Low price cement impact! Can the partial corner of the Qinghai cement market sit still?

2024-05-10 17:01:55

Faced with the impact of low price cement, how will Qinghai cement deal with it? "Give up that market." Relevant person in charge of a large cement enterprise in Haidong said that even if the price is reduced, it will not increase much, so it is better to do more projects or commercial concrete stations, and the price is still high.

Recently, according to market feedback, low-priced cement in Lanzhou is impacting the Haidong market in Qinghai. Can Qinghai Cement , which has never had a hard time with the market, remain calm? What is the current situation of cement market in Qinghai? In this regard, China Cement Network has exchanged with the relevant leaders of some local cement enterprises. According

to the exchange, the demand for cement in Qinghai has declined significantly this year. "Real estate has been bottoming out and demand has fallen sharply.". At this time in previous years, the factory shipped about 2000 tons of cement a day for real estate projects, but this year only more than 300 tons, only recovered to one sixth of last year. "An enterprise in Xining said that we have also conducted research on real estate projects in Xining and its surrounding areas, and there are only one or two projects with tower cranes.".

"In addition, Qinghai has also been classified as a high-risk debt province, although there are still key projects that have not yet been completed to stimulate cement demand, but it is estimated that it can only survive this year smoothly.". Once the existing major projects are completed, the market demand will be terrible. These people speak frankly.

During the exchange, we learned that the demand and market of cement in Lanzhou, Gansu Province, which is adjacent to Qinghai Province, is even worse. So now some cement enterprises in Lanzhou are hitting the Haidong market at a low price. According to the relevant person in charge of a cement enterprise in Lanzhou, compared with last year, the demand for cement in Lanzhou has generally declined by 50% -60%, and less by 40%.

"Now there are a lot of cement from Gansu, and the price is much cheaper than our factory." An industry insider in Haidong revealed that the emergence of low-cost cement is disrupting the market.

Faced with the impact of low price cement, how will Qinghai cement deal with it? "Give up that market." Relevant person in charge of a large cement enterprise in Haidong said that even if the price is reduced, it will not increase much, so it is better to do more projects or commercial concrete stations, and the price is still high. A business person

in Xining said that foreign low-cost cement will basically only be in the Haidong market, which has little impact on Xining, so it is better to follow the price reduction than to let the quantity and stabilize the price.

From the exchange, we know that the peak staggering time of Qinghai cement industry is 180 days, and if the demand continues to decline, Qinghai may increase the peak staggering time. "If it doesn't work, it will stop for eight months and open for four months. If it doesn't work again, it will stop for nine months and open for three months." Relevant person in charge of a large cement enterprise in Qinghai spoke frankly.

According to its expression, off-peak production is a double-edged sword, although off-peak production can adjust the contradiction between supply and demand, but also protect backward production capacity. At present, there is still a 1000t/d clinker production line in Qinghai. But now there is no other good way but to continue to rely on off-peak production. When the market really drops to a certain extent, the cement industry will certainly usher in a round of shuffling, and then a number of backward production capacity will be eliminated through market-oriented means. At a time when the

industry is facing severe challenges, it is of immeasurable strategic significance and practical utility to actively promote the upgrading of large-scale production equipment and actively promote the energy-saving technological innovation and environmental protection upgrading and transformation of the cement industry, so as to enhance the core competitiveness of cement enterprises and realize the grand blueprint of sustainable development of the industry.

To this end, China Cement Network will hold the 11th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference-Equipment Renewal Forum in Nanjing, Jiangsu Province on June 13-14 . This forum will gather government leaders, industry technical specialist, scientific research institutions, universities, cement enterprises and equipment suppliers to discuss and analyze the practical path of equipment renewal and green upgrading in the cement industry, so as to promote the industry to move towards a more energy-efficient, greener and environmentally friendly future.


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Correlation

Near the end of the year, the domestic concrete market demand continued to weaken, the cost support declined compared with the previous period, and the price of concrete in many places declined steadily. From December 19 to December 25, the national concrete price index closed at 111.39 points, down 0.80% annually and 10.97% year-on-year.