Recently, affected by the recovery of demand, the prices of cement and clinker in 15 provinces in China have been raised. Specifically, the upward adjustment provinces are mainly concentrated in East China, Central South and Southwest China, among which the Yangtze River Delta has fully opened the second round of upward adjustment, and the Guangdong and Guangxi markets have also ushered in the third round of upward adjustment. After
East China
entered March, the market demand in many places in East China recovered well, and the shipment volume of enterprises could reach about 7-8%. At the same time, the price of clinker along the Yangtze River increased by 20 yuan/ton in the fourth round. Jiangsu: Since March, the market demand in Jiangsu is still rising, and the shipment volume of enterprises can reach about 6-8%. In addition, driven by the fourth round of 20 yuan/ton increase in clinker prices, enterprises have strong willingness to adjust prices.". Since March 3, some enterprises in Jiangsu, Suzhou, Wuxi, Changzhou and other places have taken the lead in notifying the increase of cement price by about 30 yuan/ton, and the rest of the industry is expected to follow up a few days later. On the whole, cement prices in Jiangsu will usher in the second round of general rise in recent days.
Zhejiang: On February 16, major manufacturers in Zhejiang notified the whole province to raise the cement price by 30 yuan/ton. At present, the overall implementation is good, and there may be signs of implementation of 20 yuan/ton in some regions. After entering March, the market demand has further rebounded, and the shipment volume of enterprises can reach about 7-8%, coupled with the rising price of clinker. Some major manufacturers in the province plan to raise the price of high-standard cement by 30 yuan/ton and low-standard cement by 20 yuan/ton from March 3 to 4, and the implementation remains to be observed.
Anhui: Recently, the weather in Anhui is mainly fine, most of the construction sites and mixing stations have basically resumed production, the market demand has recovered well, and the price of clinker and peripheral markets has increased. In order to improve profitability, some major manufacturers in Fuyang, Bengbu, Huainan and other places in northern Anhui have again notified to raise the price of high-standard cement by about 20 yuan/ton since March 2, while other varieties are running steadily for the time being. On the whole, at present, the shipment volume of enterprises in many places can reach about 6-8%. In addition, driven by the fourth round of 20 yuan/ton increase in the price of clinker along the Yangtze River from the 3rd day, the rest of the provincial market may continue to raise the price of cement in recent days.
Fujian: The recent recovery of market demand in Fujian is still acceptable, and the shipment volume of enterprises can reach about 6-7%. In addition, the implementation of kiln shutdown in the early stage is better, and the inventory is about 50%. After major enterprises in the province pushed up the price of various kinds of cement by 20 yuan/ton on February 22, the implementation situation in many places is relatively good, and some areas are still in progress. Overall, the current market demand compared with the same period in previous years, there is still a certain deviation, after this round of price increases, enterprises in the short term or temporarily to stabilize prices.
Shandong: In March, the recovery of market demand in Shandong was still not ideal, and the sales volume was only around 4-5% of the normal level, mainly focusing on key projects. In terms of cement price, it is reported that the transaction price of some enterprises in coastal Qingdao, Rizhao and Zibo has been slightly loosened by 10-20 yuan/ton recently, but it has little impact on the overall market, and the quotation of large factories is mainly stable. At present, some clinker lines in Shandong have begun to resume production, inventory is at the median level, and the subsequent price rise and fall is not clear.
Jiangxi: In the middle of February, the leading enterprises in Nanchang area of Jiangxi notified to raise the cement price by 20 yuan/ton, but the implementation was not good. In order to improve the profitability, the regional leading enterprises again notified to raise the cement price by 20-30 yuan/ton on March 3, and some enterprises in the surrounding Jiujiang, Ji'an, Fuzhou and other areas synchronously notified to raise the cement price by 15-20 yuan/ton. Other markets in the province may follow up the increase in recent days, and the specific implementation needs to be further tracked.
Guangdong: Recently, the market demand has risen, and the delivery of leading enterprises can basically reach about 8-9%. In addition, the maintenance of Xijiang Lock has limited transportation, and the entry of foreign cement into Guangdong has decreased. Local enterprises have a strong willingness to raise prices. Following the continuous increase of cement price in February, some leading enterprises continued to notify the increase of cement price by 10-20 yuan/ton in northern Guangdong, Pearl River Delta and western Guangdong since March 3, while the rest of the industry waited and saw for the time being, and the implementation remained to be observed.
Guangxi: The market demand in Guangxi is gradually recovering, the enterprise shipment is around 6-8%, and the inventory is running on the high side. In order to increase profits, leading enterprises in Yulin and Beihai raised the price of bulk cement by 20 yuan/ton in mid-February, and continued to notify the price of bulk cement by 20 yuan/ton from March 3. Other markets in the province will wait and see for the time being, and there may be expectations of a follow-up increase in recent days.
