"In 2022, the profits of our cement enterprises fell by half compared with 2021." A cement company
in Zhaotong said that the main reason was the high price of coal, which led to a substantial increase in cement costs. It is reported that the company's coal price to the factory has reached 1680 yuan/ton.
The above situation is just a microcosm of most cement enterprises in Yunnan.
Recently, Zheng Qinghong, president of Yunnan Cement Association, said at the 2022 annual general meeting of Yunnan Cement Association that in 2022, due to the drag of real estate and epidemic, the total production of cement in Yunnan Province was 96.7874 million tons, down 15.37% from the same period last year.
On the contrary, the price of raw materials, especially coal, rose from the beginning of the year to the end of the year, resulting in a sharp rise in the cost of cement production.
Under the influence of falling cement volume and price and high cost, the operating efficiency of the cement industry in the whole province declined seriously in 2022. Declining
demand & nbsp; High cost & nbsp; In 2022, the loss of cement enterprises in Yunnan reached 80%
. Due to the impact of the epidemic and the downward trend of real estate, which drives the demand for cement, the output of cement in Yunnan has declined by double digits in the past two years.
"According to the actual sales of cement, the output of cement in Yunnan Province in 2022 is only about 75 million tons, which is 20 million tons less than data released by the National Bureau of Statistics." An industry source in Yunnan revealed. Statistics from
the National Bureau of Statistics show that in 2022, the investment in real estate in Yunnan Province was 315.202 billion yuan, a decrease of 26.87% compared with the same period last year. Among them, residential investment was 237 billion 140 million yuan, a decrease of 25.31% over the same period last year. An industry insider who has
observed the development of Yunnan cement industry for a long time said that the average price of Yunnan cement in 2022 was similar to that in 2021, but due to the high cost and the serious decline in sales, the loss of cement enterprises reached 80%.
"Cement prices fell sharply in the third quarter of 2022, rising by 100 yuan per ton in the fourth quarter, but soon fell.". The overall price level is not as good as 2021. According to the feedback from a cement enterprise in Yuxi, our enterprise will be in a loss state in 2022.
According to the price trend of Yunnan cement monitored by China Cement Network, the price of cement increased considerably in the fourth quarter, which was mainly due to the limitation of cement production and the shortage of cement supply.
"However, due to the poor demand and the short time of power rationing, the implementation of the price increase is not very optimistic, and it has not played a big role in stimulating the benefits of the whole industry." A person in charge of a cement enterprise in Yunnan disclosed. How will the
Yunnan market go in 2023?
In 2022, the cement industry in Yunnan encountered unprecedented difficulties and challenges, and the output and profit of cement declined.
Now that the new Bureau has been opened in 2023, how will the market in Yunnan go in 2023?
"At present, the price of cement has been declining, which is mainly caused by the fact that the concrete mixing station has not yet started, the poor repayment and the poor downstream demand." A cement company in Yunnan said.
Talking about the trend of cement demand throughout the year, he believes that the demand for cement in Yunnan in the first half of the year is not clear, but it will improve in the second half of the year.
"It is expected that the demand for cement in Yunnan will fall by 30% in the first quarter of 2023 compared with the same period last year, and will improve in the second quarter, but the demand for cement in the first half of the year will not be as good as that in the first half of 2022." The head of a large cement enterprise in Yunnan said frankly that the market in the second half of the year should be stronger than that in the second half of 2022.
It is reported that in 2022, Yunnan requires cement enterprises to stop kilns for 100 days, but due to poor demand, many cement enterprises take the initiative to stop kilns far more than peak production requirements.
According to statistics, the average daily shutdown time of clinker production lines in Yunnan in 2022 is 195 days, more than half of the clinker production lines in the province are shut down for more than 200 days, and cement clinker production lines in three States are shut down for 240 days.
Recently, the Yunnan Department of Industry and Information Technology and the Yunnan Department of Ecology and Environment jointly issued the Notice on Further Improving the Normalized Peak-Staggering Production of Cement, which will focus on peak-staggering production management in areas with relatively prominent structural contradictions.
In Zhaotong City, Xishuangbanna Prefecture and Diqing Prefecture, the average annual peak-shifting production days of each clinker production line is 100 days; the average annual peak-shifting production days of each clinker production line in Nujiang Prefecture is 130 days; and the average annual peak-shifting production days of each clinker production line in other regions is 150 days. Can serious imbalance between supply and demand of cement in Yunnan be alleviated by
increasing the intensity of peak staggering? China Cement Network will continue to track the follow-up market dynamics.
Attention: China Cement Network will hold "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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