< Market Overview & gt;
1. [Cement Price Index Week 35]: The demand is not up to the peak season, and the market is fatigue! (Click on the title to view the full text)
The peak season in September failed, cement prices rose fatigue, and the implementation of price increases in many places was limited. Market outlook forecast: the current demand is still a weak recovery trend, enterprises have sufficient momentum to raise prices, cement prices are expected to continue to rise slightly next week.
2. Shandong: Since August, the implementation of several rounds of price increases has not been good
. Some major manufacturers in Shandong have continued to implement peak staggering and kiln shutdown since September 24. At the same time, they have once again promoted the price increase of cement by about 30 yuan/ton. The specific situation is to be tracked. It is expected that affected by this, the relationship between supply and demand of cement in Shandong Province will be slightly improved, coupled with the arrival of the traditional market peak season, which is expected to play a supporting role in stabilizing the price of cement in Shandong Province in the later period.
<; Today's Focus >;
1. Investment in fixed assets continued to grow and demand for cement was supported
, according to the data released by the National Bureau of Statistics recently, in the first eight months of this year, the national investment in fixed assets (excluding farmers) was 3270.42 billion yuan, an increase of 3.2% over the same period last year, and the growth rate dropped by 0.2 percentage points from January to July. Among them, manufacturing investment increased by 5.9% year-on-year, 2.7 percentage points higher than total fixed asset investment.
2. Huludao Daying Cement 5500t/d Cement Clinker Production Line Project Latest Progress
On October 5, the construction of the 5500t/d Cement Clinker Production Line Project of Huludao Daying Cement Sales Co., Ltd., located in Yangjiazhangzi Economic Development Zone, Huludao City, Liaoning Province, was in full swing. Nearly 200 construction workers have changed "holidays" into "construction period" to ensure the progress of the construction period in a "full" state without stopping work and constantly filing. It is understood that the total investment of the project is 700 million yuan, which can produce 1.6 million tons to 2 million tons of cement clinker annually, with an annual output value of nearly 2 billion yuan. The project can "turn waste into treasure", comprehensively utilize industrial solid wastes such as saponification slag, and achieve win-win economic and social benefits.
3. Changjiang Conch was fined 209000 yuan
for excessive discharge of pollutants. In September this year, Hainan Changjiang Conch Cement Co., Ltd. The Comprehensive Administrative Law Enforcement Bureau of Changjiang Li Autonomous County imposed a fine of 209000 yuan on Hainan Changjiang Conch Cement Co., Ltd. according to law.
According to the Ministry of Transport, the fixed investment of highway and waterway transportation in China from January to August this year was 2.02 trillion yuan, an increase of 8.0% over the same period last year; The investment in highway construction was 1.89 trillion yuan, up 6.9% year on year; the investment in water transport construction was 126.184 billion yuan, up 26.5% year on year. Infrastructure investment is the key factor to stimulate cement demand, and the steady growth of fixed assets investment in highway and waterway transportation is conducive to the support of cement demand.