Recently, feedback from the market said that the leading enterprises in Qianxinan Prefecture of Guizhou Province notified an increase of 30 yuan/ton in cement price , and the transaction price of some enterprises in Anshun area was slightly lower by 10-20 yuan/ton. After the Lantern Festival, many construction sites began to resume work one after another, and the market demand slowly recovered. How is the current cement market in Guizhou? China Cement Network has investigated many local cement enterprises.
Overall, the cement market in Guizhou is still relatively weak, and the shipments of enterprises have not changed much compared with those before the festival. In terms of inventory, many cement enterprises reflect that at present, they are basically full of inventory and kiln shutdown.
"Compared with other parts of the province, the price of cement in Qianxinan Prefecture is currently the highest." A person in charge of a cement enterprise in Southwest Guizhou disclosed that, however, due to the lack of infrastructure projects to stimulate cement demand, the whole cement market is very bad. Our company has stopped from January to now, and we may not be able to open the kiln in March.
"Our downstream has not yet started to resume work, and demand has not yet improved." Anshun a cement enterprise responsible person said. As for when cement demand will improve, the person said that it is expected that there may be an improvement in the second quarter.
In the exchange with a person who has been engaged in the cement industry for a long time in Guizhou, we learned that the market demand in Guizhou should not change greatly in general. At present, the enterprise is still in the state of full storage and shutdown.
In the exchange with many professionals, we learned that the requirement of peak staggering in the cement industry issued by Guizhou is to stop kilns for 150 days in 2023 and stop production for 60 days in the first quarter. It is reported that the peak staggering production released by Guizhou in 2022 also requires no less than 150 days, but in fact, many cement enterprises take the initiative to stop kilns due to insufficient demand and the time far exceeds the peak staggering production requirements.
"There is no sign of improvement in cement demand at present, and we expect cement demand in 2023 to be the same as in 2022." An industry insider in Guizhou said that the current real estate start-up rate in Guizhou is very low, major projects are relatively few, and funds are not in place. On the supply side, Guizhou will still be in the stage of serious overcapacity for a long time. In this regard, he believes that the most urgent task is to self-discipline the industry, increase peak staggering, jointly safeguard the industry ecology, and promote the high-quality development of Guizhou cement industry.
2023 is the key year for economic recovery. With the issuance of the Outline of the Strategic Plan for Expanding Domestic Demand (2022-2035) by the State Council and the introduction of stimulus policies in infrastructure, real estate and other fields, the market structure of the cement industry has entered a game stage. To this end, China Cement Network will hold the "2023 China Cement Industry Summit and Award Ceremony" in Hangzhou, Zhejiang Province, on March 15-16, 2023, to discuss in depth the macroeconomic trend and the development direction of the cement industry. Stay tuned!
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