China Cement Network, the shutdown time of clinker line enterprises in Henan was extended to the end of October 15. Driven by this, on October 9, some major manufacturers in the province again tried to push up the price of cement by 30 yuan/ton.
According to the feedback from the market, in the middle and last ten days of September, the cumulative notification in Henan raised the cement price by about 60 yuan/ton, and the actual mainstream implementation was only about 20-30 yuan/ton. At the same time, after the National Day holiday, the terminal market demand is still biased, the shipment volume of enterprises is not ideal, and whether the current round of price increases can be implemented remains to be seen.
According to the previous news of China Cement Network, on September 26, some clinker line enterprises in Henan began to stop kilns for 15 days. The price of Henan cement was pushed up twice on September 19 and September 28, with a cumulative increase of 80-90 yuan/ton. However, due to insufficient demand, the implementation was not ideal, and the price gradually fell after the rise.
It is understood that since mid-September, Anhui, Jiangsu, Zhejiang, Liaoning, Hunan and other regions have intensively raised cement prices, ranging from 15 yuan to 50 yuan per ton.
On September 28, the main brand enterprises in Hunan market raised the price of cement of various specifications by 20-30 yuan/ton. Sales staff of a cement enterprise in the region told reporters, "This is the second round of price increase in Hunan region, which has been raised on September 20.".
According to the source, Hunan has implemented a new peak-staggering production plan since September, with an average of 10-15 days of peak-staggering production per month, and inventory pressure has begun to ease. Two rounds of cumulative increase of 40 yuan to 50 yuan per ton, some enterprises with low inventory have appeared queuing scenes.
Price sentiment has spread to many regions, among which cement prices in North China have risen sharply. Sales staff of a cement enterprise in the region told reporters that before the festival, cement enterprises in Tangshan announced a 50 yuan/ton increase in clinker prices, cement prices also rose by the same margin, followed up by the Beijing-Tianjin region. "At present, the shipment of enterprises in Beijing is 67%, and some of them reach 80%.".
Generally speaking, there is a strong atmosphere of price increase in the market. As for the reasons for the price rise, many people in the cement industry said that due to the rising prices of raw materials such as coal, the cost of cement production has increased, while the price of cement has dropped to a lower level, and cement enterprises have a strong willingness to promote the price rise. In addition, the demand side is still weak, but the ring ratio shows a slow upward trend, coupled with the implementation of off-peak production in many places, the contradiction between supply and demand has been alleviated.
On October 8, the National Bureau of Statistics released the market price changes of important means of production in late September, and monitored that the price of coal products in China generally rose sharply compared with mid-September. For example, the current price of coking coal is 2216.7 yuan/ton, up 9.0% from the previous period, the price of Shanxi mixed coal, Shanxi mixed coal and Datong mixed coal all rose by more than 8%, the price of ordinary mixed coal rose by 7.1%, coke rose by 6.0%, and anthracite rose by 5.4%. Li Kunming, a cement analyst at the
Cement Big Data Research Institute, said that coal should have been used in the off-season in September, but coal prices were characterized by "strong off-season". On the one hand, the supply of coal production areas is tight in stages, on the other hand, the international crude oil price continues to rise, which drives the profit restoration of domestic chemical products and the purchase of chemical coal to increase. According to the feedback from some enterprises, even if the current cement price is raised by 20 yuan/ton, it is difficult to offset the pressure of cost increase brought by the rising coal price. The main driving force of this round of cement price rise is the rising coal price.
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