Recently, the news of cement price rise has come from all over the country. The price of clinker along the Yangtze River in Anhui has begun the third wave of price rise. Has the price of cement risen there ? According to
our rough statistics, cement prices in more than 60 cities across the country have risen to varying degrees after the Spring Festival. The first week after the
the Spring Festival: Guangxi took the lead in raising the price by 10-20 yuan/ton; the second week: Guangdong, Jiangsu, Hunan, Yunnan, Shaanxi and other places followed closely, up by 20-30 yuan/ton; In the third week, there were more markets with price increases, such as Shanghai, Zhejiang, Chongqing, Sichuan, Guizhou and Jiangxi, with an average price increase of about 20-30 yuan per ton. Although there are more than 60 cities with price increases, we will find that this price increase is mainly in the southern market. Not to mention the rise in the northern market, cement prices in some cities in Hebei are still falling.
Why is this happening? After the Spring Festival
in previous years, the downstream market started, the demand for cement increased, and the price of cement will rise. But this year's wave of price increases, demand-driven role is not big, more manufacturers are pushing up. Unlike the high-opening and low-going cement market in 2022, cement prices in most regions of the country are at a low level at the beginning of this year. In addition, the price of raw materials such as coal and ore remains high, the cost pressure of cement enterprises is huge, the profit margin is compressed, and the willingness of manufacturers to raise prices is relatively strong.
We all know that the price of cement is determined by the relationship between supply and demand in the market, and the cement market still depends on the downstream demand. Recently, with the successive closing of the two sessions, we have counted that 14 provinces have announced investment plans for key projects in 2023, totaling 14235 projects, with a total investment of 35.29 trillion yuan. With the acceleration of investment in major projects, the demand for cement is good, which is good news for the cement industry. However, when will the demand increase drive the market up in an all-round way? What new features will emerge in the market this year? Where is the future development direction of post-epidemic era cement industry?
On March 15-16, China Cement Network will hold the "2023 China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou, Zhejiang. The national cement and related industry colleagues will gather together to discuss the macroeconomic trend and the development direction of the cement industry. Don't miss it.
浙公网安备33010802003254号