The cement market in Northeast China is under heavy pressure due to the loss of population and the decline of demand; Tapai Group intends to sell the assets of its subsidiaries; the cement industry is

< Market Overview & gt;

1. Notice of cement price increase in many places in Hubei (click the title to view the full text)

26-27. Some enterprises in Wuhan and Ezhou, Huangshi, Huanggang, Xiangyang and other areas notified an increase of 20-30 yuan/ton in cement price. At present, the market demand and sales are general, the inventory of enterprises is still on the high side, and the implementation of this round of price increase remains to be observed.

2. Cement prices in Xuzhou, Suqian and other places in Jiangsu followed up on the

27th. Some major manufacturers in Xuzhou, Suqian and other places in Jiangsu followed up on the increase of cement prices by about 10-20 yuan/ton, and the notification range of large factories was mainly 20 yuan/ton. However, the Mid-Autumn National Day holiday is imminent, market demand or short-term decline, the implementation of this round of price increases remains to be seen.

3. Cement prices in the Pearl River Delta region of Guangdong continued to decline

. After the enterprises in the Pearl River Delta region lowered the cement price by 20 yuan/ton in the middle of the year, some leading enterprises continued to lower the cement price by 10-20 yuan/ton in the latter half of the year, while the rest of the industry waited and saw for the time being.

4. Since the

end of the year, the leading enterprises in Deyang and Mianyang have successively lowered the price of bulk cement by 20 yuan/ton, while the surrounding Aba market has dropped by 20 yuan/ton.

5. The second round of notification of cement price increase

in Hunan Province will continue to notify the increase of cement price by 20 yuan/ton from 27-28 days after the leading enterprises in the province raised the cement price by 20 yuan/ton. At present, some enterprises have issued an increase notice, and the actual implementation remains to be seen.

& lt; Today's Focus & gt;

1. Population loss, downward demand.. Northeast cement market is under heavy

pressure. In mid-September, Heilongjiang cement prices generally rose by 30-40 yuan/ton. Some insiders said that the current large projects are catching up with the construction period, the demand for cement is slightly boosted, and the price of cement is basically stable at present; but after the completion of the construction period, the demand will decline to a greater extent, and the price will be unknown.

On September 28, Tapai Group issued an announcement on the disposal of assets of Hengta Rotary Kiln Cement Co., Ltd. in Meixian District, Meizhou City. It is understood that Meizhou Meixian Hengta Rotary Kiln Cement Co., Ltd. is 100% controlled by Guangdong Tapai Group Co., Ltd.

3. The cement industry is experiencing the historical stage

of supply-side structural reform Secretary of Jidong Cement: China's cement industry is experiencing the historical stage of supply-side structural reform, and the industry will enter a period of deep adjustment characterized by reduction, differentiation and integration. During this period, we will focus on the construction of a new order in the industry and the realization of the strategic goal of "double carbon", accelerate the transformation and upgrading of the industry and enter a stage of high-quality development by innovating low-carbon technologies, optimizing energy structure, and integrating with emerging industries such as digital economy and clean energy.

4. National Development and Reform Commission (NDRC) and National Energy Administration (NEa): Give priority to limiting the electricity demand

of enterprises whose energy efficiency level is lower than benchmark level. Recently, the NDRC and NEa issued a notice on the issuance of the Measures for Power Load Management (2023 Edition). It is mentioned in the Measures that the annual orderly power consumption plan should be prepared according to the order of peak staggering, peak avoidance and power limitation. Power limitation measures shall not be abused in the orderly power consumption scheme to affect the normal order of social production and life. No undifferentiated and orderly use of electricity shall be carried out for power users in the name of the evaluation and assessment of the responsibility of national and local energy-saving objectives.

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