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 in Nujiang Prefecture is 130 days; and the average annual peak-shifting production days of each clinker production line in other regions is 150 days.
"Our enterprise has just opened the kiln for more than 40 days in a row, and the current storage position is low, only 30%." Zhaotong 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.
At the same time, with the gradual improvement of demand and high cost, cement prices in Guangxi, Guangdong, Fujian and other places have risen again. In addition, the Hainan market also ushered in the first price increase after the Spring Festival. According to the feedback from the market
in Guangdong
, the implementation of off-peak kiln shutdown in Guangdong in the first quarter was better, and the overall inventory pressure of enterprises was not high. With the rising market demand, the shipment of enterprises has basically reached about 8-9%, coupled with the rising prices in the surrounding markets, enterprises in eastern Guangdong have a strong willingness to raise prices. In order to improve profitability, after the regional leading enterprises notified to raise the price of bagged cement and clinker by 10 yuan/ton on the 4th, they continued to notify to raise the price of bagged/bulk cement by 10-15 yuan/ton on the 8th, and some clinker prices by 10 yuan/ton synchronously. According to the feedback from the market
in Guangxi
, the cost of cement production is under great pressure, and some enterprises are still carrying out peak staggering production, the inventory is generally in the middle, and the manufacturers in Guangxi have a strong willingness to raise prices. In order to improve the quality of operation, after the leading enterprises in Nanning and Chongzuo areas notified an increase of 20 yuan/ton in the price of bulk cement in mid-February, some leading enterprises in the two areas notified an increase of 20 yuan/ton in the price of bulk cement again on March 9, while the rest of the industry is still on the sidelines. In addition, some enterprises in Qinzhou, Fangchenggang, Laibin and other areas notified that the price of bulk cement was raised by 20 yuan/ton from 9 to 10 days, and the actual implementation remains to be observed.
Fujian
has recently raised the price of raw materials and increased the production cost of enterprises. In order to increase profits, some major manufacturers in Fujian again notified an increase in the price of various types of cement by about 30 yuan/ton on the 8th. According to market feedback, the current market demand performance in Fujian is general, the shipment volume of enterprises is about 6-7%, and some enterprises have not fully implemented after the last round of price increase, so the implementation of this round of price increase remains to be seen. According to the feedback from the market
in Jiangsu
, the market demand has recovered in the near future, and the prices of clinker and the surrounding markets in central and southern Jiangsu have continued to rise. In order to increase profits, some major manufacturers in Lianyungang, Suqian, Huaian, Yancheng and other places in Jiangsu continued to notify the increase of high-standard cement prices by 20-30 yuan/ton from 6 to 9, with the mainstream increase of 20 yuan/ton. In addition, it is reported that after the continuous increase of 50 yuan/ton in northern Jiangsu in the early stage, the transaction price of some markets has dropped slightly by 10-20 yuan/ton, and the implementation of this round of price increase remains to be observed. According to the feedback from the market
in Hunan
, enterprises in Hunan have a better implementation of peak staggering production, coupled with the rising prices in the surrounding market and the pressure of cement production costs, enterprises have a strong willingness to raise prices. In order to improve the quality of operation, leading enterprises in Changsha-Zhuzhou-Tan, Loushao, Hengyang, Yongzhou, Changde, Zhangjiajie and other regions of Hunan Province notified an increase of 20-30 yuan/ton in cement price from 6 to 10 days, and the actual implementation needs to be tracked. According to the feedback from the market
in Hubei
, the recent recovery of market demand is still acceptable, coupled with the decrease in the entry of foreign cement, the shipment volume of local enterprises in Hubei has increased, and some enterprises can achieve a balance between production and marketing. In order to improve profitability, some leading enterprises in Wuhan, Hubei and Ezhou, Huangshi, Huanggang and other areas in eastern Hubei notified an increase in cement prices by about 20-30 yuan/ton from 4 to 10 days, and the implementation remains to be observed. According to the feedback from the market
in Shaanxi
, at present, the implementation of peak staggering production in Guanzhong area of Shaanxi is better, the inventory is lower, and the construction sites and mixing stations have been started one after another, the market demand has rebounded, and the willingness of enterprises to raise prices is stronger. In order to improve profitability, some major enterprises in Guanzhong areas, such as Xi'an, Xianyang and Tongchuan, notified an increase in cement prices by about 30 yuan/ton on the 7th, and the specific implementation needs to be tracked.
According to market feedback, the market demand in Hainan has gradually increased recently, cement shipments have basically recovered to 7-8%, and the inventory of some enterprises has dropped to about 5-6%, coupled with the rising prices in the peripheral market. In order to improve profitability, the island's leading enterprises notified an increase in cement prices by 30 yuan/ton on the 10th, and the actual implementation remains to be observed.
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