Recently, Yunnan once again spread the news of power limitation in high energy-consuming industries such as electrolytic aluminum and yellow phosphorus. At the same time, leading enterprises in Pu'er Tea, Xishuangbanna, Zhaotong, Kunming and other places notified to raise the cement price by 30 yuan/ton at the end of February and the beginning of March. Since March 9, enterprises in the Pu'er Tea region have continued to notify the increase of cement price by 30 yuan/ton. Has this round of power rationing affected cement production? Is the price increase related to power rationing? China Cement Network has exchanged with the relevant leaders of several cement enterprises in Yunnan.
According to a number of industry feedback, the news of power rationing has begun to spread, but there is no clear requirement, cement enterprises have not received specific arrangements to stop production of power rationing, which has not affected cement production at present.
"This cement price increase has something to do with Yunnan's power rationing, but it is not the main reason." A business person in Yuxi said that most enterprises raised prices mainly because Yunnan had a good implementation of off-peak kiln shutdown in the first quarter, inventory was generally reduced, and cement production costs were still high.
It is reported that recently, the Yunnan Department of Industry and Information Technology and the Yunnan Department of Ecology and Environment jointly issued the Notice on Further Improving the Normalized Peak-Staggered Production of Cement, which will focus on peak-staggered production management in areas with relatively prominent structural contradictions. In Zhaotong City, Xishuangbanna Prefecture and Diqing Prefecture, the average annual peak-shifting production days of each clinker production line is 100 days; the average annual peak-shifting production days of each clinker production line of Nujiang Prefecture is 130 days; and the average annual peak-shifting production days of each clinker production line of other regions is 150 days.
"Our enterprise has just opened the kiln for more than 40 consecutive days of off-peak shutdown, and the current storage level is relatively low, only 30%." Zhaotong is responsible for an enterprise said that the price rose 30 yuan/ton, with the gradual recovery of the downstream market, whether it will continue to rise remains to be seen.
"The price of cement in Kunming has risen by 30 yuan/ton recently, which is affected by the news of power restriction and production reduction, but no specific implementation has been received yet." A person in charge of a cement enterprise in Yunnan said.
When communicating with the person in charge of commercial mixing of a large cement enterprise in Yunnan, China Cement Network learned that although the weather in Yunnan has been good recently, which is conducive to downstream construction, the actual situation shows that the market of concrete mixing stations has not begun to warm up. Although some areas have promoted the increase of cement prices, whether it can be implemented remains to be seen.
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