Last week, North China continued to be in the doldrums, and the overall regional market was temporarily stable. It is reported that the effect of shutdown and rectification in Shanxi Province has begun to appear, centralized shutdown has a certain impact on regional supply, and cement prices in some enterprises have risen. Affected by the severe cold in Inner Mongolia, the cement production line has basically stopped production, waiting for the introduction of the winter storage plan.
Near the end of the year, the market demand in Beijing, Tianjin and Hebei gradually weakened, cement sales dropped to about 50% to 60% in the peak season, and the price of cement was basically stable last week. It is reported that the current focus of manufacturers is to collect money at the end of the year, while increasing the maintenance of target customers.
On the 17th, Shijiazhuang City, Hebei Province, concentrated on demolishing 18 cement enterprises in the northwest region in one day, and planned to shut down all cement grinding stations by the end of this year. By the end of March next year, all small and medium-sized cement building materials enterprises along the Xibaipo Expressway will be demolished. In addition, Hebei Province recently set up an action team to carry out special irregular inspection of air pollution prevention and control, which will continue until April 30, 2014. The special inspection focuses on nine aspects, including environmental supervision of atmospheric emissions from industrial enterprises and remediation of key regional environmental problems. In terms of environmental supervision of atmospheric emissions from key industrial enterprises, the operation of pollution prevention and control facilities in key industrial enterprises such as thermal power, iron and steel, cement, glass, petrochemical, chemical and non-ferrous metal smelting is mainly inspected. With the intensification of air pollution control and the acceleration of the elimination of backward production capacity, it is expected that the pressure on the cement market caused by overcapacity will be alleviated to a certain extent, which will have a positive impact on cement prices next year.
In December, air pollution control was extended to Shanxi. According to the requirement of Taiyuan Municipal Committee and Municipal Government to shut down all polluting enterprises, Yangqu County has stopped production and renovated the cement production enterprises such as Nanbai Cement, Beibai Cement and Shanshui Cement in Jinhui, Shanxi Province. At present, there are five cement production plants in Taiyuan, of which four are distributed in Yangqu County, and all of them are distributed around Dayu Town. Although the market is off-season, the centralized shutdown has a certain impact on regional supply, and the cement price of some enterprises has been raised by 20-40 yuan/ton. At present, the mainstream quotation of P.C32.5 bagged cement in Taiyuan area is 275-295 yuan/ton, and the quotation of P.O42.5 bulk cement is 295-325 yuan/ton.
Affected by the severe cold in Inner Mongolia, the construction in the region has been completely stopped, and the cement enterprises are basically in the state of stopping kilns and grinding. Cement prices remained stable in November and December. According to the usual practice in previous years, the overall winter storage plan in the region is expected to start in January. Overall, the overall price of Inner Mongolia is high in the north and low in the south. This year, in Hohhot, Ordos, Wuhai and other places in southern Inner Mongolia, cement prices are basically hovering at a low ebb due to concentrated overcapacity and flat demand. According to the tracking data of China Cement Network Market Center, the price of cement in northern Inner Mongolia has been maintained at a relatively ideal price this year because of its proximity to the three northeastern provinces.
Video: [12.23-12.29] Cement Market Express
List of relevant industry information:
1. Beijing overfulfilled the task of building 162,000 affordable housing units this year.
The Beijing Municipal Commission of Housing and Urban-Rural Development announced on the 25th that this year, the city completed 162000 affordable housing units and 85000 units through new construction, reconstruction, expansion and acquisition, exceeding the planned construction tasks of 160000 units and 70000 units.
Chen Yongjiu, director of Hebei Development and Reform Commission, said recently that Hebei Province will ensure the improvement of air quality by promoting reform and innovation and eliminating excess capacity, while ensuring that the economic shift does not stall. At the same time, Hebei Province will deepen cooperation between Beijing, Tianjin and Hebei in many fields to control air pollution from the source.
3, Shanxi: Coal imports in the first 11 months is 4.8 times the export volume
In the first 11 months of this year, Shanxi Province imported 4.56 million tons of coal with a value of 360 million US dollars, up 26.6% and 9.2% respectively. At the same time, the export volume of coal in Shanxi Province has dropped sharply. In the first 11 months of this year, Shanxi exported 943,000 tons of coal with a value of 150 million US dollars, down 32.5% and 44.7% respectively. According to this calculation, in the first 11 months of this year, Shanxi imported 4.8 times as much coal as it exported.
In 2014, the main expected indicators for the development of civil aviation in China are that the total transport turnover of the whole industry is 74.8 billion ton kilometers, the passenger transport volume is 390 million, and the cargo and mail transport volume is 5.87 million tons, increasing by 11.1%, 10.5% and 5.3% respectively over the previous year. General aviation flew 598,000 hours, an increase of 5.6% over the previous year. The investment in infrastructure construction is 78 billion yuan.
Jiang Weixin, Minister of Housing and Urban-Rural Construction, said on the 24th that in 2014, we should maintain the continuity and stability of regulatory policies and implement existing regulatory measures. In 2014, the target task for the construction of urban affordable housing projects is to basically complete more than 4.8 million units and start construction of more than 6 million units, of which more than 3.7 million units are shantytowns.
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