12.7 Cement Morning Post: 92,000 tons of clinker from Japan and South Korea arrived at the port; 92,000 tons of imported clinker arrived at the port; 92,000 tons of clinker from Japan and South Korea arrived at the port

2024-12-07 07:01:34

What is happening in the cement industry?

1. Cement network video: 92,000 tons! Two ships of imported clinker from Japan and South Korea have arrived at the port, and there may be four more ships in the future!

2. Cement net exclusive: 92,000 tons! Two ships of imported clinker from Japan and South Korea have arrived at the port, and there may be four more ships in the future! At the same time, there may be four ships of imported clinker coming in the future.

3, cement net exclusive: 92,000 tons of Japanese and Korean clinker arrived in Hong Kong! The cement industry is difficult! How difficult! Japan and South Korea have excess cement production capacity, and China also has excess production capacity with low concentration and low price. The development of China's cement industry is difficult, nearly the whole industry is losing money, the price has been restored but the demand is still weak when the production is off-peak, at this time, the import of clinker from Japan and South Korea may damage the interests of domestic enterprises, trigger a price war, and aggravate market chaos. Moreover, there are quality doubts and environmental protection problems in imported clinker, which pollute the environment in loading and unloading transportation links, deviate from the green concept and cause unfair competition.

6 . Weekly report of Cement Network: The price of cement in the Yangtze River Delta in East China has declined (12.2-12). Among them, the transaction price of some enterprises in Jiangsu, Zhejiang, Shanghai and Anhui has dropped by 20-30 yuan/ton. However, due to the off-peak shutdown of the clinker line and the median inventory, some enterprises will resume the price increase; The transaction price of some enterprises in Fujian shows signs of decline, although the price is pushed up, it is difficult to implement; the price in Jiangxi is temporarily stable, and the demand in some areas is slightly reduced; the demand in Shandong is not ideal, and some enterprises may have the willingness to raise the price. In addition, it also reported relevant industrial information, such as the transfer of enterprise equity, the resignation of the chairman, the list of enterprises selected for benchmarking, and the ignition of production lines.

7. Cement Weekly: Cement prices in the Pearl River Delta of Guangdong in central and southern China rose after falling (12.2-12). In addition, it also involved the bankruptcy auction of a cement enterprise in Henan, Huangshi delegation's investigation of Huaxin Jizak Company, Hunan railway investment or boosting cement demand, and Liugong's visit to Conch Group in Guangxi. Industrial information such as the signing of strategic cooperation between Hainan Holdings and Conch Group.

8. < a href = "https://www.ccement.com/news/content/43463623434875001." The article also provides a comparison table of cement and clinker delivery in provincial capitals from October to November. P.O42 in all regions of the country in November. It also covers the statistics of cement output and import and export information of all provinces and cities in the country from January to October. In addition, there are two commentaries, respectively discussing the reasons for Huaxin's huge investment in the acquisition of Nigerian cement enterprises and whether the price of sand and gravel along the Yangtze River is really rising. Details need to be downloaded from the attachment.

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Correlation

CEMPI

131.51

+0.11 +0.08%

CONCPI

112.29

-0.03 -0.03%

CLKPI

138.14

0.00 0.00%

SPPI

51.17

-0.34 -0.66%

MORPI

80.60

+0.07 +0.09%

Cement Net Comments: Increased Financial Support, Restart of Shelved Projects May Bring Incremental Demand

In recent years, due to the influence of capital factors, the number of suspended and delayed construction projects has increased significantly, which has dragged down the demand of cement market. In 2025, with the support of a more active fiscal policy, some projects may be restarted, bringing a certain increase in demand for the cement industry.