Henan: Last week, the market demand in Henan rebounded to a certain extent compared with the previous period, but it was still lower than same period in previous years. After the main manufacturers in Henan notified to raise the cement price by 30 yuan/ton on February 23, according to the market feedback, the implementation of cement price in various places is relatively good, but the sales volume of some enterprises in southern Henan and other places has declined significantly after the price increase, and whether the follow-up price can be maintained remains to be seen. With the increase of demand and sales
in Southwest China
, enterprises have a strong willingness to raise prices. This week, some leading enterprises in Sichuan and Yunnan notified an increase of 30 yuan/ton in cement prices, while the market in Chongqing and Guizhou fluctuated little.
Sichuan and Chongqing: Recently, the market demand and sales volume have increased, and the shipments of enterprises have basically recovered to about 70%. Thanks to the off-peak shutdown of kilns, the inventory of some enterprises has dropped to the middle level, coupled with the rising prices in the surrounding markets of the province, enterprises have a strong willingness to raise prices. In order to improve the quality of operation, leading enterprises in Guangyuan and Liangshan Prefecture of Sichuan Province notified an increase in cement prices by 30-50 yuan/ton on the 26th. Among them, Liangshan Prefecture notified an increase of 50 yuan/ton, but the implementation was more than 30 yuan/ton. In Chongqing, the market demand is rising, after the regional leading enterprises notified to raise the cement price for 1-2 rounds, at present, there is no significant fluctuation in the quotation of some enterprises.
Yunnan and Guizhou: Cement production costs are still at a high level, coupled with the early decline in cement prices, enterprises operating under greater pressure. In order to improve the quality of operation, leading enterprises in Yunnan Pu'er Tea, Xishuangbanna, Zhaotong and Kunming notified an increase of 30 yuan/ton in cement price from late February to early March. It is reported that most of the enterprises in the first quarter of the implementation of off-peak kiln shutdown is better, inventory generally dropped to the median, the implementation of the price increase remains to be observed. In Guizhou, there are more rainy weather in Guiyang recently, and the market demand and sales are slowly rising. In March, some enterprises opened kilns, inventory increased, and the transaction price of some enterprises showed a slight loosening and decline. Overall, the overall market in the province was relatively stable last week, and cement prices were mainly stable. Beijing-Tianjin-Hebei
in North China
: The temperature in the Beijing-Tianjin-Hebei region has risen recently, but cement sales have not changed much due to poor air quality affecting construction. In terms of cement prices, the actual transaction prices of some enterprises in central and southern Hebei still showed signs of a slight decline of 10 yuan/ton during the week, but it had little impact on the overall market.
Shanxi: This week, the market demand in Shanxi is still not good, and the shipments of enterprises are only about 30% of the normal level. In order to seize the off-season market share, some manufacturers in Jincheng, Luliang, Shuozhou, Xinzhou, Datong and other places in Shanxi have recently loosened and declined the cement price by about 10-20 yuan/ton. In addition, it is reported that on March 1, some enterprises in Shanxi began to notify the increase of clinker price by about 30 yuan/ton, and the implementation remains to be observed.
Northwest
Gansu: The weather has improved, the market demand in Tianshui area of Gansu has rebounded, and the price of cement has dropped to a relatively low level in the early stage, so enterprises have a strong willingness to raise prices. In order to improve the quality of operation, some major local enterprises notified to raise the price of cement by 20-30 yuan/ton on the 28th. In addition, on the 1st, major enterprises in Pingliang area notified an increase in cement prices by about 30 yuan/ton. At present, the market has just started, the shipment volume of enterprises is low, and the specific implementation remains to be observed. Cement prices in the rest of the province have not fluctuated significantly.
Shaanxi, Qinghai, Ningxia and Xinjiang: In the middle and last ten days of February, some enterprises in Baoji area of Shaanxi notified to raise the cement price by about 10-20 yuan/ton. At present, the demand recovery is slow, the new orders are few, and the market price is uncertain. Last week, Qinghai, Ningxia, Northeast China
: Since the end of February, the recovery of demand in Liaoning is still slow. In order to seize the off-season market share, some enterprises in Liaozhong have recently lowered the cement price by about 20 yuan/ton.It is reported that the price of cement in Dalian has dropped by 20-30 yuan/ton, but the quotation of individual large factories is strong, and the specific situation needs to be tracked. In addition, the market demand of Heiji has not changed significantly compared with the previous period, and the cement price is mainly stable.
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