Jilin: Cement Demand "Fate" Infrastructure Investment, Market Does Not Move, Enterprises Call It Difficult

2023-02-28 15:51:36

Real estate is no longer able to contribute to cement demand, and now the main source of cement demand in Jilin is infrastructure, but infrastructure projects are basically shut down due to cold weather, which also makes cement demand "cold".

Recently, a number of cement enterprises in Jilin Province said in their exchanges with China Cement Network that the current Jilin market has not yet started. Because of the cold weather, not suitable for construction, the project is in a state of shutdown, and there is almost no demand in Jilin cement market recently . A person in charge of a cement enterprise

in Jilin said that due to the severe cold weather, the current cement enterprises in Jilin are basically in a state of shutdown. "It is expected that the market may start after mid-March." In terms of

price, the sales staff of a cement enterprise in Jilin reported that the current cement price has dropped by about 100 yuan/ton compared with the same period last year. As the demand and sales have not improved, the price of Jilin cement has basically remained at the low level of last year.

"It is now difficult even to maintain last year's low prices." The sales staff of the above cement enterprises expressed bitterly. The

cement market in Jilin is depressed. Local enterprises believe that the serious shortage of demand is an important reason for the current situation.

According to statistics, in the whole year of 2022, the investment in real estate development of commercial residential buildings in Jilin Province is 101.48 billion yuan, with a year-on-year decrease of 34.1%; the new construction area is 8.695 million square meters, with a year-on-year decrease of 72.10%; the completed area of commercial residential buildings is 5.1697 million square meters, with a year-on-year decrease of 18.60%. The person in charge of several

Jilin cement enterprises said that real estate has not been able to contribute to the demand for cement, and now the main source of demand for cement in Jilin is infrastructure, but infrastructure projects are basically shut down due to the cold weather, which also makes the demand for cement "cold".

All cement enterprises believe that infrastructure investment is related to the "lifeblood" of cement demand, but Jilin's cement enterprises have different views on the future development of the market.

Some cement enterprises are not optimistic about the future market.

"Although there are new infrastructure projects planned this year, the funds are not yet in place, and I am afraid it will be difficult to generate new demand." In recent years, the epidemic has had a great impact on the local economy, and the newly planned infrastructure projects are likely to fail to start because of financial problems. Some enterprises believe that this year's cement demand may also depend on the support of unfinished projects last year.

More enterprises are optimistic about the future cement market. A person in charge of a

cement enterprise said that the biggest improvement in 2023 compared with last year was that there was no impact of the epidemic. Without the unstable factor of the epidemic, production will proceed smoothly, the project will not be shut down unexpectedly, and logistics and transportation will be smooth.

"After the release of the epidemic, infrastructure investment will certainly increase, and some projects will be launched," another cement company told China Cement Network. "This year's work will focus on stabilizing the economy. After the two sessions, the infrastructure side will work hard, and the demand for cement will certainly pick up."

In addition, on March 15-16, China Cement Network will hold the "2023 China Cement Industry Summit" in Hangzhou, when the national cement and related industry colleagues will gather together to discuss the future trend of the cement market, please pay attention.

For more information about the conference, please call the 18958090092

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Real estate is no longer able to contribute to cement demand, and now the main source of cement demand in Jilin is infrastructure, but infrastructure projects are basically shut down due to cold weather, which also makes cement demand "cold".

2023-02-28 15:51:36

The title is "Cement and Clinker Inventory Statistics". The statistics include the data of storage location (%), year-on-year storage location (percentage point) and month-on-month storage location (percentage point) of clinker and cement in different regions of the country on July 25. In terms of clinker, the data of different regions are different. The change value of year-on-year storage location in East China is considerable, and the change value of month-on-month storage location in Northeast China is relatively obvious. In terms of cement, the change value of year-on-year storage location in Southwest China is more prominent, and the change value of month-on-month storage location in Central and South China is relatively small.