Recently, the weather in Zhejiang, Jiangsu, Anhui and other places is better, and the demand has improved. Some local cement plants have notified to raise the price of cement. Specifically
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according to market feedback, the weather in Zhejiang has improved recently. The market demand is stable, and the price of clinker along the Yangtze River has been raised by 20 yuan/ton, which has increased the production cost of enterprises and strong willingness to raise prices. In order to improve profitability, some major manufacturers in Zhejiang began to notify Hangzhou, Shaoxing, Jiaxing, Huzhou and other regions to raise the price of all kinds of cement by 20 yuan/ton on the 18th, and the specific implementation remains to be observed. According to market feedback
in Jiangsu
, the weather in Jiangsu has been better recently, the terminal market demand has improved, coupled with the rising prices of raw materials, coal and clinker, enterprises have a strong willingness to raise prices. Since the 18th, some major manufacturers in Jiangsu have notified Nanjing, Nantong, Yancheng, Huaian and Suzhou, Wuxi and Changzhou to raise the price of high-standard cement by 20 yuan per ton, and some bagged prices are temporarily stable. Cement prices in the rest of the province are expected to follow up in recent days. According to market feedback from
Anhui
, the price of clinker in the area along the Yangtze River in Anhui was pushed up by 20 yuan/ton at the end of August, but because most enterprises failed to implement it in place, the market price gradually fell back to the level before the rise. On the 18th, some major manufacturers along the Yangtze River tried again to raise the price of clinker by 20 yuan/ton, and the surrounding areas of Jiangsu and Zhejiang followed up synchronously. After adjustment, the price of regional clinker will rise to about 260-270 yuan/ton. In terms of
cement prices, some major manufacturers in Ma'anshan and Wuhu areas began to try to raise the price of high-standard cement by 10-20 yuan/ton on the 18th. Other markets in the province may also have upward expectations. Since the
13th, Fujian has once again tried to push forward the increase of cement price by 10-30 yuan/ton. Fuzhou, Ningde, Sanming and Nanping have mainly increased by 10-15 yuan/ton. Minnan has mainly implemented the early increase of 30 yuan/ton, and the implementation remains to be observed.
It is understood that since August, the off-season cement market, where prices have been declining for a long time, has finally shown signs of warming up. Some manufacturers in Henan have continuously pushed up the price of cement, and cement enterprises in Yunnan-Guizhou and Northeast China have also tried to push it up.
"The worst may have passed, and there is little room for cement prices to continue to fall sharply, and it is expected to bottom out at a low level." Li Kunming of Cement Big Data Research Institute pointed out that the current market demand is weak as a whole, but prices in some areas have fallen to a low level, coupled with peak staggering, the willingness to raise prices is strong.
The industry expects that with the end of the off-season in August and the improvement of demand, the cement market is expected to gradually usher in a price rebound, and the overall price will continue to rise after September.
"Looking forward to the second half of the year, we believe that the demand of cement industry will improve to a certain extent compared with the first half of the year, and the price will rebound seasonally, but due to the limited recovery of demand and the high storage position of enterprises, the strength of price rebound may be limited." Cement Big Data Research Institute analysis pointed out that in this context, industry profits will continue to decline year-on-year, but the decline may be narrowed.