"In 2023, driven by major projects, the sales volume of our enterprises is almost the same as before. Although the price has been reduced by the impact of the surrounding market, we are glad that the market has been well maintained, and the price of cement has risen a lot in November and December , so the overall benefit of the enterprises in 2023 is still good." A cement enterprise in Shijiazhuang said that from the perspective of the whole market in Hebei, the northeast and central Hebei are OK, but the southern Hebei region is not very optimistic.
According to the cement big data forecast of China Cement Network, the cement output of Hebei Province in 2023 is 10331 95000 tons, which is an increase compared with 2022. In 2023, the average price of cement dropped by 25%.
According to market research, the cement market in southern Hebei has been greatly impacted by Henan and Shanxi, and the price of cement has fallen sharply. "The demand for cement on our side has dropped slightly, but the average price of cement has dropped by nearly 200 yuan per ton, and the enterprises are in a loss state." A cement company in Xingtai revealed that the amount of cement from Henan and Shanxi was not large, but the price was really low, which immediately disrupted the market on our side.
According to an enterprise in central Hebei, the big drop in cement prices in Hebei in 2023 was mainly due to the price war in the southern market, which caused cement prices in Shandong, Henan and other places to drop sharply and had to rush northward at a low price.
Talking about the views and trends of the industry in 2024, some people think that the demand for cement in Hebei will not be particularly large, and it will be good if it can be the same as in 2023; Others believe that 2024 is a big year for infrastructure construction, the country should expand domestic demand, vigorously carry out infrastructure construction, highway, high-speed rail, pumped storage power stations and other major projects, economic recovery, will be conducive to supporting cement demand.
"Whether the market can rise depends mainly on the competitive relationship between enterprises. If we continue to fight a price war, it will be good if the price can stabilize the current level." Many respondents mentioned this point when they talked about their views on the future market.
It is worth mentioning that in order to reverse the loss situation of the industry and help enterprises out of the predicament, Hebei issued the Notice on the Arrangement of Self-discipline, Self-rescue and Peak-staggering Production in the Cement Industry of Hebei Province in 2023-2024, requiring the industry in Northeast Hebei to self-discipline, self-rescue and peak-staggering production for 200 days, and the industry in Central and Southern Hebei to self-discipline, self-rescue and peak-staggering production for 190 days. It has increased by about 50 days compared with the previous two years.
