"In 2022, the sales of cement declined seriously, the cost of coal was nearly 300 yuan/ton higher than in previous years, and the cost of environmental protection increased, and the operating efficiency of Jiangxi cement enterprises declined sharply." In January this year, a person in charge of an enterprise in Jiangxi told China Cement Network.
For the operation of the national cement market in 2022, China Cement Net · Cement Big Data Research Institute summed it up in one sentence as "declining demand, high cost, declining average price and shrinking profit". The performance of
Jiangxi cement market also follows the national trend, showing the characteristics of "not prosperous in the peak season and weaker in the off-season". By the end of 2022, the price of cement in Jiangxi was 501.72 yuan/ton, down about 24% from the same period last year, according to the big data center of China Cement Network. Cement Big Data Research Institute predicts that the profit of Jiangxi cement industry will decline by more than 60%. & nbsp; & nbsp;
Price of P.O42.5 cement in Jiangxi will fluctuate and go down in 2022 (yuan/ton) & nbsp; & nbsp; Data source: cement big data (https://data.ccement.com/) & nbsp; The impact of the decline in
demand has spread to the entire cement industry in Jiangxi.
"In 2022, the national cement output will drop by about 10 points, and the decline in Jiangxi will be even greater." The head of a leading cement enterprise in Jiangxi said.
It is understood that the cement market in Jiangxi has maintained a good growth momentum in recent years, but last year, due to multiple factors such as the epidemic, the downturn of real estate and the slowdown of investment in rural market construction in Jiangxi, the overall market demand declined seriously, which also had a greater impact on the cement industry in Jiangxi. Cement Big Data Research Institute predicts that the annual cement output of Jiangxi in 2022 will be 87.82 million tons, down 13.3% from the same period last year. The continuous decline in
real estate investment has dragged down the demand for cement. As one of the "troikas" driving cement demand, the sluggish real estate market has seriously affected the cement demand in Jiangxi. According to the statistics of Jiangxi Provincial Bureau of Statistics, the investment in real estate development in Jiangxi Province decreased by 12.6% year on year in 2022. The delay of investment in
rural market affects the demand for cement in Jiangxi. It is understood that in recent years, the Jiangxi government has vigorously promoted the rural construction action, implemented the "183 + 5" construction task, and coordinated the "village-to-village" and other rural infrastructure construction work. By 2022, Jiangxi has built 6000 new rural construction villages and 200000 rural toilet improvement tasks. With the basic completion of the first step of rural construction, the demand for cement in Jiangxi rural market will also decline significantly in 2022.
In addition, the changes in the three major markets of Fujian, Hubei and Zhejiang also have a greater impact on the cement market in Jiangxi. & nbsp; & nbsp;
Fujian market backflow. According to the data of Cement Big Data Center, in 2021, the output of cement in Jiangxi and Fujian markets will exceed 100 million tons, and the demand for cement in Fujian market is better, and some cement in Jiangxi will be transported to Fujian market. However, in 2022, the cement market declined seriously, and Fujian cement flowed back into Jiangxi market. "Last year, the backflow of Fujian market had a great impact on the price and production capacity of Jiangxi cement market." An enterprise in Jiangxi said. & nbsp; & nbsp;
Cement production in Jiangxi/Fujian in 2021 & nbsp; & nbsp; Source: Cement Big Data (https://data.ccement.com/) & nbsp; & nbsp;
Hubei cement production capacity release. According to local enterprises in Jiangxi, with the release of cement production capacity in Hubei market, the market along the Yangtze River and the Yangtze River Delta market have been greatly affected, and Jiujiang and other places in Jiangxi are the first to bear the brunt. Weak demand
in Zhejiang. A person in charge of an enterprise in Jiangxi said: "Although the Asian Games has not yet started, most of the infrastructure projects have entered the final stage, and the demand for cement in Zhejiang market is weak." According to the big data of China Cement Network, the cement output of Zhejiang Province from January to December 2022 was 129 million tons, down 4.93% from the same period last year.
For the development of the market in 2023, the above-mentioned person in charge believes that the cement demand in Jiangxi market will recover to a certain extent in the new year, but it will definitely not return to 2021. Cement Big Data Research Institute also predicts that the demand for cement in Jiangxi will continue to decline in 2023, but due to the weakening of real estate drag factors, the decline in demand may be narrowed.
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