Recently, the northern region has entered or will soon enter the stage of peak staggering and kiln shutdown. Since the beginning of November, including Xinjiang, Hebei, Inner Mongolia, Zhejiang, Jiangxi, Shandong, Guangdong, Yunnan, Guizhou, Chongqing and so on, cement prices have increased by different margins.
Specifically,
the market demand in East China
is weak and stable in the near future, and the shipment volume of enterprises is general. Last week, parts of Jiangsu, Zhejiang and Anhui showed signs of loosening and declining by 10-15 yuan/ton, and the quotation in Fujian was temporarily stable. In addition, the shutdown of kilns in Shandong will push up the price of cement again by 20-50 yuan/ton.
Jiangsu: The terminal market demand in Jiangsu is weak and stable in recent days, and the shipment volume of enterprises is general. In terms of cement prices, some major enterprises were temporarily stable last week, but it is understood that there was a dark drop in central and southern Jiangsu. After the cement price in central Jiangsu was pushed up by 20 yuan/ton in mid-late October, the implementation was not ideal. The actual transaction price has fallen by about 10-15 yuan, and some enterprises have even fallen back to the level before the rise.
In addition, driven by the price increase in Shandong, some major manufacturers in northern Jiangsu are expected to push up the cement price by 20-30 yuan/ton, and the specific situation remains to be observed.
Zhejiang: Recently, there are more rainy weather in Zhejiang, the terminal market demand is general, the amount of enterprises out of the warehouse is reduced, and the inventory is relatively high. In terms of cement prices, after the Hangzhou-Jiaxing-Huzhou-Shaoxing area pushed up 15 yuan/ton in late October, the actual transaction price showed signs of loosening and falling by about 10 yuan/ton. In addition, the mainstream market quotation in the rest of the province is temporarily weak and stable.
Anhui: In recent days, the market demand in Anhui is general, the sales volume is not good, and the enterprise inventory is under pressure. In terms of cement prices, the quotations of some major enterprises were temporarily stable during the week, but there was also a dark drop in some areas, and the actual transaction price showed signs of loosening and declining by 5-10 yuan/ton. In addition, the price of cement in Huangshan area was pushed up by Jiangxi area. On the 6th, some major manufacturers pushed up the price of cement by 15 yuan/ton. Whether this round of price increase can be implemented remains to be seen.
Fujian: According to the market feedback, the terminal market demand in Fujian is still small in the near future, and the sales volume has been maintained at the original level. In addition, the price competition of enterprises is still under pressure. Generally speaking, the quotation is running smoothly for the time being. In addition, it is reported that the original plan to raise cement prices by stopping kilns around 10 days will be postponed. At present, enterprises have no intention to continue to push up in the short term, and the specific situation remains to be observed.
Jiangxi: At the beginning of the month, leading enterprises in Jiangxi promoted the third round of cement price increase by 10-20 yuan/ton. Last week, according to the market situation, cement prices were generally stable, and the implementation of this round was relatively good. Kiln shutdown in Jiangxi has been reduced, demand has weakened, inventory pressure has increased, and it is expected that it will be more difficult for cement prices to continue to rise in the short term.
Shandong: In recent days, the weather in Shandong is mostly fine, and the market demand is relatively stable. However, affected by the rising prices of raw materials such as coal, gasoline and diesel, and policies such as kiln shutdown and production restriction, environmental warning, energy saving and consumption reduction, enterprises have a strong desire to raise prices. In order to improve profitability, some major manufacturers in Jining, Tai'an and Heze areas of Shandong Province have pushed up the price of cement by 30 yuan/ton since the 28th, and the specific implementation remains to be observed.
Zhongnan
Henan: In recent days, the weather in Henan is general, the market demand is still not up to the same period in previous years, the shipment volume of enterprises is general, and the cement price has failed repeatedly after pushing up, so the market confidence is insufficient. It is reported that in late October, after some major manufacturers in the province pushed up the price of cement by 30 yuan/ton, there was a dark drop in many markets. The transaction price of cement has fallen by about 15-20 yuan, and some enterprises have even fallen back to the level before the rise. The implementation of the specific situation remains to be observed.
Guangdong: The Xijiang River is restricted to navigation, foreign cement enters Guangdong less, the sales volume of local enterprises increases, and the storage space decreases. In order to improve the quality of operation, after the leading enterprises in the Pearl River Delta and parts of northern and western Guangdong raised the price of bulk cement by 10-20 yuan/ton in the first ten days, the leading enterprises in the region notified to raise the price of cement by 20 yuan/ton again on the 10th, and the price of some clinker increased by 20 yuan/ton synchronously, which will be implemented for observation. Since October, leading enterprises in the province have continuously notified the Pearl River Delta region to raise the price of bulk cement for four rounds, with a cumulative increase of 70 yuan/ton.
