Run for thousands of miles! The clinker of a leading cement enterprise in Guangdong and Guangxi was "killed" to the northeast!

2024-06-06 09:48:27

To safeguard the overall situation of the industry and promote sustainable development, we need to abandon narrow interests and work together to overcome difficulties.

According to China Cement Market Data Center, major enterprises in Heilongjiang and Jilin provinces have notified an increase of 80-90 yuan/ton in cement prices since May 28-30. In addition, the current round of planned increase in Liaoning is 50-60 yuan/ton. Up to now, this round of price increases has been fully implemented.

In fact , since the end of April, the price of cement in Northeast China has been pushed up many times. The main reason is that in recent years, the cement industry in Northeast China has fallen into the predicament of continuous losses, and the operation of enterprises is facing severe challenges. In April this year, in response to this unfavorable situation, under the leadership of leading enterprises in the region, the cement industry in Northeast China took a series of self-discipline measures and strictly implemented the strategy of peak staggering production in order to achieve self-rescue.

"At present, many rounds of promotion of cement prices in Northeast China have been fruitful." An industry insider said that the profitability of cement enterprises in Northeast China has been significantly improved, and the ex-factory price of P.O42.5 bulk cement in Harbin and other regions has reached more than 400 yuan/ton.

However, at a time when the cement situation in the whole country is extremely severe, the price increase in Northeast China has also made other provinces "covetous". According to the latest news, a leading cement enterprise in Guangdong and Guangxi, thousands of miles away, has urgently deployed three cargo ships loaded with clinker to "kill" the Northeast market.

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This operation of the cement enterprise can be said to have aroused "public indignation". At a time when the cement industry in Northeast China is struggling to carry out self-rescue operations, the three ships loaded with clinker are not only a test of confidence in the cement market in Northeast China, but also a challenge and intervention in the region's efforts to restore balance.

What is more worrying is that these three clinker freighters may be just the beginning , indicating that more cement producers along the Yangtze River and even in the surrounding inland provinces may be attracted by market signals and consider joining the ranks of cross-regional competition. Intends to share the Northeast market. In

my opinion, when the national cement industry is generally facing losses, enterprises in Northeast China take the initiative to attack and actively explore ways to save themselves, and their positive attitude and practical experience undoubtedly set a benchmark for the industry to follow.

At this critical moment, cement manufacturers in other provinces should uphold the industry community consciousness, give full understanding and support to the Northeast region, and leave the necessary time and space for its recovery and development, rather than focusing on the immediate meager profits, destroying the self-sacrifice of enterprises in the Northeast region, and promoting the development of the Northeast region. The hard-won market situation has made short-sighted actions that may hinder the stable growth prospects of the whole cement industry.

To safeguard the overall situation of the industry and promote sustainable development, we need to abandon narrow interests and work together to overcome difficulties.

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Correlation

Recently, due to the persistent cost pressure in the south, the price of concrete has risen slightly with the raw materials, but the growth of market demand is limited, and the overall quotation is still stable. From October 31 to November 6, the national concrete price index closed at 112.47 points, up 0.31% annually and down 10.11% year-on-year.