ahead of schedule, still shows no signs of recovery.
On August 16, in order to effectively deal with the prominent problem of ozone pollution in autumn and further improve the environmental air quality, the Hunan Provincial Department of Industry and Information Technology and the Provincial Department of Ecology and Environment organized the Provincial Cement Association and 17 cement enterprises to hold a symposium on cement peak staggering. The Notice on Staggered Peak Production of Cement Industry during the Special Protection Period of Air Pollution Prevention and Control in 2023-2024 (Xianggongxin Raw Materials [2023] 324) was issued in time, and the work of staggered peak production of cement was carried out one and a half months ahead of schedule.
According to the survey of China Cement Network, peak staggering production has not yet alleviated the contradiction between supply and demand in Hunan, and the price and demand are still weak.
"Yes, the production line is not full during the peak time." A person in charge of the production of a large cement enterprise in Changsha, Hunan, said that this year's demand is poor, the production lines below 5000t/d in the region are basically in a state of shutdown, and cement enterprises are generally losing money, even if they start off-peak production ahead of time, they can not ease the current situation.
Many cement companies have expressed similar views. "Now the inventory is high, the demand is not rising, and the price has fallen again." "Sales this year decreased by 40% compared with last year, only about 30% in 2021." "The lowest price has fallen below 200, and it has always been a loss" .. According to the survey in
Hunan, the cement industry in Hunan has been "cold" since this year. Even if the off-peak production starts ahead of schedule from September 1, the cement enterprises in the region are pessimistic about the future development.
From the K-line chart of cement prices
in Hunan tracked by China Cement Network, it can be seen that in 2023, the price of cement in Hunan has continued to decline, which is now the lowest level in the last five years.
In addition, it should be noted that even in such a "chilling" situation, some cement enterprises in Hunan still sell at a loss and reduce prices in order to stabilize their market share.
"Demand is declining, and our sales have fallen sharply compared with 2022 and 2021, but some cement companies have maintained stable sales." Chenzhou City, a cement enterprise feedback.
In the traditional sense, the peak season is staggered ahead of schedule, and the cement enterprises in Hunan are helpless to the extreme, which reflects the reality and sadness of the sharp decline in cement demand and the increasing contradiction between supply and demand in the region.
浙公网安备33010802003254号