Last week, enterprises in Guiyang, Anshun, Qiannan, Qiandongnan and other regions of Guizhou Province notified a substantial increase in cement prices by 60-100 yuan/ton, such a large increase is rare. However, the result of "loud thunder" can be described as "small rain".
For example, Guiyang in the above-mentioned areas, the implementation of the price increase reflected in the following chart can be said to be unsatisfactory.
"Price increase" is false, "premium" is true
, China Cement Network survey found that in this round of price push, the early implementation of better price increases in the enterprise cement price increase is smaller; However, enterprises with low cement prices and poor implementation of price increases have experienced a "surge" in cement prices, with the highest increase reaching about 100 yuan/ton.
That is to say, this round of price increase is not so much a "price increase" as a "premium". By the end of the year, it may be true that some enterprises are forced by the pressure of operation and performance to adjust the cement price back to a relatively high local level. According to the
2022 Top 100 List of China's Cement Clinker Production Capacity, Southwest Guizhou Cement , a subsidiary of Tianshan Cement Co., Ltd., is the enterprise with the highest proportion of clinker production capacity in Guizhou Province, and has a strong influence in the cement industry in Guizhou.
Tianshan Stock Company has publicly stated that the company has always actively advocated that "the interests of the industry are higher than those of the enterprise, and the interests of the enterprise are bred in the interests of the industry", adhered to the management concept of "price, cost and profit", and promoted the return of the benefits of the industry to a reasonable range. This concept
of Tianshan shares, coupled with the leading position of Southwest Cement in Guizhou cement industry, may be one of the reasons why Guizhou Cement can maintain a relatively high price in the bleak national market.
It is worth mentioning that the four regions of Guiyang, Anshun, Qiannan and Qiandongnan mentioned above almost all have the characteristics of large number of enterprises and generally strong enterprise strength, and the influence of Southwest Cement in these regions is relatively weak. Especially in Qiandongnan Prefecture, there is no Southwest Cement in the region.
Perhaps for this reason, some enterprises in the four regions mentioned above have more room for "premium", which leads to the situation that enterprises shout up but regional prices do not change much.
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