Recently, Guizhou Cement Industry Association issued the Notice on Extending the Time of Staggered Peak Production in the Third Quarter. According to the
requirements of the Notice, 1. In the third quarter, all cement enterprises shall implement precise peak staggering and rigid kiln shutdown for 55 days/piece, and the extra shutdown time after 60 days of peak staggering and kiln shutdown in the second quarter shall not be included in the quarterly peak staggering and kiln shutdown time in the third quarter in any form;
2. In principle, the peak staggering time in July shall not be less than 20 days/piece, and it must be ensured that the precise peak staggering and rigid kiln shutdown in the third quarter shall not be less than 55 days/piece.
At present, the market is in the off-season, after the decline in cement prices in the past few months , the current price has basically fallen to the bottom.
In this context, cement enterprises in many places have recently started off-peak production in summer, and the shutdown time in some areas is also extended, and the scope is gradually expanding, which will help to improve social inventory, alleviate the contradiction between supply and demand in the cement market, and stabilize market prices. It can also effectively cope with the arrival of the peak power consumption in summer. At the same time, cement enterprises in some areas try to push up the price of cement, but the effect remains to be observed.
The following is the market research of China Cement Network in various regions:
According to the market news in Gansu
, the overall market performance in Hexi region of Gansu is general, and the inventory of enterprises is generally running at a medium and high level. From July 16 to August 15, cement enterprises in Hexi area of Gansu Province began spontaneous peak staggering production, and planned to implement a 15-day peak staggering and kiln shutdown measures.
Or driven by this, some major enterprises in Jiuquan, Jiayuguan and Zhangye areas of Gansu Province notified an increase of 20 yuan/ton in cement prices from 7 to 9, and Wuwei area is expected to follow up the increase synchronously in the past two days. According to the survey of China Cement Network in
Sichuan
, many cement enterprises in Sichuan have recently been notified by relevant departments that the cement industry will implement production regulation from July 5 to August 10. During this period , all clinker production enterprises shut down the kiln, reduce 80% of the power load, and the cement mill is allowed to produce from 23:00 to 8:00. At the same time, cement enterprises in some areas of Sichuan notified the price of cement to be raised by 30-60 yuan/ton from 5-6 days.
Recently, Heilongjiang Cement Association issued the Notice on Summer Peak Staggering Production of Kiln Enterprises in Heilongjiang Province, which decided to implement summer peak staggering production from July 10, 2023 and stop kilns for 15 days. The association will organize personnel to conduct inspections before July 15 to ensure the smooth progress of the peak staggering production.
At the same time, Jilin Province also plans to implement 15 days of off-peak production in summer. Cement clinker enterprises began to implement off-peak production on June 30, and most of them are in the process of implementation. According to the feedback from the market in
Yunnan
, in the third quarter, Yunnan requires the kiln to be shut down for 60 days at the wrong peak, and the market supply will be reduced. In addition, the price of cement has dropped to a low level in the early stage, and enterprises are under great pressure to operate. From 6 to 7 days, leading enterprises in Kunming, Yunnan, notified an increase in cement prices by 30-50 yuan/ton. On July 9, the leading enterprises in Yuxi area notified that the cement price would be raised by 30-50 yuan/ton. At present, the market demand and sales are insufficient, and the implementation of this increase remains to be observed. According to the feedback from the market in
Hainan
, the market demand and sales in Hainan have improved slightly, coupled with the decrease in the import of foreign low-cost cement, local enterprises have a strong willingness to raise prices. In order to improve profitability, leading enterprises in the island notified Lingao, Chengmai, Haikou, Wenchang, Dingan, Qionghai, Wanning and other areas to raise cement prices by 30 yuan/ton from 8-9.
The industry said that off-peak production is good for the supply side, and the future depends on the actual implementation. Although some areas carry out off-peak production to support the price, the pressure of price rise is heavy, and whether the cement price can rebound successfully depends on the recovery of demand.
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