Recently, affected by the cold weather, the engineering projects in North China have entered the final stage, the cement market has gradually turned weak, and the price is mainly stable for the time being. Among them, some manufacturers in Inner Mongolia have begun to plan winter storage. In the Beijing-Tianjin-Hebei region, due to the good weather, key projects and real estate projects have entered the final sprint stage, so that the delivery volume of enterprises can be guaranteed and the cement price is temporarily stable.
Last week, the weather in Hebei turned cold obviously, although the construction was carried out normally, but the shipment of enterprises has shrunk. It is understood that at present, Shijiazhuang's cement production capacity is controlled at about 60%, and it is expected that the scope of shutdown will continue to expand this week. The mainstream ex-factory price of P.O42.5 bulk cement in the region is 280 yuan/ton. Recently, the price of clinker in Tangshan area has risen slightly, the price of clinker has risen by 5 yuan/ton, and the ex-factory price is 245-255 yuan/ton. On the contrary, the price of cement in Tangshan area is stable at a low level. The mainstream ex-factory price of P.O42.5 bulk cement is 260-280 yuan/ton, which is slightly lower for small factories. It is expected that some production lines will face the possibility of shutdown due to insufficient raw materials, so clinker prices are expected to continue to rise slightly, which will have a positive impact on stabilizing cement prices. In addition, the markets in Tianjin and Beijing remained stable. The mainstream ex-factory price of P.O42.5 bulk cement in Tianjin was 290-310 yuan/ton, while that in Beijing was slightly higher by 30-40 yuan/ton.
The overall price of Shanxi Province remained stable. In view of overcapacity and low prices, the mainstream ex-factory price of P.O42.5 bulk cement in Taiyuan area was maintained at 270-290 yuan/ton last week. Since October, Shanxi cement demand has remained weak, it is understood that the demand fatigue is the main reason for blocking the rise of cement prices for a long time. It is expected that with the advent of the off-season, demand improvement is not expected in a short period of time, and prices will remain stable, not excluding a downward trend.
The cold weather in Inner Mongolia has gradually stopped the project, and some manufacturers are preparing for winter storage. At present, the price of P.C32.5 bagged cement in Jidong, Hohhot is 245 yuan/ton, and the price of bulk cement is 225 yuan/ton. The price of P.O42.5 bulk cement is 320 yuan/ton. Although compared with the same period last year, the growth rate of real estate investment in Inner Mongolia has increased significantly this year, and the number of construction projects has also increased, the driving force of cement demand is weak from the project progress stage. Enterprises in the region have made great efforts to strengthen the emission reduction of nitrogen oxides, and prices have remained stable.
In addition, recently, the government of Inner Mongolia Autonomous Region learned that from now on, Inner Mongolia will no longer approve new capacity projects in cement and other industries with serious overcapacity, and introduce a "timetable" for eliminating backward production capacity. By the end of 2013, the whole region will complete the elimination of backward cement production capacity of 4.59 million tons, which will help to alleviate the phenomenon of excessive regional inventory to a certain extent.
Video: [11.18-11.24] Cement Market Express
List of relevant industry information:
1. Beijing-Shenyang high-speed rail is expected to start construction next year
The Beijing-Shenyang high-speed rail is expected to start construction next year, and soundproof screens will be installed in the urban areas where the railway passes through, and the time from Shenyang to Beijing will be shortened to 2 hours and 30 minutes. The main line of the project is provided with 20 stations, 4 line stations and 1 spark EMU operation station. Related projects include 9.952 kilometers of EMU running line from Xinghuo Station to Xinghuo EMU operation, and 1.823 kilometers of reconstruction of the existing Northeast Ring Line. The connecting line of Shenyang hub is 9.343 kilometers, and the reconstruction is 24.2 kilometers.
2. Inner Mongolia plans to invest 22 billion yuan to build 170,000 urban affordable housing units in five years.
Recently, the Inner Mongolia Autonomous Region Government issued the "Opinions on Promoting the Implementation of the People's Housing Project", putting forward a new construction goal for the construction of urban affordable housing projects, that is, from 2013 to 2017, the whole region will plan to invest 22 billion yuan in the construction of 170000 urban affordable housing units.
3. Inner Mongolia invested 2.85 billion yuan in farmland water conservancy capital construction this winter and next spring.
This winter and next spring, Inner Mongolia plans to invest 2.85 billion yuan in water conservancy construction of farmland and pasture, taking water conservancy construction of farmland and pasture as a strategic measure to improve the production and living conditions of farmers and herdsmen, ensure national food security and ecological security, and highlight the most direct and realistic water conservancy problems that farmers and herdsmen are most concerned about.
Some analysts believe that the recent continuous increase in coal prices by large coal enterprises represented by Shenhua is to prepare for the coal ordering meeting to be held in mid-late December, hoping to have a greater price advantage in the negotiations. However, in the long run, the situation of coal oversupply can not be reversed, and this round of coal price rise will end in early December.
5. The decline of coal market prosperity narrowed in the third quarter.
In the third quarter, the coal industry prosperity index was 96.6 points, a slight decrease of 0.2 points, and the early warning index was basically flat. The results show that if there is no accident, it is unlikely that the coal industry will continue to decline sharply in the fourth quarter, and it is expected to flatten or rebound slightly on the basis of narrowing the decline in the third quarter.
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