national cement price rose sharply last week, some areas are still pushing up, the price is in the process of digestion, the overall increase has slowed down, and the market is running steadily.
Specifically, the downstream demand in East China, Central South China and other places continued to improve, the Northeast region ended peak staggering, and the market gradually started.
This week, the National Clinker Price Index (CLKPI) closed at 147.64 points, up 0.48% from last week. Clinker prices rose slightly this week.
Figure 1: Trend of cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/)
Figure 2: Trend of clinker price index (point)
Data source: Cement Big Data (HTT (PS://data. Ccement. Com/)
To be specific,
the weather in Northeast China
and Dalian, Liaoning gets warmer, and the construction sites and mixing stations are gradually started, so the cement market demand picks up, and the cement price will be raised by 20 yuan/ton from the 10th. The implementation remains to be observed;
the key projects in Heilongjiang and Jilin have been resumed, the land sales market has not yet fully started, the demand is still at a low level, and the price is stable. In the first ten days of this year, the price of cement in Guanzhong areas such as Xi'an, Xianyang and Tongchuan in
Northwest
China was raised by about 30 yuan/ton. As the demand has not fully recovered and the shipments of enterprises are general, the transaction price of cement in individual markets has basically fallen back to the level before the March rise;
Due to the impact of surrounding low-price cement, the cement quotation of some enterprises in Lanzhou and surrounding markets in Gansu Province is loose and falls by 10-15 yuan/ton;
the demand in Qinghai, Xinjiang and Ningxia is still light, and most enterprises have not yet opened kilns, so the overall market cement price is mainly stable. After the end of the two sessions
in North China
, the terminal demand in Beijing-Tianjin-Hebei region recovered slowly, and the price of cement in Tangshan, Qinhuangdao and other places in Hebei Province dropped by 10-20 yuan/ton.
Affected by the impact of low price of foreign cement, the actual transaction price in Beijing has loosened by about 10 yuan/ton;
Due to the rising price of raw materials, increased investment in environmental protection, double control of energy consumption and peak staggering production, the production cost of enterprises has increased. On the 15th, Shuozhou, Xinzhou and Datong areas in northern Shanxi raised the price of various types of cement by 30-40 yuan/ton, and the implementation remains to be observed; Most of the kilns
in Inner Mongolia are still in the staggered peak, and the cement price is weak and stable.
In East China
, the weather in Jiangsu was fine recently, and the overall market demand recovered to 7-8%. On 13-16, the price of low-standard cement in Suzhou, Wuxi and Changzhou was slightly increased by 10-20 yuan/ton; The terminal demand in
Zhejiang has basically recovered to 8-90%, and the cement price is mainly stable after basically rising this week;
the market demand in Anhui is better, the shipment volume of enterprises can reach about 80% of the normal level, and the price is mainly stable after rising; The
demand recovery is general, and the transaction price of Sanming and Ningde in Fujian has dropped by 10-20 yuan/ton;
due to the impact of low-price cement in Hubei, the sales pressure of local enterprises in Jiujiang area in Jiangxi is greater, and the cement price tends to be weak; Since the
8th, the price of cement in Shandong has been raised by 20-30 yuan/ton. Due to insufficient demand, the implementation of this round of price increase is still unsatisfactory. The market demand in
central and southern
Hubei continues to rise, and the shipment of enterprises can basically reach about 80%. The price of cement will be raised by 30-50 yuan/ton in 9-15 days, and the implementation will be more than 30 yuan/ton;
Or driven by the rising prices in the surrounding markets, the price of cement in Yueyang was raised by 30 yuan/ton in the middle of the year;
the market demand in Guangxi was gradually rising, and the shipment volume of enterprises was basically around 70% of the normal level. The price of bulk cement in Baise, Guigang, Wuzhou and other places was 20 yuan/ton from 13 to 15 days; After the continuous increase of cement price in
Guangdong market from February to March, the quotation is temporarily stable;
the clinker inventory of most enterprises in Henan is generally low, and the supply is relatively tight. The price of high-standard cement is increased by about 30 yuan/ton from 13 to 14 days, and whether this round of price increase can be implemented remains to be seen.
Southwest China
's recent market demand recovery is not up to expectations, enterprise shipments are general, coupled with the impact of low-price cement in the periphery, market competition has intensified, since early March, many places in Sichuan have lowered cement prices by 15-30 yuan/ton; The recovery of market
demand slowed down, the enthusiasm of downstream customers to take goods was not high, and the quotation in Chongqing dropped by 10-30 yuan/ton;
Power rationing, rising raw material prices, coupled with rising prices in the surrounding market, Qujing, Yunnan, raised cement prices by 30 yuan/ton on the 12th, Lijiang lowered cement prices by 20-30 yuan/ton from 13-14, and Kunming by 20-30 yuan/ton; The slow recovery of
market demand in Guizhou, coupled with the impact of low-price cement in the periphery, local enterprises are under great pressure to sell. Since the first ten days, the price of cement in Qiandongnan, Qiannan, Tongren and other places has been reduced by 10-20 yuan/ton.
Market outlook forecast: the temperature in many places will drop in the near future, the rain and snow weather in some areas will be frequent, the demand will slow down, and the cement price is expected to be stable next week.
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