< Market Overview & gt;
1. National average price of P.O42.5 bulk cement (11.4-11.10) (Click the title to view the full text)
According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 336.43 yuan/ton. The month-on-month increase was 0.25%. Among them, cement prices in Chongqing and Guangdong led the rise. (Click to view more cement price information) 2
, 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.
3. [Cement Price Index Week 40]: The weather is getting colder and the market is slowing down!
Market outlook forecast: the temperature in many places has generally dropped, the overall market demand has weakened, and the cement price is expected to be stable next week.
& lt; Today's Focus & gt
Should Be Stopped. According to Wu Guoqiang's analysis, there are three main reasons for the low market demand. First, the real estate situation is sluggish. At present, there are very few new projects in Guangdong, most of which are guaranteed delivery projects, and the consumption of cement is limited. Second, foreign cement occupies the Guangdong market. Since this year, a large number of new production capacity in Guangxi has increased its production capacity in order to ensure cash flow and seize market share, which has caused a great impact on the Guangdong market. Third, the problem of overcapacity is becoming more and more serious. New production capacity in some areas is still being put into operation, and some enterprises have revived many "zombie production capacity" through capacity replacement. Wu Guoqiang suggested that the policy of stopping production and replacing energy should be called.
2. In the first three quarters of the comprehensive review of
the third quarterly reports of listed companies in the cement industry in 2023, the national cement output was 1.495 billion tons, a year-on-year decrease of 4.32%, and the output hit a new low in the past 13 years. In terms of benefits, due to the deep decline in cement prices and the decline in demand, the benefits of the industry have shrunk dramatically, and the loss of cement enterprises has exceeded half.
. Liangping Conch Cement Co., Ltd. plans to publicly transfer a land use right of industrial land held by it at a price of 18000 yuan, with a total area of 93.66 square meters and a term of use up to March 10, 2063. The land has not yet been divided into separate real estate certificates, and the development level of "five links and one leveling" has been completed.
4. Five batches of unqualified
cement products were found in Henan Province. Recently, the Market Supervision and Administration Bureau of Xinyang City, Henan Province, issued a public announcement of the results of spot checks on product quality supervision in 2023.
Five batches of unqualified cement products were produced by Queshan Hualong Building Material Industry Co., Ltd., Hubei Lilei Building Material Co., Ltd., Queshan Huixin Cement Grinding Co., Ltd., Hubei Lilei Building Material Co., Ltd., and Gongyi Mihe Hongda White Cement Plant.
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