Off-season impact continues in August, cement demand continues to bear pressure

2024-08-07 14:09:46

In August, the market outlook was weak, inventory pressure increased, demand was low..

In August, with the continuous high temperature weather, the influence of off-season is still the same, the domestic demand for cement continues to bear pressure, and the market situation of sand, concrete and other related fields is also not optimistic. In terms of

cement, the cement market in July was affected by high temperature, rainy weather and regional supply and demand differences, and the price rose first and then declined. The cost of coal increased slightly, but the cost of cement production decreased, and the profit situation of the industry is expected to improve. Interregional differentiation is obvious, the price of cement in Northeast China has increased significantly due to peak staggering and kiln shutdown, while the price in Southwest China has decreased significantly due to rainfall. In August, the market outlook is weak, inventory pressure is increasing, demand is low, and prices are expected to continue to oscillate downward. In terms of

sand and gravel, the supply and demand of sand and gravel market was weak in July, and the price showed a downward trend. The price index of gravel and machine-made sand in China has fallen both on a month-on-month and year-on-year basis, especially in the southern region, where demand has declined significantly and prices have weakened. The performance varies from region to region, with prices rising in North China due to environmental control, while prices in East China, Central South and Southwest China generally declined due to weak demand due to high temperature and rainy weather. Looking forward to August, the summer weather will continue, the downstream demand will be difficult to improve, and the price of sand and gravel will continue to weaken. In terms of

concrete, the concrete market continued to be depressed in July, especially in the northwest and north China. High temperature and rainy weather restricts construction, new projects are insufficient, market demand is reduced, while upstream raw material prices fall, cost support is weakened. In August, the market is expected to remain weak, the contradiction between supply and demand is prominent, and the price index may continue to decline. The profit margin of the industry has narrowed, and enterprises are facing greater operating pressure. The senior researchers of Cement Big Data Research Institute of

China Cement Network will interpret the market changes from supply, demand, macro-economy and other aspects. For more details, please pay attention to the live broadcast of this Friday's "Sharing Hui · Building Materials Observation" cement network APP video line. Welcome to scan the code and make an appointment for live broadcast.

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Correlation

At present, the cement market in Jiangxi is still in the state of off-peak production, with weak supply and demand. In the short term, the market is not expected to fluctuate too much, but with the end of peak staggering production in the first quarter of mid-March, the imbalance between supply and demand will gradually emerge, and the market may face new challenges.

2025-02-11 15:24:10

It is said that one of the main reasons for the instability of the market and the decline of cement prices is the large difference in kiln shutdown time, the imbalance of production capacity, the change of market share and the imbalance of business mentality among enterprises. China Cement Network data show that the price trend of Henan in 2024 is consistent with the national trend, but from the performance point of view, it is always lower than national level in the same period.

2024-12-19 16:09:54

Li Yeqing, president of Huaxin Cement, mentioned in an investor relations event in the first half of this year that Huaxin Cement does not have too many restrictions on overseas development in the region, and the company will expand along a region, such as Africa in the recent stage, Asia is still looking for opportunities, and South America will go in the future. If Huaxin is committed to becoming a global multinational company, it will not stick to or be confined to a certain country or region.

2024-12-18 13:20:19

"Yes, a price war is not advisable, and there are no beneficiaries under the inner volume!" However, the person also pointed out that the fundamental reason for the market involution is the extreme overcapacity, so the work of controlling production and removing capacity must be carried out simultaneously.

2024-12-06 09:33:19

Henan cement market is facing unprecedented challenges. In the first half of the year, the cement output of Henan Province decreased by 16.6% compared with the same period last year, and the demand was seriously lower than expected at the beginning of the year. In terms of production, the average number of off-peak shutdown days of 62 clinker production lines in Henan Province from January to July reached 136 days, the production time was 77 days, and the average kiln line operation rate was only 36%.

2024-08-16 13:19:30

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

China's urbanization rate has increased by 1 percentage point, which can stimulate the new investment demand of trillion yuan scale.

2024-08-07 15:47:16

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

2024-08-06 11:40:39

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.