It is understood that the cement products of Tapai Group mainly include the Pearl River Delta market and the eastern Guangdong market, and the situation of the two regional markets is different. In the
Pearl River Delta market, Guangxi and Fujian implement the "monthly settlement and monthly clearance" mode of peak staggering production, that is, at the end of this month, the number of days of peak staggering production next month is formulated. In the middle and late June, two rounds of price increases totaling 40 yuan were carried out, and in July, 10-15 yuan was pulled back. At present, the implementation of peak-staggering production in Guangxi has alleviated the situation of oversupply and played a positive role in stabilizing the price of cement in the Pearl River Delta market. In the eastern
Guangdong market, Guangdong's peak-staggering production implements the policy of 80 days/kiln shutdown of the year-round normal peak-staggering production plan, of which the first stage is 40 days from January to April and the second stage is 40 days from May to August. At present, the implementation is in good condition, all enterprises can implement it in place, and the recent demand in the eastern Guangdong market is weak. Cement prices have been relatively stable in recent years, and have not followed the trend of rising prices in the Pearl River Delta market.
Next, immediately entering the peak season of cement sales in the south, whether the price of cement will continue to rise depends mainly on the implementation of peak staggering production in the region, and the sales volume still needs to observe the recovery of demand.
