the Spring Festival, with the continuous increase of infrastructure investment and the gradual resumption of projects around the country, the demand for cement has gradually improved, and the national cement shipment rate has also steadily rebounded. In the
whole country, the shipment rate in East China has recovered rapidly. Taking Anhui as an example, according to the big data of cement, the shipment rate of cement in Anhui Province on March 3 was 75%, compared with 20% in the same period last month.
Shangfeng Cement also said in a recent survey that since the Spring Festival, the company's shipments in East China have steadily increased, and have now returned to more than 80% of the normal level. The shipments in Southwest China have also returned to 60% of the normal level. Northwest Ningxia and other bases have begun to sell more at the beginning of this month.
According to the China Cement Network Market Center, the market demand has improved, driving the market price to rebound, and the price of cement in many regions has improved. Among them, Guangdong, Anhui and other places have raised the prices of cement and clinker for many times. Since
March 3, cement enterprises in many places have notified price increases again.
According to market feedback, the weather in Anhui has been fine recently, and the market demand has returned to about 80% of the normal level. In addition, driven by the fourth round of increase in clinker prices along the Yangtze River, enterprises have a strong willingness to adjust prices. From April to June, some major manufacturers in Hefei, Wuhu, Tongling, Chizhou, Anqing, Lu'an, Chuzhou, Ma'anshan, Xuancheng, Huangshan and other places again notified to raise the price of high-standard cement by 10-30 yuan/ton, and the low-standard cement by 20-30 yuan/ton. According to the feedback from the market
in Jiangsu
, since March, the weather in Jiangsu has been mostly fine, the construction progress of some construction sites has been accelerated, and the shipments of enterprises can reach the normal level of 7-8%. In addition, driven by the fourth round of increase in clinker prices, the cost of cement production has increased. From April to June, some major manufacturers in Nanjing, Zhenjiang, Nantong, Yangzhou, Taizhou and Suzhou, Wuxi and Changzhou continued to notify the increase of the price of high-standard cement by 25-30 yuan/ton and the low-standard cement by 20-30 yuan. Prices in other markets such as Huai'an and Yancheng in northern Jiangsu are also likely to rise in recent days. According to market feedback
in Shanghai
, the market demand in Shanghai has recovered well since March, and the shipment volume of enterprises can reach about 80%. In addition, the prices of clinker and surrounding markets continue to rise. Around March 4, some major manufacturers in Shanghai again notified an increase in cement prices of about 20-35 yuan/ton, of which 30-35 yuan/ton was the main high-standard bulk. According to market feedback
in Jiangxi
, in mid-February, leading enterprises in Nanchang, Jiangxi, notified an increase in cement prices by 20 yuan/ton, but the implementation was not good. Since March 3, the regional leading enterprises have again notified the increase of cement price by 20-30 yuan/ton , and some enterprises in the surrounding areas such as Jiujiang, Ji'an and Fuzhou have synchronously notified the increase of 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.
Henan
According to market feedback, in late February, some major manufacturers in Henan notified an increase in the price of high-standard cement by 30 yuan/ton, the overall implementation is better. After entering March, the market demand picked up slowly, the shipment volume of enterprises was about 4-5%, and most enterprises were still in the stage of off-peak kiln shutdown, and the clinker inventory was running at a low level. In order to improve profitability, some major manufacturers in Henan once again tried to raise the price of various types of cement by about 30 yuan/ton on the 6th, and the specific implementation remains to be seen.
Cement Big Data Research Institute predicts that local demand will continue to recover, enterprises will have a strong willingness to raise prices, and cement prices will remain stable and strong in the near future.
Attention: China Cement Network will hold "2023 China Cement Industry Summit" in Hangzhou on March 15-16, 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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