"Everyone was full of confidence at the beginning and had high expectations in all aspects, but I didn't expect the situation to change after March." A person in charge of a cement enterprise in Shaanxi said. & nbsp; & nbsp;
In the first quarter of this year, the epidemic factors subsided, the downstream resumption of work was in good condition, many major projects started construction, the overall demand in the first quarter was better than same period, the cement production increased, and the price rebounded to a certain extent. Many cement enterprises in Shaanxi have expressed confidence in the market in the first quarter, but after March, the market changes in Shaanxi have caught people by surprise. & nbsp; & nbsp;
The market fell short of expectations and sales fell sharply & nbsp; & nbsp;
As for the operation of the cement market in Shaanxi in the first quarter, China Cement Network learned from the exchanges with many local cement enterprises that most of the projects in Guanzhong area of Shaanxi in the first quarter were well started, the shipments of major enterprises were relatively stable and rising, and the overall market demand was about 60%. In
terms of price, after the price increase in March, the actual implementation range of each factory is different. Recently, the market price is mainly stable, and there is no significant change in the quotation of each enterprise. & nbsp; & nbsp;
"Now everyone is very cautious about pricing, the market demand is too weak, for fear that the price is too high, scaring customers away!"
"The price has not changed much since March, during which I tried to raise the price twice, but it did not rise, and it still maintained the original price." & nbsp; & nbsp;
"We are focusing on protecting the market at this stage."
……
It is understood that from March to April this year, the demand for cement in Shaanxi declined, and the shipment volume of enterprises declined. "Our sales fell by about 15% in April, and may be even worse in May." The head of a local cement enterprise told China Cement Network.
Data show that in March this year, the new construction area of real estate in Shaanxi Province decreased by 7.99% compared with the same period last year. "The decline in real estate is too serious.". At present, only the Xi'an market has a certain'siphon effect 'in the five northwest provinces, but the feeling will not last long. Industry insiders said.
In addition, at the end of April this year, the Shaanxi Provincial Government introduced the operation of the national economy of Shaanxi Province in the first quarter of 2023. Among them, infrastructure investment increased by 8.5% year on year. Infrastructure projects have the characteristics of large volume and long construction period. Despite the increase in infrastructure investment, the implementation period is long, and the pulling effect on cement demand is limited at present.
With regard to the development trend of the market in Shaanxi, insiders predict: "There is little hope for the cement market in Shaanxi in the second quarter, and the feeling in the third quarter will not be particularly good, and there will be a small recovery period in August." Shaanxi market with
high concentration and weak synergy Recently, cement associations in Sichuan, Inner Mongolia, Xinjiang, Hebei and other places successively issued notices on off-peak production. For example, Sichuan Cement Association issued the Measures for the Management of Normalized Peak-Staggered Production in Sichuan Cement Industry, which proposed that 109 cement clinker production lines of 89 all-purpose cement enterprises in the province should all implement peak-staggered production.
According to China Cement Network, except for the heating season, the rest of the off-peak shutdown of kilns in Shaanxi is mainly due to the independent off-peak shutdown of enterprises. "It is estimated that cement enterprises in Guanzhong area will stop kilns for about 160 days this year." A local cement company said. Many cement enterprises in Shaanxi hold a positive attitude towards off-peak kiln shutdown, especially in the downturn of the market, off-peak kiln shutdown has become one of the ways for enterprises to overcome the current difficulties. According to the big data center of
China Cement Network, the top five enterprises with annual clinker production capacity in Shaanxi account for 87.5%, with a high degree of market concentration, but the overcapacity is still serious. It is understood that the Shaanxi market is mainly divided into three areas: southern Shaanxi, northern Shaanxi and Guanzhong. Due to the unbalanced economic development in the three regions, the degree of overcapacity is also unbalanced. The productivity utilization rate in southern Shaanxi is relatively high, reaching more than 70%; the productivity utilization rate in Kanto region is relatively low, only 50% -60%; the productivity utilization rate in northern Shaanxi is the lowest. In the
face of the current severe market demand and overcapacity, local cement enterprises are also complaining bitterly. "We ended peak staggering on March 10 and started formal production, but by April 24, we were forced to stop the kiln because the warehouse was full." A person in charge of a cement enterprise said helplessly. & nbsp; & nbsp
; At present, most enterprises in Shaanxi arrange off-peak shutdown according to the current situation of their own enterprises and the experience of previous years. According to China Cement Network, during the period from May to July, the production lines of enterprises in Shaanxi Province were shut down for 20-40 days. In the face of the
current harsh market environment, the local cement enterprises appeal that everyone can "hold together to keep warm", strengthen self-discipline awareness, and do not maliciously compete at low prices to disrupt the market order.
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