< Market Overview & gt;
1. Cement prices in Northeast China continue to rise (click on the title to view the full text).
Since the 11th, some major manufacturers in Heilongjiang and Jilin have again notified an increase in cement and clinker prices of about 50-70 yuan/ton, and the specific implementation remains to be seen. In addition, since the 11th, some major manufacturers in some parts of Liaoning have also begun to notify the increase of cement prices by 30-50 yuan/ton, while the rest of the market is waiting to follow up.
2. Notice of cement price increase
in Guanzhong area of Shaanxi Province Some major enterprises in Guanzhong area, such as Xi'an, Xianyang and Tongchuan, have been notified to raise the cement price by 20 yuan/ton since the 10th day. At present, some enterprises have issued the notice of increase, and the specific implementation remains to be observed.
3. The off-peak time was extended, and the price of Henan cement increased by 80-90 yuan/ton
. The shutdown time of clinker line enterprises in Henan area 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 deviated, the shipment volume of enterprises is not ideal, and whether the current round of price increases can be implemented remains to be seen.
< Today's Focus >
Recently, Guangxi cement enterprises selling cement clinker to the market outside the region by water transport through Changzhou Lock and Beibu Gulf Port have been given logistics subsidies and reduced or exempted from the cost of passing the lock, with each enterprise enjoying up to 1 million yuan of water transport subsidies 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.
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.
for cement prices to rise continuously? Generally speaking, there is a strong atmosphere of rising prices 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.
in senior management of Tianshan Cement As recommended by the shareholders and nominated by the nomination committee of the eighth session of the Board, it was agreed to elect Mr. Wang Bing and Mr. Yin Zhisong as candidates for non-independent directors of the eighth session of the Board of the Company, with their terms of office commencing from the date of consideration and approval at the general meeting and ending on the expiry date of the term of the eighth session of the Board. At the same time, the board of directors of Tianshan Cement considered and approved the Proposal on the Adjustment of the Members of the Special Committees of the Eighth Session of the Board of Directors, and agreed to adjust Mr. Zhao Xinjun as a member of the Strategic Committee of the Eighth Session of the Board of Directors of the Company, with his term of office commencing from the date of consideration and approval by the board of directors and ending on the expiry date of the term of the eighth session of the board of directors.
4. Cement prices have fallen by more than 50%, and a new era has begun
. The National Cement Price Index (CEMPI) of China Cement Network shows that the current index has fallen 105 points, or 49.42%, from its high in 2021. Cement prices have reached the lowest point in five years, and for the changes in the market situation, the feelings of the relevant industry are undoubtedly the most obvious.
Xia Hailiang pointed out that when the market enters a downward period, the practitioners who make up the number will be gradually eliminated. Only those enterprises that really think for users and do not improve their service level can become the last survivors in this "big wave". At the same time, due to the downward trend of the real estate industry, the difficulty of downstream repayment is increasing, the receivables of enterprises are increasing, and the financing ability has become the key to the competitiveness of enterprises.
浙公网安备33010802003254号