According to China Cement Network Market Data Center, the market demand has been depressed recently, the shipment rate of enterprises is not high, and many cement enterprises have lowered the price of cement again.
Anhui
According to market feedback, the rainy weather in Anhui has increased recently, and the overall market demand performance is not good due to many factors such as high school entrance examination and college entrance examination, coupled with the reduction of clinker prices and the impact of foreign low-price cement. On the 7th, some major manufacturers in Wuhu, Ma'anshan and other places continued to notify the reduction of cement prices by about 10 yuan/ton, and the surrounding Tongling, Chizhou and other places are expected to follow up a few days later. In addition, the transaction prices of some enterprises in Chuzhou area have declined recently, but some enterprises have offered stable prices. According to the feedback from the market
in Shandong
, the market demand continues to weaken, the shipment volume of enterprises is about 3-5%, the inventory is generally high, and the price of cement in the surrounding areas continues to decline, so the market competition is fierce. From June 1 to 5, some major manufacturers in Jining, Zaozhuang, Linyi, Tai'an, Zibo and other places in Shandong Province successively lowered cement prices, with a cumulative drop of about 20-30 yuan/ton, and other markets in the province also dropped to varying degrees.
According to market feedback, the market demand in Jiangsu is weak due to factors such as high school entrance examination and rain weather. In addition, the transaction prices of some upstream and regional enterprises continue to decline, and the market sales pressure is high. In order to maintain market share, some major manufacturers in Nanjing, Zhenjiang and Suzhou, Wuxi and Changzhou continued to reduce cement prices by about 10 yuan per ton from June 6 to 7. In addition, cement prices in the surrounding Zaozhuang area continue to decline, and cement transaction prices in Xuzhou area are expected to continue to decline in recent days.
Chongqing
, according to market feedback, the recent rainy weather in Chongqing, the market demand is not good, some enterprises shipped around 50%, inventory is generally high. At the same time, the market competition in the main city of Chongqing is fierce due to the impact of low price cement in the periphery. Recently, some enterprises in the main city and western Chongqing have lowered the price of cement by about 20 yuan/ton. At present, the price of cement in the main city market has dropped to a low level. According to the feedback from the market
in Hubei
, due to the recent rainy weather, the market demand and sales have declined slightly, coupled with the increase in the entry of low-priced cement from Henan, which has caused a certain impact on the market in Shiyan, Hubei. In order to maintain market share, some leading enterprises in Shiyan area continued to reduce cement prices by 20-30 yuan/ton in early June after reducing cement prices by 20 yuan/ton in mid-May.
In addition, after lowering the cement price by 20 yuan/ton in May, some leading enterprises in Xianning area continued to slightly lower the cement price by 10 yuan/ton in the past one or two days. According to the market feedback
in Guizhou
, the rainy weather is frequent, the market demand and sales are insufficient, some enterprises ship about 3-4%, coupled with the impact of new production capacity, the market competition intensifies. In order to increase sales, leading enterprises in Tongren, Qiannan and Qiandongnan regions of Guizhou lowered cement prices by 20 yuan/ton from the end of May to the beginning of June. At present, the overall market in Guizhou is poor, and the enterprise inventory is running at a high level. According to the market research of
China Cement Network, the main reason for the "falling" of cement prices is the poor demand, the serious "lagging behind" of real estate, and the intensification of the contradiction between production and demand.
Taking Anhui as an example, it is understood that from January to April, the investment in fixed assets in Anhui Province increased by 6.4%, of which the investment in infrastructure increased by 15.4% and the investment in real estate development decreased by 15.3%. A cement company in Ma'anshan said that although the government's investment and support for infrastructure has increased, cement demand is still heavily dependent on the real estate market, which is a problem that cement companies have to face. It
can be seen that real estate investment is gradually decreasing, and infrastructure investment, as one of the three carriages of fixed assets investment, plays an increasingly prominent role in supporting cement demand. A person in charge of a cement enterprise
in Wuhu said that the layout of cement enterprises in the future will greatly affect the operating efficiency of enterprises. With the decline of the real estate industry, infrastructure construction will shoulder the burden of supporting cement demand. There are more key projects in economically developed areas and fewer key projects in backward areas, and cement enterprises in backward areas will be more difficult to survive.
" In the future, cement enterprises are likely to be centered on the first and second tier big cities.". "The head of the Wuhu cement enterprise said.".
However, some people in the industry believe that with the adjustment of national policies and the change of development strategies, the government gradually attaches importance to the development of the central and western regions, and encourages and promotes the industrial development of the central and western regions. As a basic building materials industry, cement enterprises will naturally be guided by policies.
In addition, with the acceleration of urbanization, the demand for infrastructure construction in various regions is also growing, which provides a huge opportunity for the development of cement industry in relatively backward areas. Therefore , in the future, cement enterprises may focus on small cities as the development model to meet the local market demand and gain better market advantages. What do
you think?
浙公网安备33010802003254号