that the demand for cement has entered a downward cycle and the price of cement in the whole country is "falling endlessly", the situation in Hainan Province is unique.
According to the data tracked by China Cement Network, after 2023, although the price of cement in Hainan Province continued to decline, it began to rise after June. At present, the price of cement in Hainan is already the best in all provinces in the country.
"Like the whole country, the cement industry in Hainan is also in the doldrums this year , with the production and sales of our enterprises falling by about 40% year on year." The production manager of a large local clinker base in Hainan said.
However, from the feedback of a large cement grinding station, the situation is still stable. "In the first nine months of this year, cement production and sales fell by 3% year-on-year, basically the same as last year." The person in charge of the large cement grinding station pointed out that the real estate situation in Hainan is not good, and the enterprises are now mainly facing key projects, although the volume and price are not as good as last year, but the overall situation is stable. A person in charge of another cement enterprise
in Hainan pointed out that the market demand is declining, and the demand for cement in Hainan is expected to decline by about 10% this year.
Although the decline is different, the downward demand is already the consensus of Hainan cement enterprises. In this case, the main reasons why the price of cement in Hainan is relatively "strong" are as follows: First, Hainan Province is surrounded by the sea, which makes the market between Hainan and other provinces relatively closed, increases the difficulty of external cement inflow, and is conducive to the maintenance of the price situation; Second, the degree of overcapacity in Hainan Province is still good, and the number of cement enterprises in the region is small, the concentration is high, and the market environment is relatively stable.
However, as the cement market in most parts of the country continues to be depressed, the calm in Hainan is also being broken. "Large enterprises in Guangdong and Guangxi have transported cement to Hainan by sea, and the number is expected to increase in the future." The person in charge of the large cement grinding station expressed some concern. The person in charge of a large
local clinker production base is more pessimistic. "Enterprises in the island are under great pressure, and the downward demand is a fact. Now cement enterprises in Guangdong and Guangxi have focused on Hainan, and the import of cement outside the island has a great impact on the cement market in the island."
It is reported that due to the price war in Guangdong, the price of cement in Guangdong and Guangxi markets is low. The ex-factory price of cement in the Pearl River Delta is 230-240 yuan/ton, and the ex-factory price in Nanning, Guangxi is about 200 yuan/ton, but the price of cement in Hainan is higher, and the ex-factory price of cement in Haikou is about 360 yuan/ton. Even with the cost of shipping, there is still a big price difference between Guangdong and Hainan.
According to the actual survey, the objective factors of convenient shipping channels and strong cement prices in Hainan Province have attracted the continuous inflow of cement from the surrounding areas. With the impact of foreign cement, how long the price of Hainan can be "strong" remains to be concerned.
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