After some major enterprises in Shijiazhuang notified an increase of 30 yuan/ton in cement price , Langfang, Qinhuangdao and other places in Hebei notified an increase of 50 yuan/ton in cement price from March 12. What is the reason for this price increase? Can it be implemented? An industry insider
in Qinhuangdao said that due to the upgrading of environmental protection control, peak staggering production and the rising price of raw materials, the production cost of enterprises has risen, and the price of coal entering the factory is now about 1200-1300 yuan/ton. At the same time, enterprises are not profitable, if the price does not rise, cement plants can not be opened. According to the source, the company is still shutting down the kiln and is expected to start production by the end of March.
"Our enterprise cement price increase of 30 yuan/ton, this price increase is mainly due to the winter heating peak staggering production led to the increase in clinker prices, the downstream market recovery in general." A person in charge of an enterprise in Shijiazhuang said that for the downstream market, the construction site has been entering the market one after another, and it will not return to normal level until the end of March every year.
"This price increase is mainly led by regional leading cement enterprises, mainly aimed at the Beijing-Tianjin-Hebei market.". But at present, the downstream market starts very slowly and it is difficult to implement the price. At this time, the price increase means that the market share will be lost. A cement enterprise in Langfang disclosed that the main reason was that the leading enterprise suffered serious losses last year. This year, the enterprise was under great pressure and had to push for price increases. The enterprise said that if the price increase failed, it would fight a price war to grab the lost market share.
In the communication with them, we learned that the competition in the concrete market is also very fierce, and some mixing stations are more willing to cooperate with grinding enterprises to reduce costs, saying that as long as the quality of cement is qualified, they do not value the brand. It is understood that the price of C30 concrete in Beijing is about 280 yuan/ton, which is a great pressure for cement enterprises.
The above-mentioned person believes that it is not a good time to push up the price. He expects that the price of cement in Hebei will not really rise until May. On the one hand, the market will start in an all-round way. On the other hand, with the implementation of the new national standard for cement, the cost of cement production will increase by 15 yuan/ton.
In addition, the seminar on high-quality development of "carbon reduction, consumption reduction and stable operation" of cement industry in Northeast Hebei was held in Tangshan. In their speeches, the representatives of enterprises in Northeast Hebei expressed that they should fully implement the peak-staggering production plan, effectively alleviate the pressure of regional supply and demand, and spare no effort to carry out self-rescue work in the industry, so as to ensure that the regional cement industry will achieve a comprehensive turnaround in 2024.
Cement industry has serious overcapacity, the impact of peak staggering production on the supply side has declined significantly, the "competition and cooperation relationship" formed over the years has broken down, and the pressure of industry operation has doubled. China Cement Network helps the upstream and downstream enterprises in the cement industry chain to strengthen cooperation and cooperation from the perspectives of supply, demand, macro-economy, technological progress and industrial upgrading, and jointly promote the cement industry to get out of the predicament and face the new cycle.
On March 28-29, China Cement Network will hold the " 13th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou, during which awards will be given to top 100 cement and supplier enterprises, and experts and scholars will be invited. China Railway and other construction units jointly discuss the new development trend of the cement industry in the future, and work together to create the future!
