With the end of the Spring Festival holiday, all parts of the country have begun to set off a wave of construction. How is the recovery of the cement market in Gansu? China Cement Network has exchanged with local insiders.
"The enterprise has not yet opened the kiln." A business person said that with the resumption of work downstream, enterprises have some shipments, but the volume is very small. It is not expected to return to normal shipment levels until mid-March.
Talking about the demand for cement in Gansu this year, many people expressed their optimism. "Every year, it is said that the actual funds for major projects are difficult to get in place." According to an industry source, the state also issued a policy recently that 12 provinces with high debt should not start new projects at the provincial or municipal level in 2024, except for basic livelihood projects such as water supply, power supply and heating. It is estimated that most of the projects in these provinces will be suspended, which will have a greater impact on the demand for cement. However, judging from the current situation in Gansu, there is no sign yet.
It is understood that in 2023, the demand for real estate in Baiyin and Lanzhou declined by about 70%, and the local market demand was mainly driven by major projects and some civil markets. Driven by infrastructure construction, Gansu's cement output in 2023 is basically the same as that in 2022. According to the data released by the Bureau of Statistics, Gansu's cement output in 2023 was 41.25 million tons, up 2.93% year-on-year.
If infrastructure projects are affected, it may have a greater impact on the cement market in Gansu.
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