Recently, China Cement Network learned from exchanges with many cement enterprises in Tibet that the overall market in Tibet this year is better than in the past two years, unlike the cliff-like decline in demand and the "price war" in other provinces and cities in China.
"Up to now, the cement sales volume of our enterprise is significantly higher than that of last year." A cement enterprise in Lhasa said that not only our enterprise, but also many cement plants in Tibet this year are better than the previous two years. The head of a cement enterprise in Changdu area said in the exchange that the market demand has performed well this year.
According to China Cement Network, in recent years, Tibet's cement production is usually maintained at about 10 million tons. In 2022, due to the impact of the epidemic, engineering projects and cement enterprises were shut down, so cement production declined more. Data show that cement production in the first three quarters of this year has reached 9 million 286 thousand and 500 tons.
"In the whole year, Tibet's cement output will reach more than 12 million tons, but it will not exceed 13 million tons." An industry insider who has been tracking and investigating the local market for a long time said.
Why has the cement situation in Tibet improved this year? Many interviewees in Tibet gave two main reasons.
One is the limitation of the supply side. It is understood that the actual annual production capacity of clinker in Tibet is 14.4 million tons, from the historical data, the local cement demand remains at 12 million tons, and the overall clinker production capacity in Tibet is in a state of excess. However, since last year, Tibet has begun to implement peak staggering production, which objectively alleviates the problem of overcapacity.
Second, the demand for cement has increased. While the backlog of cement demand last year has been released this year, the demand for cement for major projects such as highways, hydropower stations and Sichuan-Tibet railway lines has been greatly driven this year.
"Although the demand for cement is good, the performance of enterprises is general." A person from an enterprise in eastern Tibet said that the main reason is the high cost of cement production. Some enterprises in Tibet have a cement production cost of 500 yuan per ton, and some old production lines have a cement production cost of more than 550 yuan per ton, so the whole profit margin is not very large.
Talking about the future cement market, some local cement enterprises are cautiously optimistic about the demand for cement in Tibet in the next three years.
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