Liaoning's cement demand may shrink sharply! Enterprise leaders call out helplessness!

2024-04-03 16:18:15

The leader of a cement enterprise in Dalian, Liaoning Province, said frankly that in the face of this situation, the company now does not know what to do, very helpless.

Recently, a policy document entitled "Measures for Classifying and Strengthening the Management of Government Investment Projects in Key Provinces (Trial Implementation)" was circulated on the Internet, requiring 12 high-risk debt provinces and cities across the country to postpone or suspend infrastructure projects. A person from an industry association in Liaoning said that the overcapacity of clinker in Liaoning should also be a very serious place from the national point of view, and now it is listed as a province with high debt, which has a great impact on key projects. Major projects will be shut down, and the demand for cement will be greatly reduced.

"Last year, the cement sales of enterprises were basically the same as the previous year, but this year, the cement market demand has declined significantly, and cement enterprises will be very difficult this year." The leader of a cement enterprise in Dalian, Liaoning Province, said frankly that in the face of this situation, the company now does not know what to do, very helpless.

According to the statistics of China Cement Network Cement Big Data Research Institute, Liaoning's cement output has shown a downward trend in the past three years. Last year, the cement output was 38.1402 million tons, while the annual clinker production capacity of Liaoning was 54.2376 million tons. The above-mentioned people said frankly that at present, Liaoning's clinker operation rate is 50%, and the cement operation rate is only about 30%.

It is noteworthy that the local demand for cement in Liaoning is usually around 30 million tons. In the past few years, due to the high price of cement in the southern region , Liaoning will export about 20 million tons of cement by sea every year. In the past two years, the competition in the southern cement market is very fierce, and the price is hovering on the edge of the cost, resulting in a significant reduction in the volume of Liaoning cement southward, and a significant decline in cement production. This situation seems to be more obvious since the beginning of this year.

"In the past, some cement was shipped southward by sea to Zhejiang and other places, and last year southward sales accounted for 10% of the company's output." A leader of a cement enterprise in Dalian said that, however, the price of cement in Zhejiang is very low now. The freight from Dalian to Zhejiang is about fifty or sixty yuan. If we continue to transport to the south, let alone make money, we can say that we lose one ton by selling one ton.

Afore-mentioned personage inside course of study speak bluntly: If go on like this again, cash flow of a few enterprises can be broken very quickly, big probability does not live.

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Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.