According to the China Cement Network Market Data Center, in mid-October, leading enterprises in central, southern and southeastern Guizhou notified an increase in cement prices by 20-30 yuan/ton, and on the 19th, leading enterprises in Zunyi notified an increase in cement prices by 30 yuan/ton. Since November 2, the leading enterprises in Guiyang have again notified the increase of cement price by 30 yuan/ton, and the surrounding markets will follow up the increase. According to the survey of many cement enterprises in Guizhou by
China Cement Network, the reason for the price increase is not only the promotion of coal price increase, but also the recent improvement of the overall cement demand in Guizhou. Some regions and enterprises are facing a shortage of supply and demand. A person in charge of a cement enterprise
in Kaili said that near the end of the year, the construction schedule of each construction site was accelerated and the demand was improved; at the same time, the peak staggering production in Guizhou was strictly implemented, and the 60-day shutdown of the kiln for two consecutive quarters led to the problem that the enterprise was about to face empty storage; In addition, this year is coming to an end, companies need to explain to shareholders, in the case of poor market and serious losses throughout the year, Guizhou cement prices should rise in the short term. A person in charge of a cement enterprise
in Xingyi City said that due to the end of the year to catch up with the construction period, the demand for key projects has increased significantly, and the construction of high-standard farmland has also entered a comprehensive construction; perhaps due to the impact of national policies, the recent housing construction in Xingyi and its surrounding areas has recovered, and the demand for real estate has improved.
"Staggered peak kiln shutdown time is too long, the inventory of enterprises is not much, and now the demand is better, enterprises with better sales may now be in short supply." The person in charge of Xingyi Cement Enterprise said. An industry insider
in Guizhou said that the shortage of supply and demand caused by long-term rigid peak staggering should become more and more obvious in the short term, and the possibility of Guizhou cement prices continuing to rise is very high. However, the improvement of current demand largely depends on the rush of key projects, and the demand will turn cold in January next year, when the price of cement in Guizhou should fall.
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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