this year, the competition for share among cement enterprises in the market along the Yangtze River has intensified, resulting in a sustained downturn in cement prices , even falling below 200 yuan/ton, and serious losses for regional enterprises. According to market news, from September 27, the price of clinker along the Yangtze River Delta will rise, and from September 28, the price of cement will follow up.
In order to implement the national call of "strengthening industry self-discipline, preventing" involution "vicious competition" and "promoting the normalization of peak staggering and production restriction", enterprises along the Yangtze River plan to spare no effort to maintain the industry ecology, increase peak staggering production and strive for reasonable profits of the industry. The specific plan is that from September 27 to October 31, the production lines of enterprises along the Yangtze River will be shut down for 12 days, and it is estimated that the average daily output of clinker along the Yangtze River in Anhui will be reduced by about 60000 tons. In addition, other production lines in Hubei, Anhui, Zhejiang, Jiangsu and Jiangxi provinces will also implement different degrees of shutdown plans.
With the increase of clinker price and the opening of the market in the second half of the year, the ex-factory price of P.O42.5 cement in East China is expected to return to 300 yuan/ton.
The above chart shows that in the first half of this year, looking back on the 3-4 rounds of peak staggering production in the Yangtze River Delta region, the effect is not obvious. Let's wait and see what the price trend will be in the next four quarters.
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