Recently, Xinjiang Building Materials Industry Association pointed out in the analysis of the current situation of cement in Xinjiang that due to the improvement of real estate investment, the drive of major infrastructure projects and the balanced supply-demand relationship in the province, it is expected that the demand for cement will increase steadily in 2023, the price is expected to recover, and the level of industry efficiency will be improved compared with 2022.
In fact, due to the unique location of Xinjiang, the flow of cement in the region is limited, and the difficulty of external cement inflow is also increased. In addition, the implementation of local peak staggering is better. In recent years, the price of cement in Xinjiang is basically higher than that in many parts of the country.
Especially this year, the national cement demand is under great downward pressure, and the cement price has fallen sharply, so the cement price in Xinjiang can still remain relatively stable.
"This year, the implementation of peak staggering in the industry is good, and the market is relatively stable. At present, the price of cement on our side is 480 yuan/ton." A person in charge of a cement enterprise in Yili said. Compared
with the northern Xinjiang cement market, the southern Xinjiang cement market is slightly weaker. According to a person from a cement enterprise in Aksu, the demand for cement in Aksu fell by 13% year on year, but due to lower costs and higher prices than last year, the overall efficiency of the enterprise is expected to be basically the same as last year. Will the relatively stable pattern of
Xinjiang cement market be broken? Some insiders said that the continuous launch of cement clinker projects in Central Asia may add instability to the cement market in Xinjiang. There are five countries in
Central Asia. In recent years, many domestic cement enterprises have laid out clinker production lines in Central Asia. At present, production lines have been built in Kazakhstan, Tajikistan, Uzbekistan and Kyrgyzstan.
Taking Huaxin Cement as an example, by the end of 2022, Huaxin Cement has built cement clinker projects in Tajikistan, Uzbekistan, Kyrgyzstan and other places, with annual production capacity of 1.86 million tons, 1.24 million tons and 775,000 tons respectively.
At the same time, with the vigorous promotion of "the Belt and Road", railway transportation in China, Kazakhstan, Uzbekistan and other places has become increasingly convenient. If the production capacity of clinker in Central Asia is excessive and the price of cement in Xinjiang rises to a profitable level, it is possible to "bite back" the cement market in Xinjiang.
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