the beginning of the second quarter, Anhui is currently generally around 2560 yuan per ton.
"Some downstream enterprises set the price of cement at about 250 yuan per ton, so we have to reduce the price." The person in charge of the cement enterprise along the Yangtze River said that the cement enterprises in Jiangsu and Zhejiang provinces were close to the target market and had an advantage in transportation costs, while the cement enterprises in Hubei and other places in the upper reaches had the advantage of low production costs. Anhui cement enterprises were "attacked from both sides" and were forced to reduce prices in the middle.
In addition, in recent days, Shandong has also entered the northern Anhui market with low-priced cement, and the price of northern Anhui cement, which was originally at a high level, has also been greatly impacted. According to the data center of China Cement Market, the price of cement in northern Anhui has generally dropped by 20-35 yuan/ton recently. The fierce competition on
price reflects the weakness of demand.
Anhui cement demand was relatively strong in the first quarter, mainly due to the relaxation of epidemic control and the rush period caused by the resumption of work at the beginning of the year, and at that time most enterprises were shutting down kilns for maintenance, cement demand was once "hot";
However, in late March, the cement enterprises ended the shutdown and resumed production, the rush projects were basically completed and no new projects were started. The sudden large increase in production capacity and the sharp "friction" of the sudden cold demand caused the price of Anhui cement to fall.
"Real estate accounts for 50% of the demand, but no construction has started.". Sales in the first half of this year are still lower than last year, hitting a record low, and there is little hope for the second half of this year. The head of a cement enterprise in Wuhu, Anhui, said.
cost, the recent decline in coal prices seems to be good news for cement companies, but this is not the case. Lower coal prices do not bring more profits to cement enterprises, but create more room for cement price reduction.
The above-mentioned person in charge of Wuhu cement enterprises believes that at present, coal prices are still likely to fall, and cement prices still have room to fall. The negative impact of the
epidemic has ceased to exist, but the sales volume has hit a new low; the poor demand has led to the forced shutdown of kilns, and the output has generally declined; the price of cement is too low, the profit margin is small, and the efficiency of enterprises is greatly reduced.. Anhui cement market can be described as "besieged on all sides".
June is the time for enterprises to make mid-year summary. In the first half of this year, most of the cement enterprises in Anhui are in an embarrassing situation of "no sales volume, no output, no profit" . In the second half of this year, the management strategy of each enterprise should make major adjustments. In the bleak market, competing for market share may become the same choice for different enterprises. The person in charge of the cement enterprises along the Yangtze River in
Anhui said that the price war along the Yangtze River can be said to have started, and I am afraid it will intensify in the second half of the year.
In the competition of cement industry, the importance of cost reduction is self-evident. Cement enterprises usually save costs in energy consumption and other aspects, but after years of development, the energy-saving technology of cement clinker production line has been very mature, quantitative change is difficult to cause qualitative change, and the "trend of the times" alternative fuel also has the fatal defect of not forming a complete supply chain.
"Large enterprises are fine, while small enterprises invest less in energy-saving and technological transformation.". Now the market is not good, small businesses have poor returns, so they are more reluctant to invest, and fall into a vicious circle of less investment and less money. The person in charge of Wuhu cement enterprises said that it was difficult for small enterprises to survive in the fierce price war.
Vicious competition does not produce winners. Many cement enterprises in Anhui appeal that strengthening industry self-discipline is the top priority. Enterprises should recognize the truth that the interests of the industry are greater than those of the enterprise and that the interests of the enterprise are contained in the interests of the industry, and avoid being "short-sighted".
"The most effective way is to bring the cement industry into the carbon trading system." The industry insiders said that through the size of production capacity to approve carbon emission indicators, enterprises must stop production or purchase corresponding indicators from other enterprises after exceeding the indicators.
Reasonable formulation of carbon emission index allocation scheme, carbon emission measurement, accounting and carbon trading rules, and the formation of scientific and standardized carbon management, carbon trading policies and mechanisms that take into account both fairness and efficiency can effectively improve the problem of overcapacity in the cement industry, encourage cement enterprises to carry out energy-saving and carbon-reducing transformation, and promote the high-quality development of the industry.
China Cement Network will be on July 6-7, 2023. The " meeting in Chongqing will be followed by a visit to Eastern Hope < a href="https://price.ccement.com/pricenewslist-1-500000-0.
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