< Market Overview & gt;
1. Notice of cement price increase in Guilin, Guangxi (click on the title to view the full text)
On the 7th, leading enterprises in Guilin notified an increase in cement price of about 20-30 yuan/ton. At present, the market demand and sales volume are general, and the implementation of this increase remains to be observed. 2
. At present, the enterprise inventory is running on the high side, and the implementation after the rise remains to be observed.
3. The price of cement in Zunyi area of Guizhou Province has been raised
by 30 yuan/ton from the 5th day of the notice of the leading enterprises in Zunyi area. At present, most enterprises implement around 20 yuan/ton. In addition, some leading enterprises in Bijie and Liupanshui areas notified an increase of 30 yuan/ton in cement price from 5 to 7 days, and the implementation remains to be observed.
< Today's Focus >
1. Cement demand in some areas is coming to an end. How is the market performance in Qinghai?
According to market feedback, the current demand for cement has also begun to weaken, in addition to some enterprises have key projects to support, the civil market is very poor. A cement enterprise
in Haidong said that the cement market in Qinghai was relatively stable, supported by major projects, and its cement sales increased by 15% year on year. "It's not bad to say bad, but it's not good to say good." The person said that the price of cement has rarely changed in a year . Some cement enterprises
in Xining also reported that the demand for cement this year is similar to that of last year, mainly for key projects. In addition, some enterprises reflect that the production line of cement clinker in Qinghai has been shut down for a long time this year, some enterprises did not open kilns in June, and many small factories are in a loss state in the early stage.
2. Cement demand | total investment of 1.9 trillion yuan, 2376 projects started
from January to October, China's infrastructure investment increased by 6.2% year-on-year, with 2376 major infrastructure projects started nationwide, with a total investment of 19218 103 million yuan. Among them, highway, railway and rail transit, water conservancy and water affairs, housing construction/municipal administration, port and shipping projects have received key support. The additional issuance of 1 trillion yuan of treasury bonds will give priority to supporting key projects and improving the accuracy and effectiveness of investment. With the implementation and landing of major projects and the support of trillions of national debt funds, the demand for cement is expected to grow positively.
3. Shaanxi 2023-2024 Cement Industry Staggered Peak Production Notice issued
to continue to implement the Provincial Department of Industry and Information Technology, Notice on Normalized Peak-Staggered Production in Cement Industry (SGXF [2021] No.92) and Notice on Optimizing Policies Related to Normalized Peak-Staggered Production in Cement Industry (SGXF [2022] No.222) issued by the Provincial Department of Ecology and Environment. Off-peak production time: December 1, 2023 to March 10, 2024.
The cement industry is facing the biggest obstacle on the journey of intelligent upgrading-lack of money! From the perspective of the intelligent transformation of the cement industry, when the profits of the cement industry are high, the quantity and quality of intelligent transformation are accelerating. Under the background of the national "price war" this year, the volume and price of cement have fallen, and the profits of most enterprises have fallen sharply, the intelligent manufacturing of the cement industry has also had a trend of "dying down".
"The transformation of millions or even tens of millions of yuan really costs a lot." An industry expert said that the intelligent upgrade of cement enterprises involves many contents and lasts for a long time, which puts forward high requirements for the financial strength of enterprises.
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