According to the China Cement Network Market Center, driven by factors such as the gradual improvement of demand and the staggered peak of enterprises, cement enterprises in Shanghai, Shandong, Anhui, Jiangsu and Guangdong have notified the increase of cement prices since February 10.
The National Cement Price Index (CEMPI) showed that the recent index continued to rise slightly, rising 1.12 points from 136.17 points on February 7 to 137.29 points on February 14. Industry insiders said that with the improvement of the weather and the acceleration of the resumption of production, the market demand will be gradually released, and the price of cement is expected to be stable in the near future. According to the feedback from the market
in Shanghai
, the market demand has rebounded slightly after the Glutinous Rice Balls for Lantern Festival, coupled with the increase in cement prices in clinker and surrounding markets such as southern Jiangsu, enterprises have a strong willingness to raise prices. In order to improve profitability, some major manufacturers in Shanghai notified an increase of 30 yuan/ton in the price of bulk cement of various varieties on the 14th, and the price of bagged cement was temporarily stable.
At present, most clinker production line enterprises in Shandong are still in the stage of kiln shutdown, with little inventory pressure and strong willingness to raise prices. In order to improve profitability, some major manufacturers in Taian, Zaozhuang, Linyi, Jining and other places in Shandong Province began to push up the price of cement by 20-30 yuan/ton from 11 to 12, and some enterprises are still on the sidelines.
According to the current market feedback, most of the construction sites and mixing stations have not yet resumed construction, the enterprise shipment is only about 2-3%, the implementation of this round of price increases remains to be seen. According to the feedback from the market
in Jiangxi
, the enterprises in Jiangxi region have a good implementation of off-peak kiln shutdown, little inventory pressure, and strong willingness to raise prices. In order to increase profits, leading enterprises in the province have notified to raise the price of cement by 20 yuan/ton from 10 to 12.
At present, some construction sites and mixing stations have not yet resumed work, the recovery of market demand is limited, the shipment of enterprises is about 30%, and the implementation of this increase remains to be observed.
Anhui
According to market feedback, the weather in Anhui has begun to improve recently, demand has gradually improved, coupled with the general increase of 30 yuan/ton in clinker and surrounding market prices, enterprises have a strong willingness to raise prices. Since the
15th, some major manufacturers in Hefei, Wuhu, Tongling, Chizhou, Anqing, Lu'an, Huangshan, Xuancheng and other places in Anhui have again notified an increase of 20-30 yuan/ton in cement prices, with a cumulative increase of 30 yuan/ton in a month, and the implementation remains to be observed.
In addition, on the 15th, some major manufacturers in Huainan, Bengbu, Fuyang and other places in northern Anhui began to notify the increase of cement prices by 20-30 yuan/ton, and the mainstream range was basically 20 yuan/ton. Driven by the 30 yuan/ton rise in clinker prices
in Jiangsu
, the cost of cement production has risen, and enterprises have a strong willingness to raise prices. At the beginning of the month, after cement prices in many places in northern Jiangsu rose by 20 yuan/ton, some major manufacturers in Nanjing, Zhenjiang, Nantong, Suzhou, Wuxi and Changzhou notified to raise cement prices by about 20-30 yuan/ton from 11 to 13. So far, after the Spring Festival, cement prices in Jiangsu have basically completed a general rise.
According to the current market feedback, the market demand has not yet fully recovered, the shipment volume of enterprises is only about 3-4%, and the implementation of this round of price push remains to be seen. According to the feedback from the market
in Guangdong
, with the gradual recovery of market demand and the rising prices in the surrounding markets, manufacturers in Guangdong have a strong willingness to raise prices. In order to increase profits, some leading enterprises in northern Guangdong, the Pearl River Delta and western Guangdong notified an increase in the price of bulk cement by about 10-30 yuan/ton on the 14th. Among them, some enterprises in the Pearl River Delta region have raised the price of bulk cement by 10 yuan/ton in the first ten days, and this time they will continue to raise it by 10 yuan/ton.
At present, the inventory of most enterprises is generally in the middle, and the implementation of this round of increase needs to be followed up. According to market feedback
in Hunan
, the recent rainy weather is more, and the market demand and sales are still low. At present, the price of cement in Changsha-Zhuzhou-Xiangtan area of Hunan Province is generally low. In order to improve the profit, the leading enterprises in Changsha-Zhuzhou-Xiangtan area notified to raise the price of P.O42.5 bulk cement by 20-30 yuan/ton from 11th to 12th.
This push up or play a role in promoting stability, the specific implementation remains to be seen. According to market feedback
in Chongqing
, some construction sites have resumed work one after another, market demand has gradually recovered, coupled with off-peak kiln shutdown, enterprise inventory is generally running in the middle, and the price has fallen to a low level a year ago, enterprises have a strong willingness to raise prices. In order to improve profitability, leading enterprises in Chongqing plan to raise the price of cement by 30 yuan/ton on the 16th, and the specific implementation remains to be observed. According to the feedback from the market
in Guizhou
, the market demand has gradually rebounded in the near future. In addition, in the first quarter, enterprises stopped kilns for 60 days at the wrong peak, so the inventory pressure is not high. In order to increase profits, leading enterprises in Guiyang, Anshun, Qiannan, Qiandongnan, Tongren, Bijie and other regions in Guizhou notified an increase of 30-40 yuan/ton in cement prices from 12 to 15, with a mainstream increase of 30 yuan/ton.
At present, the operating rate of mixing stations and construction sites is not high, and the shipments of enterprises are basically around 2-3%, and the implementation of price increases remains to be observed.
Major events:
In 2022, the cement industry will face many severe challenges: the output will hit a new low in the past 11 years, the market will continue to run at a low level, the average price of coal will reach a historical high, and the profit of the cement industry will shrink sharply.
Now, the epidemic is about to become a thing of the past, the economy is restarting, major projects are advancing rapidly, and good signals for real estate are coming frequently. In this context, it is worth paying attention to where the demand for cement will go in 2023. At the same time, how to rebuild confidence in the industry in the new year to cope with market changes needs to be discussed in depth.
To this end, China Cement Network will hold the " 2023 China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou on March 15-16, when the national cement and related industry colleagues will gather together to discuss the future trend of the cement market, please pay attention.
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