"What should be built is basically finished"! Beijing Cement Industry "Both Volume and Price Fall" in 2023

2024-01-19 09:31:58

The low price of cement in the northern region will also affect Beijing, "volume and price fall" is a true portrayal of most parts of the country in 2023, but also a portrayal of the cement industry in Beijing.

If

the national situation is not good, how can Beijing be good? "When talking about the development of Beijing's cement industry in 2023, a local industry insider said to China Cement Network.".

In the view of the industry, Beijing Metro, viaduct and other key projects "basically completed the construction" , the real estate industry situation is not clear, Beijing cement demand is not good.

At the same time, the low price of cement in the northern region will also affect Beijing, "volume and price fall" is a true portrayal of most parts of the country in 2023, but also a portrayal of the cement industry in Beijing.

According to the cement big data of China Cement Network, in 2023, the cement output of Beijing was 2.0313 million tons (forecast value). The cement output of Beijing in the last five years is: 3,187,700 tons in 2019, 2,869,000 tons in 2020, 2,580,700 tons in 2021, 2,034,400 tons in 2022 and 2,031,300 tons in 2023.

2019-2023 Beijing Cement Output

Table Data Source: Cement Big Data (https://data.ccement.com/)

In terms of price, according to the cement big data of China Cement Network, At the beginning of 2023, the market arrival price in Beijing was 420-450 yuan/ton (including tax arrival price, the same below), with a cumulative decrease of about 100 yuan and an average annual price of 350 yuan/ton.

Looking at the cement prices of all provinces and cities in the country, the annual average price of Beijing is still "strong". Another industry expert told China Cement Net: "Beijing is the capital with a special geographical location. Compared with free market competition, the supply and demand of cement in Beijing are easily restricted by some large-scale conferences and exhibitions." From this point of view, supply and demand are affected at the same time, which also makes the trend of cement prices in Beijing more gentle, that is, whether other provinces rise or fall sharply, the rise and fall of cement prices in Beijing are more stable.

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Correlation

Recently, the local weather conditions in China are not good, the recovery of market demand is insufficient, the price of concrete is mainly stable, and the local pressure is falling. From September 12 to September 18, the national concrete price index closed at 112.93 points, down 0.21% annually and 10.83% year-on-year.