Last Friday, the National Cement Price Index (CEMPI) closed at 107.3 points, up 1.05% annually. Year-on-year decline of 30.
Regionally, large areas were mixed on Saturday. The cost in East China increased, and the cement price went up by 1.76%; the price in Central and South China increased strongly, and the cement price went up by 1.43%; the raw material in Southwest China increased, and the cement price went up by 1.21%; the supply in North China decreased, and the price went up by 0.07% compared with last week; Demand in Northwest China is weak.
Table 1: Changes
in cement price indices in six regions Source: Cement Big Data (https://data.ccement.com/)
East China
Zhejiang: The weather is fine, the shipment volume of enterprises is higher than that of the previous period, and the price of raw materials is increased." With the increase of production costs, Jinhua, Quzhou and Lishui tried again to raise the price of all kinds of cement by 20 yuan/ton on the 15th.
Anhui: Since October, the market demand in Anhui is still not up to the level of the same period in previous years, and the shipment volume of enterprises is not high. The transaction prices in Fuyang, Bengbu, Chuzhou, Huainan and other places in the north have successively dropped by about 20 yuan/ton.
Fujian: The weather is mostly fine, the shipment volume of manufacturers has improved compared with the previous period, coupled with less inventory pressure, 18-20 days again try to push up the price of all kinds of cement 20 yuan/ton , whether this round of price can be implemented remains to be seen.
Jiangxi: The market demand has recovered, and the shipment volume of enterprises has rebounded slightly. On the 15th, the leading enterprises again notified to raise the cement price by 20 yuan/ton . The implementation remains to be observed.
Shandong: Some construction sites have experienced short-term rush work, and the market demand has improved slightly compared with the previous period. On the 14th, major manufacturers once again tried to push up the cement price by 20-30 yuan/ton , and the implementation remains to be seen.
Central-South
Hubei: The price of raw materials rises, and the production cost of enterprises increases." Since the 18th, Shiyan area in Hubei has again notified an increase in cement prices by 30 yuan/ton , and whether this round of prices can be implemented remains to be seen.
Guangdong: Driven by the price increase in Guangxi, enterprises in Guangdong have a strong willingness to raise prices. From 14-15, the price of bulk cement in the Pearl River Delta and parts of western Guangdong will be raised by 10 yuan/ton.
Guangxi: The market demand and sales volume are weak, and the enterprise inventory is under high pressure. Henan: Since October, the market demand performance in Henan is still unsatisfactory, and the shipment volume of enterprises is only 3-4%." Early push up 30 yuan/ton after more than 20 yuan/ton drop, 19 leading enterprises again try to notify the price of high standard cement 30 yuan/ton , the specific implementation to wait and see.
Southwest
Chongqing : In the middle of the year, the main city of Chongqing and the western region of Chongqing will be notified to increase water diversion After the price of mud is 50 yuan/ton , the enthusiasm of downstream customers to pick up goods is not high, and the implementation of the continuous increase remains to be observed.
Yunnan: Driven by the off-peak and shutdown of kilns and the rising prices in the surrounding markets, enterprises in Yunnan have strong willingness to raise prices. From 16-17, leading enterprises in Kunming, Pu'er Tea, Xishuangbanna and other regions have notified to raise the cement price by 30 yuan/ton , and the implementation of the increase remains to be observed.
Guizhou: The price of raw materials has risen recently, and the cost of cement production has risen. From 14 to 19, the price of cement in Guiyang, Bijie, Qiannan, Qiandongnan, Zunyi and other places in Guizhou has been raised by 30 yuan/ton , and the implementation remains to be observed.
North China
Shanxi: Taiyuan, Jinzhong, Changzhi and other places continue to notify the increase of cement price by 30 yuan/ton , and Changzhi area implements 20-30 yuan/ton.
Inner Mongolia: Cement prices were temporarily stable during the week.
Northwest China
Gansu, Ningxia: The weather has improved, the demand has increased slightly compared with the previous period, but the overall performance is still general, and there is no significant change in the price of cement.
Qinghai, Xinjiang: Local markets are affected by rain and snow, shipments have declined, cement prices are stable.
Northeast
Liaozhong: The price of cement is raised by 30-50 yuan/ton , and the overall market demand is weak at present." Some market prices have increased, but the range has narrowed slightly, with an increase of 10-20 yuan/ton.
Market outlook forecast: weak recovery of terminal demand, high coal price and increasing cost pressure of enterprises. It is expected that cement price will continue to rise slightly this week.