Click on the cement price trend chart in Xizang and find that 2021 is the trough of the cement market in Xizang in recent years, when some people in the industry predicted that 2021 would be the beginning of a new trough in the cement market in Xizang Xizang. However, no one expected that after only one year's decline, the Xizang cement market will once again go to the top of the country. How did the
Xizang cement market get out of the "darkest" and return to its peak? The author thinks that there are mainly the following aspects:
1. Timely containment of new production capacity
from 2020 to 2021, a series of new clinker production capacity of Xizang have been put on the market, which has become the direct reason for the Xizang cement market to fall into a low ebb.
According to the data of China's top 100 cement clinker production capacity released by China Cement Network, by the end of 2019, the annual production capacity of Xizang clinker was 5.735 million tons, and that of Xizang clinker was 6.246 million tons in 2020, while by the end of 2021, the annual production capacity of Xizang clinker reached 11.16 million tons, which doubled in two years. Conch Cement, Qilian Mountain Cement and Quzhai Cement have joined the market one after another, and the market competition has intensified and the price has fallen sharply. However, from 2022 to 2023, the production capacity of cement clinker in the Xizang remained basically stable at 12.4 million tons.
It is understood that the cement industry in Xizang Autonomous has implemented the policy of staggering
production peak and stopping kilns since 2022, which is mainly based on the self-discipline of enterprises to stagger production peak and has high flexibility in time arrangement. In 2023, cement enterprises in Xizang areas planned to carry out peak staggering and kiln shutdown for 210 days throughout the year. Among them, the kilns will be shut down for 90 days in the first quarter, 30 days in May, and at other times, the enterprises will make their own arrangements. In winter, the kilns will be shut down when the factories are full, and there is no unified peak staggering plan.
According to the survey, Xizang, the local cement industry has a good implementation of peak staggering production.
It is reported that infrastructure such as highways, railways and water conservancy in Xizang areas is still in the peak period of construction, which has a strong supporting role for cement demand. Data show that in the first 11 months of 2023, the output of Xizang cement was 11.435 million tons, an increase of 51.53% over the same period last year, a record high in the same period in previous years.
At the same time, China Cement Network learned from the survey that many cement enterprises Xizang are relatively optimistic about the demand for cement in the Xizang in the next few years.
4. The unique geographical advantages
of Xizang are wide in area and high in altitude, which not only limits the flow of cement in the region, but also increases the difficulty of external cement inflow, which is more conducive to the maintenance of price.
5. Industry concentration is high and the number of enterprises is small
. The concentration of the top five cement enterprises in the Xizang is as high as 88%. Cement enterprises are basically some domestic leading cement enterprises, coupled with a wide geographical area, the distribution of enterprises is relatively scattered, and there are very few social grinding stations, which is conducive to the stability of the relationship between competition and cooperation.
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