In the fourth quarter, cement prices in many parts of the country began to rise, but since October, cement prices in Gansu have not only failed to rise, but also declined in some areas. What is the current local market situation? Recently, China Cement Network has exchanged with some cement enterprises in Gansu Province.
According to industry feedback, since October, manufacturers in some areas have entered the rush period, and cement demand has warmed up, but the overall market demand has not improved significantly. In terms of cement price, the overall cement price is relatively stable due to the rising cost of cement production.
"In November, the weather here will be cold and the construction will slow down, so cement sales will rebound slightly in October, driven by the rush period." An industry insider in Pingliang said that the overall demand has declined significantly this year.
"Supported by major projects, cement demand this year is basically the same as last year, although coal prices are still rising, but cement prices are basically unchanged." A person from a cement company in Baiyin said that last year, due to the impact of the epidemic, the progress of some major projects was slow, and this year, the previously squeezed demand was released. A person from a cement enterprise
in Lanzhou said that the price of coal entering the factory has exceeded 1000 yuan/ton, and the price of coal is rising, but due to poor demand, the price of cement is difficult to push up. Overall, this year's cement demand fell 40% -50% year-on-year, and then to enter the winter, downstream demand will become worse and worse. Cement enterprises will also start to stop kilns at the wrong peak at the beginning of November, and this year will be the case.
According to statistics, the output of cement clinker in Gansu Province from January to September 2023 was 24.0524 million tons, with a year-on-year decrease of 3.3%; the output of cement was 32.5025 million tons, with a year-on-year increase of 3.4%; the output of commercial concrete was 26157452.77 cubic meters, with a year-on-year decrease of 10.1%.
With the decline of cement demand and the arrival of the peak of production capacity, the market competition is becoming increasingly fierce, and a cyclical industry shuffle is inevitable. Relying on digital and intelligent technology means, realizing technology and management upgrading, continuously reducing energy consumption, pollutant emissions and carbon emissions, and enhancing the comprehensive competitiveness of enterprises are the key for cement enterprises to meet the challenges.
To this end, China Cement Network will hold the Fifth China Cement Intelligence Summit Forum in Hangzhou on November 29, 2023, with the theme of "Data-Driven Decision-Making Intelligence Leads the Future", inviting industry experts, scholars and representatives of relevant enterprises. To jointly explore and promote the intelligent process of the cement industry.
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