In 2022, the national cement market declined, the contradiction between supply and demand was sharp, and the output also hit a new low in the past 11 years.
China Cement Network recently investigated the cement market in Henan Province and learned that due to the downward trend of the real estate industry and repeated epidemics, the demand for cement in Henan Province declined sharply in 2022, with a year-on-year decline of 17.9%, and the kiln shutdown time in the whole province was nearly 180 days. An increase of 30 days over 2021. In terms of
price, unlike the situation that the price will rise slightly after the Lantern Festival in previous years, the current cement price in Henan is still not improving. At present, the production and sales of Henan market are both weak, basically in a semi-stagnant state. At the same time, as the price of cement has generally fallen to a relatively low level before the festival, the price of cement will not change significantly in the short term.
Recently, a person in charge of a cement enterprise in Henan said in an interview with China Cement Network that the repeated epidemics in Henan last year forced many projects to be shut down, coupled with the obstruction of logistics and the poor transportation of cement, which greatly dragged down the demand for cement.
In addition, the downturn of the real estate industry has also caused a great impact on the demand of Henan cement market.
According to China Cement Network, in recent years, real estate has become the main source of cement demand in Henan. It can be said that the rise and fall of the real estate industry represents the rise and fall of the cement industry in Henan. The person in charge of the above-mentioned
cement enterprises disclosed that Zhengzhou is the core market of many cement enterprises in Henan Province, but the rate of uncompleted real estate projects in Zhengzhou last year was extremely high; a number of well-known real estate enterprises had a thunderstorm, and the downward trend of real estate was difficult to stop, which seriously hit the investment confidence of the real estate industry, and the demand for cement also fell into a "slump".
"Even now, there is still no sign of rising demand for cement, and even now the demand for cement is less than same period last year." The person in charge of the cement enterprise said that because the investment has not yet been put in place, many key projects and infrastructure projects have not yet started, and the demand for cement has not improved.
At the same time, the influx of low-priced cement from Hubei, Shaanxi and other places into Henan has also caused a great impact on the cement market in Henan.
In 2022, the cement industry in Henan has fallen to the bottom. For the Henan cement market in 2023, the person in charge of the above cement enterprises holds a relatively optimistic view.
On the one hand, despite the bleak prosperity of the cement industry in 2022, cement is just needed, China's volume is huge, there will be demand for cement, and the impact of the epidemic this year is declining, the cement industry will recover. In terms of
policy, the focus of this year's work is to protect the people's livelihood and stabilize the overall economy, which requires giving full play to the role of infrastructure in the economy. In addition, since the beginning of the year, many major projects have been newly deployed in various places. After the funds are in place, a large number of projects shelved last year will be started this year, which will effectively stimulate the demand for cement. The demand for cement in Henan in 2023 must be greater than last year.
On the other hand, Henan cement prices continue to decline, so far there is no sign of any rise. The person in charge of the
cement enterprise judged that in 2023, the "price war" in Henan cement market was inevitable. Although the "price war" may be very fierce, some backward cement enterprises and grinding stations will be eliminated, which will promote cement enterprises to form a clearer understanding of the market, and in turn promote the healthy development of the industry. The person in charge of the
cement enterprise also said that it takes time for the policy to fall to the ground, and it also takes time for the demand to arise; it takes a period of time for people to recover from illness, and it also takes time for the cement industry to recover slowly. The epidemic has passed, and the cement industry in Henan has reached the bottom last year. It will be better and better year by year in the future. We should maintain confidence in the cement industry.
In addition, 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.
浙公网安备33010802003254号