Cement prices in Guizhou, Yunnan and eastern Inner Mongolia rose; decreased by 67.56 million tons! From January to September, the cement output continued to decline compared with the whole caliber; th

< Market Overview & gt;

1. Notice of cement price increase in central Guizhou (click the title to view the full text)

14-17 Leading enterprises in Guiyang , Bijie, Qiannan, Qiandongnan and other regions in central Guizhou notified an increase of cement price by 30 yuan/ton, and the implementation remains to be observed.

2. Some leading enterprises in Kunming, Pu'er Tea, Xishuangbanna and other regions have notified an increase of 30 yuan/ton in cement prices since 16-

17 days. At present, the market demand and sales volume is general, most enterprises are still at a high level, and the implementation of this increase remains to be observed.

3. Driven by the price of cement in Northeast China, the price of cement in Eastern Mongolia rose

a few days ago, some major manufacturers in Heilongjiang and Jilin notified an increase of 50-70 yuan/ton in the price of cement and clinker. Some major manufacturers in some areas of Liaoning have notified that the price of cement has been raised by 30-50 yuan/ton. According to market feedback, driven by the price of cement in Heiji area, the price of cement in Hulunbeir area also rose slightly. Generally speaking, although cement prices in many areas of Northeast China and Eastern Mongolia have pushed up cement prices, the overall market demand is still not optimistic.

< Today's Focus >

1. Decreased by 67.56 million tons! From January to September, the full-caliber comparison of cement production continued to decline

. On October 18, the National Bureau of Statistics released economic data for September 2023. Among them, the national cement output in September this year was 188.87 million tons, with a year-on-year decrease of 7.2%; the national cement output from January to September was 1495.21 million tons, and the cement output from January to September last year was 1562.77 million tons, with a year-on-year decrease of 0.7%, with a total decrease of 67.56 million tons, with a year-on-year decrease of 4.32%.

2. The production line is getting bigger and bigger.. The state-owned enterprise sells 540 million cement plants and has a 5000 t/d clinker line

. The 5000t/d clinker new dry process comprehensive utilization waste residue cement plant of China Machinery Industry Construction Group Co., Ltd. is currently in the process of judicial sale, with a 54219 of RMB 4,169 yuan. The project is currently being enforced, and China Machinery Construction has the priority of compensation.

3. In the first nine months, the total caliber of fixed investment was -11% year-on-year! Cement demand continues to be under pressure

. According to the data released by the National Bureau of Statistics, in the first three quarters of 2022, China's fixed asset investment (excluding farmers) was 42141.2 billion yuan, while this year's figure was 37503.5 billion yuan, a decrease of about 11% compared with the same period last year. Moreover, in the past five years, the overall investment in fixed assets in China has shown a downward trend.

4. [Research] The latest research summary of cement enterprises (10.17)

Fujian cement enterprises plan to stagger the peak for 12 days in October, stop production for 10 days in November, and not yet decide in December, which has certain support for the price of cement in the four seasons, but due to the weak demand side is the consensus of the market. The price increase may not be large.

Recently, the price of cement in the Pearl River Delta region has been raised by 10 yuan/ton, and the implementation effect is good. There is still room for price increase, but the range is not large. On the one hand, the problem of funds always exists. Although there are many projects, the lack of money affects the progress of many major projects. On the other hand, the impact of external low-price cement will be more obvious after the price rises.

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