Traffic Fixed Investment Drops by 3.3%, Cement Demand Still can't Count on Infrastructure Construction..

2024-05-30 16:02:02

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

Recently, the Ministry of Transport released the economic operation of transportation in April. From January to April, the investment in fixed assets of transportation in China reached 1001.6 billion yuan, down 3.3% from the same period last year. Among them, 714.5 billion yuan was invested in highways, down 9.1% from the same period last year.

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

According to the statistics of China Cement Network Cement Big Data Research Institute, cement demand recovered slowly in the first quarter, and by the end of March, the cement shipment rate was only 36%, which was 7.4 percentage points lower than that of the same period. The Yangtze River Delta region, where

demand is relatively strong, is only 40%, down 33 percentage points from the same period, and demand is weakening significantly. Although many regions increased peak staggering and delayed kiln opening in the first quarter, manufacturers were slow to go to the warehouse under weak demand. At the end of March, the ratio of clinker storage capacity was 62.8%, which was at a high level in the same period.

  The shipment rate

in the first quarter was lower than that in the same period (%). The ratio of clinker storage to capacity was at a high level (%).

The demand for cement declined and the price went down all the way. In the first quarter of 2024, there was almost no decent rebound in the national cement price trend, and the price went down all the way. By the end of March, the national cement price index recorded 105.45 points, down 7% from the beginning of January, down 25.4% from the same period last year, with only one week rising in 11 weeks, and the rest falling.

  Cement prices

in the first quarter opened low and went low (points) Weekly prices in the first quarter rose more or fell less (%)

Real estate drag is obvious, infrastructure support is insufficient, the cement industry is in the key node of transformation and upgrading, the industry must rationally face the current situation of insufficient demand, innovate and develop, and find new opportunities in the crisis.

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Correlation

At present, the cement market in Jiangxi is still in the state of off-peak production, with weak supply and demand. In the short term, the market is not expected to fluctuate too much, but with the end of peak staggering production in the first quarter of mid-March, the imbalance between supply and demand will gradually emerge, and the market may face new challenges.

2025-02-11 15:24:10

It is said that one of the main reasons for the instability of the market and the decline of cement prices is the large difference in kiln shutdown time, the imbalance of production capacity, the change of market share and the imbalance of business mentality among enterprises. China Cement Network data show that the price trend of Henan in 2024 is consistent with the national trend, but from the performance point of view, it is always lower than national level in the same period.

2024-12-19 16:09:54

Li Yeqing, president of Huaxin Cement, mentioned in an investor relations event in the first half of this year that Huaxin Cement does not have too many restrictions on overseas development in the region, and the company will expand along a region, such as Africa in the recent stage, Asia is still looking for opportunities, and South America will go in the future. If Huaxin is committed to becoming a global multinational company, it will not stick to or be confined to a certain country or region.

2024-12-18 13:20:19

"Yes, a price war is not advisable, and there are no beneficiaries under the inner volume!" However, the person also pointed out that the fundamental reason for the market involution is the extreme overcapacity, so the work of controlling production and removing capacity must be carried out simultaneously.

2024-12-06 09:33:19

Henan cement market is facing unprecedented challenges. In the first half of the year, the cement output of Henan Province decreased by 16.6% compared with the same period last year, and the demand was seriously lower than expected at the beginning of the year. In terms of production, the average number of off-peak shutdown days of 62 clinker production lines in Henan Province from January to July reached 136 days, the production time was 77 days, and the average kiln line operation rate was only 36%.

2024-08-16 13:19:30

We need to establish the core values of "others earn more, I can earn more" to guide production and operation. In the short run, only by actively limiting production and restoring the balance of supply and demand in the weak market, can the cement industry achieve a recovery in efficiency. Without enough initiative and consistency to limit production, all those who talk about the price of cement are cheaters and hooligans, and they can not succeed.

2024-08-13 15:12:11

The vicious competition of "involution" is a game without winners.

2024-08-08 10:38:47

China's urbanization rate has increased by 1 percentage point, which can stimulate the new investment demand of trillion yuan scale.

2024-08-07 15:47:16

In August, the market outlook was weak, inventory pressure increased, demand was low..

2024-08-07 14:09:46

Promote large-scale and intensive management, improve the relationship between supply and demand, and prevent involution competition.

2024-08-06 11:40:39

"There are two leading enterprises fighting in Guanzhong.".

2024-07-31 17:32:22

The cumulative consumption has been unable to support the further demand for cement in the future.

2024-07-19 14:27:26

European cement prices may exceed 250 euros/ton.

2024-07-17 16:03:36

In such a cold winter, should we narrow the battle line.

2024-07-16 14:11:29

With frequent high temperature and rain weather, the building materials market has entered the off-season of traditional demand.

2024-07-08 16:16:39

This is the third round of pushing up cement prices in the Yangtze River Delta.

2024-07-05 15:25:43

Cement and aggregate are "grasshoppers on a rope".

2024-07-05 11:41:59

The largest monthly output of clinker is Anhui Chizhou Conch Cement Co., Ltd., which produces 1.2399 million tons of clinker, accounting for 11.24% of the total output of Anhui Province.

2024-07-02 11:22:10

Support cement enterprises with energy efficiency reaching benchmark level and environmental performance reaching A-level to fully release production capacity.

