According to the data center of China Cement Network, the cement market in Hainan is in the off-season recently , the demand and sales are declining, the shipment of enterprises in the island is about 6-7%, the inventory is generally high, and the recent entry of foreign low-price cement has caused a certain impact on the Hainan market. In terms of
cement price , in order to maintain market share, on December 24, 2022, the leading enterprises in Hainan Island generally lowered the cement price by 50 yuan/ton, and some clinker prices by 25 yuan/ton. In an interview with China Cement Network, a senior person in the cement industry in
Hainan said that the recent price of cement in place in Hainan market was about 100 yuan/ton lower than same period in previous years. "The overall market in 2022 is poor, and the demand for cement is about 15% -20% lower than last year.". "
China Cement Network learned through research that the overall demand for cement in Hainan in 2021 fell by 10% compared with previous years, and the decline in 2022 was even greater, which can be described as" falling again and again ". Referring to the reasons for the poor demand for cement, senior people in the cement industry believe that in addition to the repeated impact of the epidemic, the downturn in the real estate market is the key.
It is understood that in April 2018, the Hainan Provincial People's Government held a press conference on the Notice of the General Office of the Hainan Provincial Committee of the Communist Party of China and the General Office of the Hainan Provincial People's Government on Further Stabilizing the Real Estate Market, issued a strict real estate purchase restriction policy, and implemented a global purchase restriction for commercial housing on the basis of the existing purchase restriction policy. As soon as
this order came out, the local real estate fever in Hainan began to cool down, coupled with the repeated epidemic in 2022 and the impact of the recession in all walks of life, Hainan's real estate is even more difficult.
Data show that from January to October 2022, the investment in real estate development in Hainan Province was 91.272 billion yuan, down 15.1% from the same period last year, and the growth rate was 3.6 percentage points lower than that in January-September. Among them, residential investment was 62.454 billion yuan, down 12.4% from the same period last year, the growth rate was 2.6 percentage points lower than that in January-September, and residential investment accounted for 68.42% of real estate development investment.
The cement industry veteran said bluntly: "Real estate is an important source of demand for Hainan cement market, but there is almost no demand for real estate in 2022. Although the recent favorable policies for real estate are frequent, the specific role they can play depends on the implementation."
Infrastructure and real estate are important sources of cement demand. Since the beginning of 2023, many major projects have been started all over the country, and the enthusiasm for infrastructure investment has risen. In the downturn of the real estate market, can Hainan's infrastructure projects become a strong support for cement demand in 2023?
To this question, the answer of senior personage of this cement industry also is bitter and astringent: "Hainan has not had major project to start at present.". Although there are many infrastructure plans, but the funds are not in place, so these projects have not started, it is unrealistic to expect the current infrastructure situation to stimulate the demand for cement in Hainan.
"The market in Hainan in 2023 is also hard to say now.". If the planned project funds can be put in place, the demand for cement in 2023 should be improved, but the specific market may also depend on the national environment. The cement industry veteran expressed his views on the Hainan cement market in 2023.
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