A few days ago, the leading enterprises in Wuhai area of Inner Mongolia notified an increase in cement prices by 20-25 yuan/ton, but according to the market situation, the market demand in Inner Mongolia has not yet fully recovered, has the price adjustment been implemented? What is the actual market in Inner Mongolia?
"The price increase is just to stabilize the price, and the actual price is still down." Relevant person in charge of a cement enterprise in Wuhai disclosed that the current ex-factory price of P.O42.5 is over 200 yuan including tax. The enterprise is still in the shutdown period and is expected to open the kiln at the end of the month.
The person in charge said that because Inner Mongolia was listed as 12 high-risk debt provinces, the project was suspended in a large area this year, and the demand for cement was completely exhausted. Since the second half of last year, it has been reflected that there are risks in the funds of various places, and the return of funds is not very good.
"This large-scale shutdown, the current demand for cement in some parts of Inner Mongolia or a decline of about 40%." The person said frankly that from the current point of view, the recent daily shipments of cement plants are basically more than 1000 tons, which is expected to return to normal after the middle and late April, but it is also difficult to return to the previous level. An industry insider
in Wulanchabu said that many projects in Inner Mongolia have been suspended this year, the market start-up time is later than in previous years, and the overall market situation is not good. It is impossible to predict how much impact the project will have when it stops working, and it depends on the follow-up situation of the market.
According to the data of China Cement Network, the cement output in Inner Mongolia has been more than 36 million tons for several consecutive years, and the annual clinker production capacity is 55.397 million tons. The situation of overcapacity is already very serious. If the demand for cement shrinks sharply again, how can the local cement enterprises survive?
"In this situation, we can only endure it." A person in the industry in Inner Mongolia said that not only cement, but also the building materials industry had to endure in the past two years.
Another business person said that now we can only turn to the home decoration market, and then other grinding stations will stop production and survive first.
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. On March 28-29, China Cement Network will hold the " 13th China Cement Industry Summit and TOP100 Award Ceremony " in Hangzhou, during which the top 100 cement and supplier enterprises will be awarded. At the same time, we invite experts and scholars, China Railway and other construction units to discuss the new development trend of the cement industry in the future, cohesion and create the future together!
