"The sales volume, price and benefit of our enterprises in 2023 are all lower than those in 2022." Recently, a cement enterprise in Lanzhou said that the average price of cement dropped by 100 yuan/ton compared with the same period last year.
in Gansu? It is closely related to the distribution of clinker production capacity, Gansu's geographical location and demand. The clinker production capacity of
1、 is
unevenly distributed. According to the Gansu Cement Clinker Production Capacity Ranking of China's Top 100 Cement Clinker Production Capacity List published by China Cement Network, by the end of 2023, the annual clinker production capacity of Gansu was 41.292 million tons. According to the distribution of production lines in the figure below, there are few and small-scale clinker production lines in Jiayuguan, Jiuquan, Zhangye, Wuwei, Jinchang and other places in Hexi region, and the distance between factories is relatively far. The total clinker production capacity in Longyou areas such as
Lanzhou, Baiyin and Tianshui exceeds 30 million tons, accounting for three quarters of the total annual clinker production capacity in Gansu. Clinker production capacity is concentrated and the scale of enterprises is large, so it is inevitable that the competition among enterprises is fierce and the price is difficult to raise. In the exchange with local insiders,
China Cement Network learned that the overall demand for cement in 2023 in Gansu Province was basically the same as that in 2022, mainly supported by major infrastructure projects, but slightly different in different regions.
According to the cement big data forecast of China Cement Network, in 2023, the cement output of Gansu Province was 40 million 975 thousand and 200 tons. According to the survey, there are many major projects in Hexi, Gannan and Longnan, and the demand for cement is slightly better.
"Jinwu District, supported by key projects such as high-speed and high-speed railway, has a good demand for 2023 cement, and the cement sales of enterprises have increased slightly year on year." A person in charge of a cement enterprise in Wuwei City said. "Jiayuguan and Jiuquan market demand has declined, but the decline is not large." An industry insider in charge of Jiayuguan and Jiuquan markets for a long time said.
In addition, the demand for real estate in Lanzhou and Baiyin is less than half of last year, and the demand for key projects is flat over the same period. A person in charge of an enterprise in Longnan said that although the overall market demand in 2023 was not very good, cement sales around Longnan, supported by major projects, were only about 5% lower than last year. An industry insider in
charge of Pingliang and Qingyang markets said that demand had declined significantly, with cement sales falling by more than 10% year-on-year. Parts of
the 3、 have been severely
impacted by foreign cement. Opening the map of China, we can find that Gansu has a long and narrow terrain. To the south is the Qilian Mountains and to the north is the Mongolian Plateau. The unique terrain makes the cement market of Jiajiu Zhangye relatively closed and the price relatively stable. Prices in Jinwu, Pingliang and Qingyang areas of Gansu are relatively low, mainly due to the impact of foreign cement.
"For Ningxia enterprises, it is difficult to transport cement to Lanzhou, Baiyin and other clinker concentration areas in the south, and desert in the north, so they can only go west and then transport it to Jinwu market." Relevant person in charge of a cement enterprise in Jinchang said that 2023 was impacted by Ningxia cement, and the cement sales volume of the enterprise dropped by 20% year on year.
Pingliang and Qingyang markets are surrounded by clinker towns such as Guyuan in Ningxia, Tongchuan and Baoji in Shaanxi, Tianshui in Gansu, and cement enterprises are among the princes. Qilian Mountain Cement , Conch Cement , Jidong Cement, Shengwei Building Materials and so on, the competition is fierce.
In contrast, Gannan and Longnan areas are much better, not only have major projects to stimulate demand, but also the cement enterprises in both places are under the banner of Qilian Mountain Cement, which can better stabilize the market in a region.
