1、 Cement net video: many areas push up the price of cement 10-50 yuan/ton!
Chongqing, Shaanxi, Fujian, Gansu and Jiangxi have recently raised cement prices, ranging from 10-50 yuan/ton. The largest increase was 50 yuan per ton in Chongqing on Sept. 21; 30 yuan per ton in Shaanxi on Sept. 20; 20 yuan and 30 yuan per ton in Fujian and Gansu on Sept. 22 and Sept. 23, respectively; and 10-15 yuan per ton in Jiangxi on Sept. 23.
2、 China Building Materials Group Saudi Arabia Promotion Meeting Successfully Held in Riyadh
China Building Materials Group successfully held a promotion meeting in Riyadh, the capital of Saudi Arabia, attended by more than 120 guests, including government officials and business partners. The leaders of the group introduced the development process and contribution of Saudi Arabia in the past 20 years, and were committed to deepening cooperation with Saudi Arabia and supporting Saudi Arabia's "Vision 2030". At the meeting, the "Saudi Comprehensive Service Center" was unveiled to provide professional services and promote high-quality cement equipment to serve the Middle East market.
3、 Cement Net Weekly Report: Cement Prices in East China Have an Upward Trend (9.23-9.27)
Cement prices in East China have shown an upward trend. Affected by the rising prices of raw materials, cement prices in Zhejiang, Anhui, Jiangsu and other places have increased, but the actual implementation is uncertain. Transaction prices in some parts of Zhejiang have declined, and the Hangzhou-Jiaxing-Huzhou-Shaoxing region will push up prices. Due to weather factors and geological disasters in Anhui, demand is weak and prices are falling. Jiangsu is overcast and rainy, the market demand is low and the price is falling. Due to the improvement of demand and the shutdown of kilns at staggered peak in Fujian and Jiangxi, the intention of price increase has increased, but further observation is needed. Conch Group's company applied for listing, Huaxin gave birth to ultra-high performance concrete, and South Korea considered importing Chinese cement.
The market demand for concrete in East China has not improved significantly, and the price of raw materials has risen, but the price of concrete has remained stable. Jiangsu market demand has rebounded slightly but not reached the peak season level, Anhui market is stable and raw material prices are expected to rise. Because the clinker production line in Shandong has not been shut down as planned, the inventory pressure of raw materials is high, the price fluctuates, and the price of concrete is wait-and-see. Because of the continuous rainy days in Fujian, the market demand is low, although there is a price increase intention, it is difficult to implement. The price of concrete in Jiangxi is relatively stable, and the market demand is gradually increasing, but the growth rate is limited.
5、 Weekly Report of Cement Net: Central and South China, Hubei, Eastern Hubei and Other Places Plan to Push Up Cement Price by 30 yuan/Ton Again (9.23-9.27)
Central and southern Hubei, eastern Hubei and other places plan to push up the cement price by 30 yuan/ton again. Prices in the Pearl River Delta region of Guangdong are generally pushed up, while those in Guangxi are stable and declining. Hubei is driven by the price increase in eastern Hubei, and the price of individual markets in Hunan is rising. Guangdong's major enterprises have raised prices, and the market demand is low, pushing up about 10-20 yuan/ton. Prices in Guangxi have declined. Hubei staggered peak kiln, clinker inventory pressure eased, and plans to raise prices again. Prices in Yueyang, Hunan, were raised. Henan market demand is weakening and prices are falling.
China's Golden Dragon Index has risen sharply, Shenzhen's land auction competition is fierce, and Chang'an Automobile's Avita Technology is expected to be listed independently. The government promotes the entry of medium and long-term capital into the market, the real estate policy may be further relaxed, and the market expects the capital market to usher in a repair market. The low valuation of the building materials sector ushered in fiscal stimulus and could be invested through the building materials ETF (159745). Xijiang Port promotes the development of green wisdom, and the Xizang of high-competitive building materials has the qualification certificate of producing low-heat cement and has the production capacity.
Many places in Gansu have pushed up the price of cement, but the actual transaction has not seen an effective rise. The northern Ningxia and Gansu regions have encountered challenges in trying to raise the price, and the market demand is not strong. Some enterprises have taken measures to stop kilns at the wrong peak. Prices in Qinghai, Xinjiang and Shaanxi are stable, and demand in Shaanxi remains good. Yongdeng Qilian Mountain and Linxia Conch Cement related expansion and technical transformation projects started. The health of concrete enterprises is declining, and the difficulty of market clearance is increasing. There is no objection to the announcement of Xinjiang Buerjin Tianshan Cement Capacity Replacement Plan. The situation of nine major carbon emission exchanges in China was mentioned.
8、 Cement Weekly Report: Cement Prices Rise in Many Places in Southwest Sichuan (9.23-9.27)
Cement prices rose in many places in southwest Sichuan due to the rebound in demand, and Chongqing also ushered in a second round of push up, while prices in Yunnan fell due to insufficient demand. Guizhou is expected to continue to stop kilns for 60 days in the fourth quarter, with a slight increase in cement prices in some areas. Sichuan will continue to stagger the peak and stop kilns for about 15-18 days, and some regions have raised prices. Chongqing's inventory pressure reduction boosted prices. The market is concerned about the changes in demand and price trends during the National Day. Relevant industry dynamics involve green development, energy conservation and emission reduction, and carbon emission trading.
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