The second quarter is the key period to speed up progress, increase efficiency and steady growth. Entering the second quarter, how does the building materials market recover? What is the development trend of the industry? In terms of
cement, the market supply and demand remained weak in April, and due to the long-term low price of cement, enterprises were under great pressure to actively raise the price of cement, but the foundation of price increase was not stable, the actual implementation was limited, and some areas showed signs of decline at the end of the month. Looking forward to May, it is expected that the improvement of demand will be limited, the inventory of enterprises will be high, and the cost support will be weak, so it is expected that the cement price will show a slightly weak trend. In terms of
concrete, the number of new projects in most regions in China is relatively small, and the construction progress in the southern region is slow due to the continuous rain weather, so the market demand for concrete is lower than the normal level in the same period in previous years. Cement enterprises in many places have tried to push up prices, but except for very few areas, prices have generally fallen after the rise, and the actual implementation is quite limited. Looking ahead to May, weather conditions are expected to improve from the previous period. At the same time, despite the macro-level requirement to speed up the issuance of government special bonds, it is difficult for funds to reach the project side in the short term, and the growth rate of downstream actual construction volume is relatively limited. It is expected that the demand for concrete will increase slightly compared with the previous year, which is still weak. In terms of
sand and gravel, the demand rebound is weak, the price rise momentum is insufficient, the overall price of sand and gravel is weak, and the prices of key regions such as East China and Central and South China have fallen. Looking forward to May, the weather is getting better, the enthusiasm for the construction of mixing stations is rising, the demand for projects in northern Jiangsu is better, supporting the delivery of sand and gravel, the rainfall in May in Guangdong and Guangxi is less than that in April, the construction situation is expected to improve, and the price of sand and gravel may rise.
The market seeks balance in the imbalance of supply and demand, price fluctuation and regional market differentiation. Li Kunming, Lin Jiayi and Liu Xiaodan, senior researchers of Cement Big Data Research Institute of China Cement Network, will interpret the market changes from supply, demand, macro-economy and other aspects. For more details, please pay attention to the live broadcast of "Sharing Exchange and Building Materials Observation" on the APP video line of Cement Network at 3:00 p.m. this Saturday (May 11). Welcome to scan the code and make an appointment for live broadcast.
