< Market Overview & gt;
1. Notice of cement price increase in Yichang and Jingzhou areas of Hubei Province (click the title to view the full text)
From 20-21, the leading enterprises in the two areas notified an increase of 20 yuan/ton in cement price. At present, the market demand and sales volume are general, and the implementation of this round of increase remains to be observed. 2
. The price of cement in Qiandongnan and Tongren areas of Guizhou was raised on the 21st
, and the leading enterprises in Tongren and Qiandongnan areas were notified to raise the price of cement by 20-30 yuan/ton, and the implementation remains to be observed.
3. Cement prices in the Beijing-Tianjin-Hebei region are beginning to rise
. Some major manufacturers in Beijing, Tianjin and Hebei are planning to raise cement prices by about 30-50 yuan/ton around September 24. At present, the overall market demand is weak, the sales volume is general, and this round of price increase remains to be observed.
September, cement prices have been raised intensively in Anhui, Jiangsu and Zhejiang in East China, Liaoning and Jilin in Northeast China, Henan and Hunan in Central and South China, and the implementation remains to be observed. However, a small number of regions such as Sichuan and Guangdong are still lowering cement prices, and all of them have been implemented. Generally speaking, there is a strong atmosphere of rising prices in the market, but the upward momentum seems to be insufficient. The author believes that the slow recovery of demand and the overall weakness is the fundamental reason why the current industry price increase is difficult to fully implement, September this year is difficult to say "peak season", the price increase space remains to be observed.
& lt; Today's Focus & gt;
Qiu Jinghe said that the current problems are: First, in the context of the market downturn, large state-owned enterprises, with the help of capital, scale, channels and other advantages, continue to depress prices, seize market share, and crush private enterprises; Second, the top management of leading cement enterprises, fooled by their subordinates who engage in the market, make wrong market decisions, and fight a price war to seize the market.
2. Build a new 5000 t/d clinker line! Another cement enterprise invested 4 billion yuan
in Chongqing on September 20, and the activities of "Grasping Projects to Promote Investment" in Wansheng Economic Development Zone of Chongqing in 2023 and the centralized commencement of major projects in the third quarter were held in Wansheng Green Building Materials Circular Economy Industrial Park. It is understood that the project of Wansheng Green Building Materials Circular Economy Industrial Park, with a total investment of 4 billion yuan, is planned to be constructed in three phases, of which the first phase is mainly to build a production line with an annual output of 5 million tons of sand and gravel aggregates; the second phase is mainly to build a production line with a daily output of 5000 tons of cement clinker; and the third phase is to improve the downstream assembled buildings.
3. The relocation project of 4960t/d cement clinker has been completed
on September 21. According to the Announcement on the Completion of the Relocation Project of the Cement Clinker Production Line of Chongqing Fufeng Cement Group Special Cement Co., Ltd. The relocation project of cement clinker production line of Chongqing Fufeng Cement Group Special Cement Co., Ltd. has been verified and accepted by experts on the spot, and the production capacity of the production line is 4960t/d, which has been announced without objection in the early stage.
4. Two months later, another 21 concrete enterprises went bankrupt
. On September 18, the People's Court of Zhanzhou City, Hainan Province, decided to accept the bankruptcy liquidation application of Hainan Yongliyuan Concrete Co., Ltd. In fact, this is not the only concrete enterprise that has filed for bankruptcy. In the past three months, 21 concrete enterprises have gone bankrupt, and 63 concrete enterprises have gone bankrupt this year.