Weekly Report of Cement Net: Northeast Cement Is Rising Strongly, Concrete Market May Meet Cost Transmission Price Rise (7.8-7.12)

2024-07-12 16:21:46

The rise of cement is strong, and the concrete market may meet the cost conduction price increase.

China Cement Net Market Data Center News: The cement market is rising strongly, and the concrete market may meet the cost-conduction price increase ( more commercial mixed prices in Northeast China)

this month. Cement enterprises in Northeast China continued to strictly implement the policy of off-peak kiln shutdown, resulting in a tight supply of clinker, which pushed up the price of cement again during the period of 5-10 days, with an increase of 50-60 yuan/ton. The strong rise of this round of cement market indicates that the downstream concrete market will also be positively affected, and the cost transmission effect may appear, which may promote the rise of concrete prices. However, the specific price implementation of the concrete market still needs to be closely tracked and observed.

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"Anti-involution" is the theme of the current development of the cement industry, but "anti-involution" does not mean "rain and dew sharing" of market interests, nor is it a fundamental means to solve the development dilemma of the industry. Under the general trend of sharp contradiction between supply and demand, a large number of cement enterprises will inevitably be out of the current round of shuffling. As the saying goes, "Striking iron needs to be self-rigid", only by taking advantage of the final window period created by the industry's "anti-involution" to enhance the hard power of enterprises, can we truly control our own destiny in the wave of industry changes.