the doldrums for a long time, did not usher in a significant turnaround in 2023.
China Cement Network tracking data show that since this year, cement prices in Hunan have been "falling endlessly", which is now the lowest in nearly five years, and there is still no sign of improvement.
China Cement Network Market Data Center said that due to the high temperature and rainy weather, the market demand and sales in Hunan are weak, the shipment of enterprises is about 5-6%, and the inventory is running at a high level. In order to ease the inventory pressure, cement prices in some markets fell slightly by 10-20 yuan/ton last week, and the overall market has stabilized.
"I can't play anymore", "Prices have fallen again", "Demand has not improved", "Everyone is shopping" .. During the investigation of Hunan cement enterprises by China Cement Network, the feedback from cement enterprises was generally lack of confidence and pessimistic attitude towards the follow-up market.
According to the situation of various enterprises, the ex-factory price of P.O42.5 cement in Hunan cement enterprises is between 230 and 270 yuan, and there is the possibility of downward adjustment at any time. "The kiln operation rate is only 40%, and the price is changing at any time." Zhangjiajie, a cement company said. Behind the low
price, it is also a manifestation of insufficient demand. According to the report of Hunan Provincial Department of Commerce, July is the traditional off-season of consumption in the cement industry. Affected by the slowdown of infrastructure investment and insufficient real estate start-up, the demand for cement market continues to be depressed and the price of cement continues to fall.
How to improve the current situation? Some cement enterprises have put forward the suggestion of "stopping production and guaranteeing price, industry self-discipline". However, more cement enterprises are skeptical about stopping production and guaranteeing prices.
"There is no need to stagger the peak, the demand is poor, and the stock will stop naturally." A cement enterprise in Liuyang City said that it had stopped production for 107 days in the first half of the year, with few normal production days.
Zhangjiajie, a cement enterprise has a similar view, "there is no need to stagger the peak, the kiln can not be opened".
"We haven't opened the kiln this year, and the clinker is purchased from outside." A local cement enterprise in Changsha said bluntly, "As far as I know, the kilns below 5000t/d in Hunan have not been opened this year, and the kilns below 5000t/d have been opened for less than 20 days."
Generally speaking, under the background of poor demand and serious overcapacity, the effect of off-peak shutdown in Hunan region is getting weaker and weaker. In addition to off-peak production, Hunan cement enterprises urgently need to find more effective ways and means to resolve overcapacity and stabilize the market development situation.
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