Increase of cement prices in Guizhou, Zhejiang, Hubei and other places; Chen Wensheng: The cement industry should maintain reasonable profits, and transformation and upgrading is a "required course";

< Market Overview & gt;

1. The price of cement in Guiyang, Guizhou will continue to be raised (click on the title to view the full text).

After the leading enterprises in central Guizhou notified the price of cement to be raised by 20-30 yuan/ton in mid-October, the leading enterprises in Guiyang notified the price of cement to be raised by 30 yuan/ton again on November 2. The surrounding markets will follow up. At present, the listing price of some enterprises has not been raised, and the implementation of this round of price increase remains to be observed.

2. Cement prices in Jinhua and Quzhou areas of Zhejiang have been pushed up

again since the 2nd day. Some major manufacturers in Jinhua, Quzhou and other areas of Zhejiang continue to push up the price of all kinds of cement by 15 yuan/ton, and the specific implementation remains to be observed.

3. The price of cement in Wuhan, Huangshi, Huanggang and other areas in Hubei Province has been raised

by 30 yuan/ton since the notification of the above-mentioned market-leading enterprises. At present, the market demand and sales are general, the peak staggering plan has not kept up, and the implementation of this increase remains to be observed.

<; Today's Focus >;

1. Chen Wensheng: The healthy development of the industry should maintain reasonable profits

. Chen Wensheng pointed out that one of the main reasons for the current difficulties in the cement industry is the serious overcapacity . At present, enterprises in the industry should realize one thing, that is, the healthy development of the industry should maintain reasonable profits. For any enterprise, especially state-owned enterprises, the result of operation is the most important. Now it is obvious that cement enterprises must not only "engage in cement", transformation and upgrading is a "compulsory course", the transformation experience of foreign cement industry may be a reference for domestic.

2. Shandong 2023-2024 Notice

on Normalized Peak-Staggered Production of Cement Recently, Shandong Province issued the Notice on Organizing Normalized Peak-Staggered Production of Cement in 2023-2024. In strict accordance with the documents of the Ministry of Industry and Information Technology and the Ministry of Ecology and Environment, the peak staggering production in the heating season lasts for 120 days from November 15, 2023 to March 15, 2024. Production lines that undertake the tasks of protecting people's livelihood, such as residential heating, co-disposal of municipal solid waste and toxic and harmful waste, can reasonably adjust the peak staggering time by means of "peak staggering replacement" and make up for the peak staggering time in the non-heating season.

3. Up to 10 million!

Recently, the Guizhou Provincial Department of Finance and the Provincial Department of Ecology and Environment issued the central air pollution prevention and control fund budget for 2023 (the first batch), including a number of cement and building materials enterprises, with a maximum amount of 10 million yuan. For the cement industry, this batch of funds is mainly used for the transformation of ultra-low emission of air pollutants.

4. Three cement enterprises were selected as provincial water-saving enterprises

in Jilin Province. On October 25, the Department of Industry and Information Technology of Jilin Province issued the announcement of provincial water-saving enterprises in Jilin Province in 2023. The cement enterprises include Jidong Cement Panshi Co., Ltd., Jingang (Group) Baishan Cement Co., Ltd. and Yatai Group Tumen Cement Co., Ltd.