Recently, Guangxi has given logistics subsidies and reduced the cost of passing the lock to Guangxi cement enterprises that sell cement clinker to the market outside the region through Changzhou Lock and Beibu Gulf Port. Each enterprise enjoys a maximum subsidy of 1 million yuan per month. How much impact will this have on the cement market in Guangdong? In this regard, China Cement Network has exchanged with cement enterprises and associations in Guangdong and Guangxi.
In the exchange with many professionals, we learned that this action has limited impact on the cement market in Guangdong and Guangxi. There are two main reasons:
First, the subsidy is a drop in the bucket, and it is difficult to drive the enthusiasm of Guangxi cement enterprises. A person in the industry in Guangxi said that the cost of various ports, wharfs and railways in Guangxi is much higher than that in other places. The policy of Guangxi to provide freight subsidies for cement enterprises in Guangxi is not high, and it basically has no impact.
It is understood that at present, the cost of water transport + transfer from Guangxi (starting from Nanning as an example) to Guangdong is about 40 yuan/ton, while the cost of logistics subsidy for this ton of cement is only 5 yuan/ton. Moreover, the full reduction and exemption of the sluice fee is a lower part of the water transport fee, and the current charge standard is 0.6 yuan per ton per time.
"Moreover, the current cement market price difference between Guangdong and Guangxi is not very big, and the subsidy of 5 yuan per ton is difficult to stimulate the enthusiasm of Guangxi cement enterprises to export." A cement enterprise in Guangxi said.
On the other hand, the current cement market in Guangdong is not very optimistic, the competition among local enterprises is fierce, and it is more difficult for Guangxi cement to enter Guangdong. "This freight subsidy is aimed at the incremental part of cement products. At present, the demand for cement in Guangdong has declined considerably. It is rare for the volume of cement export to remain stable. It is even more difficult to seize new market share and increase sales." A cement enterprise in Guangxi said frankly that the enterprise has not increased so far.
It is understood that the demand for cement in Guangdong's real estate industry exceeds 50 million tons, accounting for more than 40% of the total demand for cement in Guangdong. In recent years, the development trend of the real estate industry has declined and the market demand has shrunk, which has a great impact on the cement market in Guangdong.
It is worth noting that the market competition in Guangdong is fierce this year. Recently , local giants such as Conch Cement and China Resources Cement have been fighting a price war, and the market is in a downturn. Therefore, the author believes that it is not easy for Guangxi cement enterprises to get a share from Guangdong cement enterprises when the demand for cement is declining.
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