Cement prices have risen in the traditional sales season "Silver Ten", and relevant policies are expected to promote industry repair. Nanjing Building Technology has received tens of millions of dollars in financing, and its floor tile paving robot improves building efficiency, which indicates the arrival of the era of intelligent building. In the fourth quarter, Changsha intensified its construction efforts and promoted a number of key projects to boost the development of the central region. Jidong Cement is surveyed by institutions with a market value of 15.8 billion yuan. The environmental protection indicators of the iron and steel industry have been improved to promote green transformation. Naknor is focused on roller press equipment, performance growth and active internationalization. Resource stocks rose sharply in the A-share market. SASAC advocates state-owned enterprises to speed up the construction of world-class enterprises.
2、 Asian Technical Seminar of Leifa and 20th Anniversary of Leifa Trade (Dalian)
Leifa Group successfully held the Asian Technical Seminar in Dalian with the theme of Innovation and Sustainable Development of Refractories. More than 220 professionals from many Asian countries participated. The seminar explored the application of energy-saving and carbon-reducing refractories, alternative fuels and enhanced interaction through the SLIDO system. Leifa also demonstrated drone inspection technology. At the same time, it celebrated the 20th anniversary of the establishment of Leifa Trade (Dalian) and visited Yingkou Factory, which deepened the participants'understanding of product quality.
The price of cement in many places in southwest China increased by 100 yuan/ton, and that in Liangshan and Panzhihua in Sichuan increased by 50 yuan/ton; some manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other places in Guizhou increased by 10-40 yuan/ton, and the rest of the region was temporarily stable. The demand for cement is low, the inventory of enterprises is high, and the effect of price adjustment remains to be observed. Decrease in cement production and profit. The Ministry of Industry and Information Technology issued the Implementation Measures for Capacity Replacement of Cement and Glass Industry (2024 edition) to optimize the industrial structure. Yunnan Baoshan Conch Cement production capacity replacement, Basu Conch Cement Project EIA announcement, increase production capacity to 3000 t/d.
Cement prices in some parts of central and southern China continued to rise, with a price increase of 30-60 yuan/ton in the Pearl River Delta and Hainan regions of Guangdong, a planned increase of 30-50 yuan/ton in Guangxi, and a temporary price stabilization in the two lakes regions. In the Pearl River Delta of Guangdong, due to the decline in the water level of the Xijiang River and the pressure of operation, enterprises pushed up prices. Due to the plan of off-peak kiln shutdown and the willingness to raise prices, some areas in Guangxi have been raised first. Prices in Hubei, Hunan and Henan are stable and adjustable, with a cumulative price increase of 120 yuan/ton in Hainan, but the market demand is flat, and the effect of the increase remains to be seen. Relevant industrial information involves the quality of Wanbei Cement, the revision of the capacity replacement method of the Ministry of Industry and Information Technology, and the announcement of the technical renovation project of Guzhang Southern Cement in Hunan Province.
Cement prices in Hami, Xinjiang, Northwest China rose by 30 yuan/ton, while prices in Shaanxi, Gansu, Qinghai and Ningxia were stable. Due to the large number of projects, good shipment, low inventory and rising raw material prices in Hami, Xinjiang, enterprises have a strong willingness to raise prices. In the first three quarters of 2024, the demand for cement declined, the price fluctuated and rebounded, the output was low, and the profit declined. Demand is expected to be weak in the fourth quarter and prices may rise. Construction investment projects in Gansu Province are coming to an end. China Building Materials Group and Guyuan Municipal Committee communicate on Rural Revitalization. Six sectors promote renewable energy substitution. The Ministry of Industry and Information Technology revised the measures for capacity replacement in the cement and glass industry.
6、 Cement network data: price statistics of C30 concrete in all regions of China in October 2024
In October 2024, the average price of C30 concrete in China was 352.81 yuan/m3, down 0.63% from September and 10.40% from the same period last year. Beijing, Tianjin and Hebei decreased by 3.20%, 2.96% and 1.05% respectively, with prices of 302.50 yuan per square meter, 328.33 yuan per square meter and 324.75 yuan per square meter respectively. Liaoning's price remained unchanged at 326.02 yuan per square meter, but rose 17.59% year on year. Guangdong's price dropped by 3.77% to 382.61 yuan per square meter, down 14.56% year on year. Chongqing and Sichuan decreased by 27.01% and 17.28% respectively. More specific data can be logged in cement big data query.
Cement prices in the Yangtze River Delta region of East China were stable this week. Affected by Typhoon Sula, the terminal demand in Jiangsu, Zhejiang and Shanghai is general, and the price is stable. Fujian and Jiangxi tried to push up the price of cement, but the actual transaction was not clear. Anhui terminal market demand is warming up, prices are stable, and prices of some enterprises have declined. Henan issued a notice of peak staggering production in the cement industry, which is expected to affect the supply of the industry. The performance of some cement listed companies declined in the third quarter. Conch Cement has carried out technological upgrading of several clinker projects. The cement industry is facing the challenge of low-carbon transformation and actively promoting green development.
Cement prices in some parts of East China have risen this week, but the overall trend is price stability. The rising price of raw materials in Jiangsu, Zhejiang, Shanghai and Anhui affected the price of concrete, but the price fluctuated only slightly due to the weak market demand. The price of cement in Anhui has declined implicitly due to the impact of foreign cement, but the concrete market is stable. The price of concrete in Shandong is generally stable. Fujian cement prices continue to rise, concrete production costs rise, and market prices have an upward trend. Jiangxi concrete market price is stable.
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