Up and down, the implementation of price increase in Hunan cement industry is worrying.

2024-04-19 09:17:10

Not only in Hunan, but also in the whole Yangtze River Basin, the prospect of this round of price increases is worrying. According to the analysis of China Cement Network Cement Big Data Research Institute, the current supply and demand situation is still poor, the foundation of price increase is not solid, and the serious shortage of demand may be the main factor that makes this round of price increase difficult to implement.

According to the data center of China Cement Network, driven by the rising prices in the surrounding markets, and the relatively low price of cement in Hunan , in order to improve profits, the leading enterprises in Hunan again notified the increase of cement prices by 30 yuan/ton on 16 th.

"It has not yet been fully implemented." Cement enterprises in Zhangjiajie and Changde reported to China Cement Network that some manufacturers had not adjusted the price increase, so the specific implementation remains to be observed. A person in charge of the production of a cement enterprise

in Changsha said that the market demand was bleak, and the sales volume of the enterprise in the first quarter decreased by 100,000 tons compared with last year. "Kilns with a scale of less than 5000t/d have not been opened this year, and our inventory is more than 90%. How can kilns be opened?" The person in charge said frankly that Hunan had pushed up prices several times this year but failed, so he was not confident enough about whether the price increase could be maintained.

Not only in Hunan, but also in the whole Yangtze River Basin, the prospect of this round of price increases is worrying. According to the analysis of China Cement Network Cement Big Data Research Institute, the current supply and demand situation is still poor, the foundation of price increase is not solid, and the serious shortage of demand may be the main factor that makes this round of price increase difficult to implement.

In the short term, cement prices in many areas along the Yangtze River have fallen below the cost line, and enterprises are under great pressure to operate, which does not rule out the possibility that prices in areas not raised will follow suit. For a long time, the relationship between supply and demand is the core factor that determines the price trend. At present, the real estate industry has not stabilized its land acquisition and sales, and is still in a weak position. Next, the Yangtze River Delta region will face factors such as rainy season and busy farming. It is expected that the demand will be difficult to improve significantly, while the supply will increase. It is expected that the market will face greater operational pressure in the second quarter. Enterprises should rationally judge the market trend.

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Correlation

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.