According to China Cement Network Market Data Center, cement prices in Baoshan and Dehong areas of Yunnan fell sharply in the early stage, and some enterprises operated at a loss. Recently, leading enterprises in the two areas notified an increase in cement prices by 20-50 yuan/ton. At present, the market demand and sales are still weak, there are basically no new orders after the price increase, and the actual implementation remains to be observed.
"Demand is so bad that there is almost no demand for real estate. This year, the production and sales of our enterprises have fallen by nearly half!" A cement company in Yunnan said that even in the "golden nine", the overall market demand in Yunnan has not improved, and the high inventory of enterprises is under pressure; at present, there is no sign of any market warming up, and the "golden nine silver ten" can be said to be completely lost. Statistics from
Yunnan Provincial Bureau of Statistics show that in the first half of 2023, the investment in real estate development in Yunnan Province decreased by 33%; from January to August, the investment in fixed assets (excluding farmers) in Yunnan Province decreased by 7.2% compared with the same period last year. After deducting the investment in real estate development and transportation, the investment in other industries increased by 3.2%. The decline in investment in real estate development in Yunnan this year is evident.
According to the data tracked by China Cement Network, since April this year, the price of cement in Yunnan Province has basically shown a continuous downward trend. Although it rose slightly in early September, it soon fell back to the level before the rise. A person in charge of another cement enterprise
in Yunnan said that the price rise in early September was mainly due to the low price of cement and the great cost pressure. However, under the condition of poor market demand, the wishful price increase is obviously difficult to maintain.
A few days ago, the National Bureau of Statistics released data showing that in late September, coal prices across the country continued to rise. Coal is the main fuel in the process of cement production, and its cost accounts for 50% ~ 55% of the cost of cement clinker. At present, the continuous rise of coal price may lead to the rise of cement price. In
this regard, the person in charge of the above-mentioned enterprises said that in the case of excessive overcapacity and a sharp decline in demand, it is difficult to drive the price of cement in Yunnan just because of the rise in coal prices. "In the case of market downturn, the major enterprises in the region have a strong'main battle 'mood, and the resistance to the rise of cement prices is great."
浙公网安备33010802003254号