According to the market data of China Cement Network, the price of cement in central Guizhou has been reduced by 20-30 yuan/ton recently. The cement market in central Guizhou is the vane of the whole cement market in Guizhou, and the price reduction of cement in central Guizhou reflects the predicament of the whole cement market in Guizhou.
"At the beginning of this year, the price of cement was still four words, but now the three words are basically not preserved." Recently, a person in charge of a cement enterprise in Guiyang disclosed that the lowest bulk price of 42.5 cement in the local P. O was less than 300 yuan per ton. The head of the
cement company said that in terms of sales volume, the demand for cement this year is about 15% less than last year. The demand for cement provided by the shrinking real estate market is different from that in the past; the railway and highway infrastructure projects in Guizhou, such as "county to county", "village to village" and "group to group", have basically reached the end stage, but there are almost no new major projects, and the cement consumption in infrastructure has also declined.
It is understood that in the first half of this year, the peak staggering production plan of Guizhou cement industry was to stop production for 120 days for each production line, and it was put in place. However, in practice, the number of days of shutdown is even longer than 120 days. The person in charge of the above-mentioned cement enterprises said that the situation of overcapacity in Guizhou is serious, even though the capacity of most enterprises is only about 30%, but the decline in cement demand has led to the basic state of full storage of enterprises, enterprises can only increase the number of days of shutdown on their own.
"The cement industry will soon be incorporated into the carbon market, which will help to optimize the resources of the cement industry and eliminate backward production capacity, but we should be cautiously optimistic about how much it can improve the overall cement market environment." The person in charge of the cement enterprise believes that in the current situation of serious overcapacity, the output of cement enterprises will be limited. Since production capacity can not be fully utilized, most cement enterprises may not need to purchase carbon emission indicators at all, and the carbon trading market may not be as hot as you imagine.
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