"It is expected that this year, the cement market in Beijing and its surrounding markets will show a trend of steady improvement, low before and high after." In a recent survey of the cement market in the Beijing-Tianjin-Hebei region, local enterprises told China Cement Network.
According to China Cement Network, after the Lantern Festival, some construction sites and mixing stations in Beijing-Tianjin-Hebei region have been started one after another, but at present, the overall recovery is limited, and the daily shipment of enterprises is only about 20%. At the same time, affected by the falling prices of raw materials such as coal and the impact of low-priced cement in Tangshan, the transaction prices in Beijing, Tianjin and other local markets declined in mid-February , ranging from 20-40 yuan/ton.
According to the sales managers of local cement enterprises, the current demand for cement in Beijing and its surrounding areas mainly depends on infrastructure projects such as subway construction, urban sub-center construction and surrounding engineering construction. Although the real estate and civil market is in a stable state compared with last year, it is still unable to stimulate the demand for cement. "Overall, cement demand in the Beijing-Tianjin-Hebei region was under pressure in the first half of this year, and will gradually recover in the second half of this year." The person in charge said.
In the survey, China Cement Network learned that in 2022, the cement market in Beijing and its surrounding areas has roughly gone through five stages. & nbsp; & nbsp;
The first stage: the price of cement falls at a high level. In January 2022, the price of cement in Beijing remained at a high level of 550 yuan/ton. Affected by insufficient demand and falling coal prices, the price of cement fell by about 20 yuan/ton at the beginning of the year. & nbsp; & nbsp;
The second stage: supply is limited and both volume and price rise. From March to April 2022, Tangshan and other important cement cities were closed due to the impact of the epidemic, the supply of cement in Beijing and its surrounding areas was insufficient, and downstream projects were started one after another, and the demand for cement increased. Affected by this, the price of cement in Beijing rose by 50 yuan/ton, with both volume and price rising. & nbsp; & nbsp;
The third stage: the epidemic situation was sealed and controlled, and both volume and price fell. From June to July 2022, due to the impact of the epidemic in Beijing, the downstream construction slowed down, and the overall market showed a situation of oversupply, with both volume and price falling.
The fourth stage: from August to October 2022, the industry will be self-disciplined and the market will enter a stable period . & nbsp; & nbsp;
Stage 5: Weak market operation. In October 2022, downstream construction progress slowed down and cement demand was limited. In December, a new wave of epidemic attacks further reduced the demand for cement in Beijing and its surrounding areas. Throughout the fourth quarter, Beijing and its surrounding markets were weak. & nbsp; & nbsp;
Local cement enterprises said that due to multiple factors such as the epidemic situation and high coal prices, the market trend in Beijing and its surrounding areas in 2022 changed from previous years. However, in 2023, due to the impact of the current domestic environment, the local economy is gradually recovering, some shelved infrastructure projects are also restarting, and there are signs of loosening coal prices in the near future. It is expected that the cement market will run steadily and well this year.
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.