Recently, a number of cement listed companies disclosed their first quarter performance reports. According to the data disclosed in the report, the profits of most cement enterprises declined significantly in the first quarter, and the pressure in the second quarter is still great. Several cement companies said that the main reason for the poor performance was the year-on-year decline in cement sales and prices, resulting in a decline in profits.
Supply and demand affect the price, the current cement prices fall frequently, the profits of cement enterprises continue to shrink has reflected that the contradiction between supply and demand in the cement market is extremely serious! By the end of March, three new cement clinker production lines had been put into operation nationwide, with a total actual clinker production capacity of 4.34 million tons, an increase of 16.7% compared with the same period last year. Demand is not good, cement production can not be digested by the market, the new capacity is even worse, the contradiction between supply and demand has become the main contradiction in the cement industry!
To solve the problem of supply and demand, peak staggering production is still an important means at present.
Recently, many provinces issued a new round of cement peak staggering notice. Among them, Sichuan requires all 109 cement clinker production lines of 89 full-line cement enterprises in the province to implement peak-staggering production, and the annual peak-staggering production benchmark days of each cement clinker production line are 130 days + X days, X is the temporary adjustment of kiln shutdown days per quarter according to factors such as environmental protection, energy consumption, carbon reduction and environmental sensitive period. Among them, 45 days in the first quarter, 30 days in the second quarter, 40 days in the third quarter and 15 days in the fourth quarter. The number of days
of off-peak production is increasing and the implementation is becoming more and more stringent, but the marginal effect of this means is gradually decreasing, and there are more and more prominent problems. With the increasingly fierce contradiction between supply and demand, the time gap between the north and the south is large, which further weakens the role of peak staggering production.
In response to this problem, Zheng Jianhui said that the peak staggering policy should be further optimized to prepare for the second half of the year, while accelerating the integration of cement into the national carbon trading market, and achieving stable development of the cement industry through market-oriented and policy tools.
Zhejiang has put forward the target of controlling the total output of cement at 120 million tons by 2025, which is equivalent to 12% lower than historical high value. In the next two years, at least 15 million tons of cement production will be reduced, and peak staggering production is still an important means. Other provinces, especially the major cement production provinces, should also come up with specific targets and implementation plans for the cement industry's carbon peak action as soon as possible.
This Wednesday , Zheng Jianhui will discuss in depth the impact of the current fierce contradiction between supply and demand on the cement industry in the live broadcast of the "Sharing Hui Building Materials Weekly Talk" cement network APP video line.
In addition, Wei Yu, a glass analyst at China Cement Network Cement Big Data Research Institute, and Lin Jiayi, a concrete analyst, will also conduct in-depth discussions on the recent market of the glass industry and the commercial mixing industry in the live broadcast, and analyze the next market trend.
Welcome to scan code and make an appointment for live broadcast.
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