According to the data of China Cement Net, the price of cement in Heilongjiang, Jilin and Liaoning regions has been pushed up in the past two days, with the highest increase of 60 yuan/ton. What is the reason for the larger increase? How much can it actually be implemented? China Cement Network has exchanged with many people in the industry in Northeast China. Many
local enterprises said that the price increase was mainly due to the recent fine weather, the improvement of demand and the resumption of construction. In addition, the new national standard will be implemented soon, the cost of cement production will increase, and the price of cement will continue to be depressed after the year, which will put great pressure on enterprises.
"At present, land sales have recovered 80%." An industry insider in Liaoning said that shipping has not yet started because of some objective factors and low prices in the Yangtze River Delta. A large cement enterprise
in Heilongjiang also said that their current demand for cement is still good, and it has recovered 80 to 90% of the previous demand.
According to the construction index monitored by China Cement Network for a long time, as of April 25, the construction index of Heilongjiang, Jilin and Liaoning provinces was 70, 83 and 81 points respectively, which was good for cement demand. In terms of
inventory, according to an industry insider in Heilongjiang, the current production in Northeast China is based on sales and sales, and the inventory is very low, especially in Heiji area, there is basically no inventory, so Liaoning will have some inventory, because the expansion of inventory will have a greater impact on enterprises. According to the ratio of cement clinker storage in Northeast China monitored by China Cement Network, the clinker inventory in Northeast China is indeed relatively low.
At the same time, according to market feedback, the three northeastern provinces and the eastern part of Inner Mongolia plan to stop kilns for 15 days from May 1, but there are no specific rules for the implementation of kiln shutdown.
"In addition, the new national standard for cement will be implemented soon, and the production cost of cement will also increase by 15 yuan/ton.". This is a great pressure for cement enterprises which are already in a loss state. An industry insider in Northeast China said that the implementation of the new national standard for cement is good for large enterprises. At the same time, the price of cement in some parts of Northeast China is as low as 200 yuan/ton, and the ex-factory price of some large cement factories is as low as 180 yuan/ton. Many enterprises are saying that they are basically selling one ton at a loss, and many enterprises are in a state of loss.
"Now the main reason for the price increase is that we can't afford it!" An industry insider in Liaoning said bluntly. With the improvement of
demand, low inventory and rising cost of cement production, will multiple factors push the cement price in Northeast China to be put in place? An industry personage that follows northeast market for a long time says bluntly: Enough choke! But we won't know for a week. What is the
follow-up market situation? China Cement Network will continue to pay attention!
