In October, cement prices were raised in several regions due to the recovery of market demand and the rising cost of raw materials. Specifically, the price of western Guangdong and Pearl River Delta in Guangdong increased by 20-30 yuan/ton, Shijiazhuang in Hebei increased by 50 yuan/ton, Eastern Hubei increased by about 30 yuan/ton, and Northeast Jiangxi and Nanchang in Jiangxi increased by 20-30 yuan/ton. Therefore, it can be predicted that the cement price will fluctuate slightly in October, but the overall trend is strong.
China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel to promote the green and low-carbon transformation of the cement industry. Conch Cement will share its experience in energy saving and carbon reduction. At the meeting, many experts and scholars will discuss energy-saving and carbon-reducing schemes for the cement industry, provide intellectual support for the green transformation of the industry, and promote the development of the industry.
3、 Song Zhiping's Dialogue with Herman Simon: There can Be No Real Profit in a Price War
The main content of this paper is: Under the background of vicious competition and price war in the industry, Song Zhiping and Herman Simon have a dialogue on the pricing strategy of enterprises and the avoidance of vicious competition. Simon emphasizes the importance of pricing to profits, and believes that enterprises should provide high-value products and services to achieve high pricing and high profits. Song Zhiping proposed that enterprises should avoid low-price competition, attach importance to technological innovation and brand building, and increase value through healthy competition. Both experts believe that reasonable pricing and avoiding price war are essential for the survival and development of enterprises.
4、 Weekly Report of Cement Net: The execution of kiln shutdown in East China is relatively large, and the price is pushed up substantially (10.7-10.12)
Cement prices in East China have been pushed up by a large margin due to the implementation of kiln shutdown measures. Demand for cement in Zhejiang, Anhui, Jiangsu, Fujian, Jiangxi and other places has recovered, clinker stocks have declined, major manufacturers have raised cement and clinker prices, and the overall implementation is good. Affected by this and the improvement of market demand after the National Day holiday, cement prices in some areas are expected to continue to rise. At the same time, China National Building Material Group actively promotes international exchanges and cooperation, the Ministry of Ecology and Environment speeds up the ultra-low emission transformation of the cement industry in the central region, and the cement industry is facing the upgrading and transformation of environmental protection in the whole process. In addition, cement demand has been supported by production and transportation restrictions caused by heavy pollution weather warning and the start of a new batch of major projects.
5、 Weekly Report of Cement Net: The price of raw materials in East China is pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable (10.7-10.12).
With the market demand warming up after the National Day in East China, the price of raw materials has risen, and the market has been actively implemented. The weather in Jiangsu, Zhejiang, Shanghai and Anhui is good, the infrastructure construction is accelerated, the demand for concrete is recovering, and the price is basically stable. The market demand in Shandong is weak and the price of concrete is stable, but the shutdown may affect the future price increase. Fujian cement prices increased slightly, concrete prices have not been significantly adjusted, but it is expected that there will be a price increase in the middle of the year. The price of concrete in Jiangxi is stable, but the price may fluctuate due to the rising price of cement and insufficient demand.
This week, the national cement price index rose annually, with a substantial increase over the same period last year. Cement prices vary from region to region, with prices rising in the Yangtze River Basin and falling in the central and southern regions. After the festival, the demand in Northeast China rose, but affected by the weather, the price rose before the southern market was digested. Clinker prices have also risen. Among the six regions, prices in Southwest China rose most significantly due to the support of production reduction, while prices in East China rose due to off-peak production, while prices in North China, Northeast China and Northwest China were relatively stable. Cement prices are expected to be strong next week.
7、 Weekly Report of Cement Net: Prices in Sichuan and Chongqing Markets in Southwest China Continue to Rise (10.7-10.12)
The price of cement in Sichuan-Chongqing market in southwest China continued to rise, and Sichuan implemented peak staggering and kiln shutdown, which made the price rise by 50-60 yuan/ton due to the rebound in demand. Due to the implementation of environmental protection policy in Chongqing, the kiln was stopped at the wrong peak, and the price rose by 30-50 yuan/ton. Yunnan plans to shut down the kiln for 17 days, and the price is weak and stable, but there are signs of upward adjustment. Guizhou plans to shut down the kiln for 25 days in October and not less than 65 days in the fourth quarter, and manufacturers will raise the price by 50-60 yuan/ton, but the demand is low, the inventory pressure is high, and the implementation of the price increase needs to be observed.
In September, due to the reduction of real estate investment, insufficient infrastructure funds and the impact of bad weather in some areas, the demand for cement was low, and the expectations of Jinjiu market were not met. However, at the end of the month, the price of cement clinker in the Yangtze River Delta region was pushed up by factors such as peak staggering and production reduction, and the national cement price index rose both on a month-on-month and year-on-year basis. Concrete prices fell compared with the same period last year, with the largest decline in North China. The sand and gravel price index also showed a month-on-month and year-on-year decline. Although the gold nine market is not as expected, it is still worth paying attention to whether the silver ten market will rebound.
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