Selected | The price of cement in Kunming and Chongqing of Yunnan Province is declining; Wang Aizhen: The pressure of large-scale loss of cement enterprises in the whole province will be even greater

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. The price of cement in Kunming area of Yunnan Province has been loosening and declining ( click the title to view the full text). Since the middle of the year

, some leading enterprises have lowered the price of cement by 20 yuan/ton. Recently, some leading enterprises in Pu'er area have lowered the price of cement by 20-30 yuan/ton.

2. In recent days, the

leading enterprises in Chongqing have continued to reduce the price of cement by 20 yuan/ton in the main city market, and some enterprises in the surrounding areas such as southeastern Chongqing and northeastern Chongqing have simultaneously reduced the price by 20-30 yuan/ton.

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1. Talking about the cold and warm of cement | Wang Aizhen: The pressure of large-scale losses of cement enterprises in the whole province in 2024 is even worse

. Talking about the situation of Henan cement market in 2024, Wang Aizhen said that due to the drag of real estate, the contradiction between supply and demand is likely to further intensify in the new year, and the price competition among enterprises may be unavoidable. If the industry can not reach a consensus on steady growth, Henan cement market will still be difficult in the new year, and the loss may be more serious.

2. National Bureau of Statistics: In 2023, the national cement output was 2.023 billion tons, down 0.7%

from the same period last year. On January 17, the National Bureau of Statistics released the economic data for December 2023. Among them, the national cement output in December 2023 was 158 million tons, a year-on-year decrease of 0.9%; the national cement output in 2023 was 2.023 billion tons, a year-on-year decrease of 0.7%.

According to China Cement Network, the national cement output in 2023 was the lowest in 13 years since 2011.

3. Anti-monopoly: The trade association shall not make decisions on the reduction of production or suspension of production to the operators!

Recently, the Anti-Monopoly and Anti-Unfair Competition Committee of the State Council formulated and promulgated the Anti-Monopoly Guidelines for Trade Associations. It stipulates that trade associations shall not set commodity prices, restrict independent pricing power, and restrict the quantity of commodity production or sales.

Wu Xiaomei, an associate professor at

South China University of Technology, pointed out that market competition and government guidance are needed to resolve the overcapacity of the cement industry. Enterprises can try to switch to special cement production, but they need to pay attention to market capacity and their own conditions. She is not optimistic about the cement market in 2024, and enterprises should continue to practice their internal skills.

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