises is basically around 50%, and the price of bagged cement in Yulin area is slightly reduced by 10 yuan/ton.

Guangdong: More rainy weather, market demand and sales are tepid, cement prices have not changed much from last week.

Henan: On the 11th, the second round of notice in Henan raised the price of cement by 30 yuan/ton , but there was no demand support, and the price of this round has generally dropped by 10-20 yuan/ton . Some enterprises even returned to the level before the rise.

Southwest

Chongqing: Affected by the hot weather, the construction progress of some construction sites in Chongqing is slow." The market quotation in the main city will continue to be reduced by 20 yuan/ton .

Yunnan: The Nujiang area has more rainy weather, the market demand and sales volume is low, and the cement price is reduced by 20 yuan/ton in the middle of the year .

Guizhou: Guiyang, Bijie and other regions notified to raise the cement price by 10-30 yuan/ton , but the demand is still weak and the implementation is not good.

North China

Shanxi: There is no obvious improvement in market demand, and the overall operation is stable and weak." Recently, Jincheng, Changzhi and Yuncheng areas have tried to raise the price of cement by about 30 yuan/ton , which is difficult to implement.

Northwest China

Ningxia: The demand is still relatively weak, and the competition among manufacturers in the region is fierce." Since late July, cement prices in Yinchuan, Wuzhong and other places have continued to loosen and decline, with a cumulative decline of about 30 yuan/ton in the mainstream market.

Qinghai, Gansu, Xinjiang: cement prices are mainly stable.

Northeast China

Heilongjiang, Jilin: There is no significant fluctuation in the price of cement.

Market outlook forecast: the temperature has dropped, prices around the country fell to a relatively low level, many areas are brewing price increases, cement prices are expected to continue to bottom this week.

In order to actively respond to the national environmental protection policy and implement the concept of green and low-carbon development, on September 12-13, 2023. China Cement Net will hold

conference will hold the medal ceremony of "2023 Cement Industry 'Double Carbon' Advanced Enterprises" and the "Double Carbon" Equipment Exhibition. After the conference, a visit to Jiyuan < a href = "https://price.ccement.com/brandnewslist-1-1000121." will also be organized.