Last week, the northern market was mostly in the state of off-peak kiln shutdown, the market demand was basically over, some areas increased, the overall cement price was mainly stable; the Spring Festival is approaching, the southern market has begun to enter the state of shutdown and vacation, the demand is reduced. Generally speaking, the national cement price continues to be weak. Trend of
cement price index (point)
Data source: Cement Big Data (https://data.ccement.com/
) In North China
, the prices of cement raw materials continued to rise recently, coupled with the impact of environmental control and kiln shutdown. Enterprises in the region have a strong willingness to raise prices. Since the 18th, some major enterprises in Shijiazhuang and surrounding areas of Hebei have notified an increase of 50 yuan/ton in cement prices, but the market demand is insufficient near the end of the year, new orders are basically absent, and the actual transaction is not clear. In the off-season
of Beijing-Tianjin, Inner Mongolia and Shanxi markets, cement prices are mainly stable.
East China
, Jiangsu, Zhejiang, Shanghai and Anhui: As the Spring Festival is approaching, the terminal market demand in Jiangsu, Zhejiang, Shanghai and Anhui has weakened. In addition, the clinker production line along the Yangtze River has gradually begun to implement the plan of off-peak production and kiln shutdown for maintenance. In order to promote sales and reduce inventory, the actual transaction price of some major manufacturers in Xuzhou, Jiangsu Province has fallen by about 10 yuan/ton, and the rest of the region has also fallen.
Shandong: Recently, affected by rain, snow, low temperature and environmental protection work, most areas in Shandong are basically in a state of shutdown, and there is basically no demand in the market.
Zhongnan
Henan: Affected by the continuous low temperature weather in Henan recently, the market demand is low. Although the major kiln lines have resumed production, the proportion of open kilns is not large. In terms of cement prices, the actual transaction prices of some major manufacturers in some areas declined slightly during the week, with a range of 10-15 yuan/ton.
Two lakes: affected by the snowfall and cooling weather, the construction site is blocked, and the sales volume in the two lakes area is low. In addition, near the end of the year, market demand will further weaken. In terms of price, the quotations in various regions during the week were mainly stable, with a slight loosening in some areas.
Guangdong and Guangxi: In recent days, the rainy weather in Guangdong and Guangxi has increased, coupled with the reduction of construction at the end of the year, the market demand and sales have weakened. At the beginning of the month, the price of bulk cement in the Pearl River Delta region of Guangdong was raised by 15 yuan/ton, and now we know that it has basically fallen back to the level before the rise. In Guangxi, the market demand is low, and the cement price of some enterprises is close to the cost line, so it is possible to continue to reduce the price.
Southwest
Sichuan and Chongqing: near the Spring Festival, some construction sites began to shut down for holidays, the market demand and sales were sluggish, coupled with the impact of price reduction in the surrounding market, in order to increase sales, leading enterprises in Leshan, Ya'an, Meishan, Ganzi, Liangshan, Aba and other regions in Sichuan reduced cement prices by about 20-30 yuan/ton from 18 to 24. In Chongqing, the recent rainy weather is more, the market demand and sales are shrinking.
Yunnan-Guizhou: As the Spring Festival is approaching, most of the mixing stations and construction sites in the Yunnan-Guizhou region have been shut down one after another, and the market demand has further shrunk. After enterprises in Dali, Lijiang and other areas in Yunnan notified an increase of 30 yuan/ton in cement prices in the middle of the month, there were basically no new orders, and the market demand is expected to be basically over by the end of the month. In Guizhou, the market demand is low, the sales volume is poor, and the transaction price of some enterprises shows signs of decline. Affected by the low temperature weather
in Northwest China
, the market demand in Shaanxi has further weakened, coupled with the approaching Spring Festival, construction sites have been shut down for holidays, and there has been no significant change in the quotations of major enterprises in the region during the week. In addition, cement prices in Ningxia, Gansu and Qinghai markets are mainly stable.
Market outlook forecast: Spring Festival down to, shutdown projects increased, expected (1.29-2.2) cement prices will continue to shock weak operation.
