Weekly Report of Cement Network: Demand in Southwest China Is Low, Many Places Push Up Cement Prices to Be Observed (3.11-3.15)

2024-03-15 16:34:09

According to China Cement Market Data Center,

According to the data center of China Cement Network, due to the rainy weather, the market demand and sales in Sichuan and Chongqing were low, the price of cement in some markets fell by 10-30 yuan/ton in the week, and the early push up in the surrounding Guizhou region basically failed. In addition, some markets in Yunnan have pushed up 20-30 yuan/ton, and the actual implementation remains to be observed.

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Correlation

水泥行业纳入全国碳市场,短期对成本影响小,中长期看对水泥企业在生产运营、数据管控、交易成本、节能减碳投资等方面都将造成重大影响,随着碳配额从基本满足到从紧降低,政策更严标准更高,将有效促进行业去产能,进而影响竞争力和供需格局。