1、 Cement Net Weekly Report: Cement Prices Continue to Rise in Many Places in East China (10.14-10.18)
Cement prices in many places in East China continued to rise, and some areas showed signs of falling prices. Cement prices in some areas of Jiangxi and Zhejiang increased by 20-30 yuan/ton. Anhui area has the phenomenon of dark drop, but the quotation is stable. Cement prices in some areas of Jiangsu and Fujian have also been raised. Affected by the rising prices in the surrounding areas, the price in Shandong increased by 50 yuan/ton, but the demand did not pick up, and the price of clinker remained low. At the same time, domestic cement production declined year on year, and some excess capacity was eliminated. Conch Cement supplies a large amount of cement for Xuanji high-speed rail, and Yushan South strengthens intelligent manufacturing. Vietnam's cement export volume has decreased, but it is still a big exporter.
2、 Weekly Report of Cement Network: Demand in Sichuan and Chongqing in Southwest China Improves, Cement Price Steadily Promotes (10.14-10.18)
Due to the improvement of demand in Sichuan and Chongqing in Southwest China, the price of cement has risen steadily. Due to the policy of peak staggering production and the recovery of demand in Sichuan, the price of cement in some areas has increased by 50 yuan/ton. Prices in Chongqing have also been raised. Due to weak demand in Yunnan and Guizhou, the implementation of price increases is not good. In addition, many places issued the 2024-2025 cement peak staggering plan, and the peak staggering time in Chongqing reached 110 days. The environmental impact assessment system may be reformed, and the environmental impact assessment of cement grinding station may be cancelled. Sichuan Shuangma plans to acquire equity. Guizhou Haolong cement production capacity transfer. Yunnan Industrial Internet Integration Event was held in Huaxin Honghe Company.
3、 "Carbon" opens a new chapter! 2024 China Cement Double Carbon Conference is about to open
China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" on October 24-25, 2024, aiming at responding to the national green low-carbon transformation policy and promoting the low-carbon development of the cement industry. The conference includes policy interpretation, advanced technology sharing, successful case demonstration, and industry exchanges and cooperation, aiming to help enterprises grasp carbon reduction policies, improve energy efficiency, explore carbon trading mechanisms, and promote low-carbon transformation and green upgrading of the industry.
4、 Weekly Report of Cement Net: Local Market in Guangxi in Central and South China is notified to increase by 20 yuan/ton (10.14-10.18)
The price of cement in central and southern China tends to be stable. In Guangdong, due to the increase in downstream demand and transportation restrictions, the inventory pressure has eased, and some enterprises have stopped kilns, which supports the price increase. In some markets in Guangxi, the price is proposed to be increased, and the implementation remains to be observed. Some manufacturers in Henan have notified the price increase, and the actual implementation effect is unknown. Relevant industry information shows that some cement clinker production lines with backward production capacity have been eliminated, some illegal projects have been required to be rectified, and large-scale cement projects have made progress. The environmental protection department proposed the environmental impact assessment reform, which may cancel the environmental impact assessment of the cement grinding station.
The price of cement in North China has changed, and the price in South Hebei has increased by 50 yuan/ton, but the actual transaction situation remains to be observed; the market in Beijing-Tianjin-Hebei, Shanxi and Inner Mongolia has remained stable. The notice of environmental impact assessment reform was issued, and the plan of cement peak staggering and kiln shutdown in some areas was introduced, up to 227 days. Several cement clinker production lines were eliminated and dismantled. Cement enterprises in three provinces and one district held a symposium to discuss the development of the industry. From January to September, cement output decreased by 11.27% compared with the same period last year.
6、 Weekly Report of Cement Net: Raw material prices continued to rise, and concrete prices in the central and southern markets were mixed (10.14-10.18)
Recently, the price of raw materials has continued to rise, and the price of concrete in the central and southern markets has fluctuated. The shipment volume of commercial concrete enterprises in Guangdong and Guangxi increased, but the price of concrete showed a downward trend, and the price in Guangxi remained stable. The price of concrete in the two lakes region is relatively stable, with a slight increase in some regions of Hunan and Hubei. The market demand in Henan is stable and the weather is fine, but the price of raw materials has been pushed up repeatedly, and the price of concrete is expected to rise.
The National Cement Price Index (CEMPI) rose 2.66% in the 38th week and 20.52% year-on-year. The market performance was strong in the south and weak in the north, with the Yangtze River Basin Cement Price Index (YRCEMPI) rising by 0.87% annually. The demand in the south continues to increase, and the price rise momentum is strong; the demand in the northern market decreases with the approaching of the peak period of the heating season, and the market is weak. The national clinker price index (CLKPI) rose by 1.99%. Cement prices in various regions were mixed, with prices rising in Central South, Southwest and East China, rising slightly in Northwest China, and falling or weak in Northeast and North China. Cement prices are expected to be strong next week.
8、 Weekly Report of Cement Net: The price of raw materials in Sichuan and Chongqing is pushed up, the implementation is relatively positive, and the price of concrete is mainly stable (10.14-10.18)
The concrete market in Sichuan and Chongqing is stable and weak as a whole. Although the price of cement raw materials has risen, the price of concrete has not increased significantly due to insufficient demand, and the market trend needs to be observed. At the same time, the market demand for concrete in Yunnan and Guizhou is also low, the price of raw materials is blocked, and the price of concrete remains stable, with only a small fluctuation.
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