The northern market is mostly in the state of off-peak kiln shutdown, coupled with the weather and other factors, the demand is in the traditional off-season, and the cement price is mainly stable;
the southern region is affected by the weather, the market demand is low, and the sales volume is not good.
Generally speaking, the market supply and demand are weak in the off-season, and the national cement price is stable.
Figure 1: Trend of cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/)
Figure 2: Trend of clinker price index (point) 0 HTML 0 https://data.ccement.com/ 0 Data source: Cement Big Data (https://data.ccement.com/) 0 HTML 0 https://data.ccement.com/ 1 More specifically: 0 HTML 0 https://data.ccement.com/ 2 East China 0 HTML 0 https://data.ccement.com/ 3 Affected by the weather in Zhejiang, the market demand was low and the sales volume was not good. The actual transaction price of cement in Jinhua and Quzhou regions decreased by 10-20 yuan/ton, and some enterprises in Yongwentai region showed signs of a hidden drop of 10-15 yuan/ton, the specific situation remains to be observed; 0 HTML0 UNK1 4 Due to the continuous low temperature weather in Anhui region, the terminal demand was weak, the shipment volume decreased, and the quotation of enterprises in various regions was weak and stable; 0 HTML0 UNK1 5 Affected by the low temperature weather in Jiangsu, the shipment volume has decreased, the actual transaction price in Xuzhou has dropped by 10-15 yuan/ton, and the rest of the region is mainly stable; 0 HTML0 UNK1 6 The market demand in Fujian has improved slightly compared with the previous period, coupled with the moderate temperature, some construction sites have rushed the construction period, and the quotation in various regions is temporarily stable; 0 HTML0 UNK1 7 The temperature in Shandong is low, the market demand is low, and the quotation of leading enterprises in various regions is temporarily stable. 0 HTML0 UNK1 8 Central-South Region 0 HTML0 UNK1 9 The weather in Henan turns better, but the temperature is low, most of the construction sites are in a state of shutdown, some areas have a dark drop of 20-30 yuan/ton, the quotation of leading enterprises in many places is weak and stable; 0 HTML0 UNK2 0 The rain and snow weather in many places in Hunan increases, the construction site is limited, and the cement price is stable; 0 HTML0 UNK2 1 The cement price in Wuhan and Eastern Hubei market has fallen back in the early stage, and the overall market price has been stable in the near future; 0 HTML 0 UNK2 2 The transaction price of cement in Guangdong Pearl River Delta region was reduced by 10-30 yuan/ton in the first ten days of the year, which reduced the profits of enterprises and increased the operating pressure. From the 16th, the price of bulk cement in Guangzhou South, Zhongshan, Zhuhai, Jiangmen, Shenzhen, Dongguan, Foshan and other regions was increased by 10 yuan/ton in 0 HTML 0 UNK2 3, and 5 yuan/ton in some cases; 0 HTML0 UNK2 4 The price of cement in Guangxi is relatively stable, and there is no significant change temporarily. 0 HTML0 UNK2 5 Southwest Region 0 HTML0 UNK2 6 In the middle of the year, the price of cement in the main urban area of Chongqing was raised by 50 yuan/ton. Under the influence of temperature drop and rainfall, the market demand declined, and the implementation range of pushing up was slightly narrowed. 0 HTML0 UNK2 7 The market demand in Sichuan region was not good, and there was no significant change in the quotation of cement in many places; 0 HTML0 UNK2 8 Recently, the prices of raw materials and fuels in Yunnan-Guizhou region have risen, and the production costs of enterprises have risen. In addition, driven by the rising prices in the surrounding markets, enterprises have a strong desire to raise prices. 16-18 Yunnan Dali, Lijiang, Diqing, Lincang and other places 0 HTML0 UNK2 9 raised the price of cement by 30 yuan/ton 0 HTML0 UNK3 0, the actual implementation remains to be observed; 0 HTML 0 UNK3: The price of cement in Bijie and Liupanshui areas of Guizhou will be raised by 40 yuan/ton from 118, and the specific situation remains to be observed. 0 HTML0 UNK3 2 Northeast China 0 HTML0 UNK3 3 Under the influence of extreme low temperature and local snowfall, the local market in the three northeastern provinces basically stagnated. Except for Liaoning, where a few kiln lines were still in operation, the kilns were basically shut down and the cement price remained stable. 0 HTML 0 UNK3 4 Northwest region 0 HTML 0 UNK3 5 driven by kiln shutdown, Shaanxi Guanzhong region 0 HTML 0 UNK3 6 raised cement prices by 30-40 yuan/ton 0 HTML 0 UNK3 7 on the 12th, but the cooling in many places was obvious, the construction site was limited, the shipment volume of enterprises declined, and it was difficult to push up the price in the region. 0 HTML0 UNK3 8 The markets of Ningxia, Gansu, Qinghai and Xinjiang are mostly in the state of off-peak and off-kiln, coupled with the impact of weather and other factors, the demand is in the traditional off-season, and the cement price is mainly stable. 0 HTML0 UNK3 9 North China 0 HTML0 UNK4 0 The implementation of peak staggering and kiln shutdown in Shanxi region is better, and the inventory is generally not high. Since the 18th, Taiyuan, Lvliang, Yangquan and Jinzhong regions 0 HTML0 UNK4 1 have raised the cement price by 30 yuan/ton 0 HTML0 UNK4 2, and the specific implementation remains to be observed; 0 HTML0 UNK4 3 Cement prices in Beijing-Tianjin-Hebei and Inner Mongolia were stable. 0 HTML0 UNK4 4 Market outlook forecast: the construction in many places is basically over, and the demand is close to stagnation. It is expected that the cement price will continue to fluctuate weakly next week (12.25-12.29). 0HTML0UNK45