Cement net exclusive: building materials gold nine market failed silver ten can have a turnaround?

2024-10-11 15:31:54

In September, real estate investment continued to decline, infrastructure funds in place were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, Jinjiu market expectations failed, but at the end of the month, affected by peak staggering and production reduction, the Yangtze River Delta region sharply pushed up cement and clinker prices, and the national cement prices rose. In October, on the supply side, it is expected that the supply side will be relatively stable, the terminal demand will continue to improve, and the overall cement price in October will show a strong trend of volatility.

"Golden Nine Silver Ten" is the traditional peak season of the building materials market, and the high temperature weather gradually exits, driving the demand for building materials to pick up. However, in the past two years, the "golden nine silver ten" is obviously inadequate. September building materials market performance is still bleak, into October, many enterprises began final sprint in the fourth quarter, can market usher in a turnaround? In terms of

cement, in September, real estate investment continued to decline, infrastructure funds were insufficient, and some areas were greatly affected by typhoons and heavy rainfall, terminal demand was still relatively low, and Jinjiu market expectations failed, but at the end of the month, it was affected by peak staggering and production reduction. The price of cement and clinker in the Yangtze River Delta region has risen sharply, and the price of cement in the whole country has risen. In October, the supply side is relatively stable, the terminal demand will continue to improve, and the overall cement price in October is expected to show a strong trend of volatility. In terms of

concrete, in September, the hot and rainy weather in China gradually subsided, and the construction progress of feedback projects in some areas was accelerated, but new orders were still scarce as a whole, concrete shipments were still significantly lower than same period in previous years, and the market competition was fierce. In October, the weather conditions are suitable for construction activities, but the increment of new projects is insufficient, the physical workload is difficult to increase significantly in the short term, and the demand for concrete market will remain at a historically low level, which will continue to suppress the price trend. In addition, due to the rise of local production costs, the operating pressure of enterprises is still more prominent in the short term. In terms of

sand and gravel, in September, the demand in the peak season did not improve significantly, and the supply of sand and gravel increased, the market competition was fierce, the price of sand and gravel in the whole country continued to be weak, and the market price in many places was still under pressure. Entering October, the situation of special debt funds in place is expected to improve. Northeast China will usher in a rush period, while multiple positive factors such as reduced rainfall in central and southern China will jointly stimulate market demand, and the sand and gravel market is expected to usher in an opportunity for repair and replenishment. At 3:00 p.m.

on October 12, the senior researchers of Cement Big Data Research Institute of China Cement Network will interpret the market changes from the aspects of supply, demand, macro-economy and so on. For more details, please pay attention to the live broadcast of "Sharing Hui · Building Materials Observation" cement network APP video line. Welcome to scan code to make an appointment for live broadcast.

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