At the "2024 China Cement High Quality Development Forum" on November 15, OCC Chairman Ma Weiping introduced the "prisoner's dilemma" of cement price war. The causes include the lack of trust and integrity, the lack of restraint and incentive mechanism, and the shortsightedness of enterprises. Due to the breakdown of long-term cooperative relationship, the weak implementation of peak staggering production, and the fact that enterprises only focus on immediate interests, it leads to vicious competition and no one benefits. Ma Weiping pointed out that in the future, the demand for cement will decline and the market will be compressed. Enterprises should strengthen self-discipline and cooperation. Large enterprises should stress the pattern and small and medium-sized enterprises should be honest. At the same time, they should reduce costs and increase efficiency, control supply, stop kilns and limit production to maintain profits.
On November 15, the National Bureau of Statistics released October national economic data, in which cement production in October was 175 million tons, down 7.9% from the same period last year. Cement output from January to October was 1.501 billion tons, a decrease of 185 million tons or 10.96% compared with the same period last year. These data reflect that the cement output showed a significant downward trend from January to October, whether in October or the overall situation from January to October, showing that the cement output is not optimistic, which may be related to the development trend of construction and other industries, market demand and other factors.
3、 2024 China Cement High Quality Development Forum and the Second OCC Anti-Involution Forum
On November 15, the forum and forum were held in Tongcheng, Anhui Province. Many people, including the former president of China Building Materials Federation, made speeches, pointing out that the volume is the enemy of the industry. At present, the industry is facing difficulties, but the cement workers should be determined to uphold the concept of win-win cooperation, strengthen self-discipline and prevent vicious competition in order to promote high-quality development. The chairman of OCC analyzed the "prisoner's dilemma" of the cement price war and emphasized the cooperation of enterprises. At the meeting, the OCC Cement Industry Anti-involution Tongcheng Declaration was issued, Xinjiang shared its development experience, discussed the impact of debt reduction and the significance of "shock therapy", and in the afternoon, enterprises advocated "anti-involution".
4、 Cement Net Weekly Report: Fujian Cement Prices in East China Push Up Again (11.11-11.15)
Fujian cement prices in East China have been raised again since November 13. Since November, the local weather has been fine, demand has rebounded and supply is tight. The Yangtze River Delta region is mostly overcast and rainy this week, with stable demand. Some leading enterprises sell at high prices, resulting in low sales. Some manufacturers in northern Jiangsu and northern Anhui have raised their prices. Affected by the policy, Shandong enterprises have a strong desire to raise prices, but the actual implementation range is low. Prices in Jiangxi are basically stable. It also includes industry-related information, such as Shi Caijun's re-election as chairman of the Asian Concrete Federation, the exchange of visits between enterprises, the list of enterprises selected, the financial support for projects, and the thinking on the breakdown of the cement industry.
5、 Qiao Longde, Former President of China Building Materials Federation: Involution Is the Enemy of the Development, Progress and Promotion of the Industry
At the "2024 China Cement High Quality Development Forum and the Second OCC Anti-Involution Forum" on November 15, Qiao Longde said that Involution is the enemy of the industry. Involution hinders the formation of new quality productivity, affects innovation promotion and high-quality development, and brings about a decline in efficiency. China's cement industry has been involved in competition for many times, and this situation is special and difficult to solve. In order to reverse the passive situation, the industry needs to take the lead in thinking, unify its understanding, and work together on policies, standards and industry self-discipline in order to resist the involution and promote the development and progress of the industry.
During the period from 11.11 to 11.15, the price of cement in central and southern China rose and stabilized. Cement prices in western Guangdong, eastern Guangdong and the Pearl River Delta region were pushed up by 20-30 yuan/ton due to improved weather, increased shipments and peripheral driving. Guangxi was temporarily stable this week after the price increase at the beginning of the month. Many places in Hunan are affected by the off-peak shutdown of kilns with low inventory, and some areas have been notified to rise by another 50 yuan/ton since the 15th. Eastern Hubei plans to push up 30 yuan/ton again. Henan overcast and rainy weather demand is low, but the price is temporarily stable in the early stage of peak staggering and kiln shutdown. At the same time, it also mentioned the thinking of breaking the cement industry, related industry information, and the decline of cement production in China from January to October.
7、 Weekly Report of Cement Net: Weak Demand for Concrete, Steady Market Price (11.11-11.15)
On November 7-13, the national concrete price index rose slightly on a month-on-month basis and fell on a year-on-year basis. Yunnan raised prices partially, while other provinces and cities were more stable. Among the six major regional markets, the price index in southwest China rose annually, while other regions were stable. The average price of C30 concrete in 29 provincial capitals was stable except Kunming. Upstream cement prices continued to rise from November 11 to 15, and sand and gravel aggregates declined slightly. Affected by the cold air in the north next week, the construction will be completed, the impact of precipitation in the south will be limited, the shipment of concrete will be stable and slightly reduced, and the cost support will not be strengthened. It is expected that the supply and demand of the concrete market will be weak and stable, and the focus of the transaction will be narrow.
China Cement Network Market Data Center news, due to the rise in raw materials, concrete prices in southwest China have a slight upward trend (11.11-11.15). In Sichuan-Chongqing region, the concrete market in Sichuan is stable, the demand is slightly declining and the price has not changed significantly, the downstream implementation of Chongqing cement is insufficient, and the concrete quotation has not changed significantly. In Yunnan-Guizhou region, the cost of raw materials in Yunnan has increased sharply, and the price of concrete in many places has been raised, but the overall demand is weak, the shipment of enterprises is not good, and the specific implementation needs to be observed.
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