February, Tangshan, Qinhuangdao and other places notified an increase of 20 yuan/ton for cement products and clinker products, which has been gradually implemented. According to China Cement Network, cement prices in Hebei fell more seriously a year ago, and this round of price increases is intended to repair the market. & nbsp; & nbsp;
Most cement enterprises are still in the stage of off-peak and shutdown in the heating season & nbsp; & nbsp; After the Lantern Festival, enterprises in Hebei have resumed production one after another, showing a busy scene.
However, according to the "Hebei Cement Clinker Enterprises 2022-2023 Heating Season Staggered Peak Production Plan Open Information" issued by Hebei Building Materials Industry Association, Hebei is currently in the heating season staggered peak kiln shutdown stage, and some enterprises have not yet opened the kiln mill.
"At present, the enterprise is in a state of semi-operation, and several kiln lines are still stopped, but the downstream market has been started, and the demand for cement this year is expected to be better than that in 2022." Qinhuangdao, a cement enterprise responsible person said. & nbsp; & nbsp;
Loosening of coal price & nbsp; & nbsp; Since 2022, the overall coal price has been at a high level. Affected by this, cement enterprises are under great cost pressure. At the beginning of 2023, the price of coal in Hebei declined to a certain extent. "
Now the price of coal entering the factory is 1200-1300 yuan/ton, which is lower than before." A cement company in Tangshan said. In addition, with the gradual warming of the weather, the arrival of the non-heating season will further affect coal prices. The recovery of
cement demand depends on the implementation of infrastructure projects. The sluggish real estate market has seriously affected the demand for cement in Hebei. "At present, there is no improvement in real estate, and it will take time for infrastructure projects to land. In the first half of this year, the demand for cement has not recovered much." A person in charge of a cement enterprise in Hebei said. Statistics from
the National Bureau of Statistics show that in 2022, the new housing construction area in Hebei was 53.9528 million square meters, down 40.51% from the same period last year. Last year, the area of land acquisition in Hebei also dropped by 55.6%. Most enterprises are not optimistic about this year's real estate market, "can only say that this year's real estate market is better than last year, but also do not hold much hope." A cement company in Qinhuangdao said.
Infrastructure investment has given Hebei cement enterprises a "reassuring pill".
Recently, China Cement Network learned from the Hebei Provincial Department of Transportation that in 2023, the investment in transportation construction projects in Hebei Province will be 103.5 billion yuan to boost the integrated development of Beijing-Tianjin-Hebei transportation, and the investment in transportation construction will reach a new annual high since the 14th Five-Year Plan. In addition, the scale of water conservancy investment in Hebei will reach 70 billion yuan this year, an increase of about 20% over the same period last year.
"Infrastructure investment has increased, but there is a time process for landing, and it is expected to be the second half of the year at the soonest." A person in charge of cement in Hebei said, "The recovery of cement demand in the second half of the year depends on the landing of infrastructure projects." With loose
coal price and strong infrastructure investment, most cement enterprises in Hebei believe that the overall cement market this year will be better than that in 2022, but some enterprises are still cautiously optimistic. A person in charge of a cement enterprise predicted: "In the first half of this year, the cement market in Hebei is likely to be in a tepid state, and will gradually improve in the second half of this year."
On March 15-16, China Cement Network will hold the "2023 China Cement Industry Summit and Award Ceremony" in Hangzhou. At that time, colleagues in the national cement and related industries will gather together to discuss the future macroeconomic and cement market trends. Please pay attention.
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