According to the feedback from the market, the enterprises in Northeast China have a good implementation of peak staggering and kiln shutdown, and the cement and clinker stocks of enterprises in the region are generally at a low level. It is reported that in August, Northeast China will continue to implement 15 days of peak staggering and kiln shutdown, and the situation of tight clinker supply will continue.
In order to improve the business situation, leading enterprises in Harbin, Heilongjiang Province and Jilin Province notified an increase in cement prices by 50 yuan/ton on the 10th. Previously, Liaozhong region has pushed up 60 yuan/ton around 5 days, and other regions such as Dalian and Chaoyang in Liaoning Province are also following up today to raise the price by 60 yuan/ton. More cement market in Northeast China needs to be further tracked and observed.
It is understood that the cement enterprises in the three northeastern provinces have issued peak staggering notices for four consecutive months since May, requiring the kiln to be shut down for 15 days in the same month.
Since May, the Northeast Cement Price Index has shown a continuous upward trend. As of July 9, the index closed at 477.86 points, an increase of 26.42% compared with the same period last year, and the cement price once exceeded 400 yuan/ton, far ahead of the whole country. During the same period, the national P.O42.5 cement price index closed at 355.09 points, and the bright performance of Northeast China highlighted its leading position in the national cement market.
Jidong Cement also confirmed this view in the survey announcement on July 5. Jidong Cement said that from the current point of view, the price increase in Northeast China is leading the country.
The industry said that the sustained rise in cement prices in Northeast China was mainly due to the positive response of enterprises in the region to the policy of peak staggering production, the reduction of cement inventory to a low level, and the optimization of market supply and demand.
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