Guangxi: or driven by the rising prices in the surrounding markets of the province, enterprises in Guilin area of Guangxi have strong willingness to raise prices. In order to increase profits, the leading enterprises in Guilin on the 7th notified an increase in cement prices 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.
Hunan: Recently, the overall market demand in Hunan is weak, and the shipment volume of some enterprises is around 50%. The implementation of cement price increase in Changsha-Zhuzhou-Xiangtan area is relatively good, and the implementation of the previous four rounds of price increase is around 50-60 yuan/ton.
Hubei: At the end of October, leading enterprises in Hubei promoted the increase of cement price by 50 yuan/ton. This week, according to the market situation, the general range of implementation is about 30 yuan/ton, and the implementation of this round is relatively good. At present, the sales volume in Hubei is 6 to 70% of the normal, and the demand for cement is relatively stable. Enterprises in
southwest
Yunnan and Guizhou have reduced production and staggered the peak. Since the first ten days of this year, many enterprises have notified to raise the cement price by 20-30 yuan/ton , and the quotation in Sichuan and Chongqing has been stable as a whole.
Sichuan and Chongqing: The market demand in Chongqing has increased slightly, and the shipment of enterprises is still acceptable, coupled with the rising prices in the surrounding main cities and western Chongqing. On the 4th, leading enterprises in northeastern Chongqing notified an increase of 30 yuan/ton in cement prices. At present, the enterprise inventory is running on the high side, and the implementation after the rise remains to be observed. In Sichuan, the market demand is weak and the sales volume is poor. The transaction price of some enterprises in Chengdu-Deyang-Mianyang area fell by about 20 yuan/ton, and the overall quotation was mainly stable.
Guizhou: Recently, the market demand and sales volume in Guizhou area have improved slightly compared with the previous period, and the price increase in Guiyang area has driven it. In order to increase profits, leading enterprises in Zunyi area notified an increase in cement prices by 30 yuan/ton on the 5th. 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.
Yunnan: Influenced by factors such as double control of energy consumption and power rationing, cement enterprises in Yunnan have reduced production and staggered peak, and enterprises have strong willingness to raise prices. In order to increase profits, leading enterprises in Dali, Lijiang, Kunming, Qujing, Pu'er, Diqing, Xishuangbanna and other regions notified an increase in cement prices by 30 yuan/ton around the 8th. At present, the market demand and sales volume are general, and the implementation of this round of increase remains to be observed.
Northwest
Shaanxi and Gansu: The market demand in Shaanxi and Gansu is weak, and there is a rush work in some areas. Last week, the quotations of major manufacturers were mainly stable.
Recently, Shaanxi Province issued the Notice on Staggered Peak Production of Cement Industry in 2023-2024, and all cement clinker production lines in the province will carry out staggered peak production in winter from December 1 to March 10 next year. In addition, the main manufacturers in Gansu Province reserve cement clinker before peak staggering.
Xinjiang, Qinghai, Ningxia: On the 1st, some clinker lines in Bozhou and Yili areas of Xinjiang began to implement the winter peak staggering and kiln shutdown, and the inventory of enterprises declined compared with the previous period. In addition, to lay the foundation for the coming year's market, enterprises in the region have a strong willingness to raise prices.
Recently, some major enterprises in the region have notified to raise the price of cement by 20-50 yuan/ton, and the specific implementation remains to be observed. There was no significant change in the price of cement in Qinghai and Ningxia during the week. Beijing-Tianjin-Hebei
in North China
: As the temperature drops, coupled with local rain and snow weather, the market demand in Beijing-Tianjin-Hebei and Shanxi has declined significantly compared with the previous period. At the beginning of
the month, some major enterprises in some areas of Hebei notified an increase in cement prices by 30 yuan/ton. At present, there is no obvious sign of an increase in actual transactions. According to market feedback, major enterprises in the region are planning to continue to push up cement prices this week, and the specific situation needs to be tracked. Cement prices in other markets are temporarily stable.
Inner Mongolia: At the beginning of this month, some major enterprises in the central region of Inner Mongolia notified to raise the cement price by about 20-30 yuan/ton. At present, due to the impact of cooling and rain and snow weather, the market demand is close to the end. In addition, some enterprises are in a wait-and-see state. This push up mainly plays a role in promoting stability. Last week, the temperature in Heilongjiang, Jilin and Liaoning regions
in Northeast China
dropped sharply. Affected by the snowfall, the construction site was basically over and the market demand came to an end. In terms of kiln
shutdown, the implementation of peak staggering in Heilongjiang area is better, and some manufacturers in Liaoning area open kilns to replenish inventory. It is reported that some clinker production lines in Jilin area plan to implement winter peak staggering and kiln shutdown next week.
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