2024-06-11 15:28:00

After the Meiyu season, the middle and lower reaches of the Yangtze River immediately enter the high temperature season from July to August, which is also not conducive to outdoor construction. Therefore, the arrival of the Meiyu season every year basically means that the cement off-season begins, and the market needs to wait until September to start again.

2024-06-03 10:41:06

Establish a strict disciplinary mechanism to increase the cost of violations that do not implement the policy of peak staggering production.

2024-05-30 16:32:05

Traditional investment in infrastructure construction is difficult to support strong demand for cement.

2024-05-30 16:02:02

The implementation of the new national standard may become an important opportunity for cement prices to rise.

2024-05-23 15:19:32

The reduction of new construction projects and the weakness of infrastructure have a direct impact on cement demand.

2024-05-21 09:52:34

Layoffs reduce costs, but can they really increase efficiency?

2024-05-15 14:41:02

At present, it is an important opportunity for the cement industry to reshape its pattern and open a new chapter of high-quality development.

2024-05-15 14:16:10

It is about 13 times the price of cement in China, which is 4283 yuan/ton higher than that in China.

2024-05-11 14:22:59

Enterprises are under great pressure to operate and actively raise the price of cement, but the foundation of price increase is not stable.

2024-05-09 13:05:55

How serious is the overproduction situation in the cement industry?

2024-05-07 17:16:26

Can this push up be implemented? According to the communication between China Cement Network and local cement enterprises, the difficulty of price implementation in Beijing-Tianjin-Hebei region is quite different.

2024-04-29 17:45:49

Clinker production capacity is mainly distributed in Qingyuan, Meizhou, Zhaoqing, Yunfu and Huizhou. Qingyuan's clinker production capacity ranks first, with an annual clinker production capacity of 25.972 million tons.

2024-04-29 15:40:05

The economic slowdown is another challenge facing the U.S. cement market in 2024.

2024-04-28 17:17:33

"Now the main reason for the price increase is that we can't afford it!" An industry insider in Liaoning said bluntly.

2024-04-26 11:34:38

In 2023, about 110 million tons of cement were sold in the United States, with a total value of about 16 billion US dollars, or about 115.9 billion RMB.

2024-04-25 16:14:35

Data show that from January to March 2024, Ningxia's cement output was 1.0661 million tons, a year-on-year decline of 46.9%, making it the province with the largest decline in cement production in China.

2024-04-25 13:47:41

The first task is to establish a strong pricing strategy to ensure that the rise in the cost side can be transmitted to the price in time to ensure corporate profits.

2024-04-24 15:28:09

Which side do you prefer?

2024-04-23 13:56:04

Disorderly competition will only lead to low-price competition, widespread losses, and "no food to eat when the table is lifted".

2024-04-18 16:59:35

As the junction of Henan and Hebei, the cement enterprises in Anyang and Xinghan have maintained a fierce market competition.

2024-04-18 13:32:24

During the exchange, it was learned that the loosening of cement prices in Hexi area of Gansu Province was mainly due to the obvious decline in local cement demand and the impact of foreign cement.

2024-04-18 09:19:14

Cement prices have remained relatively stable since 2000.

2024-04-15 16:06:10

The downstream construction in the northern region is still general, the demand recovery is less than expected, and the cement price is weak and stable; the shipment in some parts of the southern region has improved, coupled with the long-term low price operation, the enterprise has a strong willingness to raise prices. Generally speaking, the recovery of demand is limited, but driven by the general rise in the Yangtze River Delta region, the national cement price has stopped falling and turned to rise.

2024-04-15 15:30:35

Define the capacity quota that enterprises need to reduce and introduce monetary subsidy measures.

2024-04-12 10:13:05

As of April 9, Daqing Train Depot has completed the unloading of 172 vehicles, 344 standard boxes and a total of 11000 tons of cement clinker, and quickly put them into the Daqing construction market through road freight vehicles, seizing the market opportunities.

2024-04-10 13:06:56

The profit situation of the cement industry may improve in March.

2024-04-07 09:17:51

In the context of declining demand, Conch Cement will also increase sales, and will definitely need to expand market share and increase market competition.

2024-03-20 09:53:15

Guangdong, Guangxi and Fujian will certainly become the strategic places for China Resources to compete for this share.

2024-03-13 11:08:55

The building materials market in 2024 is organic in danger and can turn around in danger.

2024-03-05 15:33:50

Some enterprises in Shijiazhuang, Hebei notified that the cement price was increased by 30 yuan/ton, mainly due to the increase in clinker price caused by off-peak production in winter. At present, most cement plants have stopped production for maintenance, and the downstream market has recovered slowly. It is expected that production will be gradually resumed in mid-March.

2024-03-04 10:05:08

The title is "Cement and Clinker Inventory Statistics". The statistics include the inventory of cement and clinker in different regions of the country. On July 04, the percentage of inventory, the percentage of year-on-year and month-on-month inventory were all presented. Among them, the area with relatively large change value is the clinker in East China, and the year-on-year storage location has a more significant decline; while the area with relatively small change value is the clinker in North China, and the year-on-year and month-on-month storage locations have no change. The overall data show the different States and trends of cement and clinker stocks in different regions.