the Lantern Festival, the market in the north started slowly, while the northeast and other places were still in the stage of off-peak production, and the current price was temporarily stable; the market demand in the south began to recover slowly, but the sales volume was still unsatisfactory. The overall price of the country is stable, with a significant decline in Hubei.
This week, the National Clinker Price Index (CLKPI) closed at 141.41 points, up 0 from last week. Clinker prices rose slightly this week.
Figure 1: Trend of cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/)
Figure 2: Trend of clinker price index (point) 0 HTML 0 UNK9 Data source: Cement Big Data (https://data.ccement.) Currently, most enterprises are still in the stage of off-peak production, coupled with the impact of low temperature weather, the resumption of construction sites is relatively slow, and the price of cement is temporarily stable. 0 HTML0 UNK1 0 Northwest Region 0 HTML0 UNK1 1 Market demand has just started. At present, Shaanxi Guanzhong is still in the period of peak staggering and kiln shutdown, and the environmental protection control is severe, the price of raw materials is running at a high level, and the price has dropped to a relatively low level in the early stage. 0 HTML 0 UNK1 28 days ago, Xi'an, Xianyang, Tongchuan, Weinan and other Guanzhong areas notified that the price of cement has been raised by 10-50 yuan/ton. At present, the market demand has just started, and the actual implementation remains to be observed; 0 HTML 0 UNK1 3 Due to the increase of peak staggering in winter from 2022 to 2023 in Xinjiang, and the impact of carbide slag cement and epidemic situation last year, 0 HTML 0 UNK1 4 In order to enhance market confidence, Urumqi, Tacheng and other places have recently notified that cement prices have been raised by 20-50 yuan/ton, and some bags have been raised by nearly 100 yuan/ton. At present, most of the construction sites and mixing stations have not commenced, and the actual implementation remains to be observed; 0HTML0UNK1 5Affected by the low temperature and rain and snow weather, the commencement of construction sites and mixing stations in Gansu, Ningxia, Qinghai and other places is limited, the progress of market recovery is delayed, and the cement price is temporarily stable. 0 HTML0 UNK1 6 North China 0 HTML0 UNK1 7 Market starts slowly. After the Glutinous Rice Balls for Lantern Festival, some construction sites and mixing stations in Beijing-Tianjin-Hebei region have been started one after another, but the overall recovery is limited, and the daily shipment of enterprises is only about 20%. 0 HTML 0 UNK1 8 At the same time, due to the impact of falling raw material prices, coupled with the impact of low-priced cement in Tangshan, some enterprises in Beijing, Tianjin and southern Hebei fell 20-40 yuan/ton in the local market during the week; 0 HTML0 UNK1 9 The temperature in Shanxi and Inner Mongolia is still below zero. Affected by the indirect rain and snow weather, the market starts slowly, the demand and sales volume is not high, and the price is temporarily stable. 0 HTML0 the Lantern Festival 0 < IMG SRC = "https://img7.ccement.com/richtext/img/xgbik88ga41676193165605.0HTML0UNK21 After the Lantern Festival, some construction sites in Jiangsu gradually resumed construction, and demand slowly picked up." In addition to the increase in clinker prices, Yancheng, Huaian, Yangzhou, Taizhou, Lianyungang, Suqian and other places have notified the increase in cement prices by about 20 yuan/ton UNK2 24-8, and the surrounding Nanjing, Zhenjiang and southern Jiangsu may also have an increase in recent days. Recently, the rainy weather is in the majority, and the shipment volume of enterprises is still 2-4%. The implementation of this round of increase remains to be seen; 0 HTML0 UNK2 3 Zhejiang's recent rainy weather is in the majority, demand recovery is slow, enterprise shipments are only 2-3% of the normal level, this week's quotation is stable and weak, with the rising price of clinker and the surrounding prices, the possibility of pushing up can not be ruled out in the latter half of the year; 0 HTML0 UNK2 4 The demand in Anhui has picked up recently. In addition, the price of clinker along the Yangtze River has increased by 30 yuan/ton. Since the 10th, Wuhu, Tongling, Chizhou and other places have tentatively promoted the increase of the price of various types of cement by 10 yuan/ton. At present, the demand has not been fully restored, and the implementation needs to be tracked; 0 HTML0 UNK2 Since May, affected by the continuous rain weather, the resumption of work in Fujian has declined