Recently, when investigating the cement market in Shaanxi Province, China Cement Network learned that since this year, in the face of several rounds of epidemic shocks and downward economic pressure, coupled with factors such as rising coal prices and insufficient market demand, the production cost of cement enterprises in Shaanxi Province has risen, the profit margin of products has been compressed, and the stable operation of the cement industry in Shaanxi Province has been under obvious pressure.
In 2022, the profit of Shaanxi cement industry declined significantly
. "In 2022, the demand for cement in Shaanxi Province declined by about 30% -35% year on year." A person in charge of a cement enterprise in Yulin City, Shaanxi Province, told China Cement Network that the cement sales volume of the enterprise in 2022 was slightly lower than that of the previous year, and the clinker sales volume was the same as that of previous years, but the reason why the output was relatively stable was that the production capacity of the enterprise was small and the market coverage was small, which did not represent the general situation of the whole province.
According to the survey of Shaanxi cities, the sharp decline in production is the true portrayal of many cement enterprises in 2022.
"This year's situation is very miserable. Last year, more than 1.5 million tons of clinker were sold. This year, only about 1 million tons were sold. Last year, one million tons of cement were sold. This year, only more than 600,000 tons were sold." During the investigation at the end of 2022, the person in charge of production of a private cement enterprise in Tongchuan City had no choice but to report to China Cement Network. Another cement enterprise
in Tongchuan City said that the grinding capacity of the enterprise did not match the clinker production capacity, and the clinker produced by the enterprise had to be supplied to the grinding stations of the Group in the surrounding cities and counties. Although the cement output of the enterprise in 2022 was the same as in previous years, the clinker output was less than 800000 tons. "From the point of view of clinker production, the output of our entire group is declining." A cement enterprise
in Weinan revealed that under the influence of the downturn of real estate and repeated epidemics, the output of cement and clinker in 2022 was hundreds of thousands of tons less than in previous years.
"The output of 2022 has dropped by about 5% -10% compared with the same period in previous years, and the price of cement has fallen even more." A cement enterprise in Baoji City said. With the decline in
production, Shaanxi cement prices also performed poorly.
From the Shaanxi cement price trend chart tracked by China Cement Network, it can be seen that the cement price in Shaanxi Province was relatively stable in the first half of the year, but in the second half of the year, the cement price gradually declined, and the annual average price performance was general.
"Cement sales and prices have fallen, but coal prices have been high, when coal prices are high, about 1600 yuan/ton, the annual average price of coal is about 1200 yuan/ton, profits have been dragged down." The person in charge of a cement enterprise in Yulin City gave feedback. The cement market in Shaanxi in
2023 is not optimistic
, "I expect that the price and demand will decline in 2023, the real estate situation is not optimistic, and the strength of key projects is not obvious." It's already very good "," 2023 will be worse than 2022, demand will decline, cement prices will not be easy to maintain ".. Based on the views of cement enterprises in Shaanxi, people are generally pessimistic about the cement market in 2023.
Even the competitive new production line enterprises are very cautious about 2023, "Although we are a new production line, the production cost advantage is great, but as an old state-owned enterprise, the cost of human resources, social responsibility and other aspects add up, the compr ehensive cost pressure is not small." A large local cement enterprise in Tongchuan believes that according to the current macro-policies to promote major projects, the demand for cement in 2023 is expected to rise slowly, but it is difficult to say whether the price of cement can be maintained, because there are too many factors affecting the price.
"I am very pessimistic in 2023. In 2022, the total production time is about half a year. Now the clinker in the warehouse is estimated to be sold out by the end of the off-peak production in March." Another cement company in Tongchuan said helplessly. At the end of November
2022, Shaanxi Cement Association issued the "Shaanxi Cement Industry 2022-2023 Winter Peak-Staggered Production Plan", requiring all cement clinker production lines in the province to stop production for 100 days from 0:00 on December 1, 2022 to 24:00 on March 10, 2023.
According to the feedback from enterprises in Shaanxi, there are no effective measures to extend the peak staggering time or other measures to alleviate the current predicament.
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