along the Yangtze River has always been the vane of the domestic market. At the beginning of
July, the market along the Yangtze River ushered in the third round of " market news that Hubei enterprises failed to reach an agreement on the issue of kiln shutdown. Hubei can not participate in peak staggering and kiln shutdown, which poses a threat to the market along the Yangtze River at all times, and then leads to the lack of follow-up of cement price increase along the Yangtze River.
Hubei is located in the "seven-inch land"
of the Yangtze River. Hubei is located in the central region, just in the "seven-inch land" of the golden waterway of the Yangtze River.
Shipping, the Yangtze River Three Gorges hub above and below Wuhan have reached 10000 tons of waterway, after the completion of the Jinghan Canal, Hubei's shipping advantages will be more prominent. With the help of the strong shipping capacity of the Yangtze River, Hubei cement can impact the upstream and downstream cement market of the Yangtze River.
of peak-staggering production is not good
. In 2024, Hubei's peak-staggering production plan requires no less than 40 days of shutdown. In contrast, Hunan requires 45 days of shutdown in the first quarter alone, Jiangxi requires 120 days of shutdown in the whole year, Zhejiang and Jiangsu require no less than 80 days of shutdown in the whole year, and Sichuan and Chongqing require more than 140 days of shutdown. There are also differences in the implementation of peak-staggering production
in Hubei, with relatively good implementation in western Hubei and relatively poor implementation in eastern Hubei, and some local enterprises lack enthusiasm for peak-staggering production.
In terms of output, Hubei is the province with the lowest clinker production capacity in the three central provinces, about 64.3 million tons (about 80.4 million tons in Hunan and about 66 million tons in Jiangxi), but it is the province with the highest cement production in the three central provinces in 2023, about 98.9 million tons (about 82.85 million tons in Hunan and about 82.75 million tons in Jiangxi). According to the big data of
China Cement Network, the top three clinker production capacity in Hubei market are 24.025 million tons of Huaxin Cement , 14.167 million tons of Gezhouba Cement and 5.332 million tons of Asia Cement. Three production capacity accounted for 67.65% of the province, of which Huaxin Cement accounted for 37.
market strategy, there are obvious differences between the two regions of Huaxin Cement, Western Hubei and Eastern Hubei. The market strategy of Western Hubei is relatively mild, while that of Eastern Hubei is relatively radical. However, some competitive private enterprises are concentrated in Eastern Hubei, which further aggravates the contradiction between Huaxin Cement and some important enterprises in the region.
Generally speaking, Hubei has become the key "unstable factor" in the market along the Yangtze River because of its key geographical position, huge output, deep contradictions among enterprises and the superposition of three factors.