compared with previous years, and the shipment volume of enterprises is low. At present, most clinker lines are still in the stage of off-peak kiln shutdown, and the market production and sales are both weak. After the Lantern Festival, the cement quotation of enterprises has no obvious fluctuation compared with that before the festival; 0 HTML 0 UNK2 6 Although the market demand in Shandong has rebounded after the Glutinous Rice Balls for Lantern Festival, the shipment volume of enterprises is 2-3%. Although some major manufacturers have intentionally tried to push up the price of cement, due to poor shipment, and most enterprises are still on the sidelines, lack of confidence in price increases, the quotation is temporarily stable in the week, and there are signs of a slight decline in the local market. 0 HTML0 UNK2 7 Central and South China 0 HTML0 UNK2 8 Market demand began to recover slowly. After the fifteenth day of the first lunar month, the market demand in Hunan and Hubei recovered slowly compared with the previous period, but the cement sales volume was still unsatisfactory. At the beginning of the month, Changde, Hunan, notified that the cement price was raised by 20 yuan/ton, and the implementation was not good; 0 HTML0 UNK2 9 Some enterprises in central Hubei slightly lowered the cement price by 10-20 yuan/ton, while the rest maintained the quotation before the year. At present, most enterprises in Hubei are still shutting down kilns, and some regions intend to raise the cement price in the near future, which will be followed up; 0 HTML0 UNK3 0 Guangdong Glutinous Rice Balls for Lantern Festival workers have returned to work after the festival, part of the construction site, but the shipment is still less, most of the enterprise inventory is about 60%, coupled with the cost is still high, on the 9th, some leading enterprises notified that the cement price in Pearl River Delta and some markets in western Guangdong will be raised by 10-20 yuan/ton, the clinker price will be raised by 10 yuan/ton at the same time, the implementation will be observed; 0 HTML0 UNK3 1 The recent rainy weather in Guangxi is more, the demand recovery is slower, the enterprise shipment is nearly 2-3%, because the production cost is high, and the enterprise inventory pressure is not high under the off-peak kiln shutdown, the leading enterprise raised the bag price by 20 yuan/ton at the end of January, and some enterprises notified the price of bulk cement by 20 yuan/ton on February 10. The follow-up expectation of the rest of the industry in recent days is relatively high; 0 HTML0 UNK3 2 After the Lantern Festival, the operating rate of most construction sites and mixing stations in Henan is still not high, and the shipment volume is low. At present, both production and sales in the market are weak, and the market is basically in a semi-stagnant state. 0 HTML 0 UNK3 3 Southwest China 0 HTML 0 UNK3 4 After the Lantern Festival, the local market began to start, but the demand recovery was limited and the sales volume was low. Recently, there are more rainy weather in Sichuan and Chongqing, and the demand and sales volume is low. After the bagged cement in Chengdu area was reduced by 40 yuan/ton at the beginning of this month, the leading enterprises in Leshan, Ya'an, Meishan and other surrounding areas have followed up to reduce the cement price by 20-40 yuan/ton, of which Ya'an has dropped by 20 yuan/ton; 0 HTML 0 UNK3 5 Some construction sites in Chongqing have resumed construction, demand has risen slightly, and cement prices in the main city market are temporarily stable this week; 0 HTML0 UNK3 6 The market demand of Guizhou Glutinous Rice Balls for Lantern Festival recovered slowly after the festival, and the shipment volume of enterprises did not change much before the festival. On the 7th, Qianxinan Prefecture notified that the cement price was raised by 30 yuan/ton. At present, the enterprise inventory is running at a high level, and the sales pressure is high. The implementation remains to be observed. 0 HTML0 UNK3 7 In addition, the transaction price of some enterprises in Anshun dropped slightly by 10-20 yuan/ton; the kilns in Yunnan were suspended for 60 days in the first quarter, the cement price in Dehong Prefecture dropped by 40-50 yuan/ton in the early stage, and the enterprises were under great pressure to operate. During the week, some enterprises notified to raise the cement price by 30-40 yuan/ton. 0 HTML 0 UNK3 8 Aftermarket Forecast: 0 HTML 0 UNK3 9 The market starts slowly around the country, and it is expected that the cement price will be stable next week.
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