Recently, Guangxi issued the Notice on Organizing and Declaring Policy Support Funds for Industrial Speed-up and Efficiency Enhancement Action, which stated that Guangxi cement enterprises that sell cement clinker to the market outside the region through Changzhou Lock and Beibu Gulf Port will be given logistics subsidies and reduced or exempted from the cost of passing the lock, and each enterprise will enjoy a maximum monthly subsidy of 1 million yuan. (For details, please click on the document issued by Guangxi to support the development of cement products outside the region). This behavior will undoubtedly have a great impact on the cement market in Guangdong.
At present, the contradiction between supply and demand in Guangxi cement market is obviously aggravated, and the local cement situation is even less optimistic. According to the survey of China Cement Network, the demand for cement in Guangxi declined significantly in the first half of the year, with an overall decline of 2-3%, and the annual demand is expected to be less than 70 million tons. At the same time, the supply side of cement in Guangxi continues to increase. According to the data of China Cement Network, the total production capacity of cement clinker in Guangxi has reached 103 million tons.
Faced with the increasingly prominent contradiction between supply and demand, the cement market in Guangxi is not optimistic, especially in the case of poor overall implementation of peak staggering, the market is declining rapidly. According to the data monitored by China Cement Network, the price of cement in Guangxi has been declining since the end of May.
In such a severe situation, Guangdong, as a neighboring province of Guangxi, can hardly avoid the impact of cement from Guangxi. Especially in recent years, with the acceleration of the construction of a new pattern of all-round opening up of "South, North, East and West", the navigation capacity of the Xijiang River has been continuously improved, and the cement and other building materials in Guangxi have been continuously transported to the Dawan District of Guangdong, Hong Kong and Macao.
This time, Guangxi's strong support for cement products to open up markets outside the region may enable some cement enterprises to increase their efforts to deliver cement products to the Guangdong cement market. Although this is good for Guangxi cement enterprises, it can be said that it will increase the pressure on the Guangdong cement market, which is not very optimistic at present.
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