[Special Topic] Cement Market Operation Analysis and Outlook in the First Quarter of 2023

2023-04-28 15:54:25

The overall demand in the first quarter was better than same period, cement production increased, and the price rebounded to a certain extent. However, due to the low price of cement in the current period, coupled with the limited decline in coal, the cost is still high, and it is expected that the profit of the cement industry will shrink significantly year-on-year. Looking forward to the second quarter, with the continuous development of infrastructure projects and the gradual stabilization of real estate, the demand in the second quarter is expected to continue to release, but we should also be alert that with the arrival of the rainy season and the busy farming season, there are variables in the degree of demand improvement. At the same time, under the pressure of new production lines, the rising space of cement prices is suppressed, and it is expected that although the benefits will improve, the absolute profit level may still be low.

In 2023, the Spring Festival was earlier, the epidemic factors subsided, the downstream resumption of work was better, many major projects started construction, the overall demand in the first quarter was better than same period, the cement output increased, and the price rebounded to a certain extent, but due to the low price of cement in this period , coupled with the limited decline in coal, the price of cement in the first quarter was higher than that in the first quarter. The cost is still high, and the profit of the cement industry is expected to shrink sharply year on year. Looking forward to the second quarter, with the continuous development of infrastructure projects and the gradual stabilization of real estate, the demand in the second quarter is expected to continue to release, but we should also be alert that with the arrival of the rainy season and the busy farming season, there are variables in the degree of demand improvement. At the same time, under the pressure of new production lines, the rising space of cement prices is suppressed, and it is expected that although the benefits will improve, the absolute profit level may still be low.

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[Special Topic] Cement Market Operation Analysis and Outlook in the First Quarter of 2023

The overall demand in the first quarter was better than same period, cement production increased, and the price rebounded to a certain extent. However, due to the low price of cement in the current period, coupled with the limited decline in coal, the cost is still high, and it is expected that the profit of the cement industry will shrink significantly year-on-year. Looking forward to the second quarter, with the continuous development of infrastructure projects and the gradual stabilization of real estate, the demand in the second quarter is expected to continue to release, but we should also be alert that with the arrival of the rainy season and the busy farming season, there are variables in the degree of demand improvement. At the same time, under the pressure of new production lines, the rising space of cement prices is suppressed, and it is expected that although the benefits will improve, the absolute profit level may still be low.

2023-04-28 15:54:25

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Million tons of grinding station for production trusteeship starting price of 8 million yuan/year

According to the introduction, Sichuan Qingshan Cement Building Materials Co., Ltd. was established on June 11, 2010 and renamed as Sichuan Qingshan New Materials Co., Ltd. on April 10, 2015. The nature (type) of the company is a limited liability company, with its domicile in the railway station gathering industrial park of Pengxi County, Suining City, Sichuan Province, with a total area of 58666. There are two cement production lines (pulverizers) with an annual output of 600,000 tons, both of which can be used normally.