"Small action" constantly! Cement enterprises can only rely on price reduction to stabilize market share?

Recently, the Cement Big Data Research Institute of China Cement Network released the list of the top ten cement clinker sales in China in 2022. China Building Materials, Conch Cement and Red Lion Group ranked the top three with total sales of 31660 30,000 tons, 310 million tons and 100.91 million tons respectively. The total sales volume of cement and clinker of the top

ten enterprises was about 1.08 billion tons, down 12% year-on-year. Earlier, the National Bureau of Statistics released data showing that from January to December 2022, the national cement output was 211795 10000 tons, down 10.8% from the same period last year. The decline in cement demand may be normalized. The sharp decline in

cement market demand exceeded the expectations of most industry insiders, and domestic cement enterprises fell into a large area of losses in the first quarter of this year.   

According to the big data of China Cement Network, the national cement price index on May 15 was 132.24 points, down 26.55 points from 158.79 points in the same period in 2021. As can be seen from the figure below, the national cement price index has been lower than the same period in 2021 since the beginning of this year. (The cement price is at a high level due to the high coal price in the first quarter of 2022, which is not taken into account for the time being.) In the

face of the decline in market demand, the cement price is at a low level, enterprises lack expectations, confidence declines, and "small actions" continue to seize the market. Is it a correct way for cement enterprises to increase market share by reducing prices? In this regard, Zheng Jianhui, chief analyst of China Cement Network Cement Big Data Research Institute, believes that this mainly depends on the growth of the industry.

At present, the domestic cement industry has entered a new development cycle, and the market demand is difficult to recover to the previous high level. Zheng Jianhui said that the cement industry should reach a consensus on demand. & nbsp; & nbsp;

This Wednesday, Zheng Jianhui will deeply analyze the development trend of cement market demand in the future and discuss the impact on the benefits of cement enterprises under this background in the online live broadcast of "Sharing Exchange · Weekly Talk on Building Materials".

In addition, Li Kunming, a cement analyst of China Cement Net · Cement Big Data Research Institute, and Zhu Xiaoyun, a sand and stone analyst, will also conduct in-depth analysis and discussion on the recent development trend of the cement industry and the growth of aggregate revenue of several listed companies in 2022. & nbsp; & nbsp;

Welcome to scan the code and make an appointment for live broadcast.