May, the terminal demand of the national market was still weak, the inventory of enterprises was generally under high pressure, the market competition was fierce, and the national cement price continued to decline; Affected by the indirect rain weather in
the southern region, the operating rate of construction sites and mixing stations is insufficient, and the sales pressure of enterprises is high; the demand in the northern region is tepid, and the overall operation is weak and stable.
This week, the national clinker price index (CLKPI) closed at 144.09 points, down 0.72% from last week. Clinker prices continued to fall this week.
Figure 1: Trend of cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/)
Figure 2: Trend of clinker price index (point)
Data source: Cement Big Data (HTT PS://data. Ccement. Com/)
Specifically,
the market demand in East China
and Jiangsu is average. Prices in Nanjing, Zhenjiang and other places in Jiangsu continued to decline by 10-20 yuan/ton around the 13th, and cement prices in Suzhou, Wuxi and Changzhou were lowered again by about 10 yuan/ton on the 16th; Market demand in coastal areas of
Zhejiang is tepid, and cement prices have been lowered again by 20-30 yuan/ton since the 13th, with a cumulative decline of 40-50 yuan/ton in a month;
Anhui market demand performance is not good, coupled with indirect rain weather, enterprise shipments further weakened, 16-18 in central and southern Anhui to reduce cement prices by 10-40 yuan/ton , of which the decline along the Yangtze River is larger;
Fujian Fuzhou area market demand is still poor, 12-14 days around the second round of cement price reduction of 10-20 yuan/ton; On the
10th, some major manufacturers in Shandong began to implement kiln shutdown, while pushing up cement prices by 20-30 yuan/ton , and the market was stable this week. Market demand in
central and southern
Hunan is sluggish, with a cumulative decline of 50-60 yuan/ton in Changde, and a continued decline of 20-30 yuan/ton in Changsha-Zhuzhou-Xiangtan, Yiyang and Loushao markets ; Demand
in Hubei has declined, sales have decreased, cement prices in eastern Hubei continue to be reduced by 10-20 yuan/ton, and cement prices in Shiyan have been slightly reduced by 20 yuan/ton; The market demand
in Guangxi is weak, the sales volume of enterprises is general, and the price of cement in some markets is about 20 yuan/ton;
Guangdong is affected by continuous rainfall, construction sites and mixing stations, such as insufficient operating rate, 15 days in eastern Guangdong, the second round of cement price reduction of 15-20 yuan/ton;
Henan market demand is still not high, the recent transaction price continues to drop 10-20 yuan/ton, many market transaction prices have fallen below 300 yuan/ton. Affected by the overcast and rainy weather in
the southwest region
, the market demand and sales volume declined . Since the middle of the year, the cement price in Sichuan has been reduced by 20-30 yuan/ton on a large scale.
There is no significant change in the market demand and sales volume in Chongqing compared with last week, and the cement price in the main city market is stable in the week;
Rain weather, Guizhou Tongren area market demand continued to weaken, cement prices down 20 yuan/ton;
Benefiting from power rationing and production reduction, the storage position of enterprises in Zhaotong area of Yunnan Province declined, the cement price was raised by 50 yuan/ton in mid-May, and the price in Kunming area declined slightly by 10-20 yuan/ton. The market demand in
Northeast China
and Liaoning is still weak, and the cement price in many places is running at a low level;
the market price in Heilongjiang and Jilin is relatively chaotic, and the transaction price of some cement in Changchun is loose and down by 20 yuan/ton due to the impact of foreign low-priced cement.
The northwest region
was driven by the staggered peak, and Ningxia raised the cement price by 30-50 yuan/ton on the 17th, and the implementation remains to be seen;
Staggered peak is good. Since the 17th, Xi'an, Weinan and other places in Shaanxi have raised the cement price by 30-40 yuan/ton, and the actual implementation remains to be tracked.
Most of the market demand and sales in Gansu are not good, and the high inventory is under pressure. There is no obvious fluctuation in the cement quotation in Qinghai and Xinjiang. The price of cement in
North China
, Beijing and Tianjin remained stable, the sales volume was weak, and the price remained low;
the demand of some cement markets in Hebei was general, the shipment volume of enterprises was not high, and the price increase in the early stage could not be fully implemented; Cement prices in Shanxi are temporarily stable.
Market outlook forecast: The market off-season is coming, and the competition in many places is fierce. It is expected that the cement price will continue to be weak next week.
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