On May 11, the National Cement Price Index (CEMPI) closed at 107.13 points, down 0.9% annually. Year-on-year decline 19.
< IMG SRC = "https://img7.ccement.com/richtext/img/o1makqgsfya1715571444473. in general, the regional trend shows the characteristics of" rising in the north and falling in the south ", and the national market shocks downward.
Regionally, the six regions rose in the north and fell in the south on May 11. Driven by peak shifting in Northeast China, the cement price increased by 1.83%; the cost in North China increased, and the cement price increased by 0.66% compared with last week; the construction in Northwest China improved, and the cement price increased by 0.19%; the demand in Central and South China was weak, and the cement price decreased by 2.51%; the shipment in East China was sluggish, and the cement price decreased by 1.53%; The weather in southwest China is not good.
Table 1: Changes
of cement price index in six regions Source: Cement Big Data (< https://data.ccement.com/ >)
East China
< IMG SRC = "https://img7.ccement.com/richtext/img/clzrlc3pdba1715571463137.
Anhui: The market demand has not recovered significantly, and the quotations are temporarily stable." However, the price of high-grade bulk cement in Ma'anshan and Hefei has fallen by 10-20 yuan/ton, and the specific situation remains to be observed.
Jiangsu: The regional market demand is still below the level of the same period in previous years, the shipment volume is low, and the cement price in central and southern Jiangsu is reduced by 10-20 yuan/ton.
Shanghai: Affected by the price reduction in the surrounding areas, the price of cement in Shanghai will be reduced by about 15 yuan/ton from the 10th, and the specific situation remains to be observed.
Shandong: The weather turned better, although demand has recovered, but still less than the same period in previous years, Jining, Tai'an area actual transaction prices down 10-20 yuan/ton.
Fujian: The rainy weather has decreased, the shipments of enterprises have slowly rebounded, and the price of cement in Fujian is basically stable.
Jiangxi: The overall market demand and sales volume is not good. The cement price in Ganzhou area was pushed up by 20 yuan/ton in the early stage. At present, the actual transaction price in the region has fallen back to the level before the rise.
Central-South
< IMG SRC = "https://img7.ccement.com/richtext/img/3myntqxghhq1715571477709.
Hubei: The demand in the terminal market is weak, the shipment volume of enterprises is not high, and the market is under great pressure." Recently, cement prices in Wuhan, Huangshi, Huanggang and other places have been adjusted back by 10-20 yuan/ton.
Hunan: The rainy weather is over, demand is gradually recovering, and cement prices in Hunan remain stable.
Guangdong: Affected by the continuous rainy weather, the market demand is weak. Around May 1st, the price of cement in the Pearl River Delta region was reduced by 10-20 yuan/ton, and that in Maoming region in western Guangdong was reduced by about 20 yuan/ton.
Guangxi: At the end of April, the price of cement in Guangxi was raised by 10-20 yuan/ton, the rainy weather was more, the market demand was weak, and the overall implementation was not clear.
Southwest
< IMG SRC = "https://img7.ccement.com/richtext/img/vmihnysry4j1715571494665.
Chongqing: Driven by the 15-day off-peak shutdown, the cement price in the main urban area has been raised by 30 yuan/ton since the 10th. The actual transaction price has not yet been raised, and the implementation of this increase remains to be seen.
Yunnan: At the end of April, Pu'er raised the price of cement by 30 yuan/ton. The market demand and sales volume were low, and the price increase was difficult to maintain. At the beginning of May, it gradually fell back to the level before the rise.
Guizhou: The demand is not good, and the quotation is stable during the week. Hebei,
North China
: The central and southern areas of Hebei have made great efforts to stagger the peak and stop production. In addition, the cost of cement production has been rising due to factors such as rising coal prices and the imminent implementation of the new national standard. Since the 10th, the price of cement has been raised by 50 yuan/ton in Shijiazhuang, Cangzhou, north of Hengshui and other areas. Some manufacturers simultaneously raised < a href = "https://price.ccement.com/Price_list-1-s0-e0-p0-c0-k100059-b0.
Inner Mongolia: commodity raw material prices rise, production costs rise." On the 6th, Tongliao raised the price of cement by 20 yuan/ton, and on the 8th, Baotou raised the price of cement by 30 yuan/ton. The implementation of this round of promotion remains to be observed.
Shanxi: The market demand decreases and the competition intensifies. Recently, the price of cement in Linfen area has been reduced by 10 yuan/ton.
Northwest China
< IMG SRC = "https://img7.ccement.com/richtext/img/c8o9k1k3u491715571520670.
Gansu: The demand performance in Longnan region is average, and the shipment volume of enterprises has declined compared with the previous period." The cement transaction price of major manufacturers has been lowered by about 30 yuan/ton. At the end of April, the cement price of Lanbai and the surrounding major areas has been raised by 20 yuan/ton. At present, the quotations of various manufacturers are temporarily stable after rising.
Qinghai: The market demand performance is general, coupled with the continuous entry of foreign low-price cement, the local sales pressure is greater, the cement price in Xining and Haidong areas dropped slightly by 10-20 yuan/ton in the middle and late April.
Xinjiang: The market has been started one after another, and the construction of the project has improved. Around 2 days, the price of cement in Yili area has been raised by 10-20 yuan/ton, and the implementation remains to be observed. The price of cement in Kuqa area has been reduced by 10 yuan/ton.
Northeast China
< IMG SRC = "https://img7.ccement.com/richtext/img/0qm9rwvxdcar1715571534321. Heilongjiang, Before the May Day holiday in Jilin and Liaoning, the price of cement was increased by 50-60 yuan/ton, and in Liaoning, the price was increased by 20 yuan/ton. During the May Day holiday, the price of cement was increased by 30 yuan/ton. The implementation of this round of price increase in Northeast China is better, and the actual landing in most areas is 30-40 yuan/ton, and the follow-up situation needs further follow-up observation.
Market outlook forecast: slow recovery of demand, lack of market confidence, expected this week (5.13 ~ 